Reporting & Analytics

What Was Delivered

• Reports Not Working - Critical System Issue

• [BUG] Invoice report - double date range inputs bug

• Change to REPORT: Total number of incomplete RFI items for commenced ordered jobs Please add Titled and Untitled status as per image to this report

• Whitespace report data queries This is related to [ "smartCard-inline")

• URGENT: MARQUE 500557 LOT 5 - Report and Consent Order Issue Project: AHB - MARQUE 500557 LOT 5,Address: 2/17 Brisbane Street, Berwick 3806,Status: Report and Consent Order Received

• WHITESPACE REPORT TO BE REORDERED

• WHITESPACE REPORT TO BE REORDERED Please reorder from Left to right in the following order: Client. FTS Consultant. Client Job Number. Property Address. FTS Project received date. FTS Assessment Completed Date. Working days between job received and FTS Assessment Completed. Ordering Commencement Date DA Ordered Date Days between Commence Ordering and DA Ordered DA Rejected Date Days between DA Rejected and DA resubmitted DA Received Date Engineering Order Date Engineering Received Date Days between Engineering Order and Receipt BP Apply Date Days between DA Received and BP Apply Days between Commence ordering and BP Apply BP Issued Date Days between BP Apply an BP Issued Actions

• Create a link to relevant Project to Vicplan's 'Create Planning Property Report' Create a link to the relevant FTS Project to Vicplan's 'Create Planning Property Report' URL that resides https://mapshare.vic.gov.au/vicplan/ here for each project. in this example the Project is Job # 110281 - LOT 128 (17) SHIRAZ AVENUE FRASER RISE 3336.

• Invoice daily report to send out unreported invoices rather than date based.

• Download link to PDF Property Rerport on Project Detail Page This is linked to: [ "smartCard-inline") Sample link: https://prod-pis-planning-report-pdf.s3-ap-southeast-2.amazonaws.com/17-Shiraz-Avenue-Fraser-Rise-(ID452807730)-Vicplan-Planning-Property-Report.pdf

• Daily invoice reports are now going to be reported on regardless of invoice date.

• Monthly invoice report. Should report on all invoices sent in a specific month. This report needs to show not only all invoices Below attached are the first 3 columns of the Accounts team’s report that that they will use to reconcile The FTS Disbursements summary against for a given date range. For instance for August we need to show the Building services and disbursements so when accounts attempt to reconcile hopefully with the addition of the LGA back into FTS platform we will have more success and accuracy.

• Add end of month reports that report between 01-THISMONTH and 01-NEXTMONTH

• add lga to reports and datagrids

• Generate a report that identifies which projects have been flagged to commence ordering but do not have a PO or Invoice - priority Generate a report for projects that has: 1. billable title (see spreadsheet); ----> 2. do not have invoices associated with it; 3. commenced ordering is set to “Yes”. Generate a report that identifies which projects have been flagged to commence ordering but do not have a PO or Invoice - priority. This forms part of the Invoicing report solution that is needed to understand if

1. An invoice has failed to fire to MYOB
2. a billable event has occurred but an invoice not raised - 5:30pm and 8pm report Tile

• Project Orders Analytics - Create reports that answers around projects, orders and invoices. Orders V Invoices Report Create 2 Reports Report 1 - Project Order report: How many projects have passed Commenced Ordering status but do not have an invoice raised. Order report: Which orders have no invoices, but are in projects that have Commenced Ordering status.

---

Report 2 - Project Permit Applied Report: How many projects have passed Commenced Ordering status and has orderd a Building Permit, but do not have an invoice raised. Order report: Which Building Permit Orders have no invoices, but are in projects that have Commenced Ordering status

For performance, protection works, FTS advertising, report and consent applications and planning permits, there is both a service fee and a disbursement fee for some of these. The report should specifically list all projects where a Custom Invoice (no standard fee) has been applied for, and indicate whether an invoice has been issued for both the service and the disbursements. This won’t be a simple report due to the volume of invoicing, as the system would need to capture specific line items related to the additional service line.

• Change to Whitespace report Hopefully last change! Add Report & Consent Column, show date ordered, show date received, show days between (insert columns as shown in image) Add Planning Column Show Planning Ordered date, show Planning Received date, show days between.

• Consolidate whitespace report row data related to: [ "smartCard-inline")

Impact

Improved reporting accuracy and expanded analytical capabilities, supporting better data-driven decision-making.