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Finance and Reporting


The WorkOasis Finance and Reporting application provides you with the ability to give any authorized user access to create, schedule, run, and email any custom report required for supporting their business area. You can control which applications and sites (or combinations of sites) they have access to as well as any saved standard reports.

Utilize the information gathered by WorkOasis to create analytics by service category and response rates; including work orders, bids, and invoices by priority.

Measure and track average transaction expenses by category over time to identify trends and performance opportunities.

Whatever your financial reporting requirements, you will find WorkOasis to be a resource that provides real- time transaction information and operating data that can help you plan, budget, and manage your full facility management operating budget.



  • Create your own custom reports using our custom reporting tool with the following features:
    • Create a report using any data field on an invoice or work order
    • Utility provides up to twenty columns of data
    • Create and save standard reports
    • Run reports by type, site, category, vendor, user, or work order type
    • Schedule and auto-run and email reports in Excel format
  • Utilize facility management performance analytics to report on service categories by priority, using the following filters:
    • Average days to complete
    • Average days to bid
    • Average days to invoice
    • Average invoice amount
  • Analyze work by trade, including:
    • Average transaction cost
    • Trending over 12-month period


Return on Investment


WorkOasis simplifies reporting by providing you an easy-to-use utility to create and manage custom reports for each user.  

Cost Reduction:

The ability to save and schedule reports to run on a predetermined frequency saves time and reduces the administrative costs of routine reporting. Performance analytics can improve service delivery by displaying valuable operating metrics.


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