Reports

The Rapporten (reports) page has three uses: following the service figures (interventions, hours, technicians, parts), finding completed intervention reports and sending them to customers, and reading the service revenue. It is meant for the office: management, planning, accounting.

Menu	Inzichten › Rapporten
Who	The service tabs: administrator, manager, planner, accounting, read only and Directie. The Omzet tab: the roles that see amounts (administrator, manager, accounting, sales except Sales Representative, read only). Details at the bottom of the page.
Prerequisites	Completed interventions; for Omzet, posted customer invoices.

1:26

Tutorial · 1:26 The overview of interventions, hours and service revenue in Rapporten, revenue per month, per product and per customer, then in the Financieel overzicht the result, the cash position, the overdue invoices and the export to Excel. Narrated in Dutch (Flemish), showing the application's screens. Watch on YouTube ↗

Analyse a period (Overzicht)

1. Open Inzichten › Rapporten. The Overzicht (overview) tab opens.

2. Choose the period: 7 dagen, 30 dagen, 90 dagen, 12 maanden (7, 30, 90 days, 12 months) or Aangepast (custom).

3. If needed, filter by Technieker (technician), Klant (customer) or intervention Type. Switch on Vergelijk met vorige periode (compare with previous period) to see the difference. If archived technicians have interventions, Inclusief gearchiveerde techniekers (including archived technicians) adds them to the Technieker filter, marked “(gearchiveerd)”.

Result: the line under the filters shows the period read and the comparison period; a current period is flagged “lopende periode, nog onvolledig” (current period, still incomplete).

What you read:

• Afgeronde interventies (completed interventions), Factureerbare uren (billable hours) and, if you see amounts, Serviceomzet (service revenue: posted invoices, excluding VAT).
• First-time fix (fixed on the first visit) shows “Geen gegevens beschikbaar” (no data available): it is not recorded.
• The charts: Interventies per week (per week or per month, by type: Onderhoud (contract), Storing, Overig), Interventies per type, Uren per technieker (hours per technician), Werktijd per interventie (average working time), Meest gebruikte onderdelen (most used parts) and the customers with the most interventions.
• The Techniekers tab gives a table per technician (interventions, hours worked and billable, delay); the Onderdelen (parts) tab, the parts used. Each table has its own CSV button.

Weergave aanpassen (adjust view), under the key figures, chooses the figures shown and their order, for you alone.

Exporteren (export), at the top right, downloads the overview tables as CSV with the current period and filters.

Find an intervention report (Interventies tab)

The Interventies tab is the register of completed intervention reports (Interventierapporten table).

• Search with “Zoek FO, titel of klant…” (FO number, title or customer).
• Filter by technician (with Inclusief gearchiveerde techniekers for archived technicians), by Handtekening (signature: Getekend signed / Niet getekend not signed), by Verzonden (sent or not) and by end date (Vanaf / Tot en met).
• Columns: Interventie, Klant, Technieker, Afgerond (completed on), Handtekening (the signer’s name), Verzonden (sending date or “Niet verzonden”).
• Rapport opens the report; a row’s ⋯ menu offers Openen (open the intervention), PDF and Rapport.

Send reports to customers (Rapporten verzenden)

1. In the Interventies tab, tick the reports to send.

2. Click Rapporten verzenden (send reports) in the selection bar. Only reports that are signed and not sent yet go out; the bar shows how many are left out (“3 niet getekend of al verzonden”: not signed or already sent). 25 reports maximum per sending.

3. Check the list and click Verzenden (send).

   

Result: the reports are sent two at a time, with a progress indicator. The message says “Rapport verzonden” or “N rapporten verzonden” (sent), “Geen rapport verzonden” (none sent) or, in a mixed case, how many were sent, not sent or have an unknown status. The Verzonden column then shows the date.

Good to know

• Each report is sent by e-mail to the customer’s address. Sending a report that has already been sent is then only possible for an administrator or a manager, from the intervention (the intervention record).
• Rapporten verzenden only appears when your company’s e-mail is connected (Connect your e-mail) and for the roles that can move an intervention forward (administrator, manager, planner).

Read the service revenue (Omzet tab)

• Period: Deze maand (this month), Vorige maand (previous month), Dit jaar (this year), Vorig jaar (previous year), Alles (all) or Aangepast; Vergelijk met vorige periode is available.
• Figures: Omzet excl. btw (revenue excluding VAT), Facturen (number of invoices), Gemiddeld per factuur (average per invoice), Klanten (customers).
• Omzet per maand (per month, based on the posting date), Per product and Per klant, each with its CSV.

Not the same figure as the financial overview

The Omzet tab adds up posted customer invoices, excluding VAT, without deducting credit notes, and only those your permissions allow you to see. The financial overview starts from the accounting and deducts credit notes: the two figures may therefore differ.

Hours

The team’s hours are not in Rapporten: open Werk › Medewerkers & uren, Dagregistraties (day records) tab. See Team, absences and hours.

Who sees which tab

The table shows the supplied role templates (see Roles and permissions); your administrator can adapt them (see Users, roles and permissions).

Tab or action	Admin	Manager	Planner	Accounting	Sales	Read
Overzicht, Interventies, Techniekers, Onderdelen	✓	✓	✓	✓	✓ ¹	✓
Serviceomzet in Overzicht, Omzet tab	✓	✓	—	✓	✓ ²	✓
Exporteren, CSV, PDF	✓	✓	✓	✓	✓ ²	✓
Rapporten verzenden	✓	✓	✓	—	—	—

¹ Directie only. ² Sales Manager, Sales and Directie only.

Without any of these permissions, the Rapporten entry does not appear. Technicians work in the technician app. Roles are set in Users, roles and permissions.

Current limits

• Rapport plannen (schedule a report) is visible but not available: “Rapporten automatisch plannen en versturen is nog niet beschikbaar.” This is not possible in the application.
• Rapport maken (create a report) is visible but not available: “Een eigen rapport samenstellen is nog niet beschikbaar. Gebruik de filters en Exporteren.” Use the filters and Exporteren.
• First-time fix, technician capacity and occupancy are not recorded: “Geen gegevens beschikbaar”.

See also

• Financial overview (Financieel overzicht) — result, cash position, net invoiced this month
• The intervention record, the report and corrections
• Team, absences and hours
• Connect your e-mail
• Archive (Archief)