Service Board > Max for Administrators > Scheduler and Crew Manager Configuration > About Schedule Optimization and Project Management > Schedule Optimization Monitoring and Analytics > Generating Scheduling Analytics Reports
Generating Scheduling Analytics Reports
To extend your ability to monitor and analyze Appointment Proposal and Schedule Proposal usage data, Scheduling Analytics Reports are now available to provide user-level insights. You can generate reports for specific users, groups, and time ranges, retrieve report data in .csv format, and save your report-generation settings as templates that you can reuse and update as your needs dictate.
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You must have the System Administrator role to generate Scheduling Analytics Reports.
To generate Scheduling Analytics Reports:
1. In Max Admin, do one of the following:
◦ On the System Management () launchpad menu, click Generate Scheduling Report.
◦ On the Scheduling Analytics - 1 week dashboard, in the Scheduling Analytics Actions dashlet, click Generate Scheduling Report.
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If Scheduling Analytics is not enabled for your Service Board tenant, an error message appears and informs you to contact ServiceMax Support to enable the functionality.
2. In the Scheduling Analytics Report dialog box, complete the fields as follows.
Field
Options
Description
Report Template
Existing
Select a previously saved report template.
New Template
Enter the name you want to use for a new report template.
Time Range
• Last 5 minutes
• Last 30 minutes
• Last 60 minutes
• Last 3 hours
• Last 6 hours
• Last 12 hours
• Last 24 hours
• Last 3 days
• Last 7 days
• Last 1 month
• Last 3 months
• Last 6 months
Click a relative time range.
Custom
To view data for specific dates, select this option, and then in the Start field, specify a date and time in MM/DD/YY HH:MM:SS format. The End field is optional. Maximum duration is 12 months.
User Groups
Searchable field
You must select at least one group.
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Reports include data for all users in selected groups. To see the users in a group, open its record in Max Admin and check the Users tab.
Columns
SCH PROPOSED
Total number of times that users invoked the Propose Schedule option.
SCH SAVED
Total number of times that users saved generated Schedule Proposals.
APPT PROPOSED
Total number of times that users invoked the Propose Appointment option.
APPT SAVED
Total number of times that users saved generated Appointment Proposals.
• User object fields
• Group object fields
Select one or more User or Group fields.
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By default, the Username field of the User object and the Name field of the Group object are always included in reports in the first and second column. You cannot remove or reorder these fields.
3. After you define reporting criteria, do one of the following:
◦ To generate a report without saving your updates to an existing template or creating a new template, click Generate.
◦ To save an updated or new template and generate a report, click Save, and then click Generate.
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• Standard fields such as Created By, Created On, and Owner are not available for Scheduling Analytics Reports. Only fields with the String, Boolean, Email, Timestamp, Relationship, and Dynamic Relationship data types can be included in reports.
• You must select at least one Scheduling Analytics data field.
• In the Selected Groups and Selected Columns lists, fields appear highlighted in gray and are not added to the report template until you click Save. You can drag and drop selected columns to reorder their sequence in generated reports.
4. To retrieve report results in .csv format, after report generation is complete, in the bottom right corner, in the status notification, click Download.
For more information:
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