The Operational Report tab gives you a deeper view of your facilities spend and operations. Here, you can focus on work order volume, aging of proposals and invoices, statuses of proposals and invoices and the amount of money in each status, and work order count by status.
By default, you can see Work Orders, Invoices, and Proposals from the past 365 days. Use the all-inclusive filters along the top of the report to change these date ranges, or to focus on specific Trades and Categories
You can download the data and email reports to recipients.
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Work Order Volume by Day of the Week
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This visualization Bar chart presenting Number of Work Orders entered on a specific day of the week. Here, you can see your weekly volume of work orders by day, over a 365-day period (by default).
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Both voided work orders and work orders with an empty Status are excluded. |
Hovering over a bar gives you the total number of work orders. Clicking a bar drills down into the data where you can see a monthly (chart) or weekly (table) of work order counts for that corresponding day.
Invoice and Proposal Analyses and Aging
blahThis set of visualizations summarizes invoices and proposals across their respective statuses, as well as aging invoices and proposals.
Invoice Analysis - By Status displays the number of Invoices and Total Invoice Amount in each Invoice Status. In the all-inclusive filters along the top of the page, use the Invoice Posted Date filter to hone in on relevant data. Drill down into the data to see work order and invoice details. Click the tracking number to navigate to the work order details in Service Automation.
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Both voided work orders and work orders with an empty Status are excluded. |
Proposal Analysis - By Status displays the number of Proposals and Total Proposal Amount in each Proposal Status. Use the Proposal Date filter along the top of the page to hone in on relevant data. Drill down to see proposal details and work order tracking numbers; click the tracking number to go to the work order details in Service Automation.
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Voided work orders, proposals with an empty Status, and voided proposals are excluded. |
- Invoices waiting to be either approved or rejected shows open, aging invoices that are under 5 days old, between 5 and 14 days old, between 15 and 29 days old, and over 30 days old.
- Hovering the mouse pointer over the chart opens Number of Invoices for corresponding pie piece. Only Invoices in 'ON HOLD' and 'OPEN' Status are considered. Invoices of WOs in 'TRN-EXCLUDE', 'VOID' and empty Status are excluded.
- Proposals waiting to be either approved or rejected - pie chart showing Number of Proposals under 5 days, between 5 and 14 days, between 15 and 29 days and above 30 days. Hovering the mouse pointer over the chart opens Number of Proposals for corresponding pie piece. Proposals of WOs in 'VOID' Status and Proposals in 'APPROVED', 'VOID', 'REJECTED' and empty Proposal Status are excluded.
Aging of Open/In Progress and Completed Work Orders
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Work Order Count by Status by Month for the Past 12 Months
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