WorkPal's reporting functionality is a powerful tool designed to help you extract and analyse large volumes of operational data. These reports provide invaluable insights into various aspects of your business, from job performance and financial metrics to asset management and team activity.

Depending on your specific business needs, your WorkPal system may come pre-loaded with a selection of standard reports. Below, we'll explore the most commonly used reports and the key information they provide.

Standard Reports Overview

Here's a breakdown of the standard reports available in WorkPal:

1. Absence Report

  • Purpose: Provides a comprehensive list of all recorded user absences within a specified date range.
  • Key Data Included: Start Time, End Time, Absence Type, Absence Note, Approval Status, Employee Name, and the User who logged the absence.

2. Consolidated Invoice Report

  • Purpose: Delivers a detailed breakdown of each invoice generated between two chosen dates. This report can also be filtered by client and job type for targeted analysis.
  • Key Data Included: Invoice Number, Client Name, Client Purchase Order (PO), Issue Date, Site, Job Number, Job Title, Job Description, Job Type, Net Cost, VAT Amount, Total Cost, Net Total, and VAT Total.
  • Additional Feature: Includes a VAT Summary section, detailing VAT percentages, net costs, and VAT amounts.

3. Consolidated Purchase Order Report

  • Purpose: Presents a list of all purchase orders raised within a specified date range. You can further refine this report by filtering by client and site.
  • Key Data Included: Purchase Order Number, Job Number, Job Title, Client Name, Delivery Address, Supplier Name, Purchase Order Total, Currency, Date, the User "Raised For," the User "Created By," Status, and Notes.

4. Expense Report

  • Purpose: Exports a list of expenses logged by users, typically via an "Expense Form," within a selected date range. This report can also be filtered by individual user.
  • Key Data Included: User Name, Expense Description, Project, Date, Category, Merchant Name, Reimbursable Status, Amount, Total Expenses Amount, Non-Reimbursable Amount, and Total Reimbursable Amount.
  • Further Information: For a complete understanding of this report, please refer to our dedicated guide on the Expense Report.

5. Job Time Report

  • Purpose: Provides a detailed breakdown of jobs and their associated time entries within a given date range. It can also be filtered by user to assess individual performance.
  • Key Data Included: User Name, Customer Reference, Job Number, Job Title, Site Name, Travel Start Time, Travel Stop Time, Travel Time, Job Start Time, Job Stop Time, and Job Time.

6. Parts Replenish Report

  • Purpose: Generates a list of parts that have been utilised between two specified dates. This report can be filtered by the user who consumed the part.
  • Key Data Included: Part Name, Part Code, Part Price, Part Quantity, Reference Number, Client Name, User Who Used the Part, and Date Used.

7. Parts Report

  • Purpose: Exports a list of all parts used within a specified date range, linking them to the jobs they were used on. This report can be filtered by part status.
  • Key Data Included: Client Name, Site Name, Job Reference, Job Title, Required Completion Date (RCD), Part Description, Part Code, Price, Quantity, Unit of Measurement, and Status.

8. Revenue & Costs Report

  • Purpose: Displays a list of tasks on closed and invoiced jobs, along with their associated costs and prices. It can be filtered by client or job type.
  • Key Data Included: Job Number, Client Reference, Client Name, Site Name, Postcode, Job Title, Job Type, Date Started, Date Finished, Item Number (Tasks Frontend Code), Item Description, Unit of Measurement, Quantity, Cost, Price, Total Cost, Total Price, Job Cost, Job Price, Invoice Number, All Job Cost Total, and All Job Price Total.
  • Important Note: This report specifically applies only to Closed Jobs that have had an invoice generated.

9. Shift Report

  • Purpose: Exports a list of user shifts within a chosen date range, with data separated by day. This report can be filtered by individual user.
  • Key Data Included: Shift Start, First Job Start, Total Job Hours, Total Travel Hours, Number of Jobs, Last Job End, Shift End, and Total Shift Hours.
  • Additional Sections:
    • Period Summary: Includes User Name, Job Hours, Travel Hours, Shift Hours, and Number of Jobs.
    • Absences Section: Contains the same comprehensive information found in the standalone Absence Report.

10. Site Report

  • Purpose: Provides a comprehensive list of all sites recorded in your WorkPal system.
  • Key Data Included: Client Group, Client Name, Site Name, Site Address, Site Postcode, Site Telephone Number, Site Contact Name, Site Email Address, Site Latitude, and Site Longitude.

11. SLA Report

  • Purpose: Exports a list of jobs within a specified date range to assess if they were completed by their Required Completion Date (RCD). Jobs completed on or before the RCD are marked as "Passed." This report can be filtered by client group, client, and site.
  • Key Data Included: Job Number, Client Group, Client Name, Site Name, RCD, Completion Date, "Passed or Failed" Status, Total Passed Jobs, and Total Failed Jobs.

12. User Event Log

  • Purpose: Provides a detailed record of actions taken by a specific user within a chosen date range. This includes the commencement and conclusion of shifts, as well as travel and job time on tasks.
  • Key Data Included: Event/Job Number, Event Date/Job Title, Site Name, Start Time, Stop Time, Travel Time, Job Time, Shift Time, Total Travel Time, Total Job Time, and Total Shift Time.

13. Vehicle Report

  • Purpose: Exports a list of all vehicles within your fleet, along with relevant associated information.
  • Key Data Included: Registration, Model, Make, VIN Number, MOT Due Date, Tax Due Date, Last Service Date, and Next Service Date.
  • Additional Feature: This report also includes columns for each Note Type configured in your system, as notes can be added to vehicles.

14. WIP (Work In Progress) Report

  • Purpose: Exports a list of incomplete jobs and any associated parts before a selected end date. This report can be filtered by client and job type.
  • Key Data Included: Job Number, Client Reference, Client Name, Site Name, Postcode, Job Title, Job Type, Date Started, Date Finished, Item Number (Part Code), Item Description, Unit of Measurement, Quantity, Cost, Price, Total Cost, Total Price, Job Cost, Job Price, Total Job Cost, and Total Job Price.

Refining Your Reports: Filtering and Exporting

Once exported from WorkPal, these reports can be further manipulated and analysed using spreadsheet software such as Microsoft Excel. For detailed instructions on how to effectively filter your reports within these programs, please consult our dedicated Guide on Filtering Reports.

Should you wish to create and download a list of all jobs, forms, or other system data, this can be achieved through WorkPal's Exporting functionality. Our Guide on Exporting provides comprehensive details on this process.

Tailored Insights: Custom Reports

We understand that standard reports may not always cover every unique business requirement. For any additional reporting needs, our dedicated development team can build Custom Reports on request.

Please note that this is a chargeable service, as it involves significant development time for building, testing, reviewing, and deploying bespoke reports.

To request a custom report, please contact us at support@workpal.app with your detailed requirements. Providing a mock-up of the report you envision would be immensely helpful to our development team in ensuring the custom report perfectly aligns with your needs.