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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.

 

 

All reports default to the graph view and show the top items in the graphs. Hover over the bars on your graphs to see exact totals. You can view a list of the work orders by clicking on a bar in the graph.

 

To see a list of all items, click the List button () in the top right corner of the Reports page. Sort your report items by clicking on the arrows next to the column headers. This is a great way to see your Locations with the highest costs, hours, or number of work orders.

 

 

This report shows the number of work orders requested by Location.

 

 

This report shows labor and purchase costs by Location.

 

 

This report shows labor hours by Location.

 

 

All reports default to the graph view and show the top items in the graphs. Hover over the bars on your graphs to see exact totals. You can view a list of the work orders by clicking on a bar in the graph.

 

To see a list of all items, click the List button () in the top right corner of the Reports page. Sort your report items by clicking on the arrows next to the column headers. This is a great way to see your Equipment with the highest costs, hours, or number of work orders.

 

 

This report shows the number of work orders requested by Equipment.

 

 

This report shows labor and purchase costs by Equipment.

 

 

This report shows labor hours by Equipment.

 

 

All reports default to the graph view and show the top items in the graphs. Hover over the bars on your graphs to see exact totals. You can view a list of the work orders by clicking on a bar in the graph.

 

To see a list of all items, click the List button () in the top right corner of the Reports page. Sort your report items by clicking on the arrows next to the column headers. This is a great way to see your Purposes with the highest costs, hours, or number of work orders. *Note: You can view averages of your Purpose data by clicking on the Averages button.

 

 

This report shows the number of work orders requested by Purpose.

 

 

This report shows labor and purchase costs by Purpose.

 

 

This report shows labor hours by Purpose.

 

 

All reports default to the graph view and show the top items in the graphs. Hover over the bars on your graphs to see exact totals.

 

To see a list of all items, click the List button () in the top right corner of the Reports page. Sort your report items by clicking on the arrows next to the column headers. This is a great way to see your Assets with the highest failures.

 

 

This report shows the number of failures by Location/Equipment.

  • Click a bar on the graph to view the Failure Reason records for that particular Location/Equipment.
  • You can click on the bars in the Failure Reasons graph to view a list of those work orders.

 

 

This report is only available in a list view.

 

Sort your report items by clicking on the arrows next to the column headers. You can also view additional details such as work order number and description by clicking on the down arrow next to the Assignee's name. This report is a great way to keep track of Technician hours and monitor their workloads compared to other Technicians.