How to generate a Maintenance Report

To generate a Maintenance Report, go through the following steps:  


Step 1: In the main menu, on the left side, click on Reports.  


Step 2: Choose the Generate report option.


Step 3: In the Report Type, which is in the top right-hand corner, pick the Monitorization option. 


Step 4: Fill in the report filters, in particular the Report Name, Equipment Type, Users and Area of expertise. (optional)


If you wish, you can compare Equipment Type, Users and Area of expertise. For that, select the elements you intend to compare and click on Compare. 

NOTE: You can only compare 2 to 6 Equipment Types, Users and Area of expertise.


Step 5: Choose the equipment(s) you want to include in your report.  In order to do that , enter the name of the equipment into the search bar or search for the equipment in the organizational structure.


You can add one or more devices at the same time to your report, but if you add more than 1000 devices, you will not be able to export detailed lists. 

NOTE: On the right hand side of the frame where you have added the devices, the selected device(s) will be show.


If you want to compare different locations, select those locations and click Compare Locations. 

NOTE: You can only compare 2 to 6 Sites.


Step 6: Click Next step. 


Step 7: Select the time period of the report information.  

 

NOTE: The maximum selectable time period for maintenance reports is 1 year.

  

Step 8: Activate or deactivate the additional options in front of each one's name if you want to activate or deactivate them respectively.


The Preventive maintenance option, includes Maintenance Sheets Detailed List, KPI and Costs.

The Corrective Maintenance option, includes Work Orders Detailed List, KPI and Costs. 

The option Other costs, includes Acquisition Costs. 


NOTE: Within each option, select only what you want it to include. 

   

NOTE: If you have selected more than 1000 equipment, you will not have access to the detailed list of Maintenance Sheets and Work Orders in the report.

  

Step 9: Click Generate Report. 


Step 10: Click Print to get the pdf. 

 


Example of how to generate a Maintenance Report:


 

To learn more about the functionalities and information contained in a Maintenance report click on the following link:

Maintenance Report

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