Businesses run on thousands of small actions happening across dozens of sites, every hour of every day. Chase turns that activity into the right view for whoever needs it – without anyone re-typing a single entry.
Reporting & Business Intelligence
How it works
From the perimeter to the boardroom, in one system
On site
Captured once, in the field
Field Services teams, Guards, Safety Reps, Compliance Officers, all log incidents, checklists, asset job cards, visitor access, patrols and vehicle movements as they happen. The entry is the record – there’s no separate paperwork to reconcile afterwards.
In the control room
Sorted into live dashboards
The same data becomes real-time dashboards – flagging high-priority incidents, exceptions, integrated alarm events, and who’s actually on site.
At management level
Rolled up into decisions
Detail becomes trend reports and summaries – SLA performance, compliance status, attendance patterns, performance, asset servicing due dates – without anyone reading a single incident report.
Every entry your Field Service Teams log, become decisions your managers make
A field service operator logs an incident at 22:14. By the time the manager checks in at 07:00, it’s already processed into the exception queue, mapped to the location, and waiting in the right person’s exceptions or task list. Nobody chased it down – Chase’s reporting layer did that automatically.
0
standard reports
0
dashboards
0
dashboard widgets
0
report categories
Plus 100's of data filter options. CSV, Excel, PDF export options. E-mail forwarding options.
Standard reports - 75 across 11 categories
A report for every function in the business
Reports are grouped by the part of the business they serve. Open a category to see what’s inside it. If a question doesn’t fit a pre-built report, the underlying Custom Report builder compares any data already in the system, on demand.
4x Security Reports - Incidents & access
- Security Participant Report
Participants recorded in security incidents - Police Report
Incidents reported to/involving police - Suspicious People Report
Log of suspicious-person reports - Visitor Log Report
Record of visitor access
15x Operational Reports - Day-to-day activity & exceptions
- Activity Logs Report
Raw log of operational activity - Activity Map Report
Map view of activity where GPS coordinates are tracked - Advanced Comparison Report
Comparative analysis across sites/periods - Department Actions Report
Diary actions logged by department - Diary Entry Report
Diary/occurrence book entries - Feedback Report
Feedback submitted on operational entries, standard operating procedures, capture and closure - Location Summary Report
Summary of operational activity per location - Operational Entry Report
Standard operational entries logged - Operational Exception Report
Exceptions/incidents raised during operations - Operational Exceptions Map Report
Map view of operational exceptions - Operational Group Stats Report
Location statistics grouped by operational type group - Operational Statistics Report
Overall operational statistics comparison report - Operational Summary Report
High-level operational summary graph by operational type group or module - Participant Report
Participants recorded against operational entries - Public Operational Entry Report
Publicly/externally logged operational entries
7x Compliance Reports - Contracts, checklists, SLAs
- Appointment Report
Compliance-related appointments - Checklist Assigned Progress Report
Progress of checklists currently assigned to users/locations - Checklist Summary Report
All checklists and their statuses - Completed Checklist Report
Checklists that have been completed, with results to questions displayed in columns - Completed Checklists Detail Report
Line-item detail behind completed checklists - Compliance Requirement Location Report
Compliance requirements mapped to specific locations - Compliance Requirement Summary Report
Percentile visual representation of compliance requirement status by parent location
15x Maintenance Reports - Job cards, stock & SLAs
- Asset Check Out/In Report
Log of assets checked out and returned - Job Card Item Report
Assets/items logged against job cards - Labour Detail Report
Labour time/cost recorded against jobs - Maintenance Detail Report
Maintenance job card report - Maintenance Warnings Report
Job card and asset/item warnings — declined, escalated, overdue, warranty and safety-stock warnings - Project Gantt Report
Gantt-style view of maintenance project timelines - Requestor Job Cards Report
Job cards requested by the logged-in user - Service Provider Resource Planner Report
Resource planning view for service providers - SLA / Efficiency Report
SLA adherence and efficiency metrics - Stock Inventory Control Report
Stock levels at a specific inventory date - Stock Issue Report
Stock adjustments – job cards, corrections, manual requests, stock control - Stock Movement Report
Stock adjustment reconciliation per line item - Travel Log Report
Travel logged in relation to maintenance jobs - Work Order Quote Report
Quotes raised for work orders - Work Order Report
Work order status and detail
5x Customer Reports - Accounts & client management
- Customer Contacts / Notification Report
Customer contact details and notification preferences - Customer Location Report
Locations linked to each customer - Customer Op Entry Report
