Reports Page
A Reports page, with a series of available sub-tabs, is available in many Supporting modules. Each tab displays a smart report, providing the ability to modify the report configuration and drill into records. Features on this page also allow you to print, export, or email the displayed reports, refresh the displayed results, and modify the configuration of the display.
The Reports tab in these modules provides access to four report displays, accessible from available sub-tabs.
The default report setups, which may have been altered in your organization, include the following:
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Assets: A list of all assets directly associated with the currently accessed record. Each row lists the asset icon, asset name, parent location, and serial number.
To view an asset listed on the report, click the row. The specified asset opens in a new window.
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Work Orders: A list of all open work orders generated for assets associated with this record, sorted by assignee. Work orders with multiple assignments are listed for each assignee. Each row lists the work order ID, reason, asset ID, work order target date, and assignment hours.
To view a work order listed on the report, click the row. The specified work order opens in a new window.
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PM Backlog: Same information as PM Work Orders report, filtered for work orders that are past due (where the target date is prior to the current date).
To view a work order listed on the report, click the row. The specified work order opens in a new window.
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Cost Breakdown: List of work orders associated with this record, highlighting costs for labor, parts, other costs, and total costs.
To view a work order listed on the report, click the row. The specified work order opens in a new window.
The Reports tab in these modules provides access to three report displays, accessible from available sub-tabs.
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Work Orders: A list of all open work orders generated for assets associated with this record, sorted by assignee. Work orders with multiple assignments are listed for each assignee. Each row lists the work order ID, reason, asset ID, work order target date, and assignment hours.
To view a work order listed on the report, click the row. The specified work order opens in a new window.
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PM Backlog: Same information as PM Work Orders report, filtered for work orders that are past due (where the target date is prior to the current date).
To view a work order listed on the report, click the row. The specified work order opens in a new window.
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Cost Breakdown: List of work orders associated with this record, highlighting costs for labor, parts, other costs, and total costs.
To view a work order listed on the report, click the row. The specified work order opens in a new window.
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