Pivot Reports
Utilizing Pivot reports is one of the most effective methods to report large amounts of data in Fexa. It allows users to quickly summarize a ton of information for the organization and analyze reports in numerical datasets. The following sample pivot reports can serve as a guide to using this tool effectively.
Work Order by Store and Category
This report displays the number of work orders by store and by category
How to create:
Visualization Type = Pivot
Data Source = Work Orders
Linked Data Sources = leave this blank
Top Axis = Work Order Status Type
Left Axis = Work Order Store Identifier, Work Order Category Name
Open Work Order By Priority
Here is a summary of open work orders by priority
How to Create:
Visualization Type = Pivot
Data Source = Work Orders
Linked Data Sources = leave this blank
Top Axis = leave this blank
Left Axis = Work Order Priority Name
Aggregate Field = Work Order ID
Aggregator = Count
Assignments by Status
This report shows the number of vendor assignments for each status
How to Create:
Visualization Type = Pivot
Data Source = Assignments
Linked Data Sources = Visits
Top Axis = Assignment Status
Left Axis = Assignment Vendor Company
Aggregate Field = leave this blank
Invoice Spend By Store - Category - Status
This report focuses on the total average of the vendor invoices by trade and location
How to create:
Visualization Type = Pivot
Data Source = Work Orders
Linked Data Sources = Subcontractor Invoices, Stores
Top Axis = Work Order Category Top Level
Left Axis = Store Name
Aggregate Field = Work Order Vendor Invoice Total
Aggregator = Average
To show the data, the user can follow the parameters above and hit "Run Report". Edit the report name by double-clicking on the title and save the report after making the necessary changes.