Purpose of the Report
The Jobs Dashboard provides a comprehensive overview of job activity across the organisation, allowing users to monitor the complete job lifecycle from job creation through completion and invoicing. It consolidates key operational metrics, job trends, and detailed job information into a single dashboard, enabling managers and operational teams to monitor workloads, track job progress, and identify areas requiring attention.
The dashboard is divided into four pages:
Summary – Presents a high-level overview of all jobs and their current status.
All Jobs – Displays detailed information for every job, with filtering and sorting capabilities.
Service – Focuses specifically on service-related jobs and servicing performance.
Repairs – Provides detailed insights into repair jobs, including repair status and first-time fix performance.
Together, these pages provide both executive-level summaries and detailed operational information for effective job management.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Jobs Dashboard.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard contains four pages:
Page 1 – Summary
Provides a high-level overview of all jobs, including job states, task types, customer distribution, and charge code analysis.
Page 2 – All Jobs
Displays detailed information for all jobs, enabling users to search, filter, and review individual job records.
Page 3 – Service
Focuses on service jobs, providing servicing KPIs, charts, and detailed service job information.
Page 4 – Repairs
Focuses on repair jobs, including repair KPIs, repair status, first-time fix performance, and detailed repair job information.
Summary
Dashboard Filters & Descriptions
Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters the dashboard using the job call date. All KPI indicators and visualisations update automatically based on the selected reporting period.
KPI Indicators
Cancelled
Displays the distinct number of cancelled jobs.
Applied Filter - Job State = Cancelled
Not Issued
Displays jobs that have not yet been issued to an engineer.
Applied Filter - Job State = Unissued
Issued
Displays jobs currently assigned to an engineer.
Applied Filter - Job State = Issued
All Completed
Displays the combined total of completed operational jobs.
Applied Filters
Job State = Completed
Job State = Submitted
Job State = Invoiced
Completed
Displays jobs that have been completed but may still require further processing.
Applied Filter - Job State = Completed
Submitted
Displays completed jobs that have been submitted for invoicing or administrative processing.
Applied Filter - Job State = Submitted
Invoiced
Displays jobs that have been successfully invoiced.
Applied Filter - Job State = Invoiced
Column Chart – Job Status
Displays job volumes over time.
How It Works
Values: Distinct Count of Jobs
Category Axis: Call Date (Year → Month)
Legend: Job State
This chart enables users to identify monthly job trends and monitor changes in workload over time.
Stacked Column Chart – Job Status by Customer
Displays the distribution of job states for each customer.
How It Works
Values: Distinct Count of Jobs
Category Axis: Account Name
Legend: Job State
This visual helps identify customers with the highest workload and the current status of their jobs.
Pie Chart – Job Type
Displays the distribution of jobs by task type.
How It Works
Values: Count of Task Type
Legend: Task Type
This chart provides an overview of the proportion of different job categories handled during the selected reporting period.
Pie Chart – Job Status
Displays the percentage distribution of jobs across each job state.
How It Works
Values: Distinct Count of Jobs
Legend: Job State
This visual provides an immediate overview of the organisation's current job status distribution.
Pie Chart – Charge Code
Displays jobs grouped by job cost code.
How It Works
Values: Distinct Count of Jobs
Legend: Job Cost Code
This chart helps users understand how work is distributed across different charge or cost codes.
All Jobs
Dashboard Filters & Descriptions
Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters jobs using the job call date.
Agreed Visit Date
Type: Date range selector
Description: Filters jobs based on their agreed visit date.
Completed
Type: Date range selector
Description: Filters jobs according to their completion date.
Customer
Type: Drop-down selector
Description: Filters jobs by customer account name.
Site
Type: Drop-down selector
Description: Filters jobs by site name and location.
Equipment
Type: Drop-down selector
Description: Filters jobs by Equipment ID and equipment description.
Column Field Definitions (Data Table) – Jobs
Column | Description |
Job No. | Unique job number assigned to the job. |
Sub Job No. | Task or sub-job number associated with the main job. |
Customer | Customer associated with the job. |
Customer No. | Customer account number. |
Site | Site or location where the work is performed. |
Equipment ID | Unique identifier of the equipment. |
Call Date | Date the job was logged. |
Agreed Visit | Scheduled visit date agreed with the customer. |
Completed | Date the job was completed. |
Job State | Current processing stage of the job. |
Job Status | Operational status of the job. |
Engineer | Engineer assigned to the job. |
Task Description | Description of the work to be carried out. |
Additional Table Behaviour
Sorted by Agreed Visit in ascending order.
Conditional formatting highlights Agreed Visit dates occurring today by displaying a dark violet background with green text, making imminent scheduled visits easy to identify.
Service
Dashboard Filters & Descriptions
Period: Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters service jobs based on the job call date.
Period: Completed
Type: Date range selector
Description: Filters service jobs using the completion date.
Customer / Site: Customer
Type: Drop-down selector
Description: Filters service jobs by customer account name.
Customer / Site: Site
Type: Drop-down selector
Description: Filters service jobs by site name and location.
Asset: Equipment
Type: Drop-down selector
Description: Filters service jobs using the Equipment ID and equipment description.
