|
| 1 | +==================== |
| 2 | +Cost analysis report |
| 3 | +==================== |
| 4 | + |
| 5 | +The **Fleet** app allows for analysis on :ref:`total vehicle costs <fleet/total-costs>`, including |
| 6 | +both contract costs and service and repair charges. Data can be adjusted to view total costs by |
| 7 | +:ref:`vehicle <fleet/by-vehicle>` or :ref:`driver <fleet/by-driver>`. Additionally, costs can be |
| 8 | +compared with the previous year, quarter, or month, to view changes in fleet costs over time. |
| 9 | + |
| 10 | +.. _fleet/total-costs: |
| 11 | + |
| 12 | +Total costs |
| 13 | +=========== |
| 14 | + |
| 15 | +To view the *Cost Analysis Report*, navigate to :menuselection:`Fleet app --> Reporting --> Costs`. |
| 16 | +The default report shows a bar chart of service and contract costs for the current year, organized |
| 17 | +by month. |
| 18 | + |
| 19 | +.. example:: |
| 20 | + In this report, it is possible to determine that June had the highest total costs, with almost |
| 21 | + $14,000 dollars in contract and repair costs, while January had the lowest costs, with less than |
| 22 | + $2,000 of contract costs and no repairs. |
| 23 | + |
| 24 | + .. image:: cost_analysis/cost-analysis.png |
| 25 | + :alt: The default cost analysis report showing contract and service costs. |
| 26 | + |
| 27 | +.. _fleet/by-vehicle: |
| 28 | + |
| 29 | +Cost by vehicle |
| 30 | +=============== |
| 31 | + |
| 32 | +Some companies want to view costs not by month, but by vehicle. This allows fleet managers to |
| 33 | +determine which vehicles cost the most to keep on the road, aiding in decision making for future |
| 34 | +purchases and repairs. |
| 35 | + |
| 36 | +To view these metrics, open the default :ref:`cost analysis report <fleet/total-costs>`. Next, click |
| 37 | +into the search bar, and click :guilabel:`Vehicle` under the :icon:`oi-group` :guilabel:`Group By` |
| 38 | +column. |
| 39 | + |
| 40 | +.. example:: |
| 41 | + From this report, it can be determined the `Toyota Corolla` with the license plate `STU-1718` |
| 42 | + cost the most, with almost $14,000 in costs for the year. Additionally, the both `Nissan Micro` |
| 43 | + vehicles and the `Ford Focus` cost the least, with under $5,000 in total costs each. |
| 44 | + |
| 45 | + .. image:: cost_analysis/by-vehicle.png |
| 46 | + :alt: The cost analysis report showing annual costs by vehicle. |
| 47 | + |
| 48 | +.. _fleet/by-driver: |
| 49 | + |
| 50 | +Cost by driver |
| 51 | +============== |
| 52 | + |
| 53 | +Another useful metric is to determine which drivers incur the most repair costs, allowing fleet |
| 54 | +managers to determine which vehicles to assign which drivers. To view this configuration, open the |
| 55 | +default :ref:`cost analysis report <fleet/total-costs>`. Next, click into the search bar, and click |
| 56 | +:guilabel:`Driver` under the :icon:`oi-group` :guilabel:`Group By` column. Finally, click the |
| 57 | +:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon. |
| 58 | + |
| 59 | +The report now shows the totals for both :guilabel:`Contract` and :guilabel:`Service` costs for each |
| 60 | +driver in the database. This allows fleet managers to see which drivers incur the most repair costs. |
| 61 | + |
| 62 | +.. example:: |
| 63 | + This report shows that `Sandra Elvis` had no service costs for the year, while both `Doris Cole` |
| 64 | + and `David Armstrong` had almost $9,000 in repairs. While this does not explain why those two |
| 65 | + drivers incurred the most costs, it is possible for the fleet manager to :ref:`investigate the |
| 66 | + service records <fleet/view-services>` for those two drivers, to determine why there were such |
| 67 | + high costs for the year. |
| 68 | + |
| 69 | + .. image:: cost_analysis/by-driver.png |
| 70 | + :alt: The cost analysis report showing costs by driver in a pivot table. |
| 71 | + |
| 72 | +Detailed comparison |
| 73 | +=================== |
| 74 | + |
| 75 | +All reports in the **Fleet** app are able to compare costs from previous time periods, either year, |
| 76 | +quarter, or month. To view a detailed cost comparison between the third and fourth quarter, open the |
| 77 | +default :ref:`cost analysis report <fleet/total-costs>`, then click the :icon:`oi-view-pivot` |
| 78 | +:guilabel:`(Pivot)` icon. Next, click into the search bar and click :guilabel:`Q4` in the |
| 79 | +:icon:`fa-filter` :guilabel:`Filters` column, then :guilabel:`Date: Previous Period` in the |
| 80 | +:icon:`fa-adjust` :guilabel:`Comparison` column. |
| 81 | + |
| 82 | +The report now shows detailed contract and service costs for each vehicle, with a |
| 83 | +:guilabel:`Variation` column, showing increases or decreases in costs from the third and fourth |
| 84 | +quarter of the current year. |
| 85 | + |
| 86 | + |
| 87 | +.. example:: |
| 88 | + In this example, it can be determined that the `Ford Focus` had the greatest change in terms of |
| 89 | + lowered total costs, with a 75.25% reduction in costs. Additionally, the `Nissan Micro` with the |
| 90 | + license plate of `DEF-456` was the only vehicle with an overall increase in total costs, with an |
| 91 | + increase of 41.78%. |
| 92 | + |
| 93 | + .. image:: cost_analysis/detailed-costs.png |
| 94 | + :alt: A pivot table with a detailed cost comparison between the current and previous year. |
| 95 | + |
| 96 | + |
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