The Proposals tab lists the following reports:
- Proposal Details with Breakdown lists the status and financial details of Proposals.
- Proposal Details with Operational Information lists the approval status and age of each Proposal, as well as the Trade and who approved the Proposal.
Proposal Details with Breakdown
This scrollable report provides financial information for work orders at the transaction level. Here, you can view the NTE and Invoice Amount for every work order within the past 365 days (by default) or by the criteria set in the report filters on the top of the page.
The following data is listed in the All Calls Report with Financial Details:
Tracking Number
Call Date
Location Number
Trade
Category
Priority
Status
Extended Status
Provider Name
Not To Exceed Amount
Invoice Amount
Proposal Details with Operational Information
This scrollable report details service level information for work orders at the transaction level. Here, you can view the provider assigned to the work order, when a work order was reassigned, the Scheduled Date and Work Date, total hours on site, and the number of days the provider took to resolve the work order.
You can view every work order within the past 365 days (by default) or by the criteria set in the report filters on the top of the page.
The following data is listed in the All Calls Report with Service Level Details:
Tracking Number
Call Date
Provider Name
Reassign Date
Scheduled Date
Work Date
Total Hours on Site
Full Resolution Time (Days)
Report Filters
On the top of the page are global filters to help you hone in on key information. Note that all reports on the page are affected by these global filters.
You can filter by the following criteria:
Proposal Date
Category
Trade
- Priority
- Provider
- Proposal Status
- Location Region
Location District
Location Name
Once you have your filters set, you can save the filter view so you can easily access the data. You can save multiple filter views, as needed. After setting your filters, click *Unsaved View on the top-right of the page, and then Save current view...
You can also schedule the report to email to your inbox, print a PDF version of the full report, and export the full report to MS Excel. See Analytics Settings for more information.
Sorting Your Data
For all reports in this dashboard:
- Click the up arrow next to the headers to sort columns from lowest to highest / A - Z / earliest to latest. Click it again to return to the default sorting.
- Click the down arrow to sort from highest to lowest / Z - A / latest to earliest. Click it again to return to the default sorting.
Downloading Reports
You can either download individual reports or download all reports into one file. Your reports will download with the criteria set in the filters on the top of the page.
Downloading Individual Reports
When hovering your mouse over the data table, an icon
appears next to the table name. Click the icon to choose which format to download your report.
The section title and the table title may have the same name. The table title is smaller and directly above the table.
- On the desired table, mouseover the table title. The download iconappears.
- Click the icon, and then select Download As...
Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).
When downloading tables to PDF, PDF (Landscape) is the recommended option.
- When prompted, save the report to your drive.
Downloading All Reports Into One File
You can download all the reports listed in this dashboard.
- On the top-right of the screen, click the gear icon.
- Choose the desired format:
- Export to PDF saves the current page view as a PDF file. Only the data immediately listed on the page will appear in the PDF export.
- Export to XLSX saves all data in a Microsoft Excel XLSX spreadsheet. Each table is saved on a different Excel tab.
- When prompted, save the report to your drive.
Filter by label
There are no items with the selected labels at this time.