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 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 |