Let's get started!
The Closed Jobs Report provides visibility of all jobs that have been completed within a selected period.
Use this report to review completed work across branches and customers, analyse engineer activity, identify common root causes, and monitor service performance.
This report helps teams to:
Review completed jobs across branches and customers.
Analyse the engineer activity and workload.
Identify recurring faults and root causes.
Validate completed work before invoicing.
Monitor service performance and operational trends.
Getting There
To access the Closed Jobs report:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate and select the Closed Jobs report.
(Optional) Select the gear icon on the report tile to add or modify filters before generating the report.
Available Filters and Their Impact
The following filters can be used to refine the report data:
Branch: Filters the report based on the selected branch. By default, the report uses the branch selected in the main Service Geeni interface.
Tip: Use this filter to focus on a specific branch or review completed jobs across multiple branches.
Period: Filters the report based on the completion date of jobs.
Tip: Use shorter periods to review recent activity or longer periods to identify trends over time.
Customer Account: Filters the report by customer account.
Tip: Useful when reviewing completed work for a specific customer or group of customers.
Report Overview
View By Type: The pie chart displays completed jobs grouped by job type.
This provides a quick overview of the types of work completed during the selected period and helps identify where engineering resources are being utilised.
View By Status: The bar chart displays completed jobs grouped by status.
This helps teams understand how many jobs have been completed, submitted, or invoiced during the selected period.
Column Breakdown and Key Fields
The Closed Jobs Report includes the following columns. Each column provides critical information about completed jobs and helps improve service performance:
Column Name | Description |
Job No. | Unique identifier for the job. |
Description | Description of the completed job. |
Type | Job type or priority code, such as BD, PPM, WO, or MON. |
Location | The customer site where the work was carried out. |
Area | Area associated with the customer site. |
Sub Area | Subdivision of the site area. |
Call Date | Date the job was created. |
Start Time | The time the job was created. |
Completed Date | Date the job was completed. |
Engineer Name | Engineer or engineers assigned to the job. |
Status | Current status of the completed job, such as Submitted, Invoiced, or Completed. |
Root Cause | Root cause recorded against the job. |
Work Done Note | Notes detailing the work completed. |
Insight: Regularly reviewing completed jobs can help identify recurring faults, common service activities, and trends in engineer workload. This information can be used to improve service delivery, support operational planning, and validate invoicing activity.
The Closed Jobs Report is an important tool for reviewing completed work and monitoring service performance.
Using this report allows teams to:
Review completed jobs across branches and customers.
Identify recurring issues and root causes.
Monitor engineer activity and workload.
Validate completed and invoiced work.
Support operational reporting and performance reviews.
Review this report regularly, typically on a weekly or monthly basis, to maintain visibility of completed work, identify trends, and ensure completed jobs are progressing through invoicing and reporting processes as expected.