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Search Bar for the Contractor select on the Bespoke Report

What is your challenge? Our customers have lots of contractors in their accounts, and since there’s no search function, they have to manually look through a long list to find the one they want to report on. How does this impact you? Takes ...
Chloe Court 3 months ago in Reporting 0

Additional filters for the Bespoke Report

What is your challenge? Unable to filter as required on the Bespoke Report. Ideas are as follows: oldest to newest, overdue to not, emergency to low priority (for all schemes), and vice versa? How does this impact you? Takes longer to add ...
Chloe Court 3 months ago in Reporting 0

Save filters on reports

What is your challenge? Every time our customers run reports, they have to add the filters required. How does this impact you? If you could save the filters on the reports, it would save our customers from having to add the same filters re...
Chloe Court 3 months ago in Reporting 0

Project Summary Report - Date filters

What is your challenge? When using the Project Summary Report, our customer is unable to filter by the dates they want to report on. How does this impact you? Not fully accurate reporting, as you can't choose the timeframe required. Pl...
Chloe Court 3 months ago in Reporting 0

Defects by Scheme Report - Missing column on Excel compared to PDF

What is your challenge? On the Defects by Scheme Report, the Nominations column is showing on the PDF but not on the Excel. How does this impact you? Unable to export this to Excel as an editable format. Please describe your idea Add...
Chloe Court 3 months ago in Reporting 0

Nomination status displayed on the nomination reports

What is your challenge? Only the defect status shows How does this impact you? I have to check each defect which is time consuming Please describe your idea Additional fields to the TM and Contractor nomination reports displaying the...
Clair Currie 4 months ago in Reporting 0

Add tenure type to reports

What is your challenge? Schemes have different tenures and need this information on the report How does this impact you? Manual task to check back to each defect Please describe your idea Add column with this data to reports (probabl...
Clair Currie 4 months ago in Reporting 0

On Hold reason to show on bespoke report

What is your challenge? Understanding why a defect has been placed on hold and what actions are required How does this impact you? Checking each individual defect is time consuming Please describe your idea Extra column on the report...
Clair Currie 4 months ago in Reporting 0

Latest activity on a complaint to be added to the report.

What is your challenge? Running reports weekly doesn't include all the information relating to the complaints How does this impact you? Extra admin Please describe your idea All data added to a complaint should be exportable
Clair Currie 4 months ago in Reporting 0

Only show live sites in the "Defects by Scheme" report.

What is your challenge? The Defects by Scheme Report by default shows all sites on clixifix® regardless of status which generates a lot of information that may not be required. How does this impact you? The makes the report larger than it ...
Graham Ravenhall 4 months ago in Reporting 0