Reviewing the reports for multiple locations (aka dealers reports)

Reviewing the reports for multiple locations (aka dealers reports)

Introduction

Description

These reports will help you to visualize the overall  usage of the Claire's processes for multiple locations. These reports allow you to compare the locations within your group and see if benchmarks were reached.

How to access the graphs

In the hamburger menu, click Reports indicated by the red arrow on the image below.

Select the required period

By default, the graphs cover yesterday. You can select between  last 7, 30 , 90 days and custom period by opening the dropdown selection in the top right corner.

Select the type

By default, the graphs that cover appointments are displayed but in the top right corner you can select a category between Appointment, Employees, Communications and Snooze in the Reports dropdown.


Appointments

Locations Overview



WO Count: Total number of unique appointments
WO Worked On: Number of appointments that have statuses higher than : New Entries, Assumption Control and Working on Control and his percentage out of the total of WO count.
WO Commercial: Number of appointments that have commercial check performed and his percentage out of the total of WO worked on.
Check Count: Count of total check performed
Commercial Check: Count of commercial check with percentage of WO Worked that contains a commercial check
Average Advised Items: Average of advised items found per check
Average Advised Items Sold: Average of advised items sold
% Advised Sold Items: Percentage of items sold per check
Average Critical Items: Average of critical items found per check
Average Critical Items Sold: Average of critical items sold
% Critical Sold Items: Percentage of items sold per check
% Sold Items: Percentage of items sold per check

Lease Overview



WO Count: Total number of unique appointments
WO Lease:  Number of appointments linked to a lease and percentage of WO Lease out of the total of WO Count.
WO Worked On: Number of appointments linked to a lease that have statuses higher than : New Entries, Assumption Control and Working on Control and his  percentage out of the total of WO lease.
WO Commercial: Number of appointments linked to a lease that have commercial check performed and his percentage out of the total of WO worked on.
Check Count: Count of total check performed
Commercial Check: Count of commercial check with percentage of WO Worked that contains a commercial check
Average Advised Items: Average of advised items found per check
Average Advised Items Sold: Average of advised items sold
% Advised Sold Items: Percentage of items sold per check
Average Critical Items: Average of critical items found per check
Average Critical Items Sold: Average of critical items sold
% Critical Sold Items: Percentage of items sold per check
% Sold Items: Percentage of items sold per check


QC Report

QC Report can be used with Dashboard filters, to select the selected period. Report specific filters are used to narrow down results per QC Status, Mechanic, QC Officer and Location.


Location: Location the WO is assigned.
WO Date: Appointment date
WO: WO number, if clicked the workorder will open in a new 
Check Date: Date the check was done
Mechanic: Name of mechanic who verified Car Ready status of a checked car
QC Status: Quality Control status. YES represents regular Quality Control inspection without issues. NOK represents inspection with medium or severe issues found.
QC Officer: Name of Mechanic or QC Officer that performed Quality Check
QC Checklist: Name of Quality Checklist used
Remark: Comment related to issues found during Quality Check

Recurring Cars Report



Location: Name of location
Total Cars: Total number of cars in the selected period.
Recurring Cars: Number of cars that had 1 or more recurring checks in the last 4 weeks
% Recurring Cars: Ratio of Recurring Cars and Total Cars expressed in percentages
Recurring Cars Not Worked On: Number of cars that were marked as recurring , but no additional checks were performed.


% WO worked on


What do you see: Weekly number of checked cars expressed as a percentage of the total number of cars
What does it say: Percentages of appointments that have status higher than New Entries, Assumption Control and Working on Control
What is good: When the percentage of cars checked is higher than 80%


% Sold items



What do you see: Number of items sold expressed as a percentage of total items found
What does it say: Average ratio of critical and advice points sold versus critical and advice points found expressed in percentages
What is good: When the percentage of sold items is higher than 65%.


Canceled appointments


WO Count: Total number of unique appointments.
Canceled Count: Number of appointments that have canceled status (% of WO concerned by it).
Customer No Show: Count of canceled appointment that have for reason selected Customer No Show.
Customer Cancellation: Count of canceled appointment that have for reason selected Customer Cancellation.
Dealer Cancellation: Count of canceled appointment that have for reason selected Dealer Cancellation.
Other Reasons: Count of canceled appointment that have for reason selected Other Reasons.

