Spend Analysis Tab
- Chellie Esters
- Anastasia Troichuk (Unlicensed)
- AJ Steele
The Spend Analysis Tab displays the spend and work order volume by assets. Here, you can view all asset-related work orders for the past 365 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.
You can download the data and email reports to recipients.
Visualizations in this Dashboard
There are two sections, with visualizations under each:
Asset Portfolio gives a headline view of the total number of assets and the number of assets under warranty.
Asset Service History shows the total number number of open work orders associated with your assets, the number of work orders completed in the past 365 days, and the total invoice amount for assets under warranty. This section also provides a summary of asset work orders and invoices, top 10 assets by spend, top 10 brands by average invoice amount, assets with the most number of work orders, and spend by asset age group.
Asset Portfolio
These headlines tiles give an overall view of assets that you have in the Asset Manager database. Here you will find:
- The total number of Assets
- The number of Assets still under Warranty
Click into each visualization to view the underlying asset data, such as asset ID, tag ID, store ID, condition, and asset type.
Asset Service History
Asset Work Order and Invoice Summary
These headlines tiles give an overall view of the work orders and invoices with assets associated to them, in which action may be necessary. Here you will find:
- The number of open work orders with Assets
- The Assets with more than 5 work orders
- The number of Assets with open work orders
The invoice amount
- The number of Assets with work orders completed over the past year
- The total invoice amount for Assets under warranty
Click into each visualization to view the underlying data, such as tracking numbers, asset details, work order and invoice details, assigned providers, and committed spend. Click the tracking number to navigate to the work order details in Service Automation.
Top 10 Asset Types by Spend
This visualization Bar Chart presenting top 10 asset types by spend. Here, you can see your top total invoice spend by asset, over a 365-day period (by default).
Clicking any of the bars drills down into the underlying data, where you can see the related tracking numbers, assigned providers, invoice details, and invoice amount. Click the tracking number to navigate to the work order details in Service Automation.
Top 10 Brand by Average Invoice Amount
This visualization Bar Chart presenting top 10 brands by average invoice amount. Here, you can see your top average invoice amount by asset brand, over a 365-day period (by default).
Clicking any of the bars drills down into the underlying data, where you can see the related tracking numbers, assigned providers, invoice details, and invoice amount. Click the tracking number to navigate to the work order details in Service Automation.
Assets with Most Number of Work Orders
The following data is listed in the report, sortable by these column headers:
- Tag ID
- Asset Type
- Location Number
- Number of Work Orders
- Invoices Amount
Spend by Asset Age Group
This visualization Bar Chart presents total spend by asset age group, over a 365-day period (by default). Assets are grouped into six buckets. Assets Less than 1 Year, 1-2 Years, 2-3 Years, 3-4 Years, 4-5 Years and Greater than 5 Years. All buckets assets fall under are based on the Install Date entered into the asset module on Service Automation.
Clicking any of the bars drills down into the underlying data, where you can see the related tracking numbers, assigned providers, invoice details, and invoice amount. Click the tracking number to navigate to the work order details in Service Automation.
Commonly Used Features
Below is a quick reference guide regarding tracking numbers in Analytics, filtering, sorting, downloading data, and sending reports.
Tracking Numbers in Analytics
Throughout Analytics 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 filter field 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 Refresh icon in the top-right corner. The Dashboard report updates with the selected criteria.
More details are available on Filtering an Analytics Dashboard
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 Vertical Ellipses to download reports, schedule delivery of reports at regular intervals, add to a board, or get a link.
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.