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I had the opportunity to become a member of the “Dude family” over 6 years ago and today I’m proudly a Senior Client Success Advocate on the Success Operations team. My job is to proactively work with our clients to help make sure they are armed with all the resources and knowledge they need to be successful with their SchoolDude solutions. You may recognize my name (or voice) from the monthly SuccessOps webinar series or from SchoolDude’s very own podcast. I look forward to working with you to help make sure your school is fully optimizing your online solutions!
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If you’ve ever chatted with me over a support phone call, joined me online for a SuccessOps best practice webinar, or attended one of my classes at SchoolDude University – you’ve more than likely heard me hop on my “the importance of reporting” soapbox.
Why is reporting so important?
If you’re not using data to make drive decisions, then what are decisions based on? Emotion? Hunches? “The latest and greatest” idea? The reports available in MaintenanceDirect give you the vehicle to keep your principals, board members, directors, and decision-makers well informed. When decision-makers are well informed and equipped with factual data, they are able to make what’s referred to as data-driven decisions.
What are my reporting options?
The reports in MaintenanceDirect are chalked-full of great information! The first thing to know is there are two formats for reports available in MD – PDF and Excel. The built-in PDF reports are great for quickly pulling line item roll-ups such as total number of work orders submitted by craft or the total number of work orders completed by location. Running reports to Excel is perfect for really honing in on the information you’re looking to highlight, and creating powerful charts and tables. Make sure to check out both formats to find the format that’s best for your need!
What kind of information can I glean from MaintenanceDirect reports?
Lots! For any of the codes your school is tracking (locations, crafts, purposes, budgets, projects, etc) you’ll be able to pull in a matter of minutes information like:
Does SchoolDude have report recommendations?
1. Work Order Summary
What it does – You can filter this report by any of the fields available on the work order form and it provides a nice breakdown of each work order. The Work Order Summary 2 includes the work order status, the current “assigned to”, the requester, days aged, labor hours, total costs and more. It can also be grouped by location, craft, purpose, assigned to, etc. and provide you with a total for each “grouping” as well as a grand total.
Why it’s great – This is a great high-level all-encompassing summary report. It works really well as a Saved Action where you can save and schedule the report to run on a regular basis. It helps you keep your finger on the pulse of what’s going on at your organization.
2. Transaction Detail (To Excel)
What it does – This report not only includes important information about the transactions entered on a work order, but also the work order information itself. For every transaction returned on the report, the report provides the transaction type, transaction description, quantity, cost, etc. as well as the work order description, location, craft, purpose code, etc.
Why it’s great – The Transaction Detail is a great report to open with Excel. You will be able to use the data to create some very meaningful and powerful charts and tables to illustrate an employee’s workload, the total costs allocated to various vendors/suppliers, etc. This report can be setup as a Saved Action to stay on top of labor hours as well as labor, material, and contracted service costs.
3. Craft Summary
What it does – The Craft Summary includes the number of hours that have been dedicated to each craft, the number of work orders per craft, and the cost for labor and materials. The report also includes some great additional information: the average hours, cost per work order, and the total percentage of work each craft accounts for.
Why it’s great – This report provides a great breakdown of where your resources (monetary, time, etc.) have been spent in relation to the “type” of work being done.
For a complete list of the top recommended MaintenanceDirect reports, click here to view the report guide.
As always, if you have any questions about generating reports in MaintenanceDirect, please feel free to contact the legendary Client Service team by email at email@example.com or by phone at 877-883-8337.
Kimberly Norton is a Senior Client Success Advocate for SchoolDude
and has been a proud member of the "Dude Family" since early 2008.
Kimberly has the opportunity to work with our clients closely to help
make sure they successfully implement their SchoolDude solutions.