Welcome to the newly updated Analytics Reporting Suite. This suite offers a variety of reports to help you track technician performance, time utilization, revenue generation, and travel efficiency. Below is a detailed guide on what each report offers and how to use them.
Performance Report
Performance Report
The performance report provides insights into technician productivity and task performance over a selected time period. It helps managers evaluate how efficiently technicians complete their work and compare performance across different months or users.
The report includes summary indicators such as the total number of completed tasks and First Time Fix (FTF) rate, allowing quick assessment of overall performance. Users can select one or multiple months to compare results and analyze trends over time.
Filters allow the data to be narrowed by work order type, user, customer, object, or user office, making it easier to focus on specific teams or activities. The report also supports different grouping views, such as By User, By Task Type, By User Office, or By Standardized Work.
The Month Comparison table provides a detailed view of technician performance across the selected months. It allows users to compare task performance metrics side-by-side for each month.
The following metrics are shown:
Tasks – the number of completed tasks for the selected period
FTF % (First Time Fix) – the percentage of tasks resolved during the first visit
Avg Work – the average duration of work for the tasks
The table is divided into sections for each selected month, allowing users to easily compare results between months and identify changes in productivity or performance.
Color highlighting helps quickly identify performance trends:
Green indicates higher values or stronger performance
Red indicates lower values or potential issues
By reviewing the table, managers can identify top-performing technicians, detect performance changes across months, and analyze which task types or offices contribute most to overall performance.
How to use
Go to Analytics → Performance
Select months using the MonthPicker
Apply filters if needed (task type, user, client, office)
Toggle the view between By User, Task Type, User Office, or Standardized Work.
Click on Filter.
Time Utilization Report
Time Utilization Report
The Time Utilization report provides insights into how technicians (or task type, task office, or standardized work) spend their working time and how efficiently their time is used. It helps managers understand how much time is spent on tasks, travel, and billable work, and identify opportunities to improve productivity and workload distribution.
The report combines summary indicators, visual charts, and a detailed table to provide both a quick overview and a deeper analysis of time usage.
How to Access the Report
Go to Analytics → Time Utilization.
Select the date range.
Optionally apply filters such as work order type, user, customer, object, or user office.
Click on Filter.
Filters and Settings
At the top of the report, users can filter the data to focus on specific technicians or activities. Available filters include:
Work order type
User
Customer
Object
User office
You can also adjust the Hours per day setting to define the number of available working hours used for utilization calculations.
The report can be grouped by:
User
Task Type
Client
User Office
Additionally, users can switch between different task states such as In Progress, Completed, or Invoiced depending on which tasks should be included in the analysis.
Summary Indicators
At the top of the report, several summary cards provide a quick overview of time utilization:
Total Tracked Time – total time recorded across all activities
Total Billable Time – time that can be billed to the customer
Tracked Utilization – percentage of available time that was tracked
Billable Utilization – percentage of available time that is billable
These indicators help quickly assess overall productivity and time usage.
Time Breakdown Chart
The Time Breakdown chart visually displays how technicians (or task type, task office, or standardized work) spend their time during the selected period.
Each horizontal bar represents a technician and shows how their total tracked time is distributed across different activity types.
The chart divides time into the following categories:
In Progress – time spent actively working on tasks
Travel – time spent traveling between job locations
Paid Travel – travel time that is recorded as billable
Work Hours – total working time recorded for tasks
When hovering over a section of the chart, a tooltip displays additional details such as the exact time spent in each activity category, total tracked time, and total billable time.
This visualization helps managers quickly compare technicians and understand how their working time is allocated.
Time Details Table
The Time Details table provides a detailed breakdown of time usage for each technician (or task type, task office, or standardized work).
The table includes the following information:
Travel – time spent traveling to task location
In Progress – active work time tracked on task
Tracked Time – travel and in progress time combined
Paid Travel – billable travel time recorded via route history
Work Hours – billable work duration logged on tasks
Billable Time – paid Travel + Work Hours combined
Tracked Utilization – tracked time as % of available hours
Billable Utilization % – billable time as % of available hours
The table allows managers to easily compare technicians, identify differences in time usage, and monitor overall team efficiency.
Revenue Report
Revenue Report
The Revenue report provides insights into the revenue generated by technicians during the selected period. It helps managers understand how revenue is distributed across the team and which technicians contribute most to overall earnings.
