Charts and Key Performance Indicators (KPIs)

The Business Analyzer (formerly called Metrics) displays graphical representations of data within your system. Signature provides five graphical reports for Job Cost, six graphical reports for Service Management, and six graphical reports for Equipment. See the full list along with descriptions at the end of this section.

Service Management graphical reports contain an SMS prefix. Job Cost graphical reports contain a JC prefix. Equipment Management graphical reports contain an EMS prefix.

Before you can view the Signature graphical reports on your home page, you must update each report's parameter to the specific user login name. This must be done for each user who needs to view the graphical report. The order of adding a graphical report to Business Analyzer in Microsoft GP Dynamics and updating the report parameters in Report Manager is not important, however, the graphical report will not display any data until the parameters have been updated.

Go to the Report Server (http://yourcomputername/Reports_yourservername).To update a graphic report's parameters:

1. From the Report Server, select yoursystemDB> yourcompanyDB > Signature Job Cost or Signature Service.
2. Open the Charts and KPIs folder.
3. In the Charts And KPIs window, hover your mouse over the report name and select the drop-down arrow that displays.
4. Select Manage.
5. From the navigation pane, select Parameters.
6. On the UserID line, select Override Default and then enter your login name.
7. Select Apply.

Adding Graphical Reports on Your Home Page

For information on how to add a graphical report to Business Analyzer, see the Microsoft Dynamics GP documentation.

Viewing Graphical Reports on Your Home Page

To display a Signature graphical report on your home page, select the right or left arrow that appears at the bottom of the Business Analyzer tile. Every time you select the right arrow, the next graphical report in the list displays on your home page.

The following Signature graphical reports are available, organized by product:

Service Management 
Following is a list of graphical report names and an accompanying description.

• 12-MTH Analysis of Contract Costs and Revenue by Contract Type
  Provides a side-by-side comparison of year-to-date costs and year-to-date revenue for contracts in the last 12 months.
• Analysis of Costs vs. Billed By Cost Type
  Provides a side-by-side comparison of year-to-date costs vs. year-to-date billed for contracts, starting with the current user date and organized by call type. This graphical report does not include taxes in billed amounts.
• MTD Appointments Completed by Technician
  Shows the top 12 most month-to-date appointments completed by technician ID.
• MTD Billing by Technician
  Shows the top 10 most labor billed by technician ID.
• Overdue PM Appointments by Contract Type
  Shows the top 12 number of contract service calls for which there are overdue appointments, organized by contract type.
• Six Month Analysis of Service Billed and Unbilled Dollars
  Shows the billed and unbilled amounts for the last six months, starting with the current user date. This graphical report does not include taxes in billed amounts.

Job Cost

• Top 10 Jobs Anticipated Loss
  Shows the top 10 jobs based on anticipated loss.
• Top 10 Jobs Over/Under Billed
  Shows the top 10 most under-billed jobs displayed in ascending order.
• Top 10 Jobs Anticipated Profit
  Shows the top 10 jobs based on anticipated profit.
• Top 5 Jobs Earned vs. Billed
  Provides a side-by-side comparison between the amount earned and the amount billed for contracts.
• Top 5 Jobs Based on Contract Earned
  Shows the top 5 jobs based on highest contract earned.

Equipment Management

• Top 12 Branch Division Totals
  Shows the top 12 total number of equipment per branch, by division.
• Top 12 Branch Totals
  Shows the top 12 total number of equipment per branch.
• Top 12 Division Totals
  Shows the top 12 total number of equipment per division.
• Top 12 Model Rental Totals
  Provides a side-by-side comparison of the number of equipment On Rent vs. the number of equipment Available.
• Top 12 Model Totals
  Shows the top 12 total number of equipment per model.
• Top 12 Status Totals
  Shows the top 12 total number of equipment per equipment status.