Standard Reports

The following standard reports are available in the Team Content folder in Accruent Analytics. Fields that appear on each report are listed.

Work Order and Billing reports

  • All Open Work Orders – a list of open work orders up to the current date

    • Request Create Date/Time – the date and time when the request was created

    • Request ID – the unique identifier of the work request

    • Property – the name of the property at which the request was made

    • Floor Description – a description of the floor

    • Space Description – a description of the space

    • Requestor Department - the department making the request

    • Type – the type of work to be done

    • Sub Type – the work subType, which further classifies the type of work to be done

    • Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)

    • Lead Crew: If crews functionality is enabled, shows the name of the crew the request is assigned to and is designated as the lead.

    • Lead Assignee: Displays the name of the lead person the request is assigned to and is designated as the lead.

    • Statement Of Work – the current statement of the work indicating what is to be done to complete the request

    • Originated From – indicator of where the request originated from (for example, Phone Call or Support Team)

    • Total Cost – the total costs, calculated as Labor Cost + Material Cost + Other Cost + Sales Tax Labor

    • Last Update Comment - the most recent comment on the work request

    • Last Update – the date on which the request was last updated

    • Last Updated By - the person who last made an update on the request
    • Respond By – the date and time by which this request should be acknowledged
    • Requested Completion Date – the date and time that the user who created the request would like the work to be completed by
    • Complete By – the date and time the work should be completed by (as defined by SLA calculations)
  • Asset Work Order Summary – a basic overview of work order information tied to assets

    • Request ID – the request ID of a work order associated either with the item or the purchase order

    • Asset Name – the name of any asset associated with the request

    • Asset Number – the ID number assigned to the asset

    • Asset Class – the asset class the associated assets belong to

    • Asset Rank – the rank of the asset indicating its relative importance

    • Property Name - the name of the property

    • Statement Of Work – the current statement of the work indicating what is to be done to complete the request

    • Priority – the priority of the work (for example, Critical, High, Low)

    • Type – the type of work to be done

    • SubType – the work subType as specified on the work order, or NA if the entry is for manually entered time

    • Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
    • Failure Code – the failure code selected when the work order was closed, or NA if no failure code was specified or if the entry was for manually entered time
    • Lead Assignee: Displays the name of the lead person the request is assigned to and is designated as the lead.
    • Request Create Date/Time – the date and time when the request was created
    • Complete By – the date and time the work should be completed by (as defined by SLA calculations)
    • Close By - the date and time the request should be closed

    • Total Hours – the total number of hours of all types worked during the specified date range

    • Total Cost – the total costs, calculated as Labor Cost + Material Cost + Other Cost + Sales Tax Labor

    • Comments – the comments associated with the request change indicating what was modified; if the request is closed or reassigned, the reason code, if specified, is displayed
    • Date Created – the date on which the request was created
  • Cost Summary Report (Corporate Accounting) – high-level accounting information

    • Request ID – the request ID of a work order associated either with the item or the purchase order

    • Property Name - the name of the property

    • Floor Description – a description of the floor

    • Space Description – a description of the space

    • Request Billable Flag - indicates whether the request is billable

    • Request Billable Status - indicates the status of the bill for a billable request

    • Charge Line #

    • Charge Date

    • Charge Description - a description of the charge

    • Charge Type – the charge type associated with the work request

    • Employee Full Name

    • Labor Activity Description - a description of the labor activity

    • Position Description - a description of the labor position

    • Labor Reason Description - a description of the labor reason

    • Item Part Number

    • Item Description – a description of the item

    • Other Type Description

    • Name - the account name associated with the cost

    • Charge Cost

    • Account Number – the accounting system number associated with the space

    • Account Description – the description of the account

    • Account Labor mark up percent – the markup/discount percentage for labor where negative values represent a discount

    • Account Material mark up percent – the markup/discount percentage for materials where negative values represent a discount

    • Account Other Costs Markup Percent - markup percentage for other costs

  • Cost Summary Report (NPFA) – high-level non-profit accounting information

  • Job Billing Detailed Report – an overview of how much money has been extracted from NPFA debit accounts, including split debit account charges

