Reports

Use reports to get information about company operations, user productivity, and collected data from the system.

Create Reports

Create reports based on the fields below. Each report uses different fields.

  1. On the top menu bar, click Analytics>Reports. Result: The One Call Center Listing page appears

  2. On the One Call Center Listing page, on the left, click the report category

    Report Category Description
    Billing Provides information about revenue from locators
    Custom Provides information about locators and tickets by division
    One Call Center Listing Provides information about tickets received by the One Call Center
    Productivity Shows the actions users and locators have taken on tickets.
    Reasons Provides the reasons users give for assigning a ticket or putting it in a folder (the Reasons option must be set up for your company)
    Ticket Listing Provides information about tickets that have been closed, are still open, received, or are past due
    Worksheet Allow users to print a list of tickets to use in the field

     

  3. On the Report Category page, in the Report column, click the name of the report

  4. On the Report window, fill in the fields to create the report

    Field Description
    Date (to/from) The start and end date of the report
    Date Type

    Create Date Time: The date and time the item was created

    Due Date Time: The deadline for completing the item (date and time)

    Facility Type Facility types are created by the company
    Folder The folder containing the item. Folders are used to organize items
    Hours

    The number of hours limits search results for tickets as below:

    • Short Notice tickets are received Normal tickets and are limited by the hours you chose until scheduled work start time
    • KPI tickets in folder are limited by the hours you chose until scheduled work start time
    • KPI tickets dispatched are limited by more than the hours you chose until scheduled work start time

    KPI ticket: A normal ticket that is not an Update ticket or a Short Notice ticket

    Normal ticket: A ticket with ticket type categories Regular, Meet, or Design

    Short Notice ticket: Normal ticket rec

    Update ticket: Normal tickets updated during the period you chose
    Locator The user who locates and marks the site or facility and responds to the ticket
    One Call The One Call Center that sends the ticket
    Operator After the initial processing of the ticket, the operator assigns it to someone to work
    Period

    Daily: Tickets listed by day

    Monthly: Tickets listed by month

    Summary: Tickets listed by dates you chose in the Date (to/from) field

    Registration Code Registration codes are created by One Call Centers to identify companies. The Registration code indicates who the ticket was received for
    Response

    These are the standard responses, but your company may have custom defined responses.

    • Cleared in field: Facilities determined to be clear by field tech
    • Closed in office: Facilities found to be cleared by operator
    • Closed per update: Newer version of this ticket exists
    • Marked: Facilities are in conflict and have been marked
    • No conflict: Facilities are not in conflict
    • Unable to mark: Unable to locate facilities
    Response Date Last date/time when response was entered on a ticket
    Show Totals The total number of tickets during the period for each registration code
    State A geographic and political unit (United States)
    Ticket Type Category

    The standard ticket type categories:

    • Aerial
    • Damaged Utility
    • Design
    • Emergency
    • Meet
    • Recall
    • Regular
    • Revision
    • Short

    You can set up notifications for any ticket type category. See Ticket Notifications

     

  5. Click View Report. Result: The report appears

  6. In the Report, you can take these actions:

    Action Description
    Find (search) Type your search term in the search box to see if it occurs in the report
    Page Use the arrows to move back and forward page by page
    Refresh Generates a new report based on the fields you chose
    Export (save)

    CSV: Comma Separated Value; a text file listing data in lines. Each line uses commas to separate fields containing data (.csv)

    Data Feed: Atom Service Document (Data Service Document, Data Feed Atom file, Atom Service Document); a text file formatted as XML and used to create and update data feeds implemented with the Atom Publishing Protocol (AtomPub or APP). (.atomsvc)

    Excel: Microsoft spreadsheet format (.xlsx)

    MHTML: A web page archive format that stores all files needed to display an HTML page (HTML, images, Java, Flash, audio files, etc.)(.mhtml)

    PDF: Portable Document Format; an Adobe file format that stores the complete description of a fixed layout document (text, images, layout, etc.)(.pdf)

    PowerPoint: Microsoft presentation slide deck format (.pptx)

    TIFF file: Tagged Image File Format, an image format (.tif)

    Word: Microsoft word processing file format (.docx)

    XML file with report data (.xml)