Insights and Reporting
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Did you know Uptick has inbuilt business reporting? This means at the click of a button you can see data like how many properties you maintain, how many assets you maintain, how many staff, clients, contractors or even tenancies you have in Uptick.

Several of the pages in Uptick's Insights and Reporting have interactive graphs or images. Check it out below:


Using the navigation bar > Insights and Reports

In this page you have access to the following reporting

  • In your business by the numbers

    • Total properties

    • Total assets

    • Total accounts

    • Total staff

    • Total clients

    • Total contractors

    • Total technicians

    • Total tenancies

    • Total active tasks

  • Operations

    • Realtime activity dashboard

    • Realtime technician dashboard

    • Operations legacy

  • Finance

    • Revenue by month

    • Revenue forecast

    • Completed task profitability legacy

    • Work in Progress (WIP) legacy

    • Task Activity legacy

  • Clients and Properties

    • Client revenue

    • Property insights

    • Properties map

  • Sales and Quoting

    • Defect quoting

    • Product usage report

    • Sales legacy

    • Products legacy

  • Technicians

    • Activity legacy

    • Maintenace legacy

    • Billables legacy

Operations Dashboard

How does the expected line work?

It looks at all your inspection routine maintenance tasks for the month, and calculates how many you'll have to complete each work day in order to stay on track and complete them by the end of the month. It uses their due date and task category for this.

How does the performed (blue) line work?

This data is received via how many of the above tasks are marked as performed.

How does the completed (green) line work?

This data is received via how many of the above tasks are marked as completed.

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