Reports in Punchlist Manager

Transcription

1 A Sample of All Reports in Punchlist Manager Rev. 4/2015 Copyright 2015 Service Software, LLC All Rights Reserved

2 Table of Contents Overview... 1 Reports Tab... 1 Memorizing Reports... 1 Work Order... 1 Work Order... 1 Work Order Detail... 1 Work Orders Overdue... 1 Charges Detail... 2 Service Summary... 2 Hot Sheet... 2 Hot Sheet Hot Sheet Aging Open Work Order... 3 List... 4 List Detail... 4 List Determination... 4 List Summary... 4 List Overview... 5 Item Summary... 5 Item Summary Graph... 5 Service Summary... 6 Service Requested... 6 Category... 7 Top Ten Category Detail... 7 Top Ten Category Summary... 7 Category Subtotal... 7 Vendors... 8 Vendor Summary... 8 Vendor Aging... 8 Vendor Status... 8 Vendor Item Summary... 9 Vendor Snapshot... 9 Vendor Directory... 9 Vendor Detail Vendor Correspondence Summary Vendor Correspondence Detail Vendor Insurance Summary Project...11 Project Snapshot Project Aging Project Status Project List Summary Project Correspondence Summary Project Correspondence Detail Schedule...13 Daily Schedule Employee Schedule Job...13 Job Summary Job Summary Job Detail Job List Costs Quality Process*...15 Quality Process Exceptions Detail Quality Process Exceptions Summary Quality Process Detail Quality Process Checklist Quality Process Summary QC Summary of Exceptions Other...17 Correspondence Summary Correspondence Detail Staff Snapshot Daily Snapshot i

3 Contacts Tab...18 Project Contacts...18 Contacts Directory Vendor Contacts...19 Contacts Directory My Contacts...19 Contacts Directory Project Tab...19 Projects...19 Project Detail Project Summary Jobs Tab...20 View Jobs...20 Job Detail Job Summary List Tab...20 Lists...20 Item List Summary Refer to List Summary under Reports Tab List Detail Refer to List Detail under Reports Tab Service Requested Refer to Service Requested under Reports Tab Item Summary Refer to Item Summary under Reports Tab Hot Sheet Refer to Hot Sheet under Reports Tab Work Order...20 Warranty Determination Refer to List Determination under Reports Tab - List...20 Field Inspection Report Vendors Tab...21 Vendors...21 Vendor Summary Refer to Vendor Directory under Reports Tab - Vendor...21 Vendor Detail Refer to Vendor Detail under Reports Tab - Vendor...21 To Do Tab...21 Employee Schedule...21 Schedule List Daily Schedule Job Schedule...22 Job Schedule Vendors Schedule...22 Vendors Schedule Tasks...22 Tasks List Project Detail...22 Vendors...23 Project Category/Vendor List Tasks...23 Task List Correspondence...23 Correspondence Summary Correspondence Detail Job Detail...23 Contacts...23 Job Contact Detail Job Contact Summary Schedule...24 Job Schedule Tasks...24 Task List Correspondence...24 Correspondence Summary Correspondence Detail Quality Process*...24 Quality Process Report Report Permissions...25 *Quality Process is customizable terminology, in your system this may be Quality Assurance, Inspection, Punchlist, etc. ii

4 Overview This document outlines all of the reports currently available in Punchlist Manager. The majority of the reports are located under the reports tab on the toolbar; however some reports are located at other areas through the system. Reports Tab Memorizing Reports With each report under the Reports Tab, you have the ability to memorize the report. Memorizing the report saves the selected criteria and allows for quicker running of reports. To memorize a report, select the report you would like to memorize and select the criteria. Once the criteria has been selected you have the ability to rename the Report once labeled, you can select share with Everyone (equals anyone that has access to PLM has the ability to pull in this report), Show in Menu (equals when you hover over memorized reports this report appears), select Save. After a report is saved and you would like to run it go to Reports from the brown tool bar hover over it>select Memorized>single click on the report title you would like to run. Work Order Work Order This report prints full Work Orders based on the selected criteria in the Report Profiler. Work Order Detail This report prints a detailed summary of Work Order information based on the selected search criteria and subtotals by Address, Contact or Claim #. Work Orders Overdue This report provides a summary of Work Orders that are Overdue and the number of days overdue. 1

5 Charges Detail This report prints a detailed summary of Estimate and Actual charges that were entered on Items for each Job. Service Summary This report prints a summary by List Type Hot Sheet This report is a quick glance of Work Orders that have been assigned. It shows the Job, Contact, Vendor and any notes. 2

