Analytics Overview

The Analytics section of the platform provides in-depth reporting and fleet analysis.

To get to the Analytics section, tap the Analytics option on the navigation menu.

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Repair Order Reports

To view repair order reports:

1. Within Analytics, select the Repair Orders tab.
2. Reports include: Invoiced ROs, Expected ROs, Cycle Time, Expected vs Actual Finish Time, Dwell Time, RO Quality Overview, RO Comebacks by System Codes, and RO Ratings by Vendor.
3. If repair order tag(s) have been created, you will also have access to Invoiced ROs by Tag.
4. Customer users also have Managed Maintenance Savings (for Fleetrock-managed assets) and RO Quality Overview by Vendor reports available, and Vendor users have Labor Hours by Technician, Expected Labor Hours, Labor Hours by System Code, Goal vs Actual Labor Hours, and RO Comebacks by Technician reports available.
5. If a Customer user has added at least one Vendor user to their account (for situations where a customer wants to create their own repair orders), Invoiced Tasks by User, Expected Tasks by User, Labor Hours by System Code, Goal vs Actual Labor Hours, and Declined ROs by Vendor reports will be available.
6. For users with access to multiple vendors, the Invoiced ROs by Vendor and RO Quality Overview by Vendor reports will be available.
7. If a Vendor user has the Unapplied Time setting turned on, Unapplied Time and Total Hours by Technician reports will be available.

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Asset Reports

To view asset reports:

1. Within Analytics, select the Assets tab.
2. Reports include: Mean/Median/Mode, Average RO Cost by Model Year, Average RO Cost by Model, RO Cost by Unit, RO Cost Per Mile by Model Year, RO Cost Per Mile by Unit, RO Cost by System Code, and RO Part Cost by Part Type.
3. Customer users also have Average RO Cost by Group, Average RO Count by Group, Utilization Overview, and Active Units Detail reports available.
4. If a Customer user has added at least one Vendor user to their account (for situations where a customer wants to create their own repair orders), an Average RO Cost by Vendor report will be available.

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Scheduled Maintenance Reports

To view scheduled maintenance reports:

1. Within Analytics, select the Scheduled Maintenance tab.
2. Reports include: Expected Maintenance, PM Quality Overview, PM Comebacks by System Code, One-Time Maintenance, Unscheduled Units, and Multi-Scheduled Units.
3. Customer users also have a PM Compliance Overview report available, and Vendor users have a PM Comebacks by Technician report available.
4. For users with access to multiple vendors, the PM Quality Overview by Vendor report will be available.

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Warranty Reports

To view warranty reports:

1. Within Analytics, select the Warranties tab.
2. Reports include: Warranty Labor Savings, Warranty Parts Savings, Warranty Claim vs Paid, Warranty Claim vs Paid (%), Warranty Savings by System Code, and Average Warranty Savings by Model Year.

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Telematics Reports

Telematics reports are available when your account is connected to telematics and processing data. To view telematics reports:

1. Within Analytics, select the Telematics tab.
2. Reports include: Total Distance by Group, Total Distance by Unit, Total Idle Hours by Group, Total Idle Hours by Unit, and Actuals Per Telematics Mile.

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Driver Reports

Several reports are available around driver/lessee activity. To view driver reports:

1. Within Analytics, select the Drivers tab.
2. Reports include: Driver Retention Overview, Driver Lifetime Overview, and Driver Logs (note that these reports are not available to Lessee users).
3. If you have lessee escrow setup in your account, reports will include: Current Escrow Balance (available to Customer, Customer Admin, and Manager users only), and Escrow History.

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Inventory Reports

Vendor users have acces to several reports detailing parts and their usage. To view part reports:

1. Within Analytics, select the Inventory tab.
2. Reports include: RO Part Revenue, RO Part Count, Average Inventory, Inventory Reconciliation, Inventory Transfers, Goal vs Actual Part Cost, Completed POs, and Expected POs.

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Scorecard Reports

The Scorecard section of Analytics allows you to directly compare groups and/or other data points using a variety of reports.

To get started, within Analytics, select the Scorecard tab.

Vendor roles do not have access to Internal Comparison by Group, Budget Planned vs Actual, Tire Miles by Group, Part Miles by Group, or Part Days by Group.

Customer roles do not have access to Internal Comparison by Technician.

For users with access to multiple vendors, the Internal Comparison by Vendor report will be available.

Internal Comparison by Group, Internal Comparison by Vendor, and Internal Comparison by Technician:

1. After selecting the desired reports and setting a passing score for each, tap the Create Scorecard button.
2. Once a scorecard is created, you can tap the Calculate Scores button to generate a score for each group. A group score is calculated by summing its rank within each evaluated report. The lower the number, the better the score.
3. Optionally, select the weight variable for each report. A weight variable allows you to adjust the weight/impact of each report on the overall score. For example, a weight of 2 means that the report has double the score impact that the default weight of 1.
4. After weight variables are selected, tap the Calculate button.
5. Note that you can save selections by tapping Table and then Save/Edit.... You can restore the saved selections by tapping Table and then selecting the saved selection from the group.

