Reports and List
Work Order Management Reports
Preventive Maintenance Reports
Inventory Reports
Project Reports
Management and General Reports
Equipment, Asset, and Vehicle Reports
Chargeback Reports
Safety and Risk Management Reports
Work Order Management Reports
Assigned work orders | A detailed listing of open work orders assigned to individual workers. |
Chargeback work orders | A listing of all chargeable work orders for a selected date range. |
Completed work orders | Completed work orders for a selected date range. |
Monthly aging report | A listing of all open work orders sorted by age for a specific time period. |
Open work orders by trade | A listing of all open work orders for one or multiple trades, specified time period and statuses. |
Open work orders by type | A listing of all open work orders sorted by type. |
Work order aging by date | A list of all open work orders grouped by type and sorted by date. |
Work order aging by facility | Listing of open work orders requested within a specified date range, sorted by facility. |
Work order aging by trade | A list of open work orders sorted by trade. |
Work order aging by worker. | A listing of all open work orders for a specified date range, for one or all workers. |
Unassigned work orders | A detailed listing of all open work orders not yet assigned to workers. |
Vandalism report | A listing of all work orders that have been classified as "Vandalism". |
Work order analysis by type | A summary of all work orders by type, showing total quantity, issued versus total quantity and total hours completed. |
Work order completion | A summary of all completed work orders. |
Work order detail by account | A listing of all completed work orders by account number. |
Work order statistics audit | A detailed listing of work orders within a specified date range, subtotaled by task/job type. This report indicates the total count for each type versus the last 24 hour period. |
Work order statistics detail | A detailed listing of work orders, sorted by building and subtotaled by facility and repair center. This report includes work type detail. |
Work order statistics summary | A summary listing of work orders, sorted by building and sub-totaled by facility and repair center. |
Work order status by facility | A summary listing of all work orders, open versus closed, subtotaled by repair center, including a breakdown by facility. |
Work order status by repair center. | A summary listing of all work orders, open versus closed, subtotaled by repair center. |
Work order summary by client | A summary listing of all work orders subtotaled by repair center, including a breakdown by facility and buildings. |
Work orders received | A listing of work orders received during a specific time frame. |
Preventive Maintenance Reports
Equipment PM compliance by work order | Percentage of PM work orders on equipment broken down by priority. |
Equipment PM compliance by schedule | Number and percent of PMS scheduled by month compared to the number completed on equipment. |
PM – All | All PMs work orders with request date within the specified date range. |
PM – Completed | All completed PM work orders with close date within the specified date range. |
PM – Open | All open PM work orders with request date within the specified date range. |
PM load report | Displays the PM hours load over a specified time frame. Also counts past due PMs. Breakdown totals by daily, weekly, monthly, yearly with number of work orders and estimated hours. |
PM schedule list | List of all PMs on active items. |
PM schedule report | PM schedule propagated over a designated time frame. |
PM task sheet report | Prints all PM task sheets in the task library. |
Task library list | Task library list |
Task type list | Task type list |
Inventory Reports
Daily understock | Daily understock |
Inventory back orders | Inventory back orders |
Inventory bin labels | Inventory bin labels |
Inventory check sheets | Inventory check sheets |
Inventory instant total | A quick calculation of the value of the on-hand inventory, displayed is a number in a dialog box. No report is generated. |
Inventory on order | Inventory on order |
Inventory overstock | Inventory overstock |
Inventory understock | Inventory understock |
On-hand adjustment list | On-hand adjustment list |
On--hand adjustment/Audit trail by worker | On--hand adjustment/Audit trail by worker |
On-hand adjustment/Audit trail by part | On-hand adjustment/Audit trail by part |
On-hand adjustment/Audit trail by work order | On-hand adjustment/Audit trail by work order |
Hazardous material list | Hazardous material list |
Hazardous material types | Hazardous material types |
Part List | Part List |
Part type list | Part type list |
Parts usage analysis report | A listing of all parts showing which are used most often, by percentage of total usage and parts cost by the percentage of total cost. |
Requisitions by vendor | Requisitions by vendor |