Employees

Location overview


WO Count: Total number of unique appointments
WO Worked On: Number of appointments that have statuses higher than : New Entries, Assumption Control and Working on Control
% WO Worked On: Percentage of WO Worked out of the total of WO.
Check Count: Count of total check performed
Quality Checks: Count of appointments that had quality check
WO Commercial Check %: Percentage of WO Worked that contains a quality check.
AVG QC duration: Average time spent on a quality check
Receptionist Check Count:  Count of receptionist check
WO Receptionist Check%: Percent of checks that were receptionist check
AVG Receptionist Duration: Average time spent on a receptionist check
Mechanic Check Count: Count of mechanick check
WO Mechanic check%: Percent of checks that were mechanick check
AVG Mechanic Duration: Average time mechanic spends per one check.
Commercial Check Count: Count of commercial check
WO Commercial Check %: Percent of checks that were commercial check

Locations commercial overview



WO Count: Total number of unique appointments
Commercial Check Count: Count of commercial check
Average Advised Items: Average of advised items found per check
Average Advised Items Sold: Average of advised items sold
Average Critical Items: Average of critical items found per check
Average Critical Items Sold: Average of critical items sold
Average Sold Items: Average items sold per check
% Sold Items: Percentage of items sold per check
AVG Photo Taken:  Average Amount Of Photos pe check
Average Mechanic Check Time: Average time mechanic spends per check
AVG Offer Ready: Average time it took from the status Calculating to the status Pricing OK.
AVG Customer OK: Average time it took from the status Pricing OK to the status Customer OK.



Communication

Communication overview


Location: Name of the location that sent communications.
WO Count: Total number of unique appointments.
Online Check in (WO %): Count of Online Check-In (% of WO concerned by it).
Check-in Opened: Count of check-in and his percentage out of Online Check-in  sent.
Check-in Answered: Count of Online Check-In answered and his percentage out of Online Check-in  sent.
Diagnose Overview (WO %): Count of Diagnose Overview (% of WO concerned by it)..
Diagnose Overview Opened: Count of Diagnose Overview opened and his percentage out of Diagnose Overview  sent.
Diagnose Overview - Answered: Count of Diagnose Overview answered and his percentage out of Diagnose Overview  sent.
Repair Overview (WO %): Count of Repair Overview sent (% of WO concerned by it).
Repair Overview OpenedCount of Repair Overview opened and his percentage out of Repair Overview sent.


Online Check-in Performances


Location: Name of the location that sent Online Check-in communications.
Values in tags columns represent the tagged check-in services accepted by customers for all appointments in a location.
The Others column represent accepted check-in services that are not tagged.
The tagged percent value is in regard to the total accepted.



Diagnose Overview Performances


Location: Name of the location that sent Diagnose Overview communications.
Not Answered (Advised items): Count of advised items that were unanswered.
Accepted (Advised items): Count of advised items that were accepted.
Refused (Advised items): Count of advised items that were refused.
Contact Me (Advised items): Count of advised items that customers requested to be contacted.
Accepted (Critical Item): Count of critical items that were accepted.
Refused (Critical Item): Count of critical items that were refused.
Contact Me (Critical Item): Count of critical items that customers requested to be contacted.

SMS Overview


Location: Name of the location that sent SMS
WO Count: Total number of unique appointments.
SMS Sent: Count of Online Check-In (% of WO concerned by it).
Average SMS per WO: Percentage of SMS sent per WO.

SMS Events


Location: Name of the location that sent SMS.
WO Count: Total number of unique appointments.
Online Check-in SMS Sent: Count of Online Check-in SMS sent and his percentage out of all SMS sent.
Online Check-in SMS Confirmation: Count of Online Check-in SMS confirmation sent and his percentage out of all SMS sent.
Keylocker Check-in SMS Sent: Count of Keylocker Check-in SMS sent and his percentage out of all SMS sent.
Diagnose Overview SMS sent: Count of Diagnose Overview SMS sent and his percentage out of all SMS sent.
Diagnose Overview SMS Confirmation: Count of Diagnose Overview SMS Confirmation sent and his percentage out of all SMS sent.
Repair Overview SMS Sent: Count of Repair Overview SMS sent and his percentage out of all SMS sent.

Email statistics


Accepted:  Number of email communication that Mailgun has accepted the request to send/forward the email and the message has been placed in queue.
Delivered: Number of email communication that Mailgun sent the email and it was accepted by the recipient email server.
Failed:  Number of email communication that Mailgun could not deliver the email to the recipient email server.
Stored: Number of times that Mailgun has stored an incoming message.
Complained: Number of email communication that the email recipient clicked on the spam complaint button within their email client. Feedback loops enable the notification to be received by Mailgun.

Note: To see this report, your domain must be verified in the Dealer overview page.


