April 18, 2019: Itemized Cost and Time Reporting
Ready, set, reporting! In this week’s release we gave our users the ability to drill down into the data they are receiving regarding time and cost by implementing itemized reporting for time and cost. In a recent product release, we gave our users the ability to categorize the time and cost spent for any given work order. The new detailed view of time and cost gave our users value when viewing individual work orders but we knew our users would want to take it to the next level and include this new itemized data in their reporting. This new product update will enable our users to do exactly that!
These new reporting features give our users a deeper look into how and where time and cost are being spent across their organization and enables managers to analyze productivity and identify areas for improvement. For example, a facility manager may have 5 technicians whom they are managing. Each technician has 8 working hours per day which gives each technician a total of 160 working hours per month. Using the itemized time reporting, our managers can create a report to see a breakdown of how those 160 hours are being spent by each technician. Our manager can see how many hours spent in the last 3 months, or any selected time period, were used for wrench time versus drive time. They can use this data to view trends and identify where they can increase their billable hours (wrench time) and how to make changes to decrease their non-billable hours (drive time). In this scenario, our manager may find the drive time is increasing each month which will give him/her the opportunity to figure out how the team can optimize their driving routes to decrease time spent driving during each work day.
These new reporting features can be found by logging into UpKeep and selecting Reports > Add Custom Report. When adding a module, the user will select which item they would like to group the work orders included in their specific module: Assigned to, Asset, Category, Location, and Team.
Now, when selecting the type of module, our users will see the options to show Work Order Aggregate Counts, Work Order Time, and Work Order Cost.
For this example, I have created a module to view the reactive work orders under my account by users assigned and time spent by category.
In this view, I can see how much time each individual worker has contributed personally to a time category in relation to the total amount of time spent for the indicated category for an individual work order and/or multiple work orders.
Log into your Upkeep account today and use reporting to help your team improve today!