Requisitions by vendor size | A-list of purchase or requisitions issued between two given dates, sorted and subtotaled by vendor size. |
Stockroom list | Stockroom list |
Tool list | Tool list |
Vendor-list | Vendor-list |
Vendor mailing labels | Vendor mailing labels |
Vendor type list | Vendor type list |
Project Reports
All completed projects | All completed projects |
Project detail report | Project detail report for a specific project. |
Project purchases | Project purchases |
Projects by due date | Project list by due date |
Projects by fiscal year | Project list by fiscal year |
Projects by schedule date | Projects by schedule date |
Projects completed over budget | Projects completed over budget |
Projects completed under budget | Projects completed under budget |
Graphs
Closed work orders by month | Closed work orders by month grouped by trade for a given date range. This graph is available for all trades or a select trade. |
Closed work orders by shop | Closed work orders by shop for a given date range. This graph shows all shops. |
Closed work orders by trade | Closed work orders by trade for a given date range. TMs graph shows all trades. |
Closed work orders by type | Closed work orders by type for a given date range. This graph is available for all trades or a select trade. |
Open work orders by month | Open work orders by month grouped by trade for a given date range. This graph is available for all trades or a select trade. |
Open work orders by shop | Open orders by shop for a given date range. This graph shows all shops. |
Open work orders by trade | Open work orders by trade for a given date range. This graph shows all trades. |
Open work orders by type | Open work orders by type for a given date range. This graph is available for all trades or a select trade. |
Requested vs. closed work orders | Total requested work orders versus the quantity closed for a given date range. This graph is available for all trades or a select trade. |
Turnaround time by shop | Average turn around time between request and completion of work orders summarized by month and by shop. This graph is based on work orders ,closed within a given date range. |
Work order cost comparison | A breakdown of work order labor, material and other costs for a given date range. This graph includes information from closed work orders only. |
General and Management Reports
Average time to complete tasks | A listing of the tasks in the task library with the average time to complete the task. |
Building list | Listing of buildings |
Building types list | Building types list |
Building work history | A summary of maintenance cost based on completed work orders, subtotaled by space within a single building. Includes work performed on equipment within each building. |
Department list | A listing of all departments |
Facility list | A listing of all facilities |
Facility summary report | A detailed listing of completed work orders by facility showing the types of work performed for each facility. Cost is broken down by labor cost, parts cost, and total cost. |
Facility work history | A summary listing of maintenance cost based on completed work orders at each building for spaces belonging to an assigned facility. |
Facility work order detail | A detailed listing of completed work orders of a select facility summarized by building. |
Flooring report | Analysis of when flooring was last replaced by space. |
Group list | Prints a list of all groups showing group ID and group name. |
History by select task | A summary listing all completed work for a select job. |
Hours worked by trade | A listing of hours worked by each trade for the selected time period. |
Labor cost report | A listing of all workers and the charged hours associated with each worker. |
Lighting report | Report showing when lighting was last replaced in spaces. |
Lock-out list | This report will print each lock-out inits entirety, with each lock-out beginning on a new page. |
Maintenance detail by worker | A detailed listing by worker of completed work orders, closed within a specified date range showing all work order charges. |
Maintenance summary | A listing of completed work orders by type of work performed. Includes a report breakdown by number of work orders, labor cost, material cost and total cost. |
Most expensive space report | A listing that shows all spaces that have had maintenance cost above a specified amount. |
Paint report | Paint report |
Worker PPE issue sheets | Prints a list of all PPE items and uniforms issued to personnel. |
PPE items and uniforms list | Prints a list of all PPE items and uniforms |
Recalls for space | Summarizes how many times the same job has been performed at the same space for closed work orders only. |
Recalls for space by worker | Summarizes how many times the same worker has been called to do the same job on the same space for closed work orders only. |
Refrigerant types | Prints a list of all Refrigerant types |
Repair center efficiency report | A list of workers and efficiency ratings subtotaled
by repair center.
