Uptick provides powerful built-in business intelligence and reporting tools to help you make data-driven decisions. Access real-time insights about your operations, finances, clients, and team performance—all without leaving the platform.
Accessing Insights and Reports
Navigate to Insights and Reports from the main navigation bar to access your business intelligence dashboard.
Dashboard Updates:
Most dashboards refresh every 60 minutes
Financial Performance Dashboard syncs overnight
Data reflects real-time changes as they occur in your system
Permissions: Access to Insights and Reports is controlled through security groups. Users need the "Can access the intelligence page" permission to view this section.
Available Reports
Business Overview
Get a quick snapshot of your business metrics:
Total Properties - Number of properties you maintain
Total Assets - Assets under management
Total Accounts - Active client accounts
Total Staff - Team members in your system
Total Clients - Client relationships
Total Contractors - External contractors
Total Technicians - Field technicians
Total Tenancies - Tenancy records
Total Active Tasks - Current tasks in progress
Operations
Track operational efficiency and field team performance:
Task Completion Dashboard
Monitor how efficiently tasks are being completed across your organization. Track completion rates, identify bottlenecks by technician or service group, and monitor daily task performance trends.
Key Metrics:
Task completion rates (current vs. previous period)
Tasks by status breakdown
Performance by technician, service group, or branch
Daily task trends (when viewing periods under 40 days)
Programme Maintenance routine completion against tolerance windows
Realtime Activity Dashboard
View current field activity and technician locations in real-time.
Realtime Technician Dashboard
Monitor individual technician activity, task progress, and productivity.
PM Forecast
Plan resource allocation with forward-looking visibility into your Preventive Maintenance program. Forecast contract revenue and estimate labor hours for upcoming routine work over the next 12 months.
KPI Report
Executive dashboard tracking nine critical Key Performance Indicators across operations, finance, sales, and quality metrics. Compare your performance against industry benchmarks from similar companies.
Finance
Understand your financial performance and profitability:
Revenue by Month
Track monthly revenue trends with detailed breakdowns of invoiced amounts, tax, and credit notes. Compare year-over-year performance and identify seasonal patterns.
Revenue Report
Flexible revenue analysis tool that lets you dynamically group and pivot invoice data by any dimension (client, date, status, branch, etc.). Perfect for custom revenue analysis and trend identification.
Revenue Forecast
Project future revenue based on billing contracts and scheduled work.
Client Profitability Dashboard
Analyze revenue and profitability by client. Filter by account manager, view time-based trends, and identify your most profitable client relationships.
Financial Performance Dashboard
Easy-to-read analytics of your business's financial performance with year-over-year comparisons and key financial metrics.
Project Performance (Beta)
Comprehensive financial visibility into your project portfolio. Track project cash flow, monitor budgets, understand cost breakdowns, and assess portfolio-wide profitability.
Task Profitability
Understand profitability of invoiced tasks with options to pivot by task category, service group, cost centre, branch, primary technician, client, and property.
Work in Progress (WIP)
Detailed report for daily, weekly, or monthly export. Track task progression and costs across multiple days.
Clients and Properties
Gain insights into your client relationships and property portfolio:
Client Revenue
Analyze revenue generation by client account.
Property Insights
View detailed analytics about your property portfolio.
Properties Map
Visual map showing all your properties with color-coded status indicators:
Blue - Property status "On Hold"
Black - Property with assets but no service history
Green - All assets passed last service (compliant)
Red - Assets failed last service (non-compliant)
Each circle represents a property location, making it easy to identify compliance issues at a glance.
Sales and Quoting
Service Quoting Dashboard
Comprehensive sales analytics for service quotes. Track quote performance, conversion rates, client profitability, and sales team performance. Understand which clients generate the most service revenue and optimize your quoting strategy.
Key Metrics:
Overall sales performance with year-over-year comparison
Active sales pipeline by status
Client breakdown and profitability
Sales team performance and win rates
Defect Quoting
Track defect quote creation, approval rates, and conversion.
Product Usage Report
Analyze which products and services are most commonly used.
Technicians
Monitor field team performance and productivity:
Activity Reports
Track technician activity, time allocation, and task completion.
Maintenance Reports
View maintenance work completed by technician.
Billables
Analyze billable hours and revenue by technician.
Understanding the Operations Dashboard
The Operations Dashboard helps you track routine maintenance task completion throughout the month.
How the Dashboard Works
Expected Line (Target)
Calculates how many inspection/routine maintenance tasks you need to complete each workday
Based on tasks due in the month and their due dates
Helps you stay on track to complete all tasks by month-end
Performed Line (Blue)
Shows how many tasks have been marked as "Performed"
Tracks actual field work completion
Completed Line (Green)
Shows how many tasks have been marked as "Complete"
Indicates fully processed tasks (including office review/approval)
Using This Data: Compare the performed and completed lines against the expected line to identify if you're ahead or behind schedule. This helps with resource planning and workload management.
Tips for Using Insights and Reports
Set Up Permissions - Ensure team members have appropriate access through security groups
Regular Review - Schedule weekly or monthly reviews of key dashboards
Export Data - Most reports can be exported for further analysis or presentations
Filter Strategically - Use filters (branch, service group, date range) to focus on specific areas
Compare Periods - Use year-over-year comparisons to identify trends and growth
Bookmark Favorites - Save frequently used report configurations for quick access
Need More Help?
FAQs - See FAQs - Insights and Reporting for common questions
Support - Contact [email protected] for assistance with specific reports
Training - Access the Uptick Learning Essentials for detailed training materials