Service report by service unit
View and manage the history of in-person services grouped by service unit.
Here you can track all in-person service appointments registered in the system, organized by service unit, with detailed information about protocol, status, company, unit and type of service.
It is possible to filter the data by unit, as well as export, cancel services and view statistics through charts, facilitating the analysis of each unit's performance.
How to Access
Access: Service / In-Person Service / Report of services by service unit, as shown in Figure 1:
Figure 1: Path to Report of services by service unit.
Main Screen
Figure 2: Main Screen - Report of Services by Service Unit.
The main screen displays a table with all in-person services registered, organized in chronological order.
Available Buttons
: Filters services by various criteria
: Exports the report in CSV or PDF format of the services that matched the search filter.
: Cancels selected services in bulk
: Displays in a pie chart the services that matched the search filter.
Batch Selection
Checkbox in the table header. Allows selecting all visible services
Individual checkbox in each row for specific selection
Service Statuses
Services can have different statuses, identified by colors:
STARTED
Color: Purple/Lilac
Meaning: Service in progress
Indicates that the service has started and is being carried out
WAITING
Color: Yellow/Gold
Meaning: Customer waiting for service
Indicates that the number was called but the service has not yet started
COMPLETED
Color: Green
Meaning: Service completed
Indicates that the service was successfully completed
CANCELLED
Color: Red
Meaning: Service cancelled
Indicates that the service was cancelled before or during the process
Filter Services
Figure 3: Filters Modal.
The button Filters allows refining the view of services through multiple criteria.
Filter Fields
Protocol:
Free text field
Allows searching by protocol number of a specific service
Ticket:
Free text field
Allows searching by the ticket number generated for the service
SERVICE DATE:
Two date and time fields
Start field: Start date/time of the period
End field: End date/time of the period
Format: DD/MM/YYYY HH:MM
COMPLETION DATE:
Two date and time fields
Start Date Field: Start date/time of the completion period
End Date Field: End date/time of the completion period
Format: DD/MM/YYYY HH:MM
Status:
Selection field
Filters by service status
Options: STARTED, WAITING, CANCELLED
Company:
Selection field
Filters by the company registered in the system here, if there is more than one company configured for in-person services
Service unit:
Selection field
Filters by specific unit
Lists registered units here
Service type:
Selection field
Filters by registered service category here
Example: Sample service type
Label:
Selection field
Filters by labels/tags assigned to and registered for services here
Users:
Selection field
Filters by specific attendants
Lists system users
Contact Form Key:
Selection field
Filters by values provided in forms here
Example: Customer's CPF
Additional Information:
Selection field
Filters by registered additional information here
Allows searching services with specific data
Service Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by service duration
Waiting Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by customer's waiting time
Pause Time:
Two fields
Selection field: comparison marker (less than, less than or equal, greater than, greater than or equal, between)
Text field: Time in minutes
Filters by the time the service was paused
How to Apply Filters
Figure 4: Applying filters.
Click the button Filters
Fill in the desired fields
Click Filter to apply
Or click Cancel to close without applying
The results will be updated according to the selected filters.
Export Report
Figure 5: Exporting reports.
The button Export allows generating reports of the services for external analysis.
Export Options
Email address:
Text field
Displays the logged-in user's email by default
Can be changed to another recipient
REPORT TYPE:
Two selection buttons:
Service report: Exports list of services
Service history report: Exports detailed history, with transfer history
REPORT FORMAT:
Two selection buttons:
CSV: For analysis in spreadsheets
PDF: For printing or presentation
FORM / ADDITIONAL INFORMATION IN COLUMNS:
Toggle (on/off)
When enabled, includes forms and additional information as separate columns in the report
Useful for detailed analysis of customized data
How to Export
Click the button Export
Confirm or change the recipient email address
Select the Report Type desired
Choose the Report Format (CSV or PDF)
(Optional) Enable inclusion of form/additional information in columns
Click Export to confirm
Or click Cancel to close
The file will be sent to the configured address, including only the services visible after applying filters.
Cancel Services
Figure 6: Cancel Services Modal.
The button Cancel services allows canceling multiple services at once.
Cancellation Process
Selection:
Check the checkbox of the services you want to cancel
Or check the header checkbox to select all
Confirmation:
Click the button Cancel services
The system displays the confirmation modal
Cancellation Modal:
Question: Do you really want to cancel the selected services?
Reason for cancellation:
Required selection field
Lists pre-registered reasons
Example: Did not attend
Allows standardization of cancellations
Internal Note:
Free text field
For internal records about the cancellation
Not visible to the customer
Note For the customer:
Free text field
Information that can be shared with the customer
Useful for justifications or guidance
How to Cancel
Select the services by checking the checkboxes
Click the button Cancel services
In the modal, select the Reason for cancellation
(Optional) Fill in Internal Note
(Optional) Fill in Note For the customer
Click Confirm to cancel
Or click Cancel to abort
Important: Cancelled services change to CANCELLED status and cannot be reverted.
View Service Chart
Figure 7: Total Number of Services Chart.
The button with the chart (top rightmost button) displays a side panel with visual statistics.
Panel: Total Number of Services
Pie Chart:
Displays the percentage distribution of services by status
Colors corresponding to statuses:
Yellow: WAITING
Green: COMPLETED
Red: CANCELLED
Purple/Lilac: STARTED
Percentages shown in each slice
How to View
Click the icon of chart (top right button)
The side panel opens automatically
Analyze the chart and the table
Click the X in the top right corner to close
Benefit: Allows a quick view of the distribution of services and identification of patterns.
Actions Menu
Figure 8: Service Actions Menu.
In the last column of the table, each service has an icon of three vertical dots (⋮). When clicked, a dropdown menu is displayed, with the options to view the service in the current tab or in a new tab of your browser.
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