Summary

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

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.
  • Equipment Types are created and maintained on the Equipment Type Maintenance window (WO> Maintenance> 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.
  • Equipment codes are created and maintained on the Equipment Maintenance window (WO> Maintenance> 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.
  • Maintenance Jobs are created and maintained on the Maintenance Jobs Maintenance window (WO> Maintenance> Maintenance Jobs).
• 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 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).