Standard Analytics gives you out-of-the-box dashboards for an array of data: work orders, invoices, proposals, assets, facilities operational costs, contractor scorecards and key performance indicators for providers, user permissions, and NTE data.
View reports — called “dashboards” — that tell the story of what is happening in your operations: brand uptime, repair and maintenance spend, asset conditions, and contractor performance.
Filter your data, and then share them across your organization in interactive PDFs, CSVs, or Visualizations.
Schedule reports to email to colleagues regardless of their access to Service Automation.
Pin select dashboards to Boards or mark dashboards as Favorites.
Important
What you can see in Analytics is determined by your Service Automation access. You can only see Work Orders/Proposals/Invoices for the Locations/Regions/Districts and Trades/Categories you already have permission to see in Service Automation.
List of Dashboards and Recommended Use
There are a lot of dashboards available; where to begin?! Viewing the right dashboards will give you the right story at the right time.
There are certain dashboards that we recommend you use daily or weekly, while others can be viewed monthly or quarterly, in preparation for meetings or budget reviews. Others still can be viewed "just in time" in line with compliance or an operational review.
Below is a guide on the recommended use for each dashboard.
Highlights current and historical work orders on location assets, facilities spend on assets, and asset conditions and warranties, driven by the Assets Module.
Summarizes anticipated planned maintenance work orders expected to dispatch for the month, along with forecasted spend. You can also view this on a Daily/Weekly basis.
Establishes trends within your facilities operations by comparing monthly data on work orders, invoices, and providers from the current year to that of the year prior.