Dashboard and Reporting
Table of contents
Table of contents
The Hierarchy dashboard is purpose built for viewing and managing multiple HandyTrac accounts, from a handful of sites up to hundreds of locations in dozens of regions.
Contact HandyTrac Support for Hierarchy setup and access if required.
Reports
Each of the counts on the dashboard can be selected to view the full report. The consolidated report contains the full count from all lower level properties.
All reports can be printed or exported in Excel (.xlsx) format for easy archiving.
Consolidated Reports
- Key Out Report will list all of the keys currently out for the selected location. Ideally, the Keys Out Report will be clear at the end of each day.
- Not Scanned will list all of the keys that have been requested in a system but not scanned out. This could indicate missing keys or system misuse.
- Overdue Keys will list all keys that are out longer than their selected hourly threshold. The Overdue Keys counts you see are set at your level, not higher or lower.
An alert set for 4 hours at a Regional level will be triggered after 4 hours, even if there are Properties within the Region with settings at 2 hours.
- Active Employees will list all of the active employee badges for each property within the selected level. You can search for a badge number or an employee name in this list.
Filters
You can quickly filter all available properties based on the current system status by using the quick filter selections.
- Canceled will show only those systems that are canceled.
- Delinquent will show only those systems that have been locked for delinquent payment.
- Offline will show all systems that are currently offline and do not have internet access.
The Do Not Show checkbox will hide Canceled and Delinquent systems from your list. Since reports are unavailable for these accounts, hiding them can clean up your list for daily use.
Use the Search function to quickly find what you need from larger Hierarchies.
Canceled and Delinquent system counts and alerts are not included in the consolidated reports.
System Status
Each property row can be selected to display additional information related to the system. This includes the last system communication, customer number, unit count, system type, property contact, and a link to the property's payment portal.
If a property has delinquent payments, is cancelled, or is offline, a special status will be shown on the specific property row.
Click on a row for additional information regarding the special system status.
