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Reports and Analytics

Reports section will help to analyze the accumulated data from work orders.

Updated over 9 months ago

Reports page

As the number of work orders performed increases you can improve your performance and processes by analyzing collected data. You are able to choose report that suits you best between the different categories (work order status, jobs, overall) in the reports section.

Work orders export

If prepared template reports lack some data that is needed for you you can easily open work order list where you can select desired filters, export work orders to .xlsx and download to analyze data in every way you would like.

Data is exported according to the filters criteria and can be found in downloads section on your screen top rights corner. All data (including custom fields) can be exported.

Total report export

The total report exports all data that you filter on work orders page. Data is exported in .xlxs format and can be found in administrator's Web App downloads section. Only "Administrator" role users have the right to export a full report.

Total report provides a lot of data that could be analyzed in different ways according to your needs. This report provides details of work orders, objects, customers, jobs, materials, routes along with their prices and quantities. Since the amount of submitted data is very wide and the report has many different usages, we recommend using the filters in the work orders’ list window to narrow the range of exported data.

Note: if import or export takes longer than usual - do not worry. It is in the line of works and will be exported / imported once its time comes!

How to start with analytics

We suggest few commonly used ways where to start with your analytics:

  • See how many different work orders were created during the selected period of time. You will be able to see which App user has been assigned to the biggest amount of work orders, whether he / she has worked with / without a helper, and how long it took to complete the work order.

  • Compare jobs and materials used in work orders. You will easily notice the amount of jobs and materials added to the work order and will be able to see how long it took and cost.

  • View and compare work orders routes. You will be able to see all the route information and find out the distance, duration, cost and other indicators of the routes. This will help you evaluate how much time your staff spent on trip, from where and to exactly where they have traveled.

If you want to analyze the data with visuals and graphic charts, we suggest using specialized tools, such as Power BI analytics. More information:

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