For Hiring Companies
      Back to home
      1. Help Center
      2. For Hiring Companies

      Analytics & Recurring Report Emails

      The analytics feature in the BCS app provides a powerful way to monitor and analyze key metrics, helping you stay on top of compliance, activity, and escalations. This guide walks you through the feature’s capabilities and how to leverage them.

      Overview of Analytics Metrics

      The BCS app offers five core metrics to give you a comprehensive view of your operations:

      1. Expiring Items: Track items nearing their expiration date.

      2. Weekly Activity: Monitor weekly activity, including emails sent and notes logged by the system or users.

      3. Compliance by Location: View compliance breakdowns for different locations, such as properties or hotels, depending on your setup.

      4. Overall Compliance: See a summary of compliant and non-compliant statuses across all locations.

      5. Escalation Status: Review the status of vendors or tenants, including automatic escalations (e.g., "unresponsive" for those not responding to system outreaches) and custom escalation statuses.

      Real-Time and Interactive Graphs

      All analytics graphs update in real time, ensuring you always have the latest data. Some graphs are clickable, allowing you to drill down into specific details. For example, clicking a segment in the escalation status graph takes you to the corresponding vendor’s record, where you can use Rispot to ask questions or check their status.

      Custom Escalation Statuses

      The app includes a default "unresponsive" escalation status, but you can create additional client-defined statuses to suit your needs. To add custom statuses:

      1. Go to Settings.

      2. Navigate to Properties.

      3. Select the Escalation Property option to create as many custom statuses as needed.

      Emailing Reports

      You can email analytics reports to yourself or others, either as a one-time report or on a recurring schedule. Each emailed report includes both the graph and the underlying Excel data for detailed analysis.

      Steps to Email a Report:

      1. Open the analytics module and select the desired report.

      2. Choose recipients from the list of system users or manually enter external email addresses.

      3. Decide whether to send the report as a one-time email or set it as recurring.

        • For recurring emails, specify the frequency (e.g., daily, weekly, monthly, or quarterly) and the number of occurrences.

      4. Send the email or schedule it.

      Managing Scheduled Emails:

      • View and manage scheduled emails in the analytics section.

      • Edit schedules to add or remove recipients or adjust frequency.

      • Delete schedules if you no longer need recurring reports.

      Conclusion

      The analytics feature in the BCS app empowers you to track critical metrics, customize escalation statuses, and automate reporting with ease. By leveraging real-time data and flexible email options, you can stay informed and make data-driven decisions efficiently.