KPI Indicators – Servicing Summary
Unissued
Displays service jobs awaiting engineer assignment.
Applied Filters
Job State = Unissued
Task Type = Service Job
Issued
Displays service jobs currently assigned to engineers.
Applied Filters
Job State = Issued
Task Type = Service Job
Scheduled
Displays service jobs currently scheduled for completion.
Applied Filters
Job State = Scheduled
Task Type = Service Job
Completed
Displays completed service jobs.
Applied Filters
Job State = Completed
Job State = Submitted
Job State = Invoiced
Task Type = Service Job
Pie Chart – % Job by Status
Displays the distribution of service jobs by job state.
How It Works
Values: Distinct Count of Jobs
Legend: Job State
Applied Filter - Task Type = Service Job
Pie Chart – % Job by Cost Code
Displays service jobs grouped by job cost code.
How It Works
Values: Distinct Count of Jobs
Legend: Job Cost Code
Applied Filter - Task Type = Service Job
Stacked Column Chart – Agreed Visit
Displays service jobs over time according to their agreed visit dates.
How It Works
Values: Distinct Count of Jobs
Category Axis: Agreed Visit (Year → Month)
Legend: Job State
Applied Filter - Task Type = Service Job
Column Field Definitions (Data Table)
Column | Description |
Job No. | Unique job number. |
Customer | Customer associated with the service job. |
Customer No. | Customer account number. |
Site | Site where the service is performed. |
Equipment ID | Equipment receiving the service. |
Call Date | Date the service job was logged. |
Agreed Visit | Scheduled service visit date. |
Completed | Date the service work was completed. |
Job State | Current job processing state. |
Job Status | Current operational status. |
Engineer | Assigned engineer. |
Description | Description of the service work. |
Last Service | Date of the previous completed service. |
Last Service Work Done Notes | Notes recorded during the previous service visit. |
Additional Table Behaviour
Applied Filter - Task Type = Service Job
Additional features include:
Sorted by Agreed Visit in ascending order.
Today's agreed visit dates are highlighted using dark violet with green text.
Repairs
Dashboard Filters & Descriptions
Period: Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters repair jobs using the job call date.
Period: Completed
Type: Date range selector
Description: Filters repair jobs by completion date.
Customer / Site: Customer
Type: Drop-down selector
Description: Filters repair jobs by customer account name.
Customer / Site: Site
Type: Drop-down selector
Description: Filters repair jobs by site name and location.
Asset: Equipment
Type: Drop-down selector
Description: Filters repair jobs using Equipment ID and equipment description.
KPI Indicators – Repair Summary
Unissued
Displays repair jobs awaiting engineer assignment.
Applied Filters
Job State = Unissued
Task Type = Repair Job
Issued
Displays repair jobs currently assigned to engineers.
Applied Filters
Job State = Issued
Task Type = Repair Job
Completed
Displays completed repair jobs.
Applied Filters
Job State = Completed
Job State = Submitted
Job State = Invoiced
Task Type = Repair Job
Pie Chart – Job State
Displays the distribution of repair jobs by job state.
How It Works
Values: Distinct Count of Jobs
Legend: Job State
Applied Filter - Job Description contains "Repair"
Pie Chart – % First Time Fix
Displays the proportion of repairs successfully completed on the first visit.
How It Works
Values: Sum of First Time Fix
Applied Filter - Job Description contains "Repair"
Stacked Column Chart – Agreed Visit Date
Displays repair jobs over time according to agreed visit dates.
How It Works
Values: Distinct Count of Jobs
Category Axis: Agreed Visit (Year → Month)
Legend: Job State
Applied Filter - Task Type = Repair Job
Column Field Definitions (Data Table)
Column | Description |
Agreed Visit | Scheduled repair visit date. |
Job No. | Unique job number. |
Sub Job No. | Task or sub-job number. |
Customer | Customer associated with the repair. |
Customer No. | Customer account number. |
Site | Site where the repair is performed. |
Equipment ID | Equipment being repaired. |
Call Date | Date the repair was logged. |
Completed | Date the repair was completed. |
Job State | Current processing state of the repair. |
Job Status | Operational status of the repair. |
Engineer | Assigned engineer. |
Task Description | Description of the repair task. |
Cost Code | Charge or cost code assigned to the repair work. |
Additional Table Behaviour
Applied Filter - Task Type = Repair Job
Additional features include:
Sorted by Agreed Visit in ascending order.
Today's agreed visit dates are highlighted using dark violet with green text.
Final Remarks
The Jobs Dashboard provides a comprehensive view of operational job performance by combining high-level KPIs with detailed job information across all job types. Through its four dedicated pages, users can monitor job status, analyse service and repair activities, track scheduling, and review detailed job records from a single dashboard.
By making use of the dashboard filters, KPI indicators, charts, and detailed tables, users can efficiently monitor workloads, identify operational trends, prioritise upcoming work, and support informed decision-making. Whether reviewing organisation-wide job performance or investigating individual service and repair activities, the Jobs Dashboard serves as a valuable tool for managing day-to-day operations and improving service delivery.