Getting Started: Core Dashboards

Dashboards allow you to review the data being collected in completed jobs, identify the most common types of equipment your technicians encounter, and manage your technician's productivity. 

Within the Dashboard area, reports have been broken out into different sections, each dedicated to specific types of data. All User Roles can be permitted in the Dashboard tab. 

This article will cover:

• Reports & Metrics Available by Dashboard
  • Overview
  • Jobs
  • Users
  • Vision Live
  • Benchmarking
  • Report Builder
• Filtering Reports
• Chart Actions

Reports & Metrics Available By Dashboard

Overview

Job Comparisons - Create & Completed Report

What you see:

• Number of jobs created and jobs completed within a certain period of time

How you can use it:

• High level understanding of how consistently your techs are closing jobs out. 
  • May indicate they are not properly completing jobs and sharing with end customers.
  • Rates can also be affected by multi-day/multi-visit jobs, and if an API integration is auto-creating jobs.
• Visualize spikes or dips in job completion count over a period of time. Do they make sense given my organizations processes, workload, and seasonality?
  • Drill into the Jobs Dashboard for more information.

Equipment Worked On Report

What you see:

• Number of data plates scanned within a certain period of time
• Number assets at end of life
• Most seen manufacturers

How you can use it:

• Ensure you have workflows set up to require data plate capture
• Evaluate if your technicians feel comfortable with the brands most frequently seen: Are there resources to add to the XOi Knowledge Base to help them? Additional training opportunities?
• See which techs are handling which types of equipment - lean on their expertise. 
• Expose underlying data to see which customers/locations have assets near end of life

User Metrics Report

What you see:

• Number of enabled users in your organization
• Number of users actually active in the platform

How you can use it:

• Determine if you have everyone you expect to be enabled in XOi
• Ask whether or not you need to increase XOi buy-in from the team: incentivize them, or reach out your Customer Success Manager for support with change management and training opportunities.

Workflow Type Trends Report

What you see:

• How many workflows were completed over a given period of time
• What types of workflows are most frequently used

How you can use it:

• Workflow reporting categories can assist with grouping and visualizing your workflow data at a higher level, especially if you have dozens, or hundreds of different workflows. You can see overall how frequently your team is performing Service Calls vs PMs, for example.
• If you see many “null” types, update the categorization within your workflows to help you visualize better in the future. 

AI Work Summaries - All Time Report

What you see:

• Time saved by using AI workflow summaries feature
• How efficient AI summaries are (aka how much do users need to edit the AI-generated results.)
• Number of summaries created manually vs using AI

How you can use it:

• Could the team use this feature more and save more time?
• If efficiency score is low: review and revise existing workflows. Make sure the right steps are customer facing, consider more use of Yes/No and multiple choice steps, connect with your CSM for guidance!

Jobs

What you see:

• Number of jobs and workflows completed over a given period of time
• Number of jobs and workflows completed by a user or group

• Breakdown of which types of workflows are used 

• Jobs recently completed at a given customer/location

• Which jobs are still “incomplete” in XOi 

How you can use these reports:

• Understand which workflows are less frequently used - can they be removed, adjusted, or consolidated. Are they more appropriate as a conditional workflow?
• Provide your client with a list of recent activity at their site
• Audit incomplete jobs (some may still be open for a reason). Connect with your tech to understand if they need support.

Users

What you see:

• Number of users in your organization
• Number of users in each group
• User-specific details: mobile app version, most recent activity, user role

How you can use the reports:

• Understand which group(s) influence user count the most. Make sure users are assigned to the appropriate groups, so they are accessing the right types of workflows. 
• Engage with users who have been inactive for a while - understand barriers, how to assist. 
• If users are on old versions of XOi, ensure they are updating (and setting up auto-updates if possible) so they have the best version of XOi and can access the newest features. 
• Ensure the right people are assigned to the right roles. Keep admin group selective.

Vision Live*

If you have Vision Live this dashboard will appear with data about completed calls included. 

Benchmarking

Benchmarking allows you to view average industry metrics, focusing on areas like AI Work Summaries, Your Equipment Portfolio, and Issue Identification.

 

Report Builder

Using XOi data build and customize reports, pull data, and help with decision-making. 

Filtering Reports

Filters allow you to easily review and find the data you are looking for, giving more precise control. The available filter options depend on the dashboard and the report.

Filter options include:

• Global Filters
• Table Filters
• Date Range Filters
• Search Box Filters
• Multi Select Filters

Learn more here: Filtering Dashboards

Chart Actions

Depending on the chart type, actions are available in the upper right-hand corner of the chart.

Chart actions can include:

• Expose Underlying Data
• Download
• Send to email
• Opening a Related Page

On table charts, you can:

• Manage Columns
• Filter
• Sort
• Navigate Results Pages

Learn more here: Dashboard Chart Actions

Additional Information

Note: Vision Live is a premium feature, please speak to your Customer Success Manager to learn more.