Analytics and reporting for Field Service Management

concept australia Updated Sep 10, 2026 1 min read analytics-reporting-fsm.md
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Field Service Analytics and Reporting Solutions contain preconfigured dashboards with actionable data visualizations to improve your business processes and practices.

Example: Generate Work Order Audit Report

A field service organization needs consistent, accurate reporting on work order activity, technician utilization, and compliance without building reports from scratch. Field Service Analytics and Reporting provides preconfigured dashboards that track work order status, territory performance, contractor activity, and scheduling health, giving managers the data needed to monitor operations and support audits in real time.

Step Actor Action
1 Technician Completes work
2 System Compiles work order details
3 System Generates report
4 System Attaches report to work order
5 Manager or Dispatcher Reviews data for audits
  • Use the Field Service Management Overview dashboard
    Use the Field Service Management Overview dashboard to review the work orders by their order of priority. You can also view tasks by their assignment groups.
  • Monitoring operations in real time
    Proactively monitor critical field service trends and track cost allocations with dashboards.
  • Contractor dashboard
    Use this dashboard to review the status of work order tasks, agents, agent feedback, and appointments of contractor companies.
  • Contractor dashboard in the configurable workspace
    Use this dashboard to review the status of work order tasks, agent rating, and work distribution by type and state.
  • Field Service Territory Capacity Analytics dashboard
    Use the Field Service Territory Capacity Analytics dashboard to track capacity trends with interactive charts and graphs, perform gap analysis with a customizable pivot table, and apply filters for targeted data viewing and informed decision-making.
  • Scheduling Health dashboard
    Use this dashboard to view technician metrics, task metrics, and Schedule Optimization configuration details.
  • Field Service Safety dashboard
    Review the status of agents, tasks, and assets using the Field Service Management Covid19 map. Monitor the compliance reports of agents through the Field Service Safety dashboard.
  • Field Service Territory Performance Analytics dashboard
    Use this dashboard to view and analyze performance analytics such as open work order tasks, agent utilization on work order tasks, and average travel time across territories.
  • View work order trends topics
    Analyze the backlog of support work orders and identify clusters of work orders that point to similar underlying issues by using Predictive Intelligence for Field Service Management.​
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