6 Hot Sheet 2 This report is similar to Hot Sheet and includes List Type and Suspended. Hot Sheet 3 This report is similar to Hot Sheet 2. It can be renamed by the Administrator. The report includes Date Opened and removes Owner name. Aging Open Work Order This report is a quick glance of Open Work Orders and their Average Age 3

7 List List Detail This report gives detailed information about the List of Items, including customer information. List Determination This report provides information in regards Determinations to each List of Items. List Summary This report provides summarized information in regards to each List. 4

8 List Overview This report provides a quick look at Lists of Items sorted by Project. Item Summary This report provides a summary of Items which can be sorted by multiple criteria. Item Summary Graph Note: Work in progress to come 5

9 Service Summary This report prints a summary by List Type Service Requested This report provides a listing of Items Services to be performed on a Job List. 6

10 Category Top Ten Category Detail This report provides a breakdown of the Top Ten Categories and Sub-Categories and lists detailed Item performance for a specified period. Top Ten Category Summary This report provides a breakdown of the Top Ten Categories and Sub-Categories and lists summarized Item performance for a specified period. Category Subtotal This report provides a listing of Work Order Performance on all Categories and Subcategories. 7

11 Vendors Vendor Summary This report provides a summary of the Items assigned to Vendors over a specified period of time. Vendor Aging This report provides an aging breakdown of Open and Completed Items based on a specified period sorted by the Vendors. Vendor Status This report provides a breakdown of Items based on a specified period and also provides the Vendors with their rating which is calculated on how quick they complete their Items. The report can be quickly sent to Vendors using the Send button. 8

12 Vendor Item Summary This report provides a listing of Items based on a specified period and also provides the Vendor with a checkbox and area to fill in date completed if they are working on multiple Items at the same time. Vendor Snapshot This report provides breakdown of Open and Completed Items based on a specified period sorted by the Vendors. Vendor Directory This report provides a directory style listing of all Vendors in the system. This report can be narrowed by name or type of Vendor. 9

13 Vendor Detail This report provides detailed information on the Vendor, including insurance information. Vendor Correspondence Summary This report provides a summary of the Correspondence with Vendors over a specified period of time. Vendor Correspondence Detail This report provides detailed information on the Vendor and the Correspondence with the Vendor over a specified period of time. 10

14 Vendor Insurance Summary This report provides a listing of Vendors and when their insurances expire. Project Project Snapshot This report provides a Snapshot of Jobs by Project and the aging of Items associated with the Jobs. Project Aging This report provides an aging breakdown of Open and Completed Items based on a specified period sorted Projects. Project Status This report provides breakdown of Open Items received based on a specified period sorted by the Projects. 11

15 Project List Summary This report provides an aging breakdown of Lists received based on a specified period sorted by the Projects. Project Correspondence Summary This report provides a summary of the Correspondence with Companies over a specified period of time. Project Correspondence Detail This report provides detailed information on the Project and the Correspondence with Projects over a specified period of time. 12

16 Schedule Daily Schedule This report prints a report of an employee s schedule for the day. It also provides an area for the employee to fill in their hours worked. Employee Schedule This report prints a report of an employee s schedule the selected period. Job Job Summary This report gives a summary of all jobs. This can be narrowed down further using the report profiler. 13

17 Job Summary 2 This report gives a summary of all jobs. This can be narrowed down further using the report profiler. This report prints the Jobs ID and address of the Primary Contact. Job Detail This report gives detailed information about jobs. Job List Costs This report summarizes Charges/Costs that were entered on individual Items. 14

18 Quality Process* This is customizable terminology, in your system this may be Quality Assurance, Checklist, Inspection, Punch List, etc. Quality Process Exceptions Detail This report gives detailed information about any exceptions (issues) from a Quality Process. Quality Process Exceptions Summary This report gives a summary total of any exceptions (issues) from a Quality Process. 15

19 Quality Process Detail This report gives a detailed report with results from a Quality Process that was performed. Quality Process Checklist This report gives an overview of the Quality Processes performed and the result based on each job. Quality Process Summary This report gives a summary of the status of Quality Processes, the progress, and how long it takes to complete. 16

20 QC Summary of Exceptions This report gives a summary of issues found during the inspection and how long it takes to complete. Other Correspondence Summary This report gives summary of correspondence sent on a job. Correspondence Detail This report gives detailed information of correspondence sent on a job. 17

21 Staff Snapshot This report gives a summarized breakdown of Staff Items performance for a selected period of time. Daily Snapshot This report gives a summarized breakdown of Jobs by Project Items performance for a selected period of time. Contacts Tab Project Contacts Contacts Directory This reports is created by first doing a search for Project Contacts and then by clicking the Print Button. This report gives a directory listing of Project Contacts. 18

