Table of Contents
Purpose
Using Site Audit data through reports can provide your company with:
💰 a wealth of information to insure the quality of the work being done on your customers’ properties
🚀 and a launching pad for new opportunities!
This data is available in different of places of Aspire for detailed reporting, so this article outlines a few specific reports you might consider building! For each report, we list where you will build the list and the filters, displays, sorting, and grouping being used.
Properties to Audit Report
You can use the Properties list to find properties that haven’t received a Site Audit in a while. This is a great way to keep track of those properties and ensure regular audits for quality assurance.
List Name | Properties to Audit |
Location | Properties module |
Filters | 1. Active | Equals | YES |
Display | 1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score |
Sort | SA Date | Ascending |
Group | Account Owner Name |
Low Scoring Audits Report
You can also use the Properties list to identify specific properties where the most recent Site Audit scored poorly.
List Name | Low Scoring Audits |
Location | Properties module |
Filters | 1. Active | Equals | YES
2. Status | In | Customer
3. SA Score | Custom - Less Than | [Lowest acceptable audit score] 4. SA Date | Last Week |
Display | 1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score |
Sort | SA Date | Ascending |
Group | Account Owner Name |
Site Audit Report Cards
The Properties list is also a very good place to build a report card, averaging the most recent Site Audit scores for each Account Owner. This could also be helpful as a Metric on the Home Screen for each Account Owner.
List Name | Site Audit Report Card - [Account Owner Name] |
Location | Properties module |
Filters | 1. Active | Equals | YES 2. Status | In | Customer 3. Account Owner Name | Equals | [Account Owner] |
Display | 1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score | (Average at TOTAL) |
Sort | SA Score | Descending |
Group | N/A |
Property Progress Reports
The Site Audits Report is a good place to build a rolling progress report for your properties, so you can see the general direction of quality audit scores over time (improving or worsening).
List Name | Property Progress Report |
Location | Reports ➡️ Standard Reports ➡️ Site Audits |
Filters | Site Audit Type | In | [Needed Audit Type] |
Display | 1. Created By 2. Audit Date 3. Complete Date 4. Completed By 5. Account Owner 6. Score |
Sort | Audit Date | Ascending |
Group | Property Name |
Site Audit Score Reference Guide
The lists above include SA score, which is based on what the auditor said about the site they visited. When building your lists, it's important to understand that certain scales will change into a value represented by a number.
To filter down to a range of specific scores, whether that to call out an amazing score to your employees or review your low scores, you will want to understand the minimum and maximum scores possible within your Site Audit Type. This can be determined by how many Site Audit categories are within your Site Audit type.
Example:
You have an A-F scale for a Irrigation Site Audit with 5 Site Audit Categories that the site will be judged on. An F is worth 2 points while an A is worth 10 points.
The lowest possible Site Audit score that can be given then is 10 (2 points X 5 categories), and the highest possible score would be 50 (10 points X 5 categories).
💡 Tip: Determine as a team what proves to be a great score and a bad score when building your lists. From the example above, your team decides anything below a 25 for irrigation inspections needs further research! That score can be what is used in your filter.
Below, we explore how the Site Audit Score, or SA Score, is calculated based on the scale type you have used such as:
1-10 Scale Rating
Rating | 1-10 Scale Type Match Value |
1 | 1 |
2 | 2 |
3 | 3 |
4 | 4 |
5 | 5 |
6 | 6 |
7 | 7 |
8 | 8 |
9 | 9 |
10 | 10 |
Pass/Fail Scale Rating
Rating | 1-10 Scale Type Match Value |
Pass | 10 |
Fail | 1 |
Green/Yellow/Red Scale Rating
Rating | 1-10 Scale Type Match Value |
Green | 10 |
Yellow | 5 |
Red | 1 |
1-5 Scale Rating
Rating | 1-10 Scale Type Match Value |
1 | 2 |
2 | 4 |
3 | 6 |
4 | 8 |
5 | 10 |
A-F Scale Rating
Rating | 1-10 Scale Type Match Value |
A | 10 |
B | 8 |
C | 6 |
D | 4 |
F | 2 |