Business Intelligence
By Greg and 2 others3 authors135 articles
BI Reports
Learn about each report in the BI Module
- BI Report: Stock ValuationStock Valuation Report – Business Intelligence Module
- BI Report: Stock WarrantyStock Warranty Report – Business Intelligence Module
- BI Report: Parts SpentParts Spent Report – Business Intelligence Module
- BI Report: Job QuotationsJob Quotations Report – Business Intelligence Module
- BI Report: Booked Job StockBooked Job Stock Report – Business Intelligence Module
- BI Report: Engineer ExpensesEngineer Expenses Report – Business Intelligence Module
- BI Report: Perpetual InventoryPerpetual Inventory Report – Business Intelligence Module
- BI Report: Quarantined StockQuarantined Stock Report – Business Intelligence Module
- BI Report: Stock HistoryStock History Report – Business Intelligence Module
- BI Report: ReorderReorder Report – Business Intelligence Module
- BI Report: Possible Warranty JobsPossible Warranty Jobs Report – Business Intelligence Module
- BI Report: Stock TakeStock Take Report – Business Intelligence Module
- BI Report: Hire Contract Off-Hire RevenueHire Contract Off-Hire Revenue Report – Business Intelligence Module
- BI Report: Hire/Service Contract Equipment Hours UsageHire/Service Contract Equipment Hours Usage Report – Business Intelligence Module
- BI Report: LOLER Jobs DueLOLER Jobs Due Report – Business Intelligence Module
- BI Report: Revenue & Cost Analysis (RCA)Revenue & Cost Analysis (RCA) Report – Business Intelligence Module
- BI Report: Spend SummarySpend Summary Report – Business Intelligence Module
- BI Report: Customer Special Price ListLearn how to create a Customer Specific Price list report
- BI Report: Customer ListingCustomer Listing Report – Business Intelligence Module
- BI Report: Service ContractsService Contracts Report – Business Intelligence Module
- BI Report: Hire ContractsHire Contracts Report – Business Intelligence Module
- BI Report: Hires Not Made ActiveHires Not Made Active Report – Business Intelligence
- BI Report: Contracts Due for RenewalContracts Due for Renewal Report – Business Intelligence Module
- BI Report: QuotationsQuotations Report – Business Intelligence Module
- BI Report: Equipment Date Due BackEquipment Date Due Back Report – Business Intelligence Module
- BI Report: Service InvoiceService Invoice Report – Business Intelligence Module
- BI Report: Service Contract Order BankService Contract Order Bank Report – Business Intelligence Module
- BI Report: Field Service Order BankField Service Order Bank Report – Business Intelligence Module
- BI Report: Commodity CodesCommodity Codes Report – Business Intelligence Module
- BI Report: UpliftsUplifts Report – Business Intelligence Module
- BI Report: Contract Renewals and TerminationsStay ahead of your contract lifecycle activity
- BI Report: Branch Equipment StatusBranch Equipment Status Report – Business Intelligence Module
- BI Report: Outstanding LOLERsUnderstand how to set up outstanding LOLERs Report using Business Intelligence.
