The Preventative Maintenance Advanced Reporting feature enables Staff users the ability to generate custom reports and downloads.
To begin, select Reporting from the drop-down by hovering over the Preventative Maintenance tab on horizontal menu bar.
To create a new report, click the green Create New Report button.
Then the green Create button next to Advanced Reporting.
Enter a name for the report, a date range, and select the buildings you would like to include in your report. When ready, click Next to create the report. Once created, the new report will be available at the top of the Reports & Downloads list. Click View to open the report.
The first page of the report is the overall summary of the data. The report will default to show the Summary Data set for the building(s) selected. It will show the Total Tasks, Total Open Tasks, and the Task Total Time. The data can be grouped by Building, System, Equipment, Job, Job Type, Job Frequency, Priority, Status, or Designee. Any available subgrouping options will be listed above the table.
To add, remove, or rearrange the columns of summary data, click the gear icon at the top of the table on the right to open the Column Wizard. Click Tasks and/or Jobs to view all available columns and check/uncheck the box next to the columns to be included in the report. Click Done when finished.
Dive deeper into your data by clicking on the Job name to view the Job detail, the Equipment name to view equipment details, or the Task ID to view specific task details. When finished, click Return to Report, then the Back button, to return to the full summary data set.
To view all individual requests included in the report, click Data Set at the top of the page. To add, remove, or rearrange the columns of information, use the Column Wizard by clicking the gear icon to the right of the table. Select the data set columns you would like to view in the report. Note: The process to view/select columns for the Data Set is the same as described previously for the Summary Data.
Once the Data Set Columns have been selected and arranged, filters can be applied to the Data Set as needed by selecting from the list of filters on the left. Once filters have been applied, a green box at the top of the filter column display the number of records showing out of the full Data Set. To remove all filters, click Reset Report at the top of the filter list on the left to restore all records in the report.
To create a chart or graph for this report, click on Charts at the top of the page and then click the New Chart button on the right. A pop-up box will open showing the chart options. Select a category from the list the left, then choose the type of chart from the list on the right.
As always, if you have any questions or need additional assistance, please contact our Support Team via email at [email protected] or via chat from the Maintenance Center.