Operational entries logged per customer - Customer Statistics Report
Key statistics summarised per customer - Customer Summary Report
Overall account summary per customer
14x System Info Reports - Assets, documents & tasks
- Asset / Item Report
Master listing of assets/items - Asset / Item Service Report
Service history of assets/items - Asset Map Report
Map view of asset locations - Document Expiry Report
Documents approaching/past expiry - Document Report
Master listing of stored documents - Location Map Report
Map view of all locations - Location Schedules Due Calendar
Calendar of scheduled location visits/checks due - Mobile Usage Report
Usage statistics from the mobile app - Notification Detail Report
Detail of system notifications sent - Qualification Expiry Report
Qualifications approaching/past expiry - Qualification Report
Master listing of staff qualifications - Task Detail Report
Detail of tasks assigned in the system - Tasks Progress Report
Progress status of assigned tasks - Vehicle Report
Vehicle fleet listing and status
1x Health & Safety Reports - H&S incidents
- H&S Participant Report
Participation records for health & safety incidents
2x HR Reports - Training & qualifications
- Training Detail Report
Detailed training records per employee - Training Progress Report
Progress against required training/qualifications
4x Manpower Reports - Attendance & deployment
- Attendance Detail Report
Detailed attendance/clock records - Attendance Summary Report
Summarised attendance across the workforce - Manpower Status Map Report
Map view of manpower status by location - Tracking Log Report
GPS/tracking log of field personnel
2x Traffic Reports - Payments & integrations
- Integration Payment Errors Report
Failed/errored payment integration transactions - Payment Report
Payment transaction log
6x Admin Reports - System & user administration
- Administrator Activity Report
Log of user administration, permissions, and bulk import actions taken by system administrators - Customer / Service Provider People Report
Listing of people records linked to customers and service providers - Location Report
Master listing of all sites/locations configured in the system - Operational Type Report
Listing of configured operational/entry types - User Access Report
Overview of user accounts and their access/permission levels - User / People Report
Master listing of all people records in the system
Plus Custom (SQL) Reports
An unlimited, ad-hoc report builder for comparing any data already in the system, for the questions a standard report doesn’t cover.
Dashboards - 13 standard, plus one that's yours
The live view for each part of the operation
Dashboards pull the relevant reports and widgets into one screen, built for the person watching it – a control room operator, a compliance manager, a director.
System Overview Dashboard
High-level, all-of-business overview
Manpower Dashboard
Overview of workforce attendance and deployment
Maintenance Dashboard
Overview of maintenance / job card activity
Data Warnings Dashboard
Documents, qualifications and warranties coming up for renewal in the next month
High Priority Security Dashboard
High-priority security incidents overview
Customer Entries Dashboard
Overview of operational entries by customer
Asset Service Dashboard
Overdue assets service graph
Productivity Overview Dashboard
Overall productivity metrics
Compliance Requirement Dashboard
Status of specific compliance requirements
Compliance Dashboard
Overview of compliance status across the business
Location Schedules Dashboard
Overview of scheduled site visits / checks
System Health Dashboard
Technical health of the system / integrations
Integrated Alarms Dashboard
Overview of integrated alarm / system events
My Dashboard - built by every user, for their own day
No two roles need the same screen. Under My Settings, every user selects from 62 widgets - 13 tailored to specific operational scenarios and 49 standard system widgets - and drags them into the order that matches their day. Up to 20 widgets per user.
Who uses what
Built around how businesses are structured
From the control room to the boardroom, each tier of the business draws on the same underlying data – scoped to what that tier is responsible for.
| Department / tier | Reports | Dashboards |
|---|---|---|
| Executive / senior management | Operational Reports, Compliance Reports (summary) | System Overview, Productivity Overview, Compliance |
| Operations management | Operational Reports, Manpower Reports | Manpower, Customer Entries, Location Schedules |
| Security operations | Security Reports, Operational Exception reports | High Priority Security, Integrated Alarms |
| Compliance / quality (incl. H&S) | Compliance Reports, Health & Safety Reports | Compliance, Compliance Requirement |
| Human resources | HR Reports, Manpower Reports (attendance) | Manpower |
| Maintenance / facilities / assets | Maintenance Reports, System Info Reports (asset) | Asset Service, Maintenance |
| Customer service / accounts | Customer Reports | Customer Entries |
| Finance / billing | Traffic Reports (payments) | — |
| IT / system administration | Admin Reports, System Info Reports | System Health, Data Warnings |
| Front-line staff / supervisors | Operational, Security, Manpower (entry-level) | My Dashboard (personalised) |
0
standard reports, 11 categories
0
dashboards, incl. My Dashboard
0
widgets to build any view