List of Standard Reports
Update Notice:
The content below has been updated to reflect functionality from the latest general release of the application. There may be differences in the functionality available to you, in the version of TMS you are using.
To make TMS most beneficial for you, we include various reports created for your use. Our reports range from simple record listings to in-depth data analysis. You can customize all of these existing reports by copying them and modifying the copy to your needs.
If TMS Control Panel has access to all segments in your TMS database, your report gathers information from all segments. Remember to filter on the Segment field to get only the segment(s) you want to see in your report.
Contracts and Customers Modules Reports
Preventive Maintenance (PM) Reports
Assets Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Assets by Account |
A listing of Priority 1 WOs not completed in a 24 hour period over the last 7 days. |
Standard |
|
Active Assets without PM Schedules |
Active Assets without PM Schedules - Provides a list of active Assets that do not have PM Schedules sorted by Asset Number. |
Standard |
|
Asset Category Codes with Risk Value |
Asset Category Codes with Risk Value |
Standard |
|
Asset Contact Report |
Asset Contact Report - provides a list of assets grouped by contact. The first group are Assets WITHOUT Contacts. |
Standard |
|
Asset Downtime Report |
Asset Downtime Report - Provides a list of Downtime entries per Asset and the Work Order associated with it. |
Standard |
|
Asset Group Report |
Asset Group Report - A list of Asset Groups and the assets within the group. |
Standard |
|
Asset History Report |
Asset History Report - provides a lists work order history including labor and material costs for the selected asset number |
Standard |
|
Top Ten Assets Total Cost |
Asset Top Ten Total Cost - A listing of the 10 Assets with the highest total costs of maintenance. |
Standard |
|
Assets Warranty Expired Report |
Assets Warranty Expired Report - List of Assets with Expired Warranty |
Standard |
|
Assets by Skill |
List of Assets grouped by Skill and giving a total number of Assets per Skill. |
Standard |
|
Assets by Category |
Provides a list of Assets by Category with total number of Assets per Category. |
Standard |
|
Assets by Location |
Provides a list of Assets by their Location. |
Standard |
|
Assets by Building |
Provides a list of Assets grouped by Building with a total number of Assets per Building. |
Standard |
|
Assets by Site |
Provides a list of Assets grouped by Site with a total number of Assets per Site. |
Standard |
|
Assets by Risk Number |
Provides a list of selected assets and sorts in descending order by Risk Number. |
Standard |
|
Assets by Account |
Provides a listing of all Assets grouped by Account. |
Standard |
|
Asset Warranty Report |
Provides Asset Manufacturer and Warranty Ending Date information for all Assets that have a Warranty End Date. |
Standard |
|
Asset Meter Reading Report |
Provides data readings for a user specified list of Assets. |
Standard |
|
Count of Assets by Asset Type |
Shows a count of Assets by Asset Type Code. |
Standard |
|
Sum of Downtime for All Assets |
Sum of Downtime for All Assets - Provides a listing of all Assets (Asset Number) and the total hours or downtime for each. |
Standard |
|
Top 10 Assets by WOs Count |
Top 10 Assets by WOs Count - Top 10 High Frequency of Repair Assets for a Time Period, showing Asset and Count of WOs. |
Standard |
|
Top Ten Asset Cost - Labor |
Top Ten Asset Cost - Shows the top ten assets with the highest Labor Costs. |
Standard |
|
Top Ten Asset Cost - Materials |
Top Ten Asset Cost - Shows the top ten Assets with the highest Material Costs. |
Standard |
|
Top Ten Asset Downtime |
Top Ten Asset Downtime - A listing of the 10 Assets with the highest total Downtime hours. |
Standard |
|
Top Ten Asset Total Hours |
Top Ten Asset Total Hours - A listing of the 10 Assets with the highest total Labor hours. |
Standard |
|
Total Costs by Asset Manufacturer |
Total Costs by Asset Manufacturer - Lists the Total Cost and Hours by Asset Manufacturer. Sorted by Manufacturer Name. |
Standard |
|
Total Costs by Asset Model |
Total Costs by Asset Model - Lists the total cost and hours by asset model number. Sorted by model number. |
Standard |
|
Default Asset List View |
Used to display the results of an Asset query. |
Standard |
|
Default TMS Mobile Asset View |
Used to view the results of an Asset Query in TMS Mobile. |
Standard |
|
WOs by Asset Type Report |
WOs by Asset Type Report - Provides a list of WOs per date range for each Asset Type. |
Standard |
|
Name |
Report Description |
Type |
|
Asset Barcode Label Report |
Provides a list of Barcode Labels for all Assets. |
Designer |
|
Asset Barcode Label Report (Avery 5160) |
Shows Barcodes for all Assets that are designed to print on Avery 5160 Labels. |
Designer |
|
Asset Detail Report |
Used to print the Asset Master records. |
Designer |
|
Asset Detail Report |
Used to print the Asset Master records. |
Designer |
|
Asset Fault Report |
Provides a list of work orders and associated problems, causes, and actions grouped by asset. |
Designer |
|
Asset Fault Report |
Provides a list of work orders and associated problems, causes, and actions grouped by asset. |
Designer |
|
Asset Inventory Report |
A listing of Assets grouped by Account, providing a total of Assets, count retired and added within a date range. |
Designer |
|
Asset Inventory Report |
A listing of Assets grouped by Account, providing a total of Assets, count retired and added within a date range. |
Designer |
|
Bill of Materials by Asset |
A listing of all Materials issued to Assets in Asset number sequence. Provides Asset number, description, part information, total quantity issued and cost of issued quantity. |
Designer |
|
Bill of Materials by Asset |
A listing of all Materials issued to Assets in Asset number sequence. Provides Asset number, description, part information, total quantity issued and cost of issued quantity. |
