Service Providers Analysis Tab
- Chellie Esters
- Caroline Antoun
The Service Providers Analysis tab gives you a view of your facilities spend by Provider. Across your active providers, you can analyze invoice amounts, feedback, service levels, and trades over the past 365 days, by default. Use the all-inclusive filters along the top of the report to change the date range, or to focus on specific Trades, Categories, and/or Providers.
In this dashboard you will see:
- Count of Active Providers
- Provider Analysis - Top 10 by Total Invoice Amount
- Feedback Report
- Top 10 Providers by Total Invoice Amount
- Service Levels by Trade - Top 10 by Work Order Count
- Invoice Analysis by Trade - Top 10 Trades by Count of Invoices
You can download the data and email reports to recipients.
Count of Active Providers
This visualization displays the number of Providers who have worked on at least 1 work order during the selected date range. By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
Clicking the number drills down into a list of all work orders and includes:
- work order details such as Status, Trade, Category, and Location
- work order completion date
- NTE
- Invoice Amount
- Committed Spend
Clicking the tracking number navigates you the work order details page in Service Automation.
Provider Analysis - Top 10 by Total Invoice Amount
This visualization enables you to spot any outliers among your provider invoicing. It clusters three-dimensional data for your top 10 Providers: Invoice Amount, Average Invoice Amount, and Number of Work Orders by Provider.
Both voided work orders and work orders with an empty Status are excluded.
Each bubble represents a Provider — the more Work Orders for that Provider, the larger the size of the bubble.
Hovering over a bubble lists the Total Invoice Amount for that Provider, the Provider name, the Average Invoice Amount, and the total Work Order Count. Clicking the bubble allows you to explore all underlying data, or filter by Trade, District, or Asset.
By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
Feedback Report
This visualization summarizes the number of work orders marked as Satisfactory or Unsatisfactory, as well as work orders with no feedback.
Only work orders in the Completed, Completed/Confirmed, and Completed/Invoiced Statuses are included.
Hovering over the chart shows the number of work orders for the corresponding feedback result. Click a feedback result to drill down into all work orders with that result, or filter work orders by Region, Feedback, or Asset.
By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
Top 10 Providers by Total Invoice Amount
This table helps you analyze your top 10 providers and their work order and invoice volume. For each Provider you will see:
- Work Order Count
- Invoice Count
- Average Invoice Amount
- Average Full Resolution Time (Days), calculated as the difference between the Work Order Completion Date and Work Order Call Date
- Average Time on Site (Hours)
- Invoice Amount
Average Time to Invoice (Days), calculated as the difference between the Invoice Posted Date and Work Order Completion Date
Both voided work orders and work orders with an empty Status are excluded.
By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
Clicking any of the data points will drill down further into the data, based on that header. To navigate to work order details, click either data under WO Count or Invoice Amount for that Provider.
Service Levels by Trade - Top 10 by WO Count
This table shows the total Average Full Resolution Time (Days)and Average Time on Site (Hours) for the top 10 Trades, by work order volume. Work Orders in the Completed or Invoiced Statuses appear here.
Both voided work orders and work orders with an empty Status are excluded.
Clicking on the Trade allows you to drill down into the data by Category or Tracking Number. Clicking a metric drills down into a list of all work orders and includes:
- work order details such as Status, Trade, Category, and Location
- work order completion date
- NTE
- Invoice Amount
- Committed Spend
By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
Invoice Analysis by Trade - Top 10 Trades by Count of Invoices
This table lists the Average Invoice Amount, total number of Invoices, and total Invoice Amount for the top 10 Trades by total Invoice Amount. Here, you can see where most of your facilities spend is allocated, by Trade.
Clicking on the Trade allows you to drill down into the data by Category or Tracking Number. Clicking other metrics allow you to either see all of the data or filter by Trade, District, or Asset.
Voided work orders are excluded.
By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.
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.