Standard Dashboards in Analytics

Daily / Weekly

for day-to-day operations

1. *Insite 
   • Provides a detailed view of many aspects of your facilities operations, contractor performance, repair and maintenance spend, and assets.
2. Facilities Cost Report
   • Quick insight into facilities spend by location, trade, and category.
3. Invoice Reports
   • Details all invoices and invoice details at the transaction level, within a specified time frame.
4. PM Upcoming WOs
   • Summarizes anticipated planned maintenance work orders expected to dispatch, along with forecasted spend. You can also view this on a monthly basis.
5. Proposal Reports
   • Details all proposals, proposal details, and proposal actions within a specified time frame.

Quarterly

for operational reporting

1. Contractor Scorecard 2.0
   • Measures and tracks service provider performance on various dimensions, such as reliability, timeliness, quality, and cost of service.
2. Discovery
   • 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.

Just-In-TIme

to review information, when needed

1. MLI Approval History Report
   • Lists invoices and their approval status in the multi-level invoice approval hierarchy.
2. NTE Change - Audit Trail
   • Lists work orders where the not-to-exceed amounts (or NTEs) were changed, by whom, and when.
3. User Permissions Report
   • Lists users permissioned to use Service Automation.
4. Work Order - All Calls Report
   • Details all work orders within a specified time frame, along with data from linked work orders.
5. No Activity on Work Orders
   • Shows Open and In Progress work orders with no activity within the specified time frames.