Budget Planned vs Actual:

For this report to provide valid data, the following is required:

1. Group budgets (both Planned, and Actual) must be added.

Tire Miles by Brand, and Tire Miles by Group:

For these report to provide valid data, the following is required:

1. Tires must be properly formatted before they are added to a repair order.
2. The correct Position must be selected when adding the part to the repair order.
3. Repair orders must contain valid odometer entries.

Part Miles by Part Type, Part Miles by Part Description, and Part Miles by Group:

For these report to provide valid data, the following is required:

1. Part Types must be added to each part before a repair order is invoiced.
2. The correct Position must be selected when adding the part to the repair order.
3. Repair orders must contain valid odometer entries.

Part Days by Part Type, Part Days by Part Description, and Part Days by Group:

For these report to provide valid data, the following is required:

1. Part Types must be added to each part before a repair order is invoiced.
2. The correct Position (when applicable) must be selected when adding the part to the repair order.

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Custom Reports

To generate a custom report:

1. Within Analytics, select the Custom tab.
2. Reports include: RO Data, RO Task Data, RO Part Data, Asset Data, Scheduled Maintenance Data, Issue Data, Inspection Data, Warranty Claim Line Item Data, and To Do Data.
3. Customer, Customer Admin, Vendor, and Vendor Admin users can view a history of RO edits with the RO Edit History report.
4. Customer and Customer Admin users can view group data with the Group Data report.
5. Vendor users can view current list of parts with the Part Data report.
6. Vendor users can also view purchase order data with the PO Data report.
7. Customer, Customer Admin, and Vendor users also have access to the User Data report.

Most custom reports have the option for Custom Filters and Custom Charts:

• Custom filters can be used on custom report data by checking the Custom Filters option. Multiple filters can be added by changing No More Filters to And or Or at the end of a line (up to 5 custom filters can be added). Data can be compared using the following:

  • Equals - Use this filter to return results that equal a specific value.
  • Does not equal - Use this filter to return results that do not equal a specific value.
  • Contains - Use this filter to return results that contain a string of text within the result. For example, New York contains Yo.
  • Is greater than - Use this filter to compare numerical and/or date results. For example, you can use this filter to return results where Total is greater than 100, or Date Started is greater than 10/21/2021.
  • Is less than - Use this filter to compare numerical and/or date results. For example, you can use this filter to return results where Total is less than 100, or Date Started is less than 10/21/2021.
  • Has a value - Use this filter to return results that have a value for the selected field.
  • Does not have a value - Use this filter to return results that do not have a value for the selected field.
  
  

  You can use standard date format MM/DD/YYYY when comparing dates, or MM/DD/YYYY HH:MM for greater accuracy. Note that you can also use the keywords today and/or now to allow for relative date/time ranges:

  • Today is equivalent to the current date. For example, you can adjust filters to view data where a date is less than today, and greater than today-30.
  • Now is equivalent to the current date and time. For example, you can adjust filters to view data where a due date is less than now to see data the minute it becomes due.

  Using relative keywords is especially useful when pinning custom reports to your dashboard.

• Custom charts can be used on custom report data by checking the Custom Chart option. The following properties can be set when creating a custom chart:

  • X-Axis - Choose from the list of selected columns the value you would like to appear on the x-axis (such as Group, a type of date, etc.).
  • Y-Axis - Choose from the list of selected columns the value you would like to appear on the y-axis. Only numeric values should be selected for the y-axis.
  • Y-Axis Type - Select the type of values that will appear on the y-axis for proper labeling.
  • Options - Select additional chart options: Average (show the average, rather than the total), Trendline (show a trendline on the chart), and Area Chart (show an area chart, rather than the defaul bar chart).

  If a custom chart is created, the chart will appear when you pin it to the dashboard.

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Analytics Options

Most reports allow you to adjust the date range (some reports - such as Expected ROs and Expected Labor Hours - do not include date ranges). To adjust the date range:

1. Within Analytics, tap the option next to  ANALYTICS in the header to bring up the date selection window.
2. Select the Date Range.
3. The Compare to option allows you to chart and compare two separate time periods.
4. If the chart has date on the x-axis, you can group the data by day, week, or month.
5. Tap the Update button.

If you are viewing a report that contains a chart:

• Tap Chart to expand available options.
• The Pin to Dashboard option allows you to add the current chart to the dashboard.
• The Bar Chart and Area Chart options allow you to toggle between chart types.
• The Trendline option allows you to toggle a trendline on bar/area charts.
• The X-Axis Date option, when available, allows you to switch the x-axis on your chart to date.

If you are viewing a custom report without a chart:

• Within Analytics, tap Table to expand available options.
• The Pin to Dashboard option allows you to add the custom report to the dashboard.
• The Save/Edit... option allows you to save your selections for future reference. You can restore the saved selections by tapping Table and then selecting the saved selection from the group.

For additional options:

• Tap Options to expand additional options.
• The Print option allows you to print the current chart, along with data.
• The Export option allows you to export the chart data to a CSV (comma-separated values) file.
• In most cases, when viewing a chart that has groups on the x-axis, you will see options for Group Level Up and Group Level Down. These options allow you to move up and down your accessible group hierarchy, so that your data can be rolled up into parent group(s) and viewed together.
• The Include Claim Savings option is available when viewing cost reports under the Assets tab. When checked, warranty claim savings will be factored into the cost calculations.
• The Maximize Width option allows you to expand the contents of the page to fill the entire screen width.