The No Activity on Work Orders dashboard gives you an insight into Open and In Progress work orders that have not been updated recently. This may happen when a technician didn’t complete their work on site or when your employee forgot to take the required action on an issue. Take a closer look at the data in this dashboard to find out which providers and work orders to follow up on.

Note that any update to a work order is considered an activity, including adding notes, attaching files, or changing work order parameters.

The dashboard contains the following reports:

Number of Work Orders with No Activity in the last 7, 14, and 30 days.
Work Orders with No Activity in Past 2 Days. This report includes the details of work orders with no activity in the last 2 days and shows the number of days since the work order or its status was last updated.
Number of Work Orders with No Activity in Past 7 Days by Provider. In this report, you can see how many work orders with no activity in the last 7 days each provider has.

You can use filters along the top of the dashboard to adjust what data you want to view.

Click here to expand the list of parameters by which you can filter data.

Trade
Category
Priority
Location Number
State
City

Provider Name
Scheduled Date: whether it’s in the past or not
To view the below parameters, click More.
Location Note Headers
Company Name

Number of Work Orders with No Activity

The cards at the top of the dashboard show the total number of work orders with no activity in the last 7, 14, and 30 days.

Cards showing the total number of work orders with no activity in the last 7, 14, and 30 days
Clicking a number on any card allows you to:

Explore all work orders with no activity within the specified time frame.
Filter these work orders by Region, Feedback, or Asset.

Work Orders with No Activity in Past 2 Days

In this report, you can see the details of work orders with no activity in the last 2 days. Pay attention to the last two columns to find out how long the work order and its status have not been updated.

Report on work orders with no activity in the last 2 days
The following data is listed in the report, sortable by these column headers:

State
City
Location #
Trade
Category
Priority
Provider
Tracking #
Click the Tracking # to navigate to the work order details in Service Automation.

Call Date
Scheduled Date
Status
Extended Status
Days Since WO Activity: The number of days since the work order was last updated.
Days Since Last Status Change: The number of days since the status or extended status of the work order was last updated. If the status was never changed, then it’s the number of days since the work order was created.

Clicking a value in the table allows you to filter work orders by that value. This option is available for Trade, Category, Call Date, Scheduled Date, Days Since WO Activity, and Days Since Last Status Change.

Number of Work Orders with No Activity in Past 7 Days by Provider

This report shows you how many work orders with no activity in the last 7 days are assigned to each provider.

Report on work orders with no activity in the last 7 days by provider
The following data is listed in the report, sortable by these column headers:

Provider Name
WO Count

Click the work order count for the desired provider to do the following:

Explore all work orders with no activity in the last 7 days assigned to this provider
Filter work orders of that provider by Region, Feedback, or Asset

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 here to expand instructions on how to filter.

⦿ How to use Filters

Click filter field to show the criteria.
Select the desired criteria to include or exclude:
1. 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.
2. 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
3. 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.
4. 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.

Click here to expand instructions on how to download reports.

⦿ How to Download Data from a Single Visualization or Table

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.

⦿ How to Download a Dashboard to PDF

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:
1. 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.
2. Expand tables shows all rows in a table, instead of just the rows that appear on the dashboard.
3. 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.

⦿ How to Download a Dashboard to CSV Zip File

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.

Click here to expand instructions on how to send reports.

⦿ How to Send a Report Manually

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.
1. (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.

⦿ How to Schedule Reports

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.
1. (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 Reports

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