Repair KPIs Comparison Tab
- Chellie Esters
- Caroline Antoun
This section is for users who log in using www.servicechannel.eu. If you log in using the global instance, www.servicechannel.com, jump over to Repair KPI Trends Dashboard.
The Repair KPI Comparison visualization shows how your service providers stack against each other, according to both overall score and for each key performance indicator.
Seeing the data behind your providers' performance helps you determine which providers are complying with your workflow given the volume of work assigned to them. It helps you see whether your 'favorite' providers are great people but horrible at checking in or invoicing on time. This data helps you unearth 'star' providers in your network, or helps you see whether you need a conversation to help performance get better.
Comparison Data
Here you will see:
the list of service providers in your network that were assigned work orders,
- the repair KPI for each provider,
- the number of work orders assigned to that provider over the past 365 days (or during the filtered time frame),
- the percentages for each repair KPI, and
- the overall grade and score for your entire provider network (or for the service providers listed using the filter).
Under Repair Score, providers with less than 10 completed work orders in the past 12 months will show “Needs more work orders” instead of an overall score.
Providers with no work orders during the selected date range are filtered out of this visualization.
Drilling Down into the KPIs
Clicking a KPI drills down into the data, showing the list of work orders and other relevant information about that KPI. Clicking a tracking number from here navigates you to the Work Order Details in Service Automation.
Below is a quick reference guide regarding tracking numbers in Analytics, filtering, sorting, downloading data, and sending reports. 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. 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 Analytics tables are dynamic, as you can: 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. Select the desired File Format and choose a File Name: A default name is listed but you can change it. 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. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Send. The Send (Dashboard Name) modal opens. A Title is given by default, but you can change it. Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add. (Optional) Click Include a custom message to add a personal note. Under Format data as, choose PDF, Visualization, or CSV Zip file. (Optional): Click Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here. Click Send. The email is sent to your recipients. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Schedule. The Schedule (Dashboard Name) modal opens. A Title is given by default, but you can change it. Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add. (Optional) Click Include a custom message to add a personal note. Under Format data as, choose PDF, Visualization, or CSV Zip file. Under Deliver this schedule, choose Daily, Weekly, Monthly, Hourly, or By minute (in 5-minute increments, up to 30 minutes) (Optional): Use Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here. Click Send. The email is sent to your recipients. More details are available on Downloading and Sending Dashboards and ReportsCommonly Used Features
Tracking Numbers in Analytics
Filtering Dashboards
Dynamic Table Sorting
Downloading and Sending Reports
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