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Insights User Guide

  • Updated

There are multiple Reports available in Insights module with respect to the User Permissions and Groups.
We have provided few examples here like: 

  1. Work Order Details Report
  2. Work Order Billback Summary Report
  3. Work Order SLA Report 
  4. Labor Allocation Trend Report etc.

Work Order Details Report

  1. Click the Insights tab and navigate to the search bar at the top of page

  2. Search for the Report in search bar of Insights page.

    Note:  It will give list roughly based on the key phrase provided in search bar.

    e.g.:

  3. Select the Report from the list (mentioned in point 2- 4{in screenshot}).

  4. Click Export Excel at the top of the page to download the entire report.

     

  5. Hover on areas of the bar graph to view specific data.

  6. Hover your cursor in the top right corner of the report graph to find three dots. Click the dots to open a drop down, then click a) To View summary data b) Export to CSV.  

  7. Hover your cursor in the top right corner of the report grid to find three dots. Click the dots to open a drop down, then click a) Export to CSV b) Export to CSV.

  8. On the right-hand side, there are advanced filter options are provided.  

     

    Hover on the advance filter options such as: 
    a) Created Start Date (date and time stamp)
    b) Created End Date (date and time stamp)
    c) Property, Floor, Issue Type Created By etc.

    Note: The report page dynamically updates its graphs and data based on the selected filter criteria.

Work Order Billback Summary Report 

  1. Click the Insights tab and navigate to the search bar at the top of page

  2. Click Work Order Billback Summary Report from the list
  3. Click "Export to Excel" at the top right-hand side of the page.

  4. Click on areas of the bar graphs to view specific data.

  5. Hover your cursor in the top right corner of the report graph to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  6. Hover your cursor in the top right corner of the report grid to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  7. On the right-hand side, there are advanced filter options are provided.  

    Hover on the advance filter options such as: 
    a) Created Start Date (date and time stamp)
    b) Created End Date (date and time stamp)
    c) Property, Floor, etc.

    Note: While applying the filter options, graphs and data should reflect on the report page.

Work Order SLA Report 

  1. Click the Insights tab and navigate to the search bar at the top of page.

  1. Click Work Order SLA Report from the list.

  2. Click Export to Excel at the top right-hand side of the page.

  3. Click on areas of the graphs to view specific data.


  4. Hover your cursor in the top right corner of the report graph to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  5. Hover your cursor in the top right corner of the report grid to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  6. On the right-hand side, there are advanced filter options are provided.  

    Hover on the advance filter options such as: 
    a) Created Start Date (date and time stamp)
    b) Created End Date (date and time stamp)
    c) Property, Floor, etc.

    Note: While applying the filter options, graphs and data should reflect on the report page.

Labor Allocation Trend Report 

  1. Click the Insights tab and navigate to the search bar at the top of page.

  1. Click Labor Allocation Trend Report from the list.

  2. Click export at the top right-hand side of the page to Export to Excel.

  3. Click on areas of the graphs to view specific data.

  4. Hover your cursor in the top right corners of the report graphs to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  5. Hover your cursor in the top right corner of the report grid to find three dots. Click the dots to open a drop down, then click a) View Summary Data b) Export to CSV.

  6. On the right-hand side, there are advanced filter options are provided.  

    Hover on the advance filter options such as: 
    a) Created Start Date (date and time stamp)
    b) Created End Date (date and time stamp)
    c) Property, Floor, etc.

    Note: While applying the filter options, graphs and data should reflect on the report page.

 

 

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