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With the Odoo Field Service module, you can effortlessly manage all field work that requires on-site service from your employees. When customers need help with repair, installation or maintenance work, they can contact the company that provides the service. Related companies can generate on-site service quotations according to customer requirements and arrange employees to perform on-site service work. For example, the maintenance service of the property company, the decoration business of the construction industry, the electrical installation business of the sales industry, and other industries that need to design field work, all can record field work appointment arrangements, provide quotations, designate employees, and plan routes in the Odoo field service module , Track working time (including overtime postponement), invoicing, track progress, etc. Because Odoo is based on the WEB model, you can complete field work through your mobile phone anytime, anywhere.
Generating Field Service Reports
Field service reports are reports created from assigned employees operating in field service. In Odoo you can create accurate reports about all tasks in field service based on available units of measure, filters and time ranges requested by users. These reports can be used to analyze the performance of the company's field service and serve as a reference to drive future improvements; Odoo can record the time taken to complete each task and the materials consumed; task reports can make customers understand what the crew completed in the field service Work in detail.
In this blog, we will detail the job analysis functionality available in the Odoo Field Service module.
Reporting provides insight into employee performance as well as company productivity.
Here you can see clear and beautiful visual data charts, you will get line charts, bar charts and pie charts. The image below shows a histogram of the number of items created in the Field Service module. For advanced reports, you can select different filters.
filter
Filter Options There are various options for projects, tasks and reports. As shown in the figure below, it includes my project, my team's project, my task and my team's task options.
Reports on starred projects and tasks can be created using the Starred option. "Delayed Tasks" and "Overtime Tasks" options will help you to get reports on delayed tasks and tasks that take more time to complete respectively. Some tasks may be configured in the module but not assigned to any employee. You can use the "Unassigned Tasks" option to generate a report on such tasks. Also, based on project/task due dates, assignment dates and final stage updates, you will get advanced reports on this platform. You can also use custom filters to generate custom reports on activities done in the Field Service module.
Set the units on the X/Y axis of the histogram
In the reporting platform, Odoo provides some default units of measurement for creating reports.
In graph view, you can see these units of measure selected on the y-axis of the graph and apply filters through the options on the x-axis. Depending on the filter or grouping option you choose, you can create information about Quantity, Effective Hours, Planned Hours, Progress, Remaining Hours, Workdays to Assign, Workdays to Close, Working Hours to Assign and Close working hours report.
Let's go through an example to explain how to use these units. Imagine you need to create a report on a job created in the field service module. To do this, you can create a custom group as a task in the Group By option, as shown in the image below.
The screenshot above shows the number of each task. If you want to get a report on the effective time recorded in these tasks, you can use the Effective time option in the unit of measure.
team
Similar to the filters available in the reporting platform, you can also find group by options which will help you create advanced reports. You will get project, phase, assignee, client and due date options in this menu to create reports.
Using Add Custom Group, you can create a new group as needed.
Let's create a new custom group here and analyze the task report in various views.
If I want to create a custom report on the number of jobs created in the field service module. To do this, I created a new group called "Tasks" using the "Custom Group" option. The screenshot shown above is a histogram based on the number of tasks.
line chart
The pie chart of the tasks will be colored differently for different tasks as shown in the screenshot below.
pie chart
You can use multiple units of measure at the same time to analyze the axis graph of a task report.
You can convert these tabular data into an Excel table, use the "Insert in Spreadsheet" button or download the report in .xlsx format using the download option.
The reporting functionality available in the Odoo Field Service module helps you analyze the performance of your service operations efficiently. This module enables you to generate more detailed and intuitive analysis reports based on detailed data about field service activities, so you can better understand the business in field service and make adjustments and plans to ensure the optimization of your customer service arrangements.