Overview We are delighted to announce uplift of our new style ‘Status’ reports BETA page for the Monitoring module - Beta just means we are building things out so you get an initial “view” of what we are doing so you can play around with them
How it Benefits You:
The new style report provides a clear snapshot of the performance at selected locations, showcasing key information to help track and improve operations and processes.
This information is shown as:
- The current average status for selected locations, giving an overview of overall performance.
- Locations with the highest number of missed checklists, allowing teams to focus on areas that may require additional attention or improvement.
- Locations with the highest number of overdue defects, helping to prioritise corrective actions and ensure timely resolution of issues.
- A data table that provides you with a summary of how each individual location is performing which will allow teams to focus on areas that require improvement and drive better operational outcomes. The table is exportable to enable you if you wish to, analyse even further.
How do I access the new style reports?
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- Navigate to the Monitoring Module
- Click on the ‘Reports-Beta’ tab
Status Report Breakdown
Page Level Filtering:
Location: The ‘Status’ report defaults to displaying data for all your locations. You can narrow your focus using the Location Selector search filter, allowing for quick customisation. Once applied, charts and data grids update immediately reflecting data based on the chosen location(s).
Data Charts:
Current Status: The main KPI card at the top of the page displays the average RAG (Red, Amber or Green) status across the selected location(s), offering a quick snapshot of how those locations are performing.
Note – The current status is calculated based on the completion rate of checklists due in the last 30 days from today and the number of overdue defects. Please see the thresholds below:
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- Green: 95% or more checklists logged in the last 30 days OR 2 or less overdue defects
- Amber: 90-94% checklists logged in the last 30 days OR 5 or less overdue defects
- Red: Less than 90% checklists logged in the last 30 days OR over 5 overdue defects
- Status History: Each bar is divided into the 3 RAG status colors, with a percentage being shown in each section which indicates the percentage of locations within that status. This chart is over the last 12 months and provides a clear picture of how the selected locations have been performing over that time period.
Missed Checklists : This card shows the top 5 locations that have had the highest number of missed checklists within the last 30 days.
Overdue Defects: This card shows the top 5 locations that currently have the highest total of overdue defects.
Both of the Missed Checklists and Overdue Defects cards enable you to understand which locations are your biggest areas of risk and require the most attention. Thus, allowing you to analyse the performance and work towards improvement.
Data Grid
Locations overview:
The ‘Locations overview’ data grid at the bottom of the page provides a tabular overview of each location and their RAG status. In addition, it provides a high level overview on the percentage of completed and missed checklists as well as the number of open and overdue defects.
PDF and Export Function:
The ‘Download PDF' button provides a quick way to capture the entire "page" including charts and summaries, in a convenient PDF format. This eliminates the need to manually create or compile visual data, saving time for reporting purposes out to the wider business.
The 'Export Grid Data' button within the grid at the bottom of the page , enables an export of the selected information within the grid into a CSV file, allowing for deeper data analysis or integration with other reporting tools.
What’s Next?
Currently in development is the ‘Performance’ report which will allow you to gain deeper insights into how your locations are performing across checklists and highlight key factors to help work towards improvement.
We will then be updating your” Defect” reporting experience by streamlining it for better tracking of defect resolution progress. These updates aim to provide a clearer view of defect trends and will assist you in driving faster resolution cycles.