Based on completed work orders within a specific user defined range of completion dates. |
Repair center list | Repair center list |
Shop list | A list of all shops |
SOP list | Standard Operating Procedure list |
Space analysis report | A detail listing of all space assignments showing current assignment. Sorted by building and subtotaled by type of space and by building. |
Space list | Space list |
Space types list | Space type list |
Space work history | A detailed listing of work performed on a specific space between two specified dates. |
Supervisor work order report | A listing of all work orders requested within a specified date range, sorted by supervisor and trade. This report shows all trades for multi-trade work orders. |
Supplementary skills list | Supplementary skills list |
System list | System list |
Task detail by worker | A detail listing of task types subtotaled by task type and worker. |
Task library list | Task library list |
Task summary by worker | A summary listing of task types subtotaled by worker. |
Task type list | Task type list |
Tasks analysis report | A listing of all tasks showing which are performed most often, showing percentage of total work performed for each task and task cost by the percentage of total maintenance cost. |
Technician's hours audit | A detail listing of hours worked by each technician for the selected time period. This report includes each individual work order on which the technician has hours. |
Technician's hours detail | A detail listing of hours worked by each technician for the selected time period. This report gives the number of hours worked broken down by date. |
Technician's hours summary | A summary listing for hours worked by each technician for the selected time period. |
Time card detail | A detail listing of all time card records for a given time period. This report displays all or a select type of time. In addition, you may elect to show work order time and/or non-work order time. |
Time card summary | A summary listing of all time card records for a given time period. This report displays all or a select type of time. In addition, you may elect to show work order time and/or non-work order time. |
Time summary report | A summary listing of all hours by building, subtotaled by time type. Productive and non-productive time are shown separately. |
Time type list | Time type list |
Trade list | A listing of all trades |
Trade work order report | A listing of all work orders requested within a specified date range and sorted by trade. |
Training course list | A list of all training course |
User list | A listing of users |
Worker availability report | A listing, by worker, showing how the number of hours scheduled for the specified date range. |
Worker data sheets | A data sheet for all workers |
Worker list | A list of all worker |
Worker PPE issue sheets | Prints a list of all PPE items and uniforms issued to personnel. |
Worker productivity report | A summary of a workers productivity based on productive hours against work orders versus non-chargeable hours posted via time view. |
Worker supplementary skills list | Worker supplementary skills list |
Worker training list | A list of all training courses taken by each worker. |
Equipment, Asset, and Vehicle Reports
Asset list | Asset list |
Asset type list | Asset type list |
Asset work history | Listing of work performed on a specific asset between two specified dates. |
Check condition list | Prints a list of all check conditions- with each type starting on a new page. |
Check type list | Prints a list of all check types |
Down time types | Prints a list of all types of downtime |
Equipment list | Equipment list |
Equipment status | A detail listing of equipment that is currently down. An open downtime record exists on these items. |
Equipment type list | Equipment type list |
Equipment work history | Listing of work performed on selected equipment between two specified dates. |
Failure code list | Failure code list |
Manufacturers list | Listing of manufacturers. |
Most expensive equipment report | A listing that shows all equipment that have had maintenance cost above a specified amount. |
Recalls for equipment by worker | Summarizes how many times the same worker has been called to do the same task on the same equipment. |
Space inventory sheet | Prints an inventory sheet for the select building and select area type. User for taking inventory of assets within an area. |
Vehicle expense | A listing of all fuel and oil expenses reported on each vehicle. |
Vehicle list | Vehicle list |
Vehicle type list | Vehicle type list |
Vehicle work history | A detailed listing of completed work performed on selected vehicle between two specified dates. |
Contract and Contractor Reports
Contract declining balance | A listing of contracts showing current balance and expiration date. |
Contract expiring | List of contracts expiring within a specified number of days. |
Contract list | Contract list |
Contractor cost comparison detail for equipment | A detail listing of work orders completed within
a specified date range.
Contractor and non-contractor work orders are shown separately for comparison purposes. |
Contractor cost comparison summary for equipment | A summary listing of work orders completed within a specified date range. Contractor and non-contractor work orders are shown separately for comparison purposes. |
Contractor list | Contractor list |
Chargeback Reports
Account activity detailAccount activity summary | A detailed summary of all account related activity. Specifically this report shows all changes and all credits posted within a specified date range to each account and subtotaled by account. | |
Accounts list | Accounts list |
Posted charges detail | A detailed listing of all charges posted to accounts between two given dates. |
Posted charges summary | A summary listing of all charges posted to accounts between two given dates. Information available: Date, description of charge, and posting date. |
Posted gas ticket charges detail | A detailed listing of all charges on- gas tickets sold to accounts between two given dates. |
Posted project charges detail | A detailed listing of all charges on project work orders and project requisitions sold to accounts between two given dates. |
Posted sales charges detail | A detailed listing of all charges sold to accounts between two given dates. Options: By select account number or all accounts. |
Posted work order charges detail | A detailed listing of all work order charges posted to accounts between two given dates. |
Stockroom charges by department | Shows all chargeable work orders closed during a specified time period, .including stockroom charges, if any. |
Safety and Risk Management Reports
Equipment management & safety report | Equipment management & safety report |
Graph of incidents | Graph of incidents |
Incident report | Incident report |
Incident response report | Incident response report |
Incident trend analysis | Incident trend analysis |
Operator error/Client (or patient) risk potential | Operator error/Client risk potential |