👁️‍🗨️ Use custom views for smarter data tracking and analysis

The Taqt dashboard continuously collects valuable data, including staff checks, service requests, satisfaction scores, device status, and so on.
To make the most of this information, it’s essential to create custom views and advanced filters available in each menu.
This allows to analyze data with greater precision, responsiveness, and relevance in the monitoring and reporting.

✅ Why create custom views?

Analyzing data with targeted views helps :

• Focus on a specific site, time period, or category of events

• Save time on recurring analyses

• Quickly identify anomalies (missed cleaning, spikes in requests, drops in satisfaction)

• Create targeted reports or set up alerts for specific areas
  

🧰 Which menus offer custom view options?

1. Data

Data offers the most detailed filtering options. You can filter by:

• Event type – services, clock in or out, button presses, satisfaction, etc

• Project / Location / Device ID– focus on a geographic area or site

• Time period – select specific dates

• NFC tag (Staff) – track work of a specific member of your staff.

• Signal strength / Battery level – check the health of your devices.

Tip: Click the funnel icon at the top of each column to apply a targeted filter.

2. Tasks

Use filters to:

• Display specific locations or projects

• Focus on a particular type of tasks

• Switch between monthly and weekly views

This is especially useful for checking schedule attendance and comparing completed VS missed tasks.

3. Reports 

When creating a report:

• Select the locations to include

• Choose event types (tasks, services, satisfaction, etc.)

• Adjust the date view with the available options

Once set up, the view can be saved for regular use and for automatic email delivery (daily, weekly, or monthly).

💡 Best Practices

• Create views for specific sites or geographic areas if you manage multiple projects.

• Name your NFC tags to easily filter by staff members.

• Use filtered views as a basis for reports or Excel exports.

• Combine filtered views with scheduled alerts to enhance and simplify your monitoring.
  

📎 Useful Links

• Data Export
  

• Access Reporting