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Reports

Reports in Maintenance Manager are a great way to see trends in the allocation of your resources. You can report on the following:

  • Locations - breaks down how much work is being done at specific locations and the labor and material costs associated.

  • Equipment- breaks down how much work is being done on specific equipment and the labor and material costs associated.
  • Purposes - breaks down why work is being requested.
  • Failures - breaks down which equipment is failing the most and why.
  • Employees - breaks down the number of hours worked and the number of completed work orders by Technician.

Running Reports

  • To view available reports, click on the Reports tab.
  • You are able to see reports that are Location, Equipment, Purpose, Failure, and Employee focused by clicking on the corresponding tabs.
  • To export your report data into an Excel spreadsheet, click on the Export link located above the report. *Note: Be sure you are looking at the list view of your report, not the graph.

 

Reporting Filters

Report filters are essential for narrowing down the data you want to see. Click on the Filters button to choose from the following filters:

  • Work Order Date
    • Requested - shows work orders requested within a given date range.
    • Completed - shows work orders completed within a given date range. *Note: This filter only applies if a Completion Date is entered on the work order.
    • Date Range - select a predefined date range for your report. This will automatically adjust the From and To fields.
      • If Custom is selected as the Date Range, you can select custom dates in the From and To fields for your reporting period.

     

 

  • Status - Select the statuses you would like to see in the report. *Note: The Status filter is not available on the Employee report.
  • Purpose - Select the Purposes you would like to see in the report by clicking on the magnifying glass. You are able to choose more than one Purpose by clicking on the magnifying glass again and making another selection.
  • Location/Equipment - Depending on the report you are viewing, you can select the locations or equipment you would like to see in the report by clicking on the magnifying glass. You are able to choose more than one Location/Equipment by clicking on the magnifying glass again and making another selection. *Note: If the checkbox for Include sub-items is checked, the report will show data for selected Locations/Equipment and their Sub-Locations/Equipment. Checking this box will not show details for the individual sub-locations/equipment, but rather a total under the main location/equipment.

     

     

  • Assignee - Select the assignee(s) you would like included in the report by clicking on the magnifying glass and selecting their names. *Note: The Assignee filter is only available on the Employee report.

Creating a Saved Filter

You can quickly and easily save filters for reports that you view often.

  • Click the Filters button at the top of the Reports page.
  • In the Filters side panel, set your filters as needed.
  • Click the up arrow next to Apply and then select Save as New Filter.
  • Enter a name for your filter in the My Filter Name field. For example, "This Months' Open Work Orders".
  • Click Save and Apply to create your saved filter.

 

 

  • To view your saved filters, click on My Filters at the top of the Reports page.
  • If you need to edit one of your saved filters, click on the pencil icon next to the filter name.
  • Make any necessary changes in the Filters side panel, and then click the Save and Apply button. *Note: If you need to delete a filter, click the up arrow next to the Save and Apply button and then select Delete Filter.

 

 

 

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