One of Servis.ai’s most useful features is the ability to export data into CSV or PDF reports. You can easily download records from contacts, accounts, opportunities, or custom apps—either as a full file per app or by selecting specific details to include.
This is especially helpful when working with custom fields, as you can tailor the CSV export to match your specific setup.
Before generating a report, Servis.ai lets you organize and customize your data in several ways to fit your needs. This article will guide you through the available options.
For more on exporting data and setting up scheduled reports, check out the related articles below.
User Permissions: Only Admins users can use this feature.
In this tutorial, we will cover the following topics:
- Creating Calculations in List View
- Use Filters to Organize Your Data
- Access Reference Field Properties Using Dot Walking
Creating Calculations in List View
Servis.ai makes it easy to run quick calculations on number-based fields directly from the List View.
Just hover over a column header to reveal a calculator icon. Click it to choose from the following options:
- Count – Displays the total number of entries in the column.
- Average – Calculates the average value of the column.
- Max – Shows the highest value in the column.
- Min – Shows the lowest value in the column.
- Sum – Adds up all values in the column.
- None – Clears any previously selected calculation.
In the example below I wanted to get an average for the quotes that had been sent out. Once I selected "average" from the menu the result shows up in the column title.
In-line calculations work with any number field. For example, in a Ticketing app with a field tracking ticket cycle time (the duration from creation to completion), you can quickly find key metrics.
In this case, we used Servis.ai to display the maximum cycle time across all records—giving instant insight into the longest resolution period.
Use Filters to Organize your Data
Apply filters, use the sorting options, group your data and create useful calculations to improve your record productivity. You can combine all these options to create personalized views that you can then use to create powerful dashboards and custom reports.
To learn more about Filters see the following article:
Access Reference Filed Properties Using Dot Walking
See the following article for using Dot Walking to further customize your views and reports.