22 Vendor Contacts Contacts Directory This reports is created by first doing a search for Vendor Contacts and then by clicking the Print Button. This report gives a directory listing of Vendor Contacts. My Contacts Contacts Directory This reports is created by first doing a search for Job and My Contacts and then by clicking the Print Button. This report gives a directory listing of My Job Contacts. This can also be done with Vendor Contacts. Project Tab Projects Project Detail This report is created by Projects in the top toolbar, then by clicking the Print Detail Button. This report gives a detail listing of Projects. Project Summary This report is created by selecting Projects in the top toolbar, then by clicking the Print Summary Button. This report gives a summary listing of Projects. 19

23 Jobs Tab View Jobs Job Detail Refer to Job Detail under Reports Tab - Job. Job Summary Refer to Job Summary under Reports Tab - Job. List Tab Lists All reports from the List screen can be printed by selecting the report from the Print Options dropdown located in the middle of the screen. Item Refer to Work Order under Reports Tab - Work Order. List Summary Refer to List Summary under Reports Tab -. List Detail Refer to List Detail under Reports Tab -. Service Requested Refer to Service Requested under Reports Tab -. Item Summary Refer to Item Summary under Reports Tab -. Hot Sheet Refer to Hot Sheet under Reports Tab Work Order Warranty Determination Refer to List Determination under Reports Tab - List Field Inspection Report This report prints a Field Inspection Report for staff to use. The text in the General Text and Footers can be customized under Tools System Settings Site Setup Reporting. 20

24 Vendors Tab Vendors Vendor Summary Refer to Vendor Directory under Reports Tab - Vendor Vendor Detail Refer to Vendor Detail under Reports Tab - Vendor. To Do Tab Employee Schedule Schedule List This report is created by first selecting an employee(s) and then a date range, then by clicking the Print List Button. This prints a list of scheduled items. Daily Schedule This report is created by first selecting an employee(s) and then a date range, then by clicking the Print Daily Button. 21

25 Job Schedule Job Schedule This report is created by first selecting a job(s) and then a date range, then by clicking the Print Button. This prints a list of all scheduled items for that job(s). Vendors Schedule Vendors Schedule This report is created by first selecting a Vendor and then a date range, then by clicking the Print Button. This prints a list of all scheduled items for that Vendor. Tasks Tasks List This report is created by first selecting the Tasks you wish to view, then by clicking the Print Summary Button. This prints a Summarized list of Tasks. Project Detail These Reports are found by going into a Project detail screen. The reports are found by clicking the tabs below the Project information. 22

26 Vendors Project Category/Vendor List If there are certain vendors that work with particular companies, those can be configured. By selecting the Subs tab and clicking Print, this will print a list of company vendors. Tasks Task List By selecting the Tasks tab and clicking Print Summary, this will print a list of Tasks for that Project. Refer to To Do Tab -Tasks for report sample. Correspondence Correspondence Summary By selecting the Correspondence tab and clicking Print Summary, this will print a list of Summary of Correspondence for that Project. Refer to Reports Tab -Other for report sample. Correspondence Detail By selecting the Correspondence tab, single clicking a Correspondence item and then clicking Print detail, this will print a Detail of that Correspondence. Refer to Reports Tab -Other for report sample. Job Detail These Reports are found by going into a Job detail screen. The reports are found by clicking the tabs below the Job Snapshot. Contacts Job Contact Detail By selecting the Contacts tab and clicking Print Detail, this will print a detailed list of all the contacts on the job. 23

27 Job Contact Summary By selecting the Contacts tab and clicking Print Summary, this will print a summarized list of all the contacts on the job. Schedule Job Schedule By selecting the Schedule tab and clicking Print Detail, this will print a detailed list of all the items scheduled on the job. Refer to To Do Tab - Job Schedule for a sample report. Tasks Task List By selecting the Tasks tab and clicking Print Summary, this will print a list of Tasks for that job. Refer to To Do Tab -Tasks for report sample. Correspondence Correspondence Summary By selecting the Correspondence tab and clicking Print Summary, this will print a list of Summary of Correspondence for that Job. Refer to Reports Tab -Job for report sample. Correspondence Detail By selecting the Correspondence tab, single clicking a Correspondence item and then clicking Print detail, this will print a Detail of that Correspondence. Refer to Reports Tab -Job for report sample. Quality Process* *This is customizable terminology, in your system this may be Quality Assurance, Checklist, Inspection,, Punch List, etc. Quality Process Report By selecting the Quality Process tab and single clicking any QP then clicking Print, this will print a copy of that Quality Process. 24

28 Report Permissions Within Punchlist Manager, you have the ability to select and limit which reports employees have permissions to view. By default, users are allowed all reports. To modify their permissions, an Administrator can go to Tools System Setup Employees Report Permissions. Uncheck the Allow Reports box to display all reports. 25