The Operational Report tab gives you a deeper view of your facilities spend and operations. Here, you can focus on work order volume, aging of proposals and invoices, statuses of proposals and invoices and the amount of money in each status, and work order count by status.
By default, you can see Work Orders, Invoices, and Proposals from the past 365 days. Use the all-inclusive filters along the top of the report to change these date ranges, or to focus on specific Trades and Categories
You can download the data and email reports to recipients.
Work Order Volume by Day of the Week
This visualization Bar chart presenting Number of Work Orders entered on a specific day of the week. Here, you can see your weekly volume of work orders by day, over a 365-day period (by default).
Both voided work orders and work orders with an empty Status are excluded.
Hovering over a bar gives you the total number of work orders. Clicking a bar drills down into the data where you can see a monthly (chart) or weekly (table) of work order counts for that corresponding day.
Invoice and Proposal Analyses and Aging
This set of visualizations summarizes invoices and proposals across their respective statuses, as well as aging invoices and proposals.
Invoice Analysis - By Status displays the number of Invoices and Total Invoice Amount in each Invoice Status. In the all-inclusive filters along the top of the page, use the Invoice Posted Date filter to hone in on relevant data. Drill down into the data to see work order and invoice details. Click the tracking number to navigate to the work order details in Service Automation.
Both voided work orders and work orders with an empty Status are excluded.
Proposal Analysis - By Status displays the number of Proposals and Total Proposal Amount in each Proposal Status. Use the Proposal Date filter along the top of the page to hone in on relevant data. Drill down to see proposal details and work order tracking numbers; click the tracking number to go to the work order details in Service Automation.
Voided work orders, proposals with an empty Status, and voided proposals are excluded.
- Invoices waiting to be either approved or rejected shows open, aging invoices that are under 5 days old, between 5 and 14 days old, between 15 and 29 days old, and over 30 days old.
- Hovering the mouse pointer over the chart opens Number of Invoices for corresponding pie piece. Only Invoices in 'ON HOLD' and 'OPEN' Status are considered. Invoices of WOs in 'TRN-EXCLUDE', 'VOID' and empty Status are excluded.
- Proposals waiting to be either approved or rejected - pie chart showing Number of Proposals under 5 days, between 5 and 14 days, between 15 and 29 days and above 30 days. Hovering the mouse pointer over the chart opens Number of Proposals for corresponding pie piece. Proposals of WOs in 'VOID' Status and Proposals in 'APPROVED', 'VOID', 'REJECTED' and empty Proposal Status are excluded.
Aging of Open/In Progress and Completed Work Orders
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Work Order Count by Status by Month for the Past 12 Months
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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.
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