Purpose of the Report
The Engineer Summary - Jobs dashboard provides a comprehensive overview of engineer workloads, job allocation, servicing and repair activities, revenue generation, and engineer performance across different time periods. The dashboard enables managers and operational teams to monitor engineer productivity, review assigned and unassigned work, analyse profitability, and track jobs scheduled for today, this week, and this month.
By combining operational, financial, and scheduling information into a single dashboard, users can effectively manage engineer resources, improve job allocation, and monitor overall service performance.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Engineer Summary - Jobs.
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 consists of eight pages, each focusing on a different aspect of engineer performance and job management:
Summary
All Jobs
Service
Repairs
Revenue / Profitability
Jobs TODAY
Jobs This Week
Jobs This Month
Page 1 – Summary
The Summary page provides a high-level overview of engineer workloads and current job distribution.
Dashboard Filters & Descriptions
Completed Engineer
Type: Drop-down selector
Description: Filters the dashboard to display jobs completed by the selected engineer.
Issued Engineer
Type: Drop-down selector
Description: Displays jobs assigned to the selected engineer.
Completed Date
Type: Start and end date range calendar
Description: Filters results using the job completion date.
Equipment
Type: Drop-down selector
Description: Filters the dashboard by Equipment ID and equipment description.
Site
Type: Drop-down selector
Description: Filters results by site name and location.
KPI Charts – Engineer's Jobs
Unissued
Displays the distinct count of jobs currently in the Unissued state.
Issued
Displays the distinct count of jobs currently assigned to engineers.
Completed
Displays the distinct count of successfully completed jobs.
Column Chart – Job Status
Displays the number of jobs assigned to each engineer, grouped by job status.
Configuration
Values: Distinct Count of Job Number
Axis: Issued Engineer
Legend: Job State
Combined Chart – Job Type vs Status
Compares the number of jobs and job statuses for each issued engineer.
Configuration
Left Axis: Distinct Count of Job Number
Right Axis: Distinct Count of Job Status
Axis: Issued Engineer
Legend: Job State
Page 2 – All Jobs
Displays detailed information for all engineer-assigned and unassigned jobs.
Dashboard Filters & Descriptions
Period: Completed Date
Type: Date range selector
Description: Filters jobs using the completion date.
Period: Call Date
Type: Date range selector
Default Value: Previous Month
Description: Filters jobs based on when they were logged.
Customer / Site: Customer
Type: Drop-down selector
Description: Filters jobs by customer.
Asset: Equipment
Type: Drop-down selector
Description: Filters jobs by Equipment ID and description.
Pivot Table – Jobs by Engineer (Oldest First)
Displays all assigned jobs ordered by the oldest agreed visit date.
Row Field Definitions
Field | Description |
Job No. | Unique job reference number. |
Issued Engineers | Engineer assigned to the job. |
Job Status | Current workflow status of the job. |
Customer | Customer associated with the job. |
Site | Site where the work will be carried out. |
Equipment ID | Equipment assigned to the job. |
Call Date | Date the job was logged. |
Agreed Visit Date | Planned engineer visit date. |
Completed Date | Date the work was completed. |
Table Configuration
Issued Engineer is not NULL
Sorted by Agreed Visit Date (Ascending)
Current day's Agreed Visit Date is highlighted using a violet background with green text.
Pivot Table – Jobs not Assigned to Engineer
Displays jobs awaiting engineer allocation.
Row Field Definitions
Field | Description |
Job No. | Unique job number. |
Engineer | Assigned engineer (if available). |
Job Status | Current job status. |
Customer | Customer name. |
Site | Site name. |
Equipment ID | Equipment assigned to the job. |
Call Date | Job creation date. |
Agreed Visit Date | Planned visit date. |
Table Configuration
Filtered to Job State = Unissued
Sorted by Agreed Visit Date (Ascending)
Today's dates are highlighted using conditional formatting.
Page 3 – Service
Displays engineer servicing workload and active service jobs.
Dashboard Filters
Completed Date
Call Date (Default: Previous Month)
Customer
Equipment
KPI Charts – Servicing Summary
Displays counts of Service Jobs by status:
Unissued
Issued
Scheduled
Completed
(All KPIs are filtered to Task Type = Service Job.)
Pivot Table – Service Jobs
Displays detailed service job information.
Row Field Definitions
Field | Description |
Engineer | Engineer responsible for the service job. |
Agreed Visit Date | Planned service visit date. |
Completed Date | Service completion date. |
Job Number | Unique service job number. |
Customer | Customer receiving the service. |
Site | Service location. |
Equipment ID | Equipment being serviced. |
Job Status | Current status of the service job. |
Fixed Price | Fixed contract value for the service. |
Columns
Issued Engineer
Table Configuration
Task Type = Service Job
Displays only active equipment.
Pie Chart
Displays service jobs grouped by Job State.
Values: Distinct Count of Job Number
Legend: Job State
Stacked Column Chart
Displays service workload over time.
