Insight Reports offers users the ability to generate predefined reports, providing valuable insights into various aspects of their operations. These reports are designed to help businesses analyze performance metrics, monitor activities, and make informed decisions based on comprehensive data.
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Available Insight Reports:
Expiring Asset Warranties: This report displays all of the Assets with Customer details, where either the Warranty Expiry Date or the Labour Warranty Expiry Date has expired in the entered date range.
Job Inventory allocated: This report displays all of the Inventory allocated to a particular set of jobs in the specified Date Range. Included is the Team Member's name, the Job Number and Job Name as well as the Service Quantities and Pricing.
Job Progress Report: To monitor the duration from job logging to engineer allocation, including Job Number, assigned date, in progress date, pending date, completed date, and customer and site details.
Scheduled Asset Service for PPMs: This report displays all of the Asset Services, PPMs and Job details for Asset Services scheduled within the chosen Period.
Upcoming PPM Service Revenue: A detailed listing of all upcoming jobs showing Job Number, Type, Date, and cost and sell values within a date range.
Generating Insight Reports
To generate an Insight Report, navigate to the Insight Reports section within your Klipboard dashboard. Select the desired report from the list of predefined options, specify any necessary parameters (such as date ranges or specific data sets), and click Generate Report.
Audit Log Tab
In addition to the reporting capabilities, Klipboard includes an Audit Log tab. This feature maintains a comprehensive record of all report requests, detailing which reports were generated and by whom.
The audit log enhances transparency and accountability, allowing administrators to monitor report usage.
By leveraging Klipboard's Insight Reports and Audit Log features, businesses can gain a deeper understanding of their operations, ensure data integrity, and foster a culture of transparency and informed decision-making.