BigChange Report Suite

  • Updated

The BigChange Report Suite is a powerful tool that allows organisations to collect, organise, and deliver data in a useful format. This guide will walk you through the features of the Report Suite, including scheduling reports, creating templates, and managing report schedules. Reports can be found by navigating to 'Analytics & Reporting' in the top menu.

Understanding the BigChange Report Suite

  • The Report Suite allows you to extract precise information and deliver it automatically to internal or external customers.
  • You can tailor reports using filters and schedule them for automatic delivery.
  • Features include scheduling reports, viewing and editing schedules, creating email templates, and white-labelling emails.
  • Administrator privileges allow for managing all scheduled reports created by others.

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Management Reports

  • BigData Report: Download raw data about journeys and jobs in CSV format.
  • Notes Report: View notes with filters such as due date and status.

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Sales & Marketing Reports

  • Sales Opportunity Pipeline: Predict future sales and aid budgeting by filtering sales opportunity stages.
  • Sales Opportunity Report: Analyse conversion rates with filters for resource and status.

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Tracking Reports

  • Journey Report: View vehicle journeys and statuses like stopped, idling, or speeding.
  • Driver Behaviour: League table of drivers based on behaviour scores.
  • Time at Location: View stops at CRM-saved locations.
  • Private Mileage Report: Compare private and public mileage.
  • Tachograph Report: Monitor driving hours against European directives.
  • PTO Report: View usage of vehicle ancillaries.
  • Minute by Minute Report: Detailed tracking data for a specific vehicle over 48 hours.

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Vehicles Reports

  • river Check: View driver checks completed via tablets.
  • Defect Report: Log and resolve vehicle defects.
  • Vehicle Consumption and Emission Report: Compare driving data and MPG figures.

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Timesheet Reports

  • Timesheet Report: Show timesheet activities filtered by resources.
  • Timesheet Summary Report: Weekly or daily summary of working hours and expenses.
  • Resource Working Hours: Highlight resources working over 60 hours.
  • Timesheet Reconciliation Report: Compare Tacho data, journey data, and timesheet activities.
  • Timesheet Worksheet: Please refer tp seperate article on the Timesheet worksheets report.
  • Timesheet report version 2: Please refer tp seperate article on the Verson 2 of the timesheet.

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Jobs Reports

  • Job Report: Analyse job type, contact, planned and actual times, and durations.
  • Job Cards: View and export standard job cards.
  • Job Response Times Report: Evaluate planned vs actual job times and response times.

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Job Finance Reports

  • Job Profitability Forecast: Estimate profitability of upcoming jobs.
  • Work in Progress (WIP): Evaluate jobs started but not financially complete.
  • Unscheduled Jobs: View jobs waiting to be scheduled or unscheduled.
  • Job Profitability: Analyse profitability of financially complete jobs.
  • Job group financials: Shows the profitability/WIP of your job groups.
  • Journey Cost Report: Understand where the money goes. View how much your fleet cost per journey, per day and over a defined period.

  • Expenses Report: View all expenses reported by your resources on the defined period

  • Financial Documents: Find and export recent quotations, invoices, P.O. etc.

  • Statement of Account: The Statement of Account details all outstanding invoices for each of your customers.

  • Job Margin Report: Compare job costs versus selling price and view your margins over a defined period.

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Stock Reports

  • Stock Inventory: List stock items and their locations.
  • Stock Movement: Track stock location and movements.
  • Stock Reorder Level: Monitor stock levels against reorder thresholds.

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Conclusion

The BigChange Report Suite offers a comprehensive solution for managing and delivering data efficiently. By following this guide, you can effectively schedule, customise, and manage reports to meet your organisational needs. For further assistance, contact BigChange Support at support@bigchange.com or +44 (0) 113 457 1000.

Video

  • Report Scheduling
  • Reports (Basic): Recording of Live Tutorial
  • Reports (Intermediate): Recording of Live Tutorial
  • Driver Behaviour, Tracking & Map: Recording of a Live Webinar

 

Report Scheduler

 

Reports (Basic):  Recording of Live Tutorial

 

Reports (Intermediate):  Recording of Live Tutorial

 

Driver Behaviour, tracking & Map: Recording of a Live Webinar

 

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