WO> Reports> Maintenance Jobs Report

Maintenance Jobs Report

 

Summary

 

The Maintenance Jobs Report displays the details associated with a filtered range of maintenance jobs.

 

Related Links

 

Click here for information on Equipment Type Maintenance.

Click here for information on Equipment Maintenance.

Click here for information on Maintenance Jobs Maintenance.

 

Step by Step

 

1     Open the Maintenance Jobs Report window (WO> Reports> Maintenance Jobs Report).

 

2     Configure the report. 

 

  • Specify a Report Type from the drop-down menu.
    • The Summary report will display the Maintenance Job, the Recurring Estimate that generated the maintenance job, and the specified Schedule.
    • The Detail report will display everything included in the Summary report as well as the resulting Work Order Number, Status, Creation Date, Start Date, and Completion Date.
  • Enter an Equipment Type or click the field label to select one from a list. This will limit the maintenance jobs included in the report to those that affected the specified equipment type.
  • Enter an Equipment Code or click the field label to select one from a list. This will limit the maintenance jobs included in the report to those that affected the specified piece of equipment.
  • Enter a Maintenance Job or click the field label to select one from a list. This will limit the report to a single maintenance job.
  • Specify a Creation Date range for the report.
    • The Creation Date is the date that the Maintenance Job batch was committed and the resulting work order was created.
    • The Creation Date fields will only be enabled if Detail is selected in the Report Type drop-down menu.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.