TheSummarytab provides a snapshot of your Providers' performance. It summarizes performance scores, repair and maintenance work orders and spend, location feedback, spend by work order priority, and your use of the ServiceChannel Provider mobile app for check-in.
By default, the Summary shows transactional data for all clients (Subscribers) within the past 365 days. Use the Subscribers filter in the all-inclusive filters along the top of the report to view by individual clients, different date ranges, or other criteria, as needed.
This section provides an overview of how your company is doing with facilities services. Here you can see:
Row 2: The number of Trades, Locations Serviced, Total Work Orders, and total Invoice Amount Paid.
Row 3: The number of Active Clients (Subscribers), the number of New Locations serviced in the Past Year, Declined Work Orders in the Past Year, and Invoices issued to clients.
Row 4:Work Orders by Volume visualization, Average Invoice Amount for the past year, and Average number of Work Orders in the past year. The Work Orders by Volume and Average Invoice Amount shows monthly trends on facilities spend. Clicking data points in the graph will show you the underlying data by call date for a deeper analysis.
This visualization illustrates the total number of work orders with Satisfactory and Unsatisfactory feedback. Below the chart is the percentage of work orders without location feedback.
Work orders that are auto-confirmed with satisfactory feedback are excluded from this report.
This chart helps you see your trending satisfactory and unsatisfactory performance, whether your clients are helping their teams be as compliant as possible with the feedback process, and whether you and your technicians are providing good service. Similar to the Work Order Spend chart, drill down into this visualization see Satisfactory and Unsatisfactory feedback data and work orders.
Spend by Priority
This visualization breaks down the volume of work you have handled in different priorities. By default, this chart will show all priorities across all clients. Use the Subscribers filter in the all-inclusive filters along the top of the report to view by individual clients, different date ranges, or other criteria, as needed.
This visualization shows how often the ServiceChannel Provider Mobile App (or GPS) was used to check into work orders, versus the IVR (telephone) system or other check-in methods like XML. This graph provides a discussion point between you and your clients in cases where you are looking for compliance on check-in rules based on your business practices and agreements.
We recommend GPS check-in as it is more accurate.
You can drill down to view work order details for each check-in source for a specific day.
Commonly Used Features
Below is a quick reference guide regarding tracking numbers in the Scorecard, filtering, sorting, downloading data, and sending reports.
Tracking Numbers in Analytics
Throughout the Contractor Scorecard, 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 here to expand instructions on how to filter.
⦿ How to use Filters
Click the triangle next to Filters 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 Run in the top-right corner. The Dashboard report updates with the selected criteria.