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
- 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
- Add the formula as a
Number
data type. You will see a new column added to the report table
- 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
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
ofPercentage Completed on Time