Overview

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

  1. Reports Select from the global toolbar


  2. Report List Select the required report from the List


  3. Search Reports Search any report by Search Reports Field


  4. Favourite

    Add your favourite Reports to the Favourite List

  5. Agent Access

    Reports screen has a feature to give report access to their agents. Using the role management icon, Admin can choose list of agent and give them access to selected report.

  6. Fill any necessary filters / configurations

  7. Show Summary 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

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