Reporting and Analytics Live Q&A Recap

May 27, 2016  •  Daniel Perez

If your boss asked you these 3 questions, could you answer them?

  • What is our team’s average response time for work orders?
  • Which months had the highest maintenance and labor costs last year?
  • How do our work order and maintenance costs break down by trade?

Earlier this week FMX Founder, Brian Gregory, hosted a live Q&A session to discuss how our new and improved Reporting Module can empower you to answer those types of questions. During the webinar, Brian gave a brief tour of the Reporting Module, shared some FMX best practices, and answered questions sent in by viewers.

Watch the webinar!

Below is the full recording of the webinar, just in case you missed it. If you have any feedback or questions, let us know in the comments below this post. Thanks for watching!

 

You asked, we answered.

During the webinar we had some great questions submitted by our viewers. Here are a few of the highlights:

Q1: "How can I share these reports/dashboards with other people from my company? Can they be printed?"

A1: As long as your colleague has access to the Reporting Module in FMX, then all you have to do is copy the URL when viewing the report/dashboard, and e-mail that URL to your colleague. To print your reports/dashboards, simply go into the Reporting Module, and click either the Export PDF or Export image option located to the right of each dashboard preview (see example below).

Screen Shot 2016-05-26 at 11.29.27 PM.png

Q2: "What happened to the old reports?"

A2: Have no fear! In the Reporting Module, there are two sub-tabs near the top of the page (Dashboards and Reports). The sub-tab labelled Reports contains all of the old reports, but keep in mind that they're not as interactive as our new dashboards.

Screen Shot 2016-05-26 at 11.33.00 PM

Q3: "How do I add new request types to my site to have them show up in my dashboards?"

A3: In the Organization tab on your site, click on Request Types, and then click the Add New Request Type button and fill in the required fields. Don't forget to hit save!

Screen Shot 2016-05-26 at 11.39.18 PM

Perfect practice makes perfect.

Take a look at our FMX Reporting and Analytics Best Practices, so you can get the most out of the new Reporting Module.

If you still have questions, ask away in the comments down below, or contact our friendly customer success team via email at support@gofmx.com

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