You are here

Reporting

WFM provides a number of standard reports out-of-the-box in addition to a framework for developing custom reports to meet your specific requirements. Reports are often rendered in either html or Excel format, though other formats can be implemented as well.

Many utility requirements are focused on reporting needs. In an attempt to provide assistance in developing some or all of these reports, SSP often includes an optional custom reporting line item in our services proposals. The scope is to determine the most important reports for the client and to build as many of them as possible within the budget of this optional item. Alternatively, a utility could first implement WFM and then determine which custom reports it wants; utilitizing a change order.

The standard reports include:

  • Cover Page - Shows the key header information about the work order. Many utilities will choose to customize this report with the details and format they require. This screenshot shows an example of the header information:
    Cover Page
  • Estimate - The cost estimate which breaks out the work order costing by parts/materials, equipment (hours & dollars) and labor (hours & dollars).This example shows the materials/parts section of the cost estimate:
  • Construction Notes - A staking-style report that shows the CU's by work location. This report does not show the detailed material stock items or any costing information.
    Construction Notes
  • Estimate vs. Actuals - A detailed report showing the estimated CU's and materials along with estimated cost vs. the as-built materials and their associated costing.
  • Statuses Report - This report shows work order detail focused on the statuses that the job flowed through and how long the job stayed in each status.
  • Aging Report - A report that allows management to enter various parameters to show how the work requests/orders that have been sitting in a specific status (or set of statuses) for a period of time.

WFM's basic and advanced search tools can also be utilized to locate work orders within the system. The result sets can be easily exported to Excel or used to drill into the details of each work order. The simple search is shown on the left hand pane of the WFM application, contains commonly searched fields, and is available to all users. This is often the easiest way to locate work orders. The advanced search allows users to build custom searches based on queries within WFM:

Queries that are valuable can be saved for either the individual user or at the system level. This effectively allows utilities to create dynamic reports of work within the system at any time.

Feature Screenshots