    • Charge Type – the charge type associated with the work request

    • Request ID – the request ID of a work order associated either with the item or the purchase order

    • Charge Cost - the cost of the charge

    • Charge Other Costs Flag - indicates whether other costs are charged

    • Crew Description - a description of the crew

    • Request Create Date - the date when the request was created

  • Work Order Completion Time Trend Report – a list of the work orders that were overdue (and the number of days they were overdue) over a specified time period

    • Request Create Date - the date when the request was created

    • Request ID – the unique identifier of the work request

    • Actual Completion Time (Days) - the number of days it took to complete the work order

  • SLA Completion Percentage Report – a snapshot of the percentage of SLA work orders completed over a specified time period (on time and overdue)

    • Property Name - the name of the property

    • Created Month – the month and year when the incident occurred

    • Request ID – the unique identifier of the work request

    • Type Description - a description of the request type

    • Sub-Type Description - a description of the request sub-type

    • Priority Description - a description of the request priority

    • Estimated Completion Time - the amount of time estimated to complete the request

    • Request Completion Date

    • Completion Past Due - indicates if the request completion is pas due

  • Work Order Status, Type, and Overdue Statistics – a snapshot of work order information that was previously a standard work order dashboard in the FAMIS/360Facility application

Employee reports

  • Employee Accounts – a list of employees and their associated account information

    • Employee Full Name

    • External Employee ID – the external employee ID as defined in the user's profile

    • Employee First Name – the first name of the employee

    • Employee Last Name – the last name of the employee

    • Employee Company Name - the company with which the employee is associated

    • Employee Email

    • Account Billing Type Name - the account billing type associated with the employee's company

    • Account Group Name – the name of the account group the NPFA account belongs to

    • Account String – the account that the costs are allocated to

    • Account String Percentage - the percentage of the costs for which the account string is responsible

TimeCard reports

  • TimeCard Hours by Employee – a list of hours logged by employees that can be grouped by crew and other filters

Space reports

These space reports are an improved version of reports already in the FAMIS/360Facility application.

  • Aggregate Area Report – an overview of what spaces are used for to help define allocated use

  • Property Area Listing – an overview of what properties are used for to help define allocated use

  • Property Occupancy Listing – an overview of who is using a property to help define occupancy

  • Space Complex Allocation Report – an overview of the categorizations applied to a space with complex allocations

  • Space Simple Allocation Report – an overview of the categorizations applied to a space with simple allocations

  • Space Occupancy Report – an overview of who is using a space to help define occupancy

Inventory reports

  • Inventory Reorder Quantity Comparison – a list of inventory items showing how close they are to their reorder points

  • Inventory Replenishment Parameters – an overview of how much inventory you have on hand compared to the suggested amount

  • Inventory Usage Trend – an overview of the number of transactions by month and by year for inventory parts

  • Supplier Review – a list of suppliers for inventory parts

  • Lead Time Analysis by Vendor – a lead time analysis grouped by vendor showing vendors' delivery of inventory parts

  • Lead Time Analysis by Part– a lead time analysis grouped by part showing vendors' delivery of inventory parts

  • Where Stocked – a list of warehouses in which parts are stored and the quantity stored in each

My Dashboard Requests reports

These reports provide the data for a requests dashboard in Analytics.

  • Due in Next 2 Days – a list of work orders due in the next 2 days

  • Due in Next 3-7 Days – a list of work orders due in the next 3-7 days

  • Overdue Requests – a list of overdue work order requests

Keys reports

  • Copies Past Expected Return Date – a list of currently issued key copies past their expected return date

  • Current Issued Key Copies by Holder – a list of currently issued key copies organized by keyholder

  • Inactive Keyholders – a list of inactive users who still hold key copies

  • Key Copy Issuance History by Holder – an overview of key copy issuance history organized by keyholder

  • Key Template Listing with Key Copies – a list of key templates with their associated key copies

Asset reports

  • Asset Safety and Predictability Report – asset vulnerability metrics, such as age, PM upkeep, reactive maintenance work, and mean time between failure (MTBF); also shows vulnerability and criticality rating