Snooze

Snoozed items


Location: Name of the location.
WO Count: Total number of unique appointments.
Snooze Count: Total number of snoozed items.
Next Visit Customer: Count of snooze with the type Remind Customer selected and his percentage out of the total count of snooze.
Make An Offer: Count of snooze with the type Make An Offer selected and his percentage out of the total count of snooze.
Make New Appointment: Count of snooze with the type Make New Appointment selected and his percentage out of the total count of snooze.
Remind Customer: Count of snooze with the type Remind Customer selected and his percentage out of the total count of snooze.

Next visit customer's departments


Location: Name of the location.
WO Count: Total number of unique appointments.
Snooze Count: Total number of snoozed items for this snooze type.
No Department: Count of snooze for this department and his percentage out of the total count for this snooze type.
Sales: Count of snooze for this department and his percentage out of the total count for this snooze type.
CCC (customer communication center): Count of snooze for this department and his percentage out of the total count for this snooze type.
Body repair: Count of snooze for this department and his percentage out of the total count for this snooze type.
External: Count of snooze for this department and his percentage out of the total count for this snooze type.
Digital (external crm via api): Count of snooze for this department and his percentage out of the total count for this snooze type.


Make offer's departments


Location: Name of the location.
WO Count: Total number of unique appointments.
Snooze Count: Total number of snoozed items for this snooze type.
No Department: Count of snooze for this department and his percentage out of the total count for this snooze type.
Sales: Count of snooze for this department and his percentage out of the total count for this snooze type.
CCC (customer communication center): Count of snooze for this department and his percentage out of the total count for this snooze type.
Body repair: Count of snooze for this department and his percentage out of the total count for this snooze type.
External: Count of snooze for this department and his percentage out of the total count for this snooze type.
Digital (external crm via api): Count of snooze for this department and his percentage out of the total count for this snooze type.

Make new appointment's departments


Location: Name of the location.
WO Count: Total number of unique appointments.
Snooze Count: Total number of snoozed items for this snooze type.
No Department: Count of snooze for this department and his percentage out of the total count for this snooze type.
Sales: Count of snooze for this department and his percentage out of the total count for this snooze type.
CCC (customer communication center): Count of snooze for this department and his percentage out of the total count for this snooze type.
Body repair: Count of snooze for this department and his percentage out of the total count for this snooze type.
External: Count of snooze for this department and his percentage out of the total count for this snooze type.
Digital (external crm via api): Count of snooze for this department and his percentage out of the total count for this snooze type.


Remind customer's departments


Location: Name of the location.
WO Count: Total number of unique appointments.
Snooze Count: Total number of snoozed items for this snooze type.
No Department: Count of snooze for this department and his percentage out of the total count for this snooze type.
Sales: Count of snooze for this department and his percentage out of the total count for this snooze type.
CCC (customer communication center): Count of snooze for this department and his percentage out of the total count for this snooze type.
Body repair: Count of snooze for this department and his percentage out of the total count for this snooze type.
External: Count of snooze for this department and his percentage out of the total count for this snooze type.
Digital (external crm via api): Count of snooze for this department and his percentage out of the total count for this snooze type.


Keylocker

Keylockers Overview


Location: Name of the location.
WO Count: Total number of unique appointments.
Pin from Check-in: Count of Pin from Check-in and his percentage out of the total count WO.
Pin from Phone #: Count of Pin from Phone # and his percentage out of the total count WO.
Pin from Reg #: Count of Pin from Reg # and his percentage out of the total count of WO.

    • Related Articles

    • Location reports

      Introduction Description These reports will help you to visualize the overall  usage of the Claire's processes at a single location. The graphs will cover many areas such as: which checklists are being used, by whom, how often, how fast, how is it ...
    • Dealer rapport

      Deze rapporten helpen u om het algemene gebruik van de Claire processen voor meerdere locaties te visualiseren. Met deze rapporten kunt u de locaties binnen uw groep vergelijken en zien of de doelen zijn bereikt. Toegang tot de dealer rapport Klik in ...
    • Using Online Check-in

      As part of the Customer Communication module, the Online Check-in tool gives customers the opportunity, prior to their appointment, to review the agreed work. Moreover, the customer will be offered additional activities. Optionally you can have ...
    • Online check-in

      Als onderdeel van de Klantcommunicatie module biedt de Online check-in tool  klanten de mogelijkheid om, voorafgaand aan hun afspraak, het overeengekomen werk aan te passen. Bovendien krijgt de klant automatisch extra services of acties aangeboden, ...
    • Setting up the customer communication module

      Editing customer communication email Step 1 In the hamburger menu, under the customer comm section click Templates. Step 2 Select the template you want to modify. Step 3 From this screen you can modify the text. Note that any text between double ...