Reports & audits
Create reports and review audits
Contractor reporting
Create reports based on contractor performance
Contractor KPI reportView the performance report as a contractor to see areas for improvement.
Contractor Performance ReviewTrack KPI scores and review how contractors are performing across reactive, quoted, supply-only, and planned works.
View the total spend on Callouts and PMVsYou can run a Spend report to review total, committed, and approved costs for Callouts and PMVs.
View orders raised for a contractorYou can view all orders for a contractor that were completed
Generate contractor cost reports by monthYou can create reports further with the data exported from the system by creating a pivot table
General Reporting
View general reports on the system
View cancelled orders over 30 daysYou can view all cancelled orders older than 30 days by using Group view, allowing full visibility for audits and historical reviews.
Run the system usage reportYou can view and report on how often users log in and how long they spend in the system to help monitor engagement and support audits.
View all overdue orders across the estateYou can view all overdue callouts, quotes, and planned jobs to monitor delays and ensure contractors attend as expected.
Review jobs by financial periodYou can download and review periodic reports via excel.
View and export the flagged orders reportYou can view and export flagged callout or quote reports to review orders that need attention.
Create a report for historic odd jobsYou can generate a report showing historical odd jobs and review contractor activity.
Admin changes reportYou can schedule a report that shows the changes made over a set period.
Generate reports with the Report WizardUse the Report Wizard in to create customised analysis reports by applying filters and criteria that match your business needs.
Trade Analysis reportYou can see what trade types the contractors have allocated and the spend for that trade with the specific contractors.
Check all the callouts raised in a dayYou can review and export reports for callouts released in a specific day.
Report of daily released jobsUse the Release Commitment report to view jobs released on previous days
Profit & Loss accruals ReportThe Profit & Loss short P&L accruals graph provides a real-time view of repair and planned maintenance orders where costs are committed or accrued.
Committed, approved and total figures in reportsGenerate and export a report of all orders in the current period
Site spend vs budget reportYou can compare the site spend vs budget for each unit on the system.
View and export work permitsThe Work Permits report, allows you to view different permit types for compliance monitoring and auditing.
In-house PMV reportingView and download reports for planned maintenance visits completed by in-house engineers
View jobs from the last seven daysView all the jobs logged for the past seven days for all the units in one report
Generate reports with the Report WizardUse the Report Wizard in Access Maintain to create customised analysis reports by applying filters and criteria that match your business needs.
Budget Control Settings report columns overviewUnderstand the settings for the reports columns.
View the PMV and repair split in the accrual reportYou can make a split on accrual report between PMV and repairs
Check the remaining budget for the current financial yearAs an admin, you can check the remaining budget for the current financial year using the financial reporting tools.
Reporting on paid orders by periodYou can download a report of all paid orders from previous months or financial periods.
Audits
View and manage Audits
Late Attendance auditYou can view orders were the contractor attended later than expected.
First-time fix rate for In House engineersView the first-time fix rate for InHouse jobs to monitor efficiency and track orders resolved on the first visit.
Audit Check Savings reportYou can use the Audit Check Savings report, which highlights cost savings for a specific period
Awaiting Audit Check review processAs a head office user you can manage audits to ensure the order details are correct.
Parts-priced orders are not on the correct payment certificateYou can check why orders with priced parts may not appear on a payment certificate and how to check the audit setting that controls the holding period.