Reports
The business's own questions asked of every tool at once: revenue, what is owed and how old, margin by job, utilisation, service levels, compliance, stock and licence decisions, compared across periods, printed as a pack.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Open a report
Eight are ready on the left. Each reads the tool that keeps the figures, for a period on your business's own calendar, and says which tool each figure came from and when it was read.
2. Change the question
Choose what it measures, how it is grouped, the period and what it is compared with, then save it under your own name. The eight you start with stay as they are.
3. Read what is missing as missing
A tool that did not answer, or one this business is not licensed for, is said by name. A figure that cannot be worked out reads missing, never zero, and a margin with an uncosted hour behind it reads incomplete.
4. Take it out, or bind a pack
Save a report as a spreadsheet whose cells are numbers, or print it. On Pack, tick the reports for a month, write what the month means, and print one document. Nothing is ever sent by a schedule: it only gets the pack ready and tells you.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No report is open yet
Each report on the left is one question about the business, answered from the tool that keeps the figures. Figures you may not see are left out and the report says so.
First thing to do: Start with Revenue by month, the one most businesses read first.
No pack has been made yet
A pack is chosen reports for one month, bound into one printed document with a few words from you on the front. A monthly schedule can get it ready and tell you; printing it is always a press.
First thing to do: Tick the reports for last month and press Print pack.
What this tool reads, and what it never does
It reads Billing, Projects, Stock, Expenses, Time Clock, the Service Desk, Policies and Licences through the Core, and writes nothing to any of them. Your role decides which figures you see.
First thing to do: Choose the day each month the pack is got ready.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.