The report separates revenue into different categories, allowing users to analyze how income is generated from labour, materials, and routes.
How to Access the Report
Go to Analytics → Revenue
Select the month or months to analyze
Optionally apply filters such as user, client, object, or user office
Click on Filter.
Filters and Settings
At the top of the report, filters allow users to narrow down the data and focus on specific activities or teams.
Available filters include:
Work order type
User
Customer
Object
User office
The report can also be grouped by:
User
Task Type
Task Office
Standardized Work
Additionally, users can choose which task states to include in the report, such as In Progress, Completed, or Invoiced.
Summary Indicators
At the top of the report, summary cards display key revenue metrics:
Total Revenue – total income generated during the selected period
Labour – revenue generated from technician work
Material – revenue generated from materials used during tasks
Route – revenue generated from travel or route-related services
Average Revenue per Technician – average revenue generated per technician
These indicators provide a quick overview of how revenue is distributed across different categories.
Revenue Breakdown Chart
The Revenue Breakdown chart visually shows how revenue is generated by each technician (or task type, task office, or standardized work).
Each horizontal bar represents a technician and displays the total revenue split into categories:
Labour – income from work performed by technicians
Material – income from materials used during service
Route – income from route or travel services
When hovering over the chart, a tooltip shows the exact revenue values for each category and the total revenue generated.
This visualization makes it easy to compare technicians and quickly understand which revenue sources contribute most to overall earnings.
Revenue Details Table
The Revenue Details table provides a detailed breakdown of revenue per technician (or task type, task office, or standardized work).
The table includes the following information:
Tasks – number of tasks completed
Labour (EUR) – revenue generated from work performed
Material (EUR) – revenue generated from materials
Route (EUR) – revenue generated from route or travel services
Total Revenue (EUR) – total revenue generated by the technician
This table allows managers to compare technicians, identify top revenue contributors, and analyze how different revenue categories impact overall earnings.
Work Overview Report
Work Overview Report
The Work Overview report provides a high-level summary of work performed during the selected period. It helps managers understand how many works were completed, how long they took, and how work is distributed across different standardized work types.
The report combines summary indicators, visual charts, and a detailed table to give both a quick overview and a deeper analysis of operational activity.
How to Access the Report
Go to Analytics → Work Overview
Select the month or months to analyze
Click on Filter
Filters and Settings
At the top of the report, filters allow users to focus on specific activities or teams.
Available filters include:
Work order type
User
Customer
Object
User office
These filters help narrow the data to analyze work performed by specific technicians, clients, or locations.
Summary Indicators
At the top of the report, summary cards display key work metrics:
Total Works – total number of works completed during the selected period
Total Duration – total time spent performing all works
Average Duration – average time required to complete a work
Standardized Works – number of standardized work types performed
These indicators provide a quick overview of workload and overall work duration.
Work Count Chart
The Work Count chart shows how many works were completed for each standardized work type.
Each bar represents a standardized work category, making it easy to see which types of work occur most frequently.
This chart helps managers identify the most common service activities performed by technicians.
Total Duration Chart
The Total Duration chart shows the total amount of time spent on each standardized work type.
This visualization helps identify which types of work consume the most technician time and may require additional planning or resources.
Work Overview by Standardized Work Table
The Work Overview by Standardized Work table provides a detailed breakdown of work activity for each standardized work type.
The table includes the following information:
Works – number of completed works
Users – number of technicians who performed the work
Working Hours – time spent actively performing the work
Non-Working Hours – recorded non-working time associated with the work
Total Duration – total time required to complete the work
Average Duration – average time required per work
This table allows managers to analyze work distribution, compare work types, and better understand how technician time is spent across different services.
Stop Reason Analysis Report
Stop Reason Analysis Report
The Stop Reason Analysis report helps analyze why tasks are stopped during their execution. It provides insights into stop events, the reasons behind them, and how much time is affected by these interruptions.
This report helps managers identify operational issues, understand common causes of task interruptions, and improve workflow efficiency.
How to Access the Report
Go to Analytics → Stop Reason Analysis
Select the month or months to analyze
Optionally apply filters such as user, client, object, or user office
Click on Filter
Filters and Settings
At the top of the report, filters allow users to focus on specific tasks or teams.
