About Site Planning Manager - Reports

    Site Planning Manager - Reports is available to those who use Site Planning Manager, an add-on module within Service Automation that allows you to monitor your locations and related assets. When auditors submit audits using SC Mobile, permissioned users with the Site Audit Reporter role can view audit data, overall scores, media files, and work orders that arise from each audit.

    How to Access Site Planning Manager - Reports

    In the upper-left corner of the screen, click the menu icon, and select Site Planning Reports. The list of completed audits appears.


    In Site Planning Manager - Reports you can:

    • review all site audits;
    • filter and sort audits;
    • drill down into each audit to view checklists, checklist items, ratings, media files, comments, work orders, and quantities or costs;
    • download individual site audit data; 
    • download filtered audit data; and 
    • attach related work orders.

    See Viewing the Site Audit Reports List and Reviewing the Site Audit Report for more information.