Reports

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Reports

Select Reports section on the Home page

There are a variety of useful reports. Most reports use a report template. You can create new report templates or modify existing ones to create customized reports - see Report Designer and How can I customize a report?.  

List of available reports:

Menu

Report Name

Description

Select Reports, Maintenance

Work Order Analysis

This report helps compare preventive, unplanned and other (miscellaneous) maintenance work orders over a period of time. Use it to identify trends (e.g. too much variance from estimated work durations, frequent unplanned maintenance, etc.) and other issues that may need to be fixed in the maintenance plan.

See Work Order Analysis Report.

Select Reports, Maintenance

Equipment Maintenance Calendar

This reports gives you an overview of maintenance work due by week on different equipment over a twelve month period. This can be very useful for planning and identifying machine downtime periods.

See Equipment Maintenance Calendar.

Select Reports, Maintenance

Planning/ Create Work Orders

Use this report to actually generate and print work orders as needed. It will allow you to modify work orders prior to printing as well as calculate part and person availability. Depending on the report templates you choose, you can print out work orders in tabular format, detailed format, etc.

See Planning/ Create Work Orders.

Select Reports, Maintenance

Work Order History

This reports allows you to review past and future work orders. See Work Order History Report.

Select Reports, Maintenance

Work Requests

This reports allows you to review & print work requests.

Select Reports, Categories

Details

This reports allows you to list all the categories in your system, plus the associated equipment, tasks, parts, etc.

Select Reports, Categories

History

This reports allows you to compare work order costs and durations by category, over a specified period.

Select Reports, Equipment

Details

This reports allows you to list all the equipment in your system, plus the associated tasks, parts, etc.

Select Reports, Equipment

Downtime

This reports allows you to compare all downtime for specific equipment in a specified period.

Select Reports, Equipment

History

This reports allows you to compare work order costs and durations by equipment, over a specified period. Use the "Part Of" option to get a detailed work order cost and duration roll-up of a piece of equipment and its sub-equipment.

Select Reports, Locations

Details

This reports allows you to list all the locations in your system, plus the associated equipment, tasks, parts, etc.

Select Reports, Locations

History

This reports allows you to compare work order costs and durations by location, over a specified period. You can also include work orders by equipment in the location. Use the "Part Of" option to get a detailed work order cost and duration roll-up of a location and its sub-locations.

Select Reports, Parts

Details

This reports allows you to list all the parts in your system, plus the associated equipment, tasks, vendors, etc.

Select Reports, Parts

History

This reports allows you to compare work order parts usage costs and durations by part as well as purchased parts received, over a specified period.

Hint: Select the Tabular Data report template to get a beginning & ending inventory report for the period.

Select Reports, People

Details

This reports allows you to list all the people in your system, plus the associated tasks, holidays, etc.

Select Reports, People

History

This reports allows you to compare work order costs and durations by person, over a specified period.

Select Reports, Purchases

 

This reports allows you to list all purchase orders in your system, over a specified period.

Select Reports, Tasks

Details

This reports allows you to list all the tasks in your system, plus the associated equipment, locations, parts, etc.

Select Reports, Tasks

History

This reports allows you to compare work order costs and durations by maintenance task, over a specified period.

Select Reports, Vendors

 

This reports allows you to list all the vendors in your system, plus the associated equipment, parts, etc.