Available filters include:
Work order type
User
Customer
Object
User office
The report can also be grouped by:
Stop Reason
User
Task Type
Client
User Office
This allows users to analyze interruptions from different perspectives.
Summary Indicators
At the top of the report, summary cards display key stop event metrics:
Total Stop Events – total number of times tasks were stopped
Unique Reasons – number of different stop reasons recorded
Total Stopped Time – total time tasks remained stopped
Average Time per Stop – average duration of a stop event
These indicators provide a quick overview of how often tasks are interrupted and how much time is affected.
Stop Reason by Task Count
The Stop Reason by Task Count chart shows how many tasks were stopped for each stop reason.
Each bar represents a stop reason and indicates how frequently it occurred. This helps identify the most common causes of task interruptions.
Stop Reason by Total Stopped Time
The Stop Reason by Total Stopped Time chart shows how much time was lost due to each stop reason.
This visualization helps identify which stop reasons have the biggest impact on operational efficiency.
Stop Reason Detail Table
The Stop Reason Detail table provides a detailed breakdown of stop events.
The table includes the following information:
Stop Reason – the reason why tasks were stopped
Tasks – number of tasks affected by this stop reason
Total Time – total time tasks remained stopped
Average Time – average duration of the stop
Affected Users – number of technicians affected by the stop reason
This table helps managers analyze the impact of different stop reasons and identify operational bottlenecks.
Employee Day Timeline Report
Employee Day Timeline Report
The Employee Day Timeline report provides a visual overview of technicians’ daily activities. It shows how each technician’s working day is structured by displaying work and travel periods on a timeline.
This report helps managers understand how technicians spend their time during the day and identify gaps, travel time, or workload distribution.
How to Access the Report
Go to Analytics → Employee Day Timeline
Select the date range
Optionally filter by user or user office
Click on Filter
Filters and Settings
At the top of the report, users can apply filters to focus on specific technicians or teams.
Available filters include:
Date
User
User office
These filters help narrow the timeline view to specific employees or locations.
Summary Indicators
At the top of the report, summary cards provide key metrics for the selected period:
Total Days – number of days included in the report
Total Work Time – total time spent performing work
Total Travel Time – total time spent traveling between locations
Average Work per Day – average work time recorded per day
Average Travel per Day – average travel time recorded per day
These indicators provide a quick overview of technician activity during the selected period.
Daily Activity Timeline
The Daily Activity Timeline visualizes technician activity across each day.
Each row represents a day, and the horizontal timeline shows how time is distributed throughout the day. Different colors represent different types of activity:
Work – time spent performing tasks
Travel – time spent traveling between job locations
This timeline makes it easy to see when work occurs during the day and how much time is spent traveling.
The report also provides a table view that displays the same timeline data in a structured format. This allows users to review daily activity details in a more compact and organized way.
Travel Map Report
Travel Map Report
The Travel Map report provides a visual overview of technician travel routes during the selected period. It helps managers monitor technician movement, analyze travel time, and understand how travel impacts daily operations.
The report combines summary indicators, an interactive map, and a detailed travel log to provide both a quick overview and a detailed analysis of technician travel activity.
How to Access the Report
Go to Analytics → Travel Map
Select the date range
Optionally filter by user or user office
Click on Filter
Filters and Settings
At the top of the report, filters allow users to focus on specific technicians or teams.
Available filters include:
Date
User
User office
The report also includes two viewing options:
Travel – displays technician routes on the map
Route History – provides detailed route information
Summary Indicators
At the top of the report, summary cards display key travel metrics:
Total Trips – total number of trips recorded during the selected period
Total Distance – total distance traveled
Total Travel Time – total time spent traveling
Average Duration per Trip – average duration of a travel segment
These indicators provide a quick overview of technician travel activity.
Travel Map
The Travel Map visually displays technician routes on an interactive map.
Each trip is represented by a line connecting the start point and end point. The map also marks:
Start location (green marker)
End location (red marker)
When clicking on a route, additional details appear, including the task name, technician, start and end times, trip duration, and distance traveled.
Users can also switch between Map and Satellite view to see the route in different map styles.
Travel Segments Table
The Travel Segments table provides a detailed breakdown of each recorded trip.
The table includes the following information:
Task – task associated with the travel segment
Started – start time of the trip
Ended – end time of the trip
Duration – total travel duration
Distance (km) – total distance traveled
This table allows users to review travel records and analyze individual trips.