Reports

Reports give you an analytical view of your activity, beyond the dashboard: intervention volumes, technician workload, revenue and parts consumed.

When should you use them? To track performance over a period, prepare a team meeting, or justify invoicing and parts consumption.

Global analytical view: volumes, statuses and trends over the selected period.

Available analyses

Report	What it shows
Interventions	Volume, statuses, delays by period
By technician	Workload, logged hours, closed interventions
By customer / asset	Intervention history and frequency
Revenue	Amounts invoiced by period
Parts consumed	Items used, valuation

Analysis by technician: logged hours, completed interventions and variances.

Filter and group

1. Open the Reports page and choose the analysis you want.
2. Apply filters (period, technician, customer, intervention type).
3. Group the data by dimension (month, technician, intervention type).
4. Switch between the chart, pivot table and list views.

Result: the report updates instantly and reflects exactly the filtered scope. You can then export it for external use.

Tip

Combine a period filter with a grouping by technician to quickly compare each person’s workload, month after month.

Export

Reports can be exported (for example to a spreadsheet) to share or archive them.

Exported data

An export may contain personal customer data. Keep it securely and delete it when it is no longer needed (GDPR).

Intervention reports (PDF)

Not to be confused with the intervention report signed by the customer, generated from the Technician Application. See Report & signature.