Site Audit Reports to Build in Aspire
In this article, we include great suggestions of Site Audit reports to build for your company!
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Written by Aspire Software
Updated over a week ago

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

2. Status | In | Customer

3. SA Date | Custom - Less Than | [Oldest acceptable date since last audit]

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]

(To only see this on a weekly basis)

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 dashboard dial 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

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