Values: Distinct Count of Job Number
Axis: Agreed Visit Date (Year → Month)
Legend: Job State
Page 4 – Repairs
Displays engineer repair activity and repair job assignments.
Dashboard Filters
Call Date
Agreed Date
Completed Date
Customer
Equipment
(All date filters default to the previous month.)
KPI Charts – Repair Summary
Displays repair jobs by status:
Unissued
Scheduled
Issued
Completed
(All KPIs are filtered to Task Type = Repair Job.
Pivot Table – Repairs Issued
Displays repair jobs assigned to engineers.
Row Field Definitions
Field | Description |
Job No. | Unique repair job number. |
Issued Engineer | Assigned engineer. |
Agreed Visit Date | Scheduled repair visit. |
Job Status | Current workflow status. |
Customer | Customer name. |
Site | Site location. |
Fixed Price | Fixed charge applied to the repair. |
Job Cost Code | Cost or charge code assigned to the repair. |
Table Configuration
Task Type = Repair Job
Issued Engineer is not NULL
Pivot Table – Repair Job not Issued to an Engineer
Displays repair jobs awaiting engineer assignment.
Uses the same fields as the previous table.
Table Configuration
Task Type = Repair Job
Job State = Unissued
Pie Chart
Displays repair job distribution by job state for each engineer.
Values: Distinct Count of Job Number
Legend: Job State
Trellis: Issued Engineer
Filtered to repair jobs excluding Cancelled, Submitted, and Invoiced jobs.
Stacked Column Chart
Displays repair activity over time for each engineer.
Values: Distinct Count of Job Number
Axis: Agreed Visit Date (Year → Month)
Legend: Job State
Trellis Rows: Issued Engineer
Filtered to Repair Jobs.
Page 5 – Revenue / Profitability
Displays financial performance for completed engineer work.
Dashboard Filters
Customer
Filters results by customer.
Site
Filters results by site.
Charge Code
Filters results by job charge code.
KPI Charts – Revenue Summary
Completed Job Revenue
Displays total revenue generated from completed jobs.
Fixed Price on Jobs
Displays the total fixed-price value.
Open Jobs Revenue
Displays expected revenue from Issued and Unissued jobs.
Invoiced
Displays the total invoiced amount.
Pivot Table – Revenue
Displays revenue breakdown by engineer.
Values
Fixed Price
Miscellaneous Revenue
Stock Parts Revenue
Labour Revenue
Travel Revenue
Job Revenue
Rows
Completed Engineer
Pivot Table – Revenue vs Profit
Compares total revenue and total profit.
Values
Revenue
Profit
Rows
Completed Engineer
Pivot Table – Profit Breakdown
Displays profit contribution by category.
Values
Miscellaneous Profit
Job Total Profit
Stock Parts Profit
Travel Profit
Labour Profit
Rows / Columns
Completed Engineer
Stacked Column Chart – Job Markup
Displays job counts grouped by markup category.
Values: Distinct Count of Job Number
Trellis Columns: Job Markup
Filtered by Priority = Breakdown and NULL.
Pie Chart – Labour Revenue and Travel Revenue
Displays the proportion of labour and travel revenue generated by each completed engineer.
Filtered to repair jobs.
Page 6 – Jobs TODAY
Displays engineer workload scheduled for the current day.
Dashboard Filters
Engineer
Equipment
Site
KPI Charts – Today's Jobs
Displays today's jobs by status:
Unissued
Scheduled
Issued
Completed
Submitted
(All KPIs are filtered where Agreed Visit Date = Today.)
Visualisations
The page includes:
Job Status Column Chart
Job Type Pie Chart
Engineer Job Status Stacked Column Chart
Job Status Pie Chart
Engineer Status Stacked Column Chart
Engineer Status Pivot Table
All visualisations are filtered using Today's Agreed Visit Date, while the Engineer Status visualisations use Last Updated Time Stamp = Today.
Page 7 – Jobs This Week
This page provides the same visualisations and layout as Jobs TODAY, but all dashboard components are filtered using:
Agreed Visit Date = This Week
Last Updated Time Stamp = This Week
This allows users to review engineer workload for the current week.
Page 8 – Jobs This Month
This page mirrors the Jobs TODAY dashboard.
All visualisations are filtered using:
Agreed Visit Date = This Month
Last Updated Time Stamp = This Month
This page provides a monthly overview of engineer schedules and job progress.
Final Remarks
The Engineer Summary - Jobs dashboard is a comprehensive operational and performance management tool that provides complete visibility into engineer activity across job allocation, servicing, repairs, scheduling, and revenue generation. By combining operational KPIs, financial insights, workload monitoring, and time-based job tracking into a single dashboard, managers can effectively balance engineer workloads, monitor productivity, identify unassigned work, and evaluate profitability.
Regular use of this dashboard helps improve resource planning, optimise engineer utilisation, enhance operational efficiency, and support informed decision-making across both service and repair operations.