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Dashboards for Clubs
Analytics provides maintenance overview dashboards that allow you to drill down into your applications' data giving you a bigger picture into the work your organization is doing. *Note: Not all clients are eligible for Analytics. To learn if you are eligible, contact Client Services.
Your dashboard updates every morning with the current year's data through the previous day as well as two previous calendar years of data. You can see the Last Updated time stamp in the top left corner of your dashboard. *Note: Time shown is in Eastern time zone.
Within some dashboard tables you may be able to expand categories (
) to view a further breakdown of your data. Also keep an eye out for triangle icons (
) in the x- and y-axis titles of the dashboard charts. This indicates that there are other metrics that can be selected for that chart.
Maintenance Dashboards
The Dashboard is the default view you will see when you access Analytics. To get back to it if you navigate away:
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Click the Maintenance menu icon, then select Dashboard.
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Use the View by: drop-down in the top center of the screen to select the dashboard you want to view.
Work Order Summary
This dashboard provides you with a summary of work order counts to view a snapshot of your operations across your organization.
Work Orders
Click the tabs at the top of this section to view the available tables:
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Status Category: Work order counts by Status Category
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Status Category and Status: Work order counts by Status Category and Status
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Site, Status Category and Status: Work order counts by Site, Status Category and Status
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Origin: Work order counts for PM vs. Non-PM work
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Origin and Site: Work order counts by Origin and Site
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Date Created: Line graph that displays number of created work orders over time
How are these numbers calculated?
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Metrics for Status Category, Status Category and Status, and Site, Status Category and Status:
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PM: Number of PM work orders (Origin Type is PM).
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Non-PM: Number of Non-PM work orders (Origin Type is Non-PM).
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Hours: Sum of total hours.
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Cost: Sum of total cost with tax.
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Past Due: Count of the number of past due work orders. A work order is past due if the Status Category is "Assigned" and the Expected date on the work order is before the current day.
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Ratio PM to Non-PM: Number of PM work orders divided by the number of Non-PM work orders.
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Metrics for Origin and Origin and Site:
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Assigned: Number of work orders where Status Category is "Assigned".
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Completed: Number of work orders where Status Category is "Completed".
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Percent Completed: Number of work orders where Status Category is "Completed" divided by number of work orders where Status Category is "Assigned" or "Completed".
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Hours: Sum of total hours.
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Cost: Sum of total cost with tax.
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Past Due: Count of the number of past due work orders. A work order is past due if the Status Category is "Assigned" and the Expected date on the work order is before the current day.
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Work Order Insights
Click the tabs at the top of this section to view the available tables and graphs. Use the triangle icon (
) in each graph to change what is being measured in the graph.
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Causes: Displays the number of work orders, total work order cost, or total work order hours by Cause.
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Problems: Displays the number of work orders, total work order cost, or total work order hours by Problem.
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Work Type: Displays the number of work orders, total work order cost, or total work order hours by Work Type.
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Work Category: Displays the number of work orders, total work order cost, or total work order hours by Work Category.
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Work Order Details: Table that displays individual work order data with important fields such as Site, Location, Origin, Status, and more.
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% of Work Orders: Pie chart that displays the percentage of work orders by Priority, Work Type, Work Category, Site, or Location.
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Created vs Completion Time: Line graph that displays the number of work orders that were created or completed during a specific hour of the day.
Workforce Overview
This dashboard gives insight into the allocation of work across your teams, their productivity, and how to increase efficiency at your organization.
Average Days to Complete
Displays a trend showing the average number of days to complete work orders throughout the year.
Average Days to Complete by Assignee
Displays the average number of days it takes to complete work broken down by assignee.
Total Labor Cost
Displays a pie chart showing the percentage of labor cost tracked, broken down by assignee.
Total Work Orders by Assignee
Displays the total number of PM and non-PM work orders, based on the origin field, broken down by assignee.
Work Order Completion by Assignee
Displays the number of work orders completed per assignee per year.
Work Order Hours by Assignee
Displays the total number of labor hours per assignee.
Assignee Work Summary
Displays the PM on time completion percentage, average days to complete non-PM work, total work order hours and costs per assignee.
Work Order Details by Assignee
Displays a table with work order details including the assignee and how many days it took to close the work order.
Site
This dashboard allows you view work order information at the site level to review operational effectiveness.
Site Totals
Displays the work order count by site. Use the triangle icon () to view total downtime, total work order cost, or total work order hours by site. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one site.
Location Totals
Displays the work order count by locations at the site. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one site.
Work Order and Site Details
Displays a table with work order details including the age of the work order and the cost.
Site Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Sites.
