Operational Reports
Here is an organized list of open projects, sorted by who they are assigned to, and organized by priority. Dawn and I are still cleaning it up, but it should highlight what anyone should be dealing with at any given moment.
Service Tickets Overview
New Service Tickets Created the last 14 days
Gives an idea of new work/projects generated recently. This number should grow over time.
Overdue Service Tickets
All tickets that are considered overdue and not marked completed/cancelled. Goal should be 0
Blocked Service Tickets
Tickets marked as blocked are halted and can not be worked on for some reason. Goal should be 0
No Due Date
These tickets are missing a due date, and won't show up on "overdue reports." Goal should be 0
Not Assigned
These tickets have not been assigned to anyone. Goal should be 0.
Projects By Employee
All Employees
This report allows you to look at what's on everyone's plate, and its sorted by newest items. If you're on a computer, you can easily move tasks from one person to another here. Below are reports showing the status of open items by individual employee.
Projects by Department
By All Departments
This report allows you to see all the tasks assigned to each department (that haven't been completed or cancelled.) If you're on a desktop, you can prioritize items, as they are not being sorted. Below are status views for each department.
Slips
Here is your CRM Slip report and a full listing of folks assigned to specific slips.