This topic is a brief guide to the types of Framework reports that should be produced by staff role. It also includes recommendations on the frequency of each report type for each role. It is important to remember that every building company and the reporting needs of each staff position are different. This guide should be used as a starting point to create a company-specific schedule of role-based reporting.

The types of reports that are recommended for various roles or positions within a company are shown in the following tables:

Operations

Position / Staff Role	Daily	Weekly	Monthly	Quarterly
Director / Owner		KPIs (MTD) Bins Reported Sales Cancellations	KPIs (Previous Month) Forecast vs Actual Claims LDs	Conversions Durations
Financial Controller		KPIs (MTD) Bins Reported Sales Cancellations Actual Claims LDs	KPIs (Previous Month) Forecast Claims Actual Claims Forecast vs Actual Claims	Conversions
Finance / Accounting Staff	Deposit Summary Cancellations Diary Daily Tasks	Commissions Actual Claims	Forecast Claims
Operations Manager (overall work flow responsibility)	*Work Flow Analysis (e3) Bins	KPIs (MTD) Bins / Job Allocation LDs	KPIs (Previous Month) Forecast Site Starts On-Site Analysis (Sum.) Post-Site Analysis (Sum.) Overdues/Exceptions Priority Customer Service	Conversions Durations Supplier Performance Supplier Late & Short
Reception	Diary (Today) DR - Diary (This Week) DR - Diary (Next Week) DR - Follow Up (Week)

Sales & Marketing

Position / Staff Role

Daily

Weekly

Monthly

Quarterly

Sales/Marketing Manager

Reported Sales

Cancellations

Commissions

Referral Analysis

Overdues/Exceptions

Conversions

Durations

Salesperson

Diary Daily Tasks

Work Flow

Overdues/Exceptions

Commissions

Conversions

Pre-Admin Administrator

Diary Daily Tasks

Work Flow

Overdues/Exceptions

Administration

Position / Staff Role	Daily	Weekly	Monthly	Quarterly
Administration Manager	Work Flow Analysis (e2) Site Starts Tool	KPIs (MTD) Bins Forecast Site Starts Priority Customer Service	KPIs (Previous Month) Critical Path Chart Overdues/Exceptions Durations	Supplier Performance
Administration Team Leader	Work Flow Analysis (e1) Site Starts Tool Bins	Forecast Site Starts Work Flow Critical Path Chart Overdues/Exceptions Outstanding PCVs, BVs	Activity
Administrator	Work Flow Analysis Site Starts Tool Diary Daily Tasks Outstanding BVs	Work Flow Critical Path Chart Overdues/Exceptions Outstanding PCVs
Tender Presenter	*Work Flow Analysis Diary Daily Tasks	Diary (This Week)
Contract Presenter	*Work Flow Analysis Diary Daily Tasks	Diary (This Week)
Selection Consultant	*Work Flow Analysis Diary Daily Tasks	Diary (This Week)
Permit Administrator	*Work Flow Analysis Diary Daily Tasks	Work Flow Overdues/Exceptions
Drafting Manager	Work Flow Analysis (e1) Site Starts Tool	Work Flow Overdues/Exceptions	Activity	Supplier Performance
Draftsperson	*Work Flow Analysis Diary Daily Tasks	Work Flow Overdues/Exceptions
Estimation Manager (Sales and Production)	Work Flow Analysis (e1) Site Starts Tool	Bins Work Flow Overdues/Exceptions	Activity Costs Close Off
Estimator (Sales and Production)	*Work Flow Analysis Diary Daily Tasks	Work Flow Overdues/Exceptions

Construction

Position / Staff Role	Daily	Weekly	Monthly	Quarterly
Group Construction Manager		KPIs (MTD) Job Allocation / Bins Actual Claims LDs Priority Customer Service Forecast Site Starts	KPIs (Previous Month) On-Site Analysis (Sum.) Post-Site Analysis (Sum.) Forecast Claims Actual Claims Forecast vs Actual Claims Durations	Supplier Performance Supplier Late & Short
Construction Manager (Construction Team Leader)	*Logistics Tablet Diary	Job Allocation / Bins On-Site Analysis (Det.) Post-Site Analysis (Det.) Delays (for Approval) LDs Logistics Chart/Progress Labour Allocation Forecast Site Starts	Forecast Claims Actual Claims Forecast vs Actual Claims Supplier Late & Short Costs Close Off
Construction Supervisor	*Logistics Tablet Diary	Logistics Chart/Progress Labour Allocation LDs
Construction Administrator	Diary Daily Tasks *Site Starts Tool Outstanding BVs	Work Flow Overdues/Exceptions Delays (for Approval) Delay Claim Letters
OH&S / Quality	*Work Flow Analysis Diary Daily Tasks	Work Flow Overdues/Exceptions

Maintenance

Position / Staff Role

Daily

Weekly

Monthly

Quarterly

Maintenance Manager

Bins

Activity

Outstanding work by trade

Priority Customer Service

Bins

Activity

Overdues/Exceptions

Supplier Performance

Maintenance Supervisor

Work Flow

Bins

Maintenance Administrator

Diary Daily Tasks

Work Flow

Bins

Reminder Letters

Reminder Follow Up

Outstanding work by trade

Research & Development

Position / Staff Role	Daily	Weekly	Monthly	Quarterly
Product Development			Bins	KPIs
VPB Development			VPB Item Usage

Legend:

*: Denotes an on-screen report or process that should be reviewed
DR: Denotes a report produced specifically for Disaster Recovery purposes
e1: Escalation Level 1 for Work Flow Analysis
e2: Escalation Level 2 for Work Flow Analysis
e3: Escalation Level 3 for Work Flow Analysis
Sum.: Summary version of the report
Det.: Detailed version of the report
MTD: Month To Date

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