To create a Programmed Maintenance Report, go through the following steps:

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

Step 2: Choose the Programmed Reports option.

Step 3: Select the New Report option.

Step 4: In the Report Type, which is in the top right-hand corner, pick the Monitorization option. 

Step 5: 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 Specialization 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 6: 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 7: Click Next step. 

Step 8: Select the time period of the report information. 

It can be Daily, Weekly or Monthly. If for example, we select Monthly, it goes from the first to the last day of the month, and this report will always be sent on the last day of each month. On the other hand, if none of the time periods that are defined here correspond to our needs, we can configure a custom time period.

Step 9: Select the users to which the scheduled reports will be sent.

Step 10: 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.

Step 11: Click Program Report.

Note: The link to the report will be sent to the users defined in step 9 at the time defined in step 8. This link will be available for 30 days, so if you want to keep the document you should save it before this time interval expires.

Example of how to create a Programmed Maintenance Report:

To learn more about Maintenance Reports, please see the following articles: 

Maintenance Report

How to generate a Maintenance Report