Location
This dashboard allows you to drill down to the location level to review operational effectiveness.
Location Totals
Displays the work order count by Location. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one location.
Category Totals
Displays the work order count by Work Category. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one location.
Work Order and Location Details
Displays a table with work order details including the age of the work order and the cost.
Location Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Locations.
Type
This dashboard allows you to view work order information by work type to gain insight into what type of maintenance your organization is spending time on.
Work Type Totals
Displays the work order count by Work Type. Use the triangle icon () to view total downtime, total work order cost, or total work order hours.
Location Totals
Displays the work order count by Location. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one location.
Work Order and Type Details
Displays a table with work order details including the age of the work order and the cost.
Work Type Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Work Types.
Category
This dashboard allows you to view work order information by category to gain insight into what categories of maintenance your organization is spending time on.
Category Totals
Displays the work order count by Work Category. Use the triangle icon () to view total work order cost.
Work Orders by Category and Priority Type
Displays the work order count by Work Category, broken down by Emergency and Non-Emergency work orders. Emergency work orders have a priority of Critical.
Work Order and Category Details
Displays a table with work order details including the age of the work order and the cost.
Work Category Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Work Categories.
Team/Individual
This dashboard gives you insight into the allocation of work across your teams, their productivity, and how to improve efficiency at your organization.
Assigned To Totals
Displays the work order count by Assigned To. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one assignee.
Assigned To/Type Totals
Displays the work order count by Assigned To and Work Type. Hover over a color to see the work order count for that specific Work Type. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one assignee.
Work Order and Assigned To Details
Displays a table with work order details including the age of the work order and the cost.
Assigned To Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten assignees.
Asset
This dashboard provides about which assets are requiring the most investment in time and money. You can also identify how planned maintenance can decrease downtime.
Asset Totals
Displays the work order count by Asset. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one asset.
Asset/Type Totals
Displays the work order count by Asset and Work Type. Hover over a color to see the work order count for that specific Work Type. Use the triangle icon () to view total downtime, total work order cost, or total work order hours. *Note: The data reflected on this chart, when filtered to the Total Work Order Cost or Total Work Order Hours view, is split evenly for work orders tied to more than one asset.
Work Order and Asset Details
Displays a table with work order details including the age of the work order and the cost.
Asset Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Assets.
Open Work Orders
This dashboard shows open work order counts grouped by days aged, such as 0-30 days or 31-60 days, to identify barriers within your operations.
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Cells that are highlighted have over 5 open requests.
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Each column is highlighted with a different color to indicate the increase in time.
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The Totals column is highlighted when there are over 20 requests.
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Open requests include work orders that display any of the following keywords in the Status field: "In Progress", "Open", "New", "Approve", or "Incomplete".
Location Open Heat Map
Displays a count of work orders, sorted by Location, that have been open for a specific number of days, such as 0-30 days or 31-60 days.
Work Category Open Heat Map
Displays a count of work orders, sorted by Work Category, that have been open for a specific number of days, such as 0-30 days or 31-60 days.
Cause Open Heat Map
Displays a count of work orders, sorted by Cause, that have been open for a specific number of days, such as 0-30 days or 31-60 days.
Work Type Open Heat Map
Displays a count of work orders, sorted by Work Type, that have been open for a specific number of days, such as 0-30 days or 31-60 days.
Problem Open Heat Map
Displays a count of work orders, sorted by Problem, that have been open for a specific number of days, such as 0-30 days or 31-60 days.
Work Order Details Open Heat Map
This table displays open work order details and shows which day range each work order falls into, such as 0-30 days or 31-60 days.
Problem
This dashboard helps you to learn more about the problems associated with work orders to determine trends in maintenance needs.
Problem Totals
Displays the work order count by Problem. Use the triangle icon () to view total work order cost.
Problem/Cause Totals
Displays the work order count by Problem and Cause. Hover over a color to see the work order count for that specific Cause. Use the triangle icon () to view total downtime, total work order cost, or total work order hours.
Work Order and Problem Details
Displays a table with work order details including the age of the work order and the cost.
Problem Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Problems.
Cause
This dashboard allows you to learn more about the causes associated with work orders to determine trends in maintenance needs.
Cause Totals
Displays the work order count by Cause. Use the triangle icon () to view total work order cost.
Cause/Category Totals
Displays the work order count by Cause and Work Category. Hover over a color to see the work order count for that specific Work Category. Use the triangle icon () to view total downtime, total work order cost, or total work order hours.
Work Order and Cause Details
Displays a table with work order details including the age of the work order and the cost.
Cause Completion Results
Displays a table with work order completion details for different calendar years. It only includes completed work orders for the top ten Causes.
