What is UpKeep Analytics?
Reporting is critical to ensure the success of your business. At the end of the day, you want to have as much information as possible into what is going on, who is doing what, how much time and money is being spent where, and more!
The UpKeep Analytics dashboard is perfect for seeing a high-level overview of everything happening and accomplished by your team. The rest of this article explains how to quickly navigate to the dashboard and use it to your advantage. You can use these analytics to make data-driven decisions and optimize your operations.
Access to the UpKeep Analytics dashboard begins with the Starter Plan with access to the 30-day history, Work Order Analysis, Parts Consumption, Requests Analysis, and User Log-in. However, advanced custom reports and dashboards, like those using Total Number IS/Ex or Inspection Findings, are only available with the Business Plus Plan.
Upgrade to our Professional and Business Plus plan for your full history! Users on the Professional Plan can access full history but will not have advanced customization capabilities, which remain exclusive to the Business Plus Plan.
Why Analytics?
You can get real-time intelligence on asset costs and trends to optimize operations and make better business decisions.
How to Use UpKeep Analytics
Your dashboard will consist of 7 main options, categorized by the reports you can use. Click on any of the available links below for more information on these options!
Exporting your Reports
Click on the 3 vertical dots on the far top right of the dashboard to export the data in a ZIP file for all of the tiles in that report! The available options are CSV or PDF.
If you only want to export certain information from within the report, you can do that too!
Hover your mouse cursor over any available tile
Click on the 3 vertical dots, then click Download Data
Choose your file format for the download (TXT, Excel Spreadsheet, CSV, JSON, HTML, Markdown, PNG)
Finally, click Download to save the file to your computer!
Custom Reporting
You can take ANY of the metrics inside of UpKeep and any visualization you’d like and we can create a specialized report for you and your team. The KPIs that matter most to your team can be front and center. Take your analytics to the next level by setting up customized dashboards with our Business Plus plan! UpKeep Analytics Custom Reports and Dashboards support the inclusion of custom fields and asset records. You can test these advanced customization options with a trial to determine feasibility for your team. Features such as Total Number IS/Ex, Due Inspections, Overdue Inspections, and Inspection Findings are exclusive to the Business Plus Plan.
