Uptick

Teresa Bui

Maddison Taubert

How to manage data imports and review reporting

Data Imports & Reporting

How to create new data or update existing data via Uptick CSV Data Importer

Import data into Uptick

Importing your data

Insights and Reporting

Realtime activity dashboard and activity reports

Client Revenue Dashboard

Sales Dashboard

Programme Maintenance Dashboard

Tracking the profitability of your tasks across your business in Uptick.

Profitability in Uptick

Introducing our new and updated Technician Activity Dashboard on our Workforce Performance Report

Technician Activity Dashboard

Service Quoting Dashboard

Aggregate, group and pivot invoices in a table to quickly view totals across time periods for Service Groups, Cost Centres, Clients and more

Revenue Report

Monitor the performance of your Defect Quoting business.

Defect Quoting Dashboard

Our SLA Report helps you measure your task performance against their service level agreements (SLAs).

Understanding the SLA Report

Track the profitability of client and client groups for completed works across your business.

Client Profitability Dashboard

Track expected labour time and revenue on upcoming routine maintenance.

PM Forecast Dashboard

Workforce performance dashboard

Dashboard for tracking financial insights for revenue, costs and profit.

Financial performance dashboard

This article will describe how to review your data validation during onboarding

How to understand data validation checks

Insights and reporting tools

Frequently asked questions on dashboards in Insights and Reporting

FAQs - Insights and Reporting

Why can't I see the grouping option on the profitability reports?

Frequently asked questions about reporting tools

Insights and reporting FAQ

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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