- BI Report: Outstanding Service ContractsOutstanding Service Contracts Report – Business Intelligence Module
- BI Report: PM Schedule PlannerPM Schedule Planner Report – Business Intelligence Module
- BI Report: Root Cause AnalysisRoot Cause Analysis Report – Business Intelligence Module
- BI Report: Equipment Availability And PerformanceEquipment Availability And Performance Report – Business Intelligence Module
- BI Report: Equipment WarrantyEquipment Warranty Report – Business Intelligence Module
- BI Report: Equipment with No Service ContractEquipment with No Service Contract Report – Business Intelligence Module
- BI Report: Customer & Prospects ContactsCustomer & Prospects Contacts Report – Business Intelligence Module
- BI Report: Equipment On Hire With Excess UsageEquipment On Hire With Excess Usage Report – Business Intelligence Module
- BI Report: Equipment On Service With Excess UsageEquipment On Service With Excess Usage Report – Business Intelligence Module
- BI Report: Mean Time To Failure AreaMean Time To Failure Area Report – Business Intelligence Module
- BI Report: Mean Time To Failure EquipmentMean Time To Failure Equipment Report – Business Intelligence Module
- BI Report: Mean Time To Resolve AreaMean Time To Resolve Area Report – Business Intelligence Module
- BI Report: Mean Time To Resolve Equipment ReportMean Time To Resolve Equipment Report – Business Intelligence Module
- BI Report: Open/Outstanding Purchase OrdersOpen/Outstanding Purchase Orders Report – Business Intelligence Module
- BI Report: Overdue Purchase OrdersOverdue Purchase Orders Report – Business Intelligence Module
- BI Report: PO not GRN’dPO not GRN’d Report – Business Intelligence Module
- BI Report: Stock Issue/Receipt SummaryStock Issue/Receipt Summary Report – Business Intelligence Module
- BI Report: SKU Volume SummarySKU Volume Summary Report – Business Intelligence Module
- BI Report: Closed Purchase OrdersClosed Purchase Orders Report – Business Intelligence Module
- BI Report: Stock Work In ProgressStock Work In Progress Report – Business Intelligence Module
- BI Report: Goods Received Not InvoicedGoods Received Not Invoiced Report – Business Intelligence Module
- BI Report: Slow Moving StockSlow Moving Stock Report – Business Intelligence Module
- BI Report: Stock ReplenishmentStock Replenishment Report – Business Intelligence Module
- BI Report: Stock By LocationStock By Location Report – Business Intelligence Module
- BI Report: Outstanding Sales OrdersOutstanding Sales Orders Report – Business Intelligence Module
- BI Report: Zero Issued StockZero Issued Stock Report – Business Intelligence Module
- BI Report: Current JobsCurrent Jobs Report – Business Intelligence Module
- BI Report: JobsJobs Report – Business Intelligence Module
- BI Report: Engineers without Assigned JobsEngineers without Assigned Jobs Report – Business Intelligence Module
- BI Report: Oldest Ten Open JobsOldest Ten Open Jobs Report – Business Intelligence Module
- BI Report: Partially Completed JobsPartially Completed Jobs Report – Business Intelligence Module
- BI Report: Services Not Set UpServices Not Set Up Report – Business Intelligence Module
- BI Report: Service with Date ModificationsService with Date Modifications Report – Business Intelligence Module
- BI Report: Auto ESS ServiceAuto ESS Service Report – Business Intelligence Module
- BI Report: Branch InvoicingBranch Invoicing Report – Business Intelligence Module
- BI Report: Response TimesResponse Times Report – Business Intelligence Module
- BI Report: FOC TrucksFOC Trucks Report – Business Intelligence Module
- BI Report: Invoiced Sales SummaryInvoiced Sales Summary Report – Business Intelligence Module
- BI Report: Asset ListAsset List Report – Business Intelligence Module
- BI Report: Asset Added By DateAsset Added By Date Report – Business Intelligence Module
- BI Report: Asset Disposed By DateAsset Disposed By Date Report – Business Intelligence Module
- BI Report: Long Term vs Short Term Hire RevenueLong Term vs Short Term Hire Revenue Report – Business Intelligence Module
- BI Report: Invoice Yearly Comparison ReportInvoice Yearly Comparison Report – Business Intelligence Module
- BI Report: Invoicing To DateInvoicing To Date Report – Business Intelligence Module
- BI Report: Hire Forecast SummaryHire Forecast Summary Report – Business Intelligence Module
- BI Report: Asset Depreciation By TypeAsset Depreciation By Type Report – Business Intelligence Module
- BI Report: Repeated FailuresRepeated Failures Report – Business Intelligence Module
- BI Report: Asset ValueAsset Value Report – Business Intelligence Module
SSR
Self Service Reports
- Understanding Self Service Reporting (SSR)Getting the most/ insights from your data using Self Service Reports SSR
- SRR: Create a Basic ReportWalk through Creating a Basic Report in SSR
- SSR: Create a Basic ChartWalk through creating a Basic Chart in SSR
- SSR: ParametersHow to Configure Parameters in SSR for Scheduled Reports
- SSR: Copying and Changing Standard DashboardsLearn how to make a Standard SSR Dashboard your own.
- Measure v Calculated ColumnsData, Pivot Table and Charts.
