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πŸ”§ Punch List Analysis

πŸ”§ Punch List Analysis

The Punch List Analysis window provides a flexible way to filter, review, and report on punch list activity across all projects. This tool helps you analyze patterns, track open or completed items, and build reusable queries for your Dayplanner.

🧭 Accessing the Punch List Analysis Window

To open the Punch List Analysis area:

  1. Navigate to the top main toolbar.

  2. Click Analysis.

  3. Hover over Projects.

  4. Select Punch Lists.

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πŸŽ›οΈ Filter Options

When the Punch List Analysis window opens, you can filter records using three groups of criteria.

πŸ“ Punchlist Created

Filter by when the punch list item was created:

  • Today

  • Yesterday

  • Last Week

  • Last Month

  • Last Quarter

  • Last Year

  • Last 2 Years

  • Any Time

πŸ—‚οΈ Project Created

Filter by the project’s creation date
(Same date options as above.)

βœ”οΈ Punchlist Completed

Filter by completion status or date:

  • Today

  • Yesterday

  • Last Week

  • Last Month

  • Last Quarter

  • Last Year

  • Last 2 Years

  • Any Time

  • Never

  • All

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If you do not select any criteria, it will automatically pull ALL punch lists.

🧩 Selecting Columns (Filter Columns)

You can customize which data fields appear in the results grid.

  1. Click Filter Columns in the upper-right corner.

  2. Select the fields you want to include from:

    • Primary Salespeople

    • Project Punchlist Items (Type, Reason, Status, Completed Date, Location, Root Cause, Description, etc.)

    • Projects (Project Name, Project Type, Project Manager, Designer, Approx Value, Status, Profit, etc.)

Tip: Adjusting the columns keeps the results clean and is especially useful if the query will be saved for Dayplanner use as you can show exactly the fields you need without cluttering the grid with not needed fields. This will also help enhance the loading time.

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▢️ Running the Query

  1. Review the SQL preview in the Query section.

  2. Click Run Query to load results.

  3. Use the grid tools to sort, group, or export your data.

To start fresh, click Reset Filters.

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⭐ Saving the Query for Dayplanner Use

If you run this report frequently, you can save it and add it to your Dayplanner.

Examples of queries you may want to reuse:

  • Punch Lists created last month

  • Open Punch Lists (Punchlist Completed β†’ Never)

  • Completed Punch Lists this quarter

  • Punch Lists tied to projects created this year

To save, simply copy the query and follow the instructions in the article linked below:

https://emanageone.atlassian.net/wiki/x/DIDiZg

πŸ“Š Example Reporting Scenarios

Here are some ways dealers commonly use this window:

  • Analyze all Punch Lists created last month
    Useful for identifying recurring themes or installation issues.

  • Identify all open Punch Lists
    Filter Punchlist Completed β†’ Never.

  • Review all completed Punch Lists for the quarter
    Helpful for internal QA or installer performance tracking.

  • Analyze Punch Lists associated with projects created this year
    Assists with measuring process improvements on newer jobs.