Reports provide a method for retrieving key appointment information, along with summaries of other Dataforce ASAP features.
(Products, SMS’s Sent, Suburbs, etc).
See below for a list of the most popular information retrieved through reports.
Viewing a Report
Select Reports from the global toolbar
Select the required report from the Report drop down
Fill any necessary filters / configurations
Select Show Summary to view the report within Dataforce ASAP or Export to Excel to download a csv (Excel) file
Common Reports
Reports for Assessments/Quotations:
Report Name
Description
Quoted Products Summary
Reports on the products selected during quotations.
Forecast Required Stock Summary
Reports on products used in quotations for appointments that are scheduled in the future.
Appointments Completed
Reports on installations but does include the amount quoted and amount installed.
Reports For Appointment Question Answers:
Report Name
Description
Appointment Question Summary
Reports on the non-block answers given during appointments.
Appointment Question Block Summary
Reports on the block answers given during appointments for single question block types.
Question Summary
Allows operators to choose a question and view answers from appointments.
Questions With Tags
Questions answers that will include an appointment tag when used.
Reports for Stock Used during Installations:
Report Name
Description
Stock By Appointment
Stock usage, grouped by appointment.
Stock Summary
Stock on Hand, Stock Allocations and Stock Returns.
Reports for Products Used during Installations:
Report Name
Description
Work Done By Field worker
Products used group by Field Worker.
Appointments Completed
Column Oriented Product usage report.
Appointments Completed By Activity
Column Oriented Product usage report that lists only the products used, limited by a single activity.
Appointment Product Summary
All products consumed by appointments.
Work Done by LGA
Appointment & customer summaries by LGA.
Product Usages
Field workers and their consumption of individual products.
Reports for Desktop Audits
Report Name
Description
Audit Summary
A basic appointment summary including audit information such as status and selected answers.
Reports for Customer Payments and Invoices
Report Name
Description
Customer Payments
Payment transactions associated with appointments.
Customer Invoice Summary
Customer summaries including invoice details such as; total cost, certificate discount & payments.
Jobs with Non-Zero Balance
Jobs with an outstanding positive or negative transaction balance.
Reports for KPIs
Report Name
Description
Appointment Turnaround
Appointment summaries, including differences between key lifecycle dates such as: quote to accepted, created to assigned, etc.
Job Status Report
Appointment summaries by status, including customer and certificate details.
Certificate Summary
Appointment summaries, including key certificate values by activity.
Jobs Created Sources
Job summaries, including the job’s creation source.
Appointments By Operator
Quantities of appointments created by operators, sorted by status.
Appointments By Agent
Quantities of appointments assigned to agents, sorted by status
Product Attributes
Products and their attribute values.
Job Costing Summary
Job costing analysis including revenue, cost of goods and the gross margin.
Reports for Decommissioning and Recycling
Report Name
Description
Decommissioning Summary
Main report which contains additional sub-reports
- Decommissioned Jobs
Sub-report which provides a list of decommissioned jobs including decommissioning and recycling batch details associated with the job
- Jobs Without Decommissioning Done / Partially Decommissioned
Sub-report which provides a list of jobs which have products that have not been decommissioned or recycled
- Decommissioning Batches
Sub-report which provides as list of decommissioning batches that have been created
- Decommissioning Batch Detail
Sub-report which provides a breakdown of the products in the decommissioning batches
- Recycling Batches
Sub-report which provides a list of recycling batches that have been created
