The Summary tab provides a snapshot of your Providers' performance. It summarizes performance scores, repair and maintenance work orders and spend, location feedback, spend by work order priority, and your use of the ServiceChannel Provider mobile app for check-in.
There are 4 parts to the Summary:
You can download the data and email reports to recipients.
By default, the Summary shows transactional data for all clients (Subscribers) within the past 365 days. Use the Subscribers filter in the all-inclusive filters along the top of the report to view by individual clients, different date ranges, or other criteria, as needed.
Provider Summary
This section provides an overview of how your company is doing with facilities services. Here you can see:
- Row 1: Overall Scorecard Grades for Repair and Maintenance key performance indicators. See Scorecard Score Grade and Calculations for an explanation of calculations.
- Row 2: The number of Trades, Locations Serviced, Total Work Orders, and total Invoice Amount Paid.
- Row 3: The number of Active Clients (Subscribers), the number of New Locations serviced in the Past Year, Declined Work Orders in the Past Year, and Invoices issued to clients.
Row 4: Work Orders by Volume visualization, Average Invoice Amount for the past year, and Average number of Work Orders in the past year.
The Work Orders by Volume and Average Invoice Amount shows monthly trends on facilities spend. Clicking data points in the graph will show you the underlying data by call date for a deeper analysis.
Location Feedback
This visualization illustrates the total number of work orders with Satisfactory and Unsatisfactory feedback. Below the chart is the percentage of work orders without location feedback.
Work orders that are auto-confirmed with satisfactory feedback are excluded from this report.
This chart helps you see your trending satisfactory and unsatisfactory performance, whether your clients are helping their teams be as compliant as possible with the feedback process, and whether you and your technicians are providing good service. Similar to the Work Order Spend chart, drill down into this visualization see Satisfactory and Unsatisfactory feedback data and work orders.
Spend by Priority
This visualization breaks down the volume of work you have handled in different priorities. By default, this chart will show all priorities across all clients. Use the Subscribers filter in the all-inclusive filters along the top of the report to view by individual clients, different date ranges, or other criteria, as needed.
Check-In Source
This visualization shows how often the ServiceChannel Provider Mobile App (or GPS) was used to check into work orders, versus the IVR (telephone) system or other check-in methods like XML. This graph provides a discussion point between you and your clients in cases where you are looking for compliance on check-in rules based on your business practices and agreements.
We recommend GPS check-in as it is more accurate.
You can drill down to view work order details for each check-in source for a specific day.
Commonly Used Features
Below is a quick reference guide regarding tracking numbers in the Scorecard, filtering, sorting, downloading data, and sending reports.
Tracking Numbers in Analytics
Throughout the Contractor Scorecard, you can drill down into visualizations to see the underlying data. In most cases, the tracking numbers related to that data are listed. You can click the tracking number to navigate straight to the work order details in Service Automation.
Filtering Dashboards
On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.
The filter criteria for each dashboard may differ. Filters reset to the default when the page is refreshed.
Click the triangle next to Filters to show the criteria.
Select the desired criteria to include or exclude:
To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the picklist. Select the desired criteria (or multiple criteria) from the picklist.
To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.
Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data
To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.
To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.
Once all criteria are selected, click Run in the top-right corner. The Dashboard report updates with the selected criteria.
More details are available on Filtering in the Contractor Scorecard.
Dynamic Table Sorting
Analytics tables are dynamic, as you can:
- click column and row headers to sort data (the arrow indicate which data is sorted),
- hover over a header to show the gear icon where you can interact with the data more dynamically, and
- drag and drop a header to rearrange the table.
Downloading and Sending Reports
In the upper-right corner of any page, click the Gear icon to download reports, send reports, or schedule reports to send at regular intervals.
You can download data from a table and visualization or download a dashboard tabto PDF or CSV.
- On the desired table or visualization, hover over the upper-right to expose the 3 dots menu, and then click Download Data. The Download modal appears.
Select the desired File Format and choose a File Name: A default name is listed but you can change it.
- Click Download.
On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as PDF. The Download modal appears.
A default Filename appears, but you can change it.
Under Advanced options:
Single-column format lays out all tables and visualizations on a page into one column in the PDF, as opposed to how it is laid out in the dashboard.
Expand tables shows all rows in a table, instead of just the rows that appear on the dashboard.
Paper size adjusts the PDF to your desired size.
Click Open in Browser to view the PDF in your chosen browser, or click Download to save a version of the report onto your device.
On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as CSVs... A new browser tab opens.
After the files render, you are prompted to save the CSV Zip file onto your device.
More details are available on Downloading and Sending Dashboards and Reports
You can also Send a one-time report via email or Schedule a recurring email send.