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Reporting
In TheWorxHub, you can run various reports based on work orders, projects, staff/contractors, assets, inventory and POs, and Surveys/Inspections. You can add frequently used reports to your Favorites tab to access them quickly and easily. Some of the most recommended reports are listed below.
To access reporting in TheWorxHub, click on the Reports tab.
Favorites Tab
The Favorites tab is an easy way to access the reports you have saved as a Favorite.
- On any report page, enter a Favorite Name for the report in the Save as Favorite section.
- Click the Save link to add it to your Favorites tab. By default, the reports will be organized by the report category.
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- To organize your favorite reports into customized Groups, click the Add Favorite Group button from the Favorites tab.
- Enter a name for your group, then click OK.
- To assign a report to a group, select the group name in the drop down menu in the Save as Favorite section on any report page. This report will now show in that group on the Favorites tab.
Recommended Reports
Work Load Analysis
The Work Load Analysis is a number crunching report. This report allows you to filter by a Work In Progress Date range. Essentially, the report tells you how many work orders were being worked on at the beginning of the date range, and how many were being worked on at the end. If the number in Open at End of Period is greater than the number in Open at Start of Period, your workflow has fallen behind.
- Click on the Work Orders tab.
- Choose the Work Load Analysis option on the left side of the page.
Open and Overdue
Using the Simple Work Order Listing report, you can easily produce a list of work orders that are overdue. The data in this report can easily be filtered by date or department, and you can choose to group the data by various items, such as Location or Priority.
- Click on the Work Orders tab.
- Choose the Simple Work Order Listing option on the left side of the page.
- From the Status drop down menu, check the box next to In Progress and On Hold. Collectively, these statuses are considered "open" by TheWorxHub.
- Click the Show Advanced Filters link, then check the box next to Overdue Only.
Labor Productivity
The Labor Productivity report allows you to analyze what your staff are doing. We recommend filtering the data by entering a Labor Date Range. You can also choose to include a graph or chart in the Options section, as well as whether or not you want the data broken down by work order. This report will tell you how much time your staff are logging, the number of work orders they completed, and the cost.
- Click on the Staff/Contractors tab.
- Choose the Labor Productivity option on the left side of the page.
Work Time Log
This is the go-to report for auditing time tracking for staff. Drill down to exactly what staff were timing during any part of their day. Find out who added the time records, whether it was logged from the desktop or mobile, and whether or not a job timer was used. This report includes a unique Time of Day filter, useful for when you want to review what staff were doing during a certain time period on any given day.
- Click on the Staff/Contractors tab.
- Choose the Work Time Log option on the left side of the page.
Response Time Analysis
The Response Time Analysis report shows completed work and how quickly the work order was closed out. Response time measures the time between the start date and the completed date.
- Click on the Work Orders tab.
- Choose the Response Time Analysis option on the left side of the page.
Cost/Time Analysis
The Cost/Time Analysis report gives you a summary of labor time, cost, and days open for your work order data.
- Click on the Work Orders tab.
- Choose the Cost/Time Analysis option on the left side of the page.
