Managing Reporting with Business Owner Access

Agenda •  Managingrepor+ng•  Keyreportsformanagingthebusiness•  Excep+onrepor+ng•  Dashboards•  Simplifyingthemenu•  Newreportstoreview•  Newfeatures

Managing Reporting •  Withhundredsofreportsavailable,whomanagesthis?– Knowthereportsavailable–  Iden+fyreportsbeingused•  Groupthekeymetricsintotheirownmenu

– Reviewreportsthatshouldbeused– Removereportsthatarenotapplicable– Reviewallnewreportsandno+fyappropriateusers

– Whohasaccesstothesereports?

Navigating Reports •  ReviewNewandUpdatedReportsRegularly– ReviewthemonthlyBOABulle+n– FilterintheReportBrowser– Assignnon-applicablereportstoaspecificusergroup

Filtering for New Reports •  FilterforStatusisNotInstalledandUpdated/Availableisbetweenlastreviewdateandtoday

Filtering for Updates •  FilterforStatusisUpdateAvailableandUpdated/Availableisbetweenthelastreviewdateandtoday

Review the Changelog

Create a Not Applicable Group •  MarkingreportsasNotApplicable/NotUsedwillnarrowyourlistofreportstoreview

EBIE Admin Reports •  Quicklyreviewreportsandusers

Report Scheduler •  SetItandForgetIt!

–  Excep+onreports–  Automa+cinforma+on

•  Who,what,where,when,why

–  sFTPfiles–  XMLfiles–  Security

•  Knowwhatinfoisgivenandwhoitisbeinggivento

Report Scheduler Tips •  UseLabeltodescribethereportreason

Report Scheduler Tips •  Usetheemailsubjectandbodytodescribewhattheusershoulddo

Run Now! •  UseSchedulerforlongrunningreports

Exception Reporting

Exception Reporting •  TellmewhatIneedtoknow–whenIneedtoknowit!– Bealertedimmediatelyto:•  Protectrevenue•  Managecosts•  Iden+fyrepairissues•  Collectonreceivables•  Validatedata

RefertoAppendixforadetailedlist

Protect Revenue •  Unitswithoutrevenue•  UnitswithrevenuebelowX•  Unitsoffcontract/under-u+lized•  Leaseexpiry•  Rateoverrides

Manage Costs •  Non-billableworkordersforcustomer-ownedunits

•  Breakdowns•  WorkordersXdaysa[eraPM•  UnitsoverXdaysoutofservice•  Unitswithexcessivesubdays•  Mul+pleworkorderswithinXdays

Manage Receivables •  Customersreachingcreditlimits•  Creditoverrides•  Customersreaching60dayspastdue•  PFemailfailures

Validate Data •  Interfacetransac+onerrors•  Transac+onsinsuspense•  Unitswithunusualmileagereadings•  Meterchanges•  Nega+veinventorybalances•  UnitswithoutaPMassignment

Key Metric Reports •  Iden+fythekeymetricreportstobeused–  FullsuiteofGLFinancials– Unit/CustomerP&LReports–  PMCurrency– Over/UnderMiles–  RentalU+liza+on– AvailableEquipment–  LeaseExpiryReport– AverageFleetAge–  IdleEquipment–  SubVehicleReport–  SubletSpend/Breakdowns

Dashboards •  CreateDashboardstohelpyouseemul+plekeymetricsataglance– CreateDashboardspersubjectarea•  AccountsReceivable/CustomerManagement•  AssetManagement• Warranty•  Shop•  Maintenance•  Rental

– KeepDashboardstolessthan5reportseach

Dashboard Reporting

Dashboards with Grid Reports

Custom Menus •  Addcustommenustogroupkeyreports– Createcopiesintonewfolders– Aaachdefaultfilters– Renamethereport

Customize Reports •  Bookmarkyourfavoritereports•  CreateSavedFilters•  CreateSavedLayouts

New Reports Available •  Newreportsareinspiredbycustomerrequests– Unit7YearTrendCostAnalysisandCPM– OpenOnAccountCash–  InsurancePolicies(enhanced)–  CurrentEquipmentStatus– WOCostSummaryTrend–LineGraph– OpenWorkOrderbyFacility(BarGraph)–  RentalU+liza+onForecast–  BillingForecastDetailAccrual–  InventoryLis+ngwithItemMasterTotals–  InvoiceCommissionsAnalysis

New Features for BOA 2.7 •  ExporttheReportBrowserlis+ng•  Timezonesupport– Nomoreconver+ngtoCentralTime!

•  Mul+pledatabases– RunreportsoverDemoandProduc+on– Runreportsfrommul+pleEnrichenvironments

•  Enhancedsecurityandarchitecture– UserIDnolongerownspubliclayoutsandsearches

Simplifying Reporting •  DesignateaBOAmanager•  Keepcurrentwithnewandupdatedreports•  GroupreportsintoDashboards,Menus,andFavorites

•  Removeunusedreports•  Addexcep+onreports

Helpful Documentation

https://secure.richer.ca/index.php/support/boa-resources.html

Available BOA Reports BOA How To for Administrators

Refer to the FAQs link inside of BOA

Intro to BOA video How To links What’s New

Contact enrich help desk to arrange consulting services and training

Questions & Comments