Reports & audits
Create reports and review audits.
By Rubin and 1 other2 authors33 articles
Contractor reporting
Create reports based on contractor performance
Contractor KPI reportMonitor your performance in Access Maintain across callouts, quotes, supply only orders, and planned maintenance visits.
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
Contractor KPI score calculationUnderstand how contractor KPI scores are calculated, what checks are included, and which date range is used.
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 reportMonitor how often users log in and how long they spend in the system to track engagement and support audits.
View all overdue orders across the estateMonitor overdue callouts, quotes, and planned jobs to track delays and ensure contractors attend as expected.
Review jobs by financial periodExport and filter a periodic report in Excel to review jobs raised within a specific financial period.
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 jobsGenerate a report of historical odd jobs to review contractor activity, outstanding tasks, and job progress.
Admin changes reportSchedule the admin changes report to automatically track and receive a summary of all administrator modifications over a set period.
Generate reports with the Report WizardCreate customised analysis reports by applying filters and criteria that match your reporting needs.
Trade analysis reportView which contractors are assigned to specific trade types within a zone and review spend and coverage across regions.
Check all the callouts raised in a dayReview and export a report of all callouts released on a specific day for monitoring, workload tracking, or financial reconciliation.
Report of daily released jobsView and export all jobs released on a specific day using the Release Commitment report.
Profit and loss accruals reportView a real-time breakdown of repair and planned maintenance costs that are committed or accrued across a rolling year.
Committed, approved and total figures in reportsGenerate and export a report of all orders in the current period, filtered by committed, approved, or total status.
Site spend vs budget reportCompare the available budget per site with actual spend on repairs and planned maintenance visits.
View and export work permitsView all permit types set up in Access Maintain and export the data 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
Budget control settings report columnsUnderstand what each column in the budget control settings report represents and how values are calculated.
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.
View General Ledger codes against orders for a specific periodDownload a list of paid group orders for a selected financial year to review the General Ledger codes assigned to each order, useful for reporting and reconciliation.
Audits
View and manage Audits
Late attendance auditView orders where a contractor attended later than the expected timeframe set when the order was released.
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 reportView cost savings identified through audit checks 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.