Reports for internal management purposes

Clicking on selected report from following list will move you to its description in this page:

Approved proposals - review of approved proposals

Budgetary control of Requests – overview of approved scope of work on proposal, worked time and invoice time

List of fulfillments (v. 1 by invoicing) – structured output of fulfillments, suitable for further automated processing

Listing of accepted completed requests for period – overview of completed requests

Overview of fulfillments by invoice items – list of fulfillments by the invoice items

Overview of fulfillments and tickets – detailed information about deals and orders by assigned operators

Overview of operator’s fulfillments – list of fulfillments by operators

Share of customers on operator’s time – review of working time of one operator which has been spent for selected customers

Share of operators on customer’s time – review of working time of selected operators which has been spent for one customer

SLA requests fulfillment – monitoring of request’s reaction time

Spending of prepaid hours – annex to invoice – detailed review of (over)spent prepaid hours by the requests which is attached to each invoice

Reports on demand – various combinations of dates, customers, types of deals or requests, priorities etc.

Reports descriptions:

Approved proposals

This listing displays the requests with proposals which have been approved by customers. It contains information about request, expenses, dates, prices and approver name.

Budgetary control of Requests

Calculate the incomes and outcomes of your projects. View the list of requests with accepted completion for all types of deals. This report provides detailed information about deal, time of acceptance, invoiced, proposed and worked time, budget overspending and complaints to these deals.

List of fulfillments (v. 1 by invoicing)

Structured output of fulfillments, suitable for further automated processing. Select the filtering by an invoice or type of fulfillment in desired time period with option to view only the fulfillments from requests which completion is accepted by customers.

Listing of accepted completed requests for period

This report lists all your requests with accepted completion within the selected period. Choose this report type and enter the from-to date. This listing contains an information about request’s date of accepted completion, solver, contact, request type and invoice time. There is also the option of exporting the output into the .xls format.

Overview of fulfillments by invoice items (with selection of operator)

List of fulfillments by operator determines the time efficiency of selected operator. You can find it in CDESK -> Statistics information -> CDESK reports, report type: Overview of operator’s fulfillments and click “Show” button. Listing of fulfillments is displayed on following picture, also with option to export it into .xls file.

http://customermonitor.sk/node/523#poziadavky_omeskanie

Overview of fulfillments and tickets

This report provides the detailed information about deals and orders by operators. It contains the data about deals, accounting orders, invoice items, request types and supertickets with name of services, estimated time of performing the specific action by operator on the exact place, transport and times of completion. There’s an option to export this report ionto the .xls format too.

Overview of operator’s fulfillments

Simple way to generate the list of all fulfillments by specific operator in the desired period. Listing contains the date of fulfillment’s entering, customer, deal, accounting order and invoice item, supplemented by fulfillment text, request which contains this fulfillments and duration of worked hours. Option to export the data into .xls file is also available here.

Share of customers on operator’s time

Review of working time of one operator which has been spent for selected customers during the desired period. By selecting the specific operator (or option of viewing of all) you can display the percentage part of whole working time of operators. Listing is divided by customers and the fulfillments can be also divided according to deals and invoice items. All data can be exported into the .xls file.

Share of operators on customer’s time

This report shows the list of customers with assigned operators who are spending their working time to perform the services for customers. Here you can divide the results of listed fulfillments according to deals and invoice items within the selected period. Output of this report is information, which operator has spent most of his working time among the all participating operators in percentage expression. All data can be exported into the .xls file

SLA requests fulfillment

Overview of reaction times on requests, listed by customers and priorities. This report shows you how long did it take to solve the requests based on the Service License Agreement of your company with customer to keep your operators meeting the contracted deadlines. Export this data into the .xls file

Spending of prepaid hours – annex to invoice

Invoices generated for your customers contain the attachment – summary information about monthly regular fees with prepaid hours and all invoiced items by accounting orders within the selected period. Report allows you to open or save the annex which has been sent to your customer during the invoicing.

Reports on demand

Various combinations of reports by specific filter. Selecting the one of ten filter types you will choose the further criteria of report’s result. After the filter type is selected, subsequently enter the offered parameters (these parameters vary by the filter type). Using this reports on demand you can view and export a wide range of information recorded in CDESK. For example, report of requests from specific month is displayed in the following picture: