How do I show report statistics to my employees?

You can grant your employees access to the report statistics. Here they can get an overview of the reports over a certain time period, customers, report types, etc.

This enables your employees to gain an overview of their filled-out reports.

Read this article to find out, how employees can get access to the report statistics:

How to activate the setting
This is what your employees can see when you activate the setting
This is how you set up report templates so that employees are able to see the statistics

How to activate the setting

Employees can receive access to the report statistics when the setting Show report statistics to employees has been activated under General settings > Reports.

Note:

This setting only works in the web version of CleanManager and not in the app.

Click on Settings in the menu

Afterward, click on General settings

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Scroll down until you reach the section Reports

Here you need to add a tick in the box next to Show report statistics to employees

Click on Save settings to finish

INFO:

If you would like for customers to be able to see the report statistics as well, you can give them access by adding a tick in the box next to Show report statistics to customers.

This is what your employees can see when you activate the setting

Note:

For the reports to be included in the statistics, it is necessary to set the reports templates to "Can view" or "Can fill in" when setting up a report template.

For more information continue reading this article.

After the setting "Show report statistics to employees" has been activated, the sub-menu point Statistics will appear under the category Reports.

Under Statistics you are able to see a graphical overview of the completed reports.

You have different options to choose which reports are being shown in the statistic by choosing or sorting the reports based on e.g. time periods, customers, report types, and more.

Click on Reports in the menu

Afterward, click on Statistics in the sub-menu

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Specify which reports should be included in the statistic

You can choose to sort the reports, e.g. after date or report type

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Click on Update to see the Report statistics

This is how you set up report templates so that employees are able to see the statistics

When you set up a report template, which employees should be able to see in the report statistics, it is a requirement for the report to be set to: Can view or Can fill in.

In the following, you can read how to do it:

Click on Reports and then in the sub-menu on Templates

Afterward, click on Create new report template

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Choose a Template and click on Start

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By granting access using the following settings for the template, Can view and Can fill in the employees can get access to view the reports that are filled out by the employee or the employee is added to a report. (If they have access to the customer)

To set up this setting, go to:

Settings > General settings >Audits