- Repair Root Cause HeatmapRepair Root Cause Heatmap – Self Service Module
- Engineer Login / Logout ActivityEngineer Login / Logout Activity – Self Service Module
- Equipment Downtime Analysis - Top 10 Breakdowns by Instance/MinutesEquipment Downtime Analysis - Top 10 Breakdowns by Instance/Minutes – Self Service Module
- Top 10 Spare Parts By Usage VolumeTop 10 Spare Parts By Usage Volume – Self Service Module
- PPM Actual vs DuePPM Actual vs Due – Self Service Module
- Revenue per EngineerRevenue per Engineer - Self Service Module
- Revenue by SiteRevenue by Site - Self Service Module
- Invoice AnalysisInvoice Analysis - Self Service Module
- BreakdownsBreakdowns – Self Service Module
- ServicingServicing – Self Service Module
- SSR: Creating a Basic CalculationLearn how to create a Basic Calculation in the SSR Dashboard
- Asset UtilisationAsset Utilisation - Self Service Module
- Job TimingsJob Timings - Self Service Module
- Service Geeni Excel Add-in BETAHow to access Self Service Reporting Data from your Service Geeni Tenant within Excel
- Utilisation of Hire FleetUtilisation of Hire Fleet - Self Service Module
- Jobs SubmittedJobs Submitted - Self Service Module
- Problematic EquipmentProblematic Equipment - Self Service Module
- Engineer LeagueEngineer League - Self Service Module
- Job KPI'sJob KPI's - Self Service Module
KPI Viewer
Learn about the KPI Reports
- KPI Viewer: Repair vs Service HoursRepair vs Service Hours Report – Business Intelligence Module
- KIP Reports: Planned ServicesPlanned Services Report – Business Intelligence Module
- KPI Report: Closed JobsClosed Jobs Report – Business Intelligence Module
- KPI Report: Closed TasksClosed Tasks Report – Business Intelligence Module
- KPI Report: Open JobsOpen Jobs Report – Business Intelligence Module
- KPI Report: ServicesServices Report – Business Intelligence Module
- KPI Report: Engineer Utilisation ReportEngineer Utilisation Report – Business Intelligence Module
- KPI Report: Late ServicesLate Services Report – KPI Viewer Module
- KPI Report: Completed Service VisitsCompleted Service Visits Report – Business Intelligence Module
- KPI Viewer Report: Equipment In ServiceEquipment In Service Report – Business Intelligence Module
- KPI Reports: Delayed Overdue SkippedDelayed Overdue Skipped Report – Business Intelligence Module
- KPI Report: Equipment Not Safe For UseEquipment Not Safe For Use Report – Business Intelligence Module
- Equipment VOR ReportEquipment VOR Report – Business Intelligence Module
- KPI Report: Expiring Order Refs ReportExpiring Order Refs Report – Business Intelligence Module
- KPI Report: First Time Fix Calls ReportFirst Time Fix Calls Report – Business Intelligence Module
- KPI Report: Equipment AvailabilityEquipment Availability Report – Business Intelligence Module
- KPI Report: Equipment Open/Rejected QuotesEquipment Open/Rejected Quotes Report – Business Intelligence Module
- KPI Report: Most Expensive EquipmentMost Expensive Equipment Report – Business Intelligence Module
- KPI Report: Open BreakdownsOpen Breakdowns Report – Business Intelligence Module
- KPI Report: Open Calls Contract EquipmentOpen Calls Contract Equipment Report – Business Intelligence Module
- KPI Report: Hire Equipment Over Predicted HoursHire Equipment Over Predicted Hours Report – Business Intelligence Module
- KPI Reports: Quotes Overview By StatusQuotes Overview By Status Report – Business Intelligence Module
- KPI Report: Service Calibrations On TimeService Calibrations On Time Report – Business Intelligence Module
- KPI Report: Suspended Hire ContractsSuspended Hire Contracts Report – Business Intelligence Module
- KPI Reports: Today’s JobsToday’s Jobs Report – Business Intelligence Module
- KPI Reports: Total Open Purchase OrdersTotal Open Purchase Orders Report – Business Intelligence Module
- KPI Report: Total Services/RepairsTotal Services/Repairs Report – Business Intelligence Module