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KPI Reports: Delayed Overdue Skipped

Delayed Overdue Skipped Report – Business Intelligence Module

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Written by Arnold E. Garcia

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The Delayed Overdue Skipped Report provides visibility of service visits that have been delayed, become overdue, or have been skipped.

Use this report to identify gaps in service delivery, investigate missed visits, and ensure service contract commitments are being met.

This report helps teams to:

  • Identify delayed, overdue, and skipped service visits.

  • Monitor service delivery performance across customers and sites.

  • Review the reasons behind skipped services.

  • Track the number of days services have been delayed.

  • Support service contract compliance and operational reviews.


Getting There

To access the Delayed Overdue Skipped Report in Service Geeni:

  • Open the Business Intelligence module.

  • Select the KPI Viewer sub-module.

  • Locate and select the Delayed Overdue Skipped 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 by the branch responsible for managing the service contract. By default, the report uses the branch selected in the main Service Geeni interface.

  • Period: Filters the report based on the Next Service Date. Useful when reviewing service delivery performance within a specific timeframe.

  • Customer Account: Filters the report by customer account. Useful when reviewing delayed, overdue, or skipped services for a specific customer.

  • Site: Filters the report by customer site. Useful when investigating service performance at a particular location.

  • Service Contract: Filters the report by service contract number. Useful when reviewing activity against a specific contract.

  • Service Type: Filters the report by service type. Useful when analysing delays or missed visits for specific categories of service work.

  • Delayed: Displays service visits completed after their assigned service date.

  • Overdue: Displays service visits that have not been completed by their assigned service date.

  • Skipped: Displays service visits that have been marked as skipped.


Column Breakdown and Key Fields

Each row in the report represents a service visit that was delayed, overdue, or skipped.

Column Name

Description

Customer Name

Customer account name linked to the service contract.

Branch

Branch or depot number managing the service contract.

Customer Account

Customer account number of the service contract.

Contract No.

Service contract number, including version if applicable.

Equipment ID

Unique ID of the equipment scheduled for service.

Site Name

Customer site name.

Site ID

Customer site ID.

Address

Customer site address.

Postcode

Customer site postcode.

Email

Customer site email address.

Tel No.

Customer site telephone number.

Skip/Delay/Overdue

Indicates the status: “Skipped”, “Delayed”, or “Overdue”.

Assigned Service Date

The original date the service was scheduled.

Next Service Date

Actual or planned service date.

No. of Days Delayed

Total days between assigned and next service date; 0 if not delayed.

Reason For Skip

Reason for skipping the service: null for overdue and delayed services.

Skip Date

Date the service skip was logged.

Skip User

Name of the user who skipped the service.

Insight: Regularly reviewing delayed, overdue, and skipped service visits helps identify potential service delivery issues before they become recurring problems.

The Delayed Overdue Skipped Report is an important tool for monitoring service contract performance and maintaining visibility of missed or delayed service activity.

Using this report allows teams to:

  • Track delayed, overdue, and skipped service visits.

  • Investigate reasons for missed services.

  • Monitor service delivery performance across customers and sites.

  • Support service contract compliance.

  • Identify opportunities to improve scheduling and service planning.

Review this report regularly to ensure delayed and overdue visits are followed up promptly and skipped services have appropriate justification. Consistent monitoring can help improve service delivery, maintain customer satisfaction, and support contractual compliance.

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