Recommended Reports and how to set them up

Modified on Wed, 13 Mar 2024 at 02:32 PM

We have a wide variety of reports available to Manager users on the Skynamo Web Interface to help reduce the admin for you and your team, and giving you valuable insights into the company. It might be difficult to know exactly which reports would benefit you form the get go, so we recommend setting up the following ones for the users and management.

  • Call Report (One for management and one for your users)
  • Time & Attendance Report (Management)
  • Missed Call by User Report (Management – if you are using visit frequencies)
  • Missed Call by User Report (Users - if you are using visit frequencies) x2 (One for missed visits, and one for planned visits for the following week)

 

Call Report

Step 1: Select the Reports tab from the top bar. Select the Call Report from the list.

(The below example will be for the Management report, selecting my entire team. For the specific user reports you will only select one name)

 

Step 2: On the right-hand side you will have your selected filters or any other criteria for the selected report.

Add the names of the required Field Users by selecting their names from the list in the Users block (Please note, these users would have been added prior to setting up these reports in order for their names to display in the list).

Step 3: Once your users have been added remember to save the report.

 

Change the Report Name to “Call Report Management” (For the User specific reports this would be ex. Call Report – Schalk), Period shown would be 1, as we want this report to provide data on the previous 1 day.

 

Step 4: Lastly, to have this report automatically emailed, you can set the Delivery settings on the Schedule tab.

  • Ensure the Repeat interval is set on Daily, to get this report everyday
  • Time of day should be nice and early for you to be able to pick up any red flags first thing
  • Seeing that this report provides data on the previous day, we want the Tues-Sat blocks ticked to show data on Mon-Fri work week.
  • If this is a user specific report select their name in the Users block under Recipients to send them a copy of this report.
  • Select Save at the bottom of the page to save the report.

Your report will then be set up accordingly.

 

Time & Attendance Report

Step 1: Select the Reports tab from the top bar. Select the Time & Attendance Report from the list.

 

Step 2: On the right-hand side you will have your selected filters or any other criteria for the selected report.

Add the names of the required Field Users by selecting their names from the list in the Users block (Please note, these users would have been added prior to setting up these reports in order for their names to display in the list).

 

Step 3: Select “Save”, “Save Report As”, Change the name to “Management – Weekly Time & Attendance”, and ensure the “Period Shown” is set for 1 week.

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Step 4: Lastly, to have this report automatically emailed, you can set the Delivery settings on the Schedule tab.

  • Ensure the Repeat interval is set on Weekly, to get this once per week.
  • Time of day should be nice and early for you to be able to pick up any red flags first thing.
  • Seeing that this report provides data on the previous week, to receive it on a Monday morning.
  • Select Save at the bottom of the page to save the report.

 

Missed Call by User Report

Step 1: Select the Reports tab from the top bar. Select the Missed call by user Report from the list.

(The below example will be for the Management report, reporting weekly, selecting my entire team. For the specific user reports you will only select one name, and/or changing the period shown between 1 for current week (missed visits), or 0 for next week (planned visits))

 

Step 2: On the right-hand side you will have your selected filters or any other criteria for the selected report.

Add the names of the required Field Users by selecting their names from the list in the Users block (Please note, these users would have been added prior to setting up these reports in order for their names to display in the list).

If you are setting up this report for a specific user to report on their missed calls or required calls, you will only select their name in the users block.

 

Step 3: Select “Save”, “Save Report As”, Change the name to “Management – Missed Call by User”, and ensure the “Period Shown” is set for 1 week.

If you are setting up this report for a specific user to report on their missed calls or required calls, you will update the name accordingly, and set the Period shown to 1 week for reporting on missed calls, and 0 week to plan for the following week.

 

Step 4: Lastly, to have this report automatically emailed, you can set the Delivery settings on the Schedule tab.

  • Ensure the Repeat interval is set on Weekly, to get this once per week
  • Time of day should be nice and early for you to be able to pick up any red flags first thing
  • Seeing that this report provides data on the previous week, to receive it on a Monday morning
  • Select Save at the bottom of the page to save the report
  • If you are setting this report up for a specific user only remember to add their name in the users block under recipients, to send them a copy of this report.

 

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