View Report Statistics on the Dashboard
On the Dashboard page, data of service reports to customers is displayed. You can also click Report center in the upper-right corner to go to the view and create reports, or click Create template to create a service report template.
You can view the data in the following sections. Note that only data in the last 6 months is displayed.
Reports Overview
In this section, you can view the following information:
- Sent (in the last 30 days) – The number of reports sent to customers in the last 30 days.
- Not accessed (in the last 30 days) – The number of sent reports that have not been opened by customers in the last 30 days.
- All sent – The total number of reports sent to customers in the last 6 months.
- Active templates – The number of active report templates.
- Overall report access – The percentage of reports that have been accessed by customers in the last 6 months.
- Report access statistics by customer – The top 5 reports that have been accessed by customers and the percentage of the access rate is displayed for each report.
Schedule
In this section, you can view the following information:
- View data on the calendar – Click the date with a tag to view the number of reports that have been or that will be sent to customers on that date. You can also view the report numbers for each template.
- Reports sent today – The number of reports sent today.
- Monthly template statistics – The top 5 templates with the reports sent in the current month are displayed. You can also view the numbers of reports for each template.
Activities
In this section, you can view the activities of generating and sending the service reports. To view more activities, click View report history to go to the Reports and history page.