Reports

Use reports to get information about company operations,  user productivity, and collected data from the system. 

Tickets are available in the Ticket Summary for 60 days; after 60 days they are available via the Archive Search.

Create Reports

Create reports based on the fields below. Each report uses different fields. 

1. On the top menu bar, click Analytics>Reports. Result: The One Call Center Listing page appears 

2. On the One Call Center Listing page, on the left, click the report category                                                                                                                                                                                      

   Report Category	Description
   Billing	Provides information about revenue from locators
   Custom	Provides information about locators and tickets by division
   One Call Center Listing	Provides information about tickets received by the One Call Center
   Productivity	Shows the actions users and locators have taken on tickets.
   Reasons	Provides the reasons users give for assigning a ticket or putting it in a folder (the Reasons option must be set up for your company)
   Ticket Listing	Provides information about tickets that have been closed, are still open, received, or are past due
   Worksheet	Allow users to print a list of tickets to use in the field

    
3. On the Report Category page, in the Report column, click the name of the report

4. On the Report window, fill in the fields to create the report                                                                                                                                                                                                               

   Field	Description
   Date (to/from)	The start and end date of the report
   Date Type	Create Date Time: The date and time the item was created                                                                              Due Date Time: The deadline for completing the item (date and time)
   Facility Type	Facility types are created by the company
   Folder	The folder containing the item. Folders are used to organize items
   Hours	The number of hours limits search results for tickets as below: Short Notice tickets are received Normal tickets and are limited by the  hours you chose until scheduled work start time  KPI tickets  in folder are limited by the hours you chose until scheduled work start time  KPI tickets dispatched are limited by more than the hours you chose until scheduled work start time                                                                              KPI ticket: A normal ticket that is not an Update ticket or a Short Notice ticket                                                                              Normal ticket: A ticket with ticket type categories Regular, Meet, or Design                                                                              Short Notice ticket: Normal ticket rec                                                                              Update ticket: Normal tickets updated during the period you chose
   Locator	The user who locates and marks the site or facility and responds to the ticket
   One Call	The One Call Center that sends the ticket
   Operator	After the initial processing of the ticket, the operator assigns it to someone to work
   Period	Daily: Tickets listed by day                                                                              Monthly: Tickets listed by month                                                                              Summary: Tickets listed by dates you chose in the Date (to/from) field
   Registration Code	Registration codes are created by One Call Centers to identify companies. The Registration code indicates who the ticket was received for
   Response	These are the standard responses, but your company may have custom defined responses. Cleared in field: Facilities determined to be clear by field tech Closed in office: Facilities found to be cleared by operator Closed per update: Newer version of this ticket exists Marked: Facilities are in conflict and have been marked No conflict: Facilities are not in conflict Unable to mark: Unable to locate facilities
   Response Date	Last date/time when response was entered on a ticket
   Show Totals	The total number of tickets during the period for each registration code
   State	A geographic and political unit (United States)
   Ticket Type Category	The  standard ticket type categories:  Aerial Damaged Utility Design Emergency Meet Recall Regular Revision Short                                                                               You can set up notifications for any ticket type category. See Ticket Notifications

                                                               

    

5. Click View Report. Result: The report appears

6. In the Report, you can take these actions:

                

   Action	Description
   Find (search)	Type your search term in the search box to see if it occurs in the report
   Page	Use the arrows to move back and forward page by page
   Refresh	Generates a new report based on the fields you chose
   Export (save)	CSV: Comma Separated Value; a text file listing data in lines. Each line uses commas to separate fields containing data (.csv)                                                                              Data Feed: Atom Service Document (Data Service Document, Data Feed Atom file, Atom Service Document); a text file formatted as XML and used to create and update data feeds implemented with the Atom Publishing Protocol (AtomPub or APP).  (.atomsvc)                                                                              Excel: Microsoft spreadsheet format (.xlsx)                                                                              MHTML: A web page archive format that stores all files needed to display an HTML page (HTML, images, Java, Flash, audio files, etc.)(.mhtml)                                                                              PDF: Portable Document Format; an Adobe file format that stores the complete description of a fixed layout document (text, images, layout, etc.)(.pdf)                                                                              PowerPoint: Microsoft presentation slide deck format (.pptx)                                                                              TIFF file: Tagged Image File Format, an image format (.tif)                                                                              Word: Microsoft word processing file format (.docx)                                                                              XML file with report data (.xml)