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The Open Jobs Report provides visibility of all active jobs that have not yet been completed.
Use this report to monitor open work, review job status, manage engineer workload, and identify jobs that may require attention.
This report helps teams to:
Monitor open jobs across branches and customer sites.
Review job status and progression.
Identify overdue or high-priority work.
Monitor engineer allocation and workload.
Support operational planning and resource management.
Getting There
To access the Open Jobs Report in Service Geeni:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate and select the Open 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.
Tip: Use this filter to focus on a specific branch or review open jobs across multiple branches.
Period: Filters the report based on the job creation date.
Tip: Use shorter periods to review recent activity or longer periods to identify operational trends.
Report Overview
View By Type: Displays open jobs grouped by job type. The accompanying pie chart shows the number of open jobs by type, helping to identify where the workload is concentrated.
View By Status: Displays open jobs grouped by status. The accompanying bar chart summarises open jobs by current status, making it easier to identify work awaiting action.
View By Date: Displays open jobs grouped by agreed visit date.
View By Job: Displays detailed information for each open job. This view is useful when reviewing specific jobs, assigned engineers, target dates, and customer information.
Column Breakdown and Key Fields
Job No. | Unique job identifier in Job Number and Task Number format. |
Equipment | Equipment ID associated with the task. |
Location | The customer site where the work is being carried out. |
Type | Job type associated with the task. |
Status | Current job status, such as Issued, Unissued, or Scheduled. |
Area | Area associated with the customer site. |
Sub Area | Subdivision of the site area. |
Call Date | Date the job was created. |
Description | Description of the task. |
Engineer Name | Engineer or engineers assigned to the task. |
Cost Code | Charge code associated with the job. |
Customer | Customer account name. |
Target Date | Target issue date for the task. |
Agreed Visit Date | Date agreed with the customer for the visit. |
No. of Days Open | Number of days the task has remained open. |
Raised By | User who created the task. |
Priority Code | Description of the priority assigned to the job. |
Insight: Regularly reviewing open jobs helps ensure work is progressing as expected and allows teams to identify jobs that may require intervention.
The Open Jobs Report is an important operational tool for monitoring active work and managing service delivery.
Using this report allows teams to:
Monitor open jobs across branches and customer sites.
Identify overdue or high-priority work.
Review the engineer workload and allocation.
Track job progress and status changes.
Support operational planning and decision-making.
Review this report regularly, ideally on a daily or weekly basis, to ensure open jobs are progressing as expected, prioritise outstanding work, and maintain visibility of operational workload.