Cognition360 has over 100 premade reports and views and that can get a little overwhelming. We thought you might want to see the top reports currently used by our Partners today. We suggest mastering these reports first and then diving into new ones as you mature in your Cognition360 Journey.
Here are the top reports used by our Partners today (Grouped by area of business)
Service Delivery
Team Utilization
Utilization and realization data for teams and team staff. Trending over the last 12 months and comparison by team staff.
Ticket KPIs
Shows ticket KPIs and metrics for Closed tickets over a selected period. Filters available on Business Unit and Board. Data views for Business Unit, Board, Customer and Technician who resolved the ticket.
Technician Efficiency
Data on staff efficiency for all customer tickets and labor.
Finance
Agreement Profitability
Profitability of agreements with tracking over time of the agreement value changes versus actual labor. Report also shows trends on monthly Margins and Billing (Effective) rates.
Project Profitability
Profit reporting for projects. Shows Closed and Active data, across labor and overall project profit.
Common Issues
Analyze common issues your organization is working on over a selected date range compared to the last 12 months. Across ticket Type, Subtype and Item for tickets and labor (hours/Costs).
Projects
Project Summary
View active or closed projects across your organization, project manager or customer. See data on which projects are running on track for budget and those which are not. Drill through to project phase, ticket and labor data. Report also shows information on active project scheduled resources and resource schedules across all projects. This allows you to plan resources for future projects.
Agreements
Agreement Renewals
View showing which agreements have ended in the last 30 days, are ending in the next 30 days, are ending in the next 31-90 days. Based on the value of the End Date of the agreement. Plus, any agreement that is close to a yearly anniversary.
Agreement Cross Sell
View showing which customer has an active agreement and against which agreement type. Allows you to see which customers could be sold/upgraded to another agreement type that they are currently not on.
Agreement Addition Billing
Report shows additions/products billed on the agreement over historical periods. This allows the user to view changes in billing at the addition level. View the data at the Agreement Type level and onwards by Customer and Agreement. Or view from the Addition level by product Class, Type, Category, Subcategory and Product ID. Drill through is available down to the Product ID and Billing level, which allows the user to see the fluctuations in billed for an addition over time.
Customer
Technology Business Review
Use this report for your QBR, XBR, SBR with your clients. High level reporting for Tickets, Service, Client Satisfaction, Agreements, and Projects. Filter by client and export to a PowerPoint to review with your clients. Review Recommendations on Open Opportunities. Notes for clarification Labor minutes include Billable, Non-Billable, and No Charge time.
Benchmarks
Time Entry Benchmark
Report showing the benchmark value for Time Entry Quality. This benchmark is the lowest either the Timeliness or Utilization values for the period selected. Report details by time entries the reason for the timeliness score so that users can see how they can improve their scores. Overlap time data is also available in this report.
Sales
Sales Dashboard
View historical and current opportunity data. View by opportunity status, sales & margins by Type, Sales Rep and Customer.
Products Sold
View product procurement data. For products sold on Sales Orders, Ticket or Projects. See which products are sold in a period and to which customers. See the products a customer has purchased.