Feature · Reporting & rapport
RSA21 derives metrics from planning and on-site work: you see planned vs. actual volume, progress over the runtime and the status of reports – instead of manually copying numbers from lists.
Maintenance and inspection tours arise in dispatching, are completed on site and are closed out in reports. When reporting and controlling use the same tasks and appointments, media breaks disappear: you review figures on the same basis your teams plan operationally.
In the per-project overview you see at a glance expected total revenue, shares already reported and closed, plus metrics on planned and completed visits. In the detail view you drill into lists per period, including references to reports and status.
Complementing this: the marketplace for tenders, the subcontractor module for delegation – and XRechnung for e-invoices from the same services.
Planned visits define the expected volume of service. Once tasks are completed and reports created, they flow into the actual view. Status is tied to these records – not to separate shadow lists.
The graphic simplifies the relationship; the actual fields and permissions depend on your role configuration.
Per project you set how your service fee is measured. Reporting then automatically calculates using planned or completed visits, distinct days or monthly logic – depending on the model.
Per visit
Every completed visit counts as a unit. Ideal when your fee is directly tied to documented visits.
Per calendar day
Multiple tasks on the same day are combined into one reporting day – useful for flat-rate pricing per working day on site.
Monthly flat rate
A fixed monthly amount, broken down by progress or pro rata – for framework agreements with plannable volume.
Example monthly overview
Large projects run over many months. Reporting shows status per calendar month: where reports are still open, where the rapport stands and where the month is closed. This makes operational progress and service status readable at the same time.
Beyond the pure status color, the detail view uses rows for tasks and reports to trace individual cases and exceptions – without losing the overview.
Organization admins maintain the service model and amounts on the project, open the project overview to check metrics, and close the rapport for a period once internal approval is in place. Dispatchers see context for reconciliation without changing master data.
List and drill-down
From the overall list of all relevant projects to the period-based detail view with task and report rows for reconciliation and review.
Reports as the anchor
The rapport is tied to documented visits; you stay audit-ready and linked to the actually recorded services.
CSV and PDF
Exports for controlling or project management: tabular extracts and print-ready rapports for the selected period.
Role-separated
Write actions and configuration are tied to administrators; a clear read view for dispatching and controlling.
The same service listing becomes a compliant e-invoice – XRechnung for public clients, ZUGFeRD for commercial clients and subcontractors. Details: XRechnung.
If you use delegations, third-party projects appear separately in your reporting: Subcontractor services are analyzed according to the respective assignment – not mixed with the client’s overall project terms. Details and workflow: subcontractor module.
Which service models does RSA21 support?
Per project you typically choose reporting per visit, per calendar day or a monthly flat rate. Reporting consistently reflects planned volume, completed services and report status for the selected period.
Where do the numbers come from?
From your daily operations: planned and completed tasks with visit dates, plus reports with status. There is no manual merging from calendars, spreadsheets and email – reporting is wired directly to this data.
How does the monthly overview work?
You navigate month by month and see for each calendar month which reports are open, reported or closed. This helps you quickly spot documentation gaps and delimit rapports cleanly by time.
Can the subcontractor organization change our project prices?
No. You maintain master data and administrative status as the client. Subcontractors see a matching analysis for delegated assignments; details are in the subcontractor module.
What exports are available?
Lists and summaries for selected periods as CSV and PDF – e.g. for internal audits, month-end closing or as an attachment to the e-invoice.
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