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Running Reports in the Supplier Portal
Live in December 2023, Supplier Portals now have reporting enabled.
Find out how to run those and what to expect.
Running reports in the ConcoWeb Portal
Ever wanted to run your own reports on your employees? Find out how here!
Multiple Supplier Reports Available
At Avetta (Pegasus), we’re continuously working to improve the performance of the platform to help you manage a safe and competent workforce. We’ve listened to your feedback and are excited to announce the latest update coming soon to the Supplier Portal: The Reports Module.
Why the added reports?
We’ve received feedback from Supplier Training workshops and the Customer Service Team regarding the visibility of overall worker data to make Supplier Admin planning, scheduling, and overall tasks more efficient. The reports enable Supplier Admins to easily check overall cardholder competencies, worker role information or worker site access without the need to search each worker individually.
There is a total of 3 reports, including:
1. Cardholder Competencies: A complete view of worker competencies, issue/expiry dates and status.
2. Worker Role Matrix: View individual role competency information to understand which workers are listed under this role and what is current, expired, expiring or missing.
3. Site Access Keys: Understand the site access your workers have for site log logpoints/gate access locations.
Please note: The Site Access Keys report is accessible only to those with access control enabled.
Additional Reports
Onsite Track Easy also contains some reports that can be run for those administrators that want to see some extra details on their workforce.
These can be run from the Reports menu.
On Site Now
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click on REPORTS |
| 3 | Click ON SITE NOW |
| 4 | This will only display your employees details for those that are currently signed it at a site somewhere. Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE.
If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE. |
| 5 | The detail this report shows is: The time they signed in The site The Logpoint Name The current hours they have been onsite Their Name and ID The activity the logged in against (if applicable to the site they are logged on at) |
Card Print
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click on REPORT |
| 3 | Click on CARD PRINT This report will detail any cards printed for your employees over a designated time frame. |
| 4 | You can select: The date range of the card prints The level of detail to display regarding the cards printed The Success or Fail status of the prints. |
| 5 | Click APPLY |
Expiring Competencies
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click on REPORT |
| 3 | Click on EXPIRING COMPETENCIES
Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE.
If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE. |
| 4 | Enter in partial text (or first name) of the Employee you wish to view and click SEARCH. |
| 5 | This report will allow you to see the status of upcoming competencies due to expire. This can be based upon some basic filtering, or allow you to run a report on all competencies for all Employees. |
| 6 | You can choose to run the report for a particular upcoming month. |
| 7 | If you choose to run this report over a specific date range, this will allow you to view previously expired competencies. |
| 8 | Click on REPORT |
Roles
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click on REPORT |
| 3 | Click on ROLES
Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE. The purpose of this report is to allow a company to see what Roles a employee has and their current status. |
| 4 | Choose whether to look up certain roles by clicking the hand icon next to WITH ROLES |
| 5 | Choose from options such as:
All
Working Towards
Complete
Past or Inactive And group by Site, Realm, Role or Person |
| 6 | Once options are selected, press REPORT |
| 7 | Results will be displayed and a DOWNLOAD button will be there if you wish to have the report as a .XLS file |
Fatigue Work Times
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click REPORT. |
| 3 | Click FATIGUE WORK TIMES Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE.
If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE |
| 4 | This report will output times for Employees at various sites, or an individual one. Filter options will allow the user to look at employee data based upon specified date ranges and display option. |
| 5 | Choose the data range you which to view data from. |
| 6 | Select a specific Site or choose All Sites. |
| 7 | Click REPORT |
Sites
| STEP | ACTION |
|---|
| 1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
| 2 | Click on REPORT |
| 3 | Click on SITES The purpose of this report is to allow a company to see the sites that they are associated with. |
| 4 | They can then also investigate all employees or an individual, and discover information such as: The listed site contact information at those individual sites. Which employees can access what sites Which employees have associations at those various sites Any site based messages. |
| 5 | At the SELECT SITE section, choose a Site, or ALL to begin with |
| 6 | Select a number of the options listed to view the results. |
| 7 | Click REPORT |
