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 have been worked with during selected date range.
Provider Analysis - Top 10 by Total Invoice Amount
bubble chart displaying three dimensions of data: Invoice Amount, Average Invoice Amount and Number of Work Orders by Provider (top 10 Providers by total Invoice Amount). Horizontal axis reflects Invoice Amount. Vertical axis is Average Invoice Amount axis. And the Number of Work Orders as an additional dimension of the data is represented in the size of the bubbles. Each bubble is associated with separate Provider. Hovering the mouse pointer over any bubble shows the numbers for corresponding Provider.
Both voided work orders and work orders with an empty Status are excluded.
Feedback Report
pie chart displaying the Number of Work Orders by the Feedback Result. Only WOs with 'Completed' or 'Invoiced' Status and empty or 'Confirmed' Extended Status are included.
Hovering the mouse pointer over the chart opens Number of Work Orders for corresponding WO Feedback Result.
Top 10 Providers by Total Invoice Amount
table displaying total Number of Work Order, total Number of Invoices, Average Invoice Amount, Average Full Resolution Time (Days) (WO Completiondate - WO Calldate), Average Hours on Site, Total Invoice Amount and Average Time to Invoice (Days) (Invoice Posteddate - WO Completiondate) for top 10 Providers by Total Invoice Amount. WOs in 'TRN-EXCLUDE', 'VOID' and empty Status are excluded.
Both voided work orders and work orders with an empty Status are excluded.
Service Levels by Trade - Top 10 by WO Count
able displaying Average Full Resolution Time (Days) (WO Completiondate - WO Calldate) and Average Hours on Site for top 10 Trades by the Number of Work Orders.
Both voided work orders and work orders with an empty Status are excluded.
Invoice Analysis by Trade - Top 10 Trades by count of invoices
table displaying Average Invoice Amount, total Number of Invoices and total Invoice Amount for top 10 Trades by total Invoice Amount.
Voided work orders are excluded.
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.
Filter by label
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