Appointments Not Completed On Time

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Oneserve Product Team
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Summary

Oneserve Analytics can be used to create many useful reports to provide insight into the day-to-day workings on your mobile workforce. Below is an example of how to generate a report on the percentage of appointments completed on time by each resource.

Guide

  • Select "Job Appointment" as your data source
  • Include the Appointment Planned Start/End Dates and Appointment Actual Start/End Dates in your results

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  • Create a CASE formula to identify if the appointment was completed on time or not:
CASE
    WHEN [Logi_Appointment.Appointment Planned End Date] < [Logi_Appointment.Appointment Actual End Date]
    THEN 100 
    ELSE 0
END

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  • Add the formula as a Number data type. You will see a new column added to the report table

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  • To only select appointments which have been completed, you can use the filter Appointment Actual End Date != with a blank date value
  • If you would like to only see jobs that have not been completed on time, you can add another filter for Percentage Completed on Time = 0

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Create a Chart

Charts can be generated to visualise the data. In this example, a bar chart has been chosen with the following values:

  • Label Column - Appointment Resource
  • Data Column - Average of Percentage Completed on Time

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