Designer |
|
Mean Time between Failures |
Provides a listing of all assets and the average days between failures for non-scheduled maintenance. The Assets are passed via Query. |
Designer |
|
Mean Time between Failures |
Provides a listing of all assets and the average days between failures for non-scheduled maintenance. The Assets are passed via Query. |
Designer |
|
Procedure Readings Report - Specific Asset |
Prompts the user for an Asset number and provides a listing of Procedure Readings for each WO for the Asset |
Designer |
|
Procedure Readings Report - Specific Asset |
Specific Asset - Prompts the user for an Asset number and provides a listing of Procedure Readings for each WO for the Asset |
Designer |
|
Single Asset Barcode Label Report |
Provides a label for a single Asset that is entered into the report. |
Designer |
|
Total WO Costs per Asset |
Provides a list of the total work order costs charged to each asset. |
Designer |
|
Name |
Report Description |
Type |
|
Assets Warranty Expires in 30 Days |
Alerts the user if there are Assets whose warranty expires within the next 30 days. |
|
Blanket Orders Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Default BO List View |
Used to display the results of a Blanket Order query. |
Standard |
|
Name |
Report Description |
Type |
|
Blanket Order Detail Report |
Used to Print the Blanket Orders for records passed via query. |
Designer |
Contracts and Customers Modules Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Contract Renewal Report |
Provides a list of Active Contracts with effective dates in descending order. |
Standard |
|
Contracts List with Assets Report |
Contracts List with Assets Report groups Assets by Contract. |
Standard |
|
Default Customer List View |
Default List View for Customers. |
Standard |
|
Name |
Report Description |
Type |
|
Contract Detail Report |
Provides a detailed look at vendor or customer contracts including assets covered and contract terms. |
Designer |
|
Customer Detail Report |
Provides a detailed look at customer records |
Designer |
Departments Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Department List View |
List View for Department to be used for Queries. |
Standard |
|
Name |
Report Description |
Type |
|
Department Detail Report |
Department Name, Address and Facility Information. Includes department contact information by department. |
Designer |
Materials Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Default Materials List View |
Used to display the results of a Materials query. |
Standard |
|
Material Inventory (Order Levels and Price List) |
A listing of all Materials with their warehouse, quantities (O/H, Min, Max), and cost information. |
Standard |
|
Material Inventory using QOH and Minimum QOH |
A listing of all Materials in the database, showing Warehouse and QOH information. |
Standard |
|
Material Transfers |
A listing of all Material Transfers and their Sending and Receiving warehouses. Sorted by Material Number. |
Standard |
|
Materials by Manufacturer |
Provides a list of Materials grouped by Manufacturer. |
Standard |
|
Materials by Vendor |
A listing of all Materials grouped by Vendor and then Material Number. |
Standard |
|
Materials with Average Cost |
A listing of al Materials providing Manufacturer information. |
Standard |
|
Report Name |
Report Description |
Type |
|
Bill of Materials by Part |
A listing of all Materials issued to Assets in Material number sequence. Provides Asset number, Description, Part Information, Total Quantity Issued and Cost of Issued Quantity. |
Designer |
|
Listing of Material Items with QOH and Total Inventory Cost. |
Listing of Material Items with QOH and Total Inventory Cost. |
Designer |
|
Material Barcode Label |
Displays a list of Barcode Labels for Materials that are passed via a query. |
Designer |
|
Material Barcode Label Report (Avery 5160) |
Provides a list of Barcode Labels for all Materials for Avery 5160 Labels. |
Designer |
|
Material Barcode Labels - Range |
Provides a way to print a range of Material barcode labels (prompt). Usually works when numeric Material Numbers are used. |
Designer |
|
Material Barcode Labels - Single |
Provides a way to print a single barcode label (prompt). |
Designer |
|
Material Detail Report |
Used to print the Material Master. |
Designer |
|
Material Labels |
Prints a listing of Materials passed via a query, giving labels and barcode for Material Number. |
Designer |
|
Order Recommendation Report |
Lists all Materials that are below minimum OH quantity. Takes into consideration open PO and Requisitions. |
Designer |
|
Physical Count Sheet |
Used to print Physical Counts for personnel to conduct the counts. Provides data boxes to record actual counts. |
Designer |
|
Physical Counts (Date Range) |
List of physical Counts completed within a date range |
Designer |
Planned Events (PEs) Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Default PE List View |
A default list view used to display the results of a Planned Event query. |
Standard |
|
PE Listing |
A list of Planned Events, showing PE Number, description, and dates. |
Standard |
|
PEs by Next Due Date |
Provides a list of Planned Events by Next Due Date. |
Standard |
|
Name |
Report Description |
Type |
|
PE Detail Report |
Used to print the PE Records passed via query. Shows all the information of a PE, including Participants, Procedures, and Next Due Date. |
Designer |
Preventive Maintenance (PMs) Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Active PM List by Assignment |
Provides a list of PMs grouped by Assignment. |
Standard |
|
Active PM List Report by Account |
Provides a list of active PMs grouped by Account. |
Standard |
|
Assets without PM Schedules |
A listing of Non-retired assets without PM Schedules. |
Standard |
|
Count of Forecasted PMs by Account Code |
Provides a count of forecasted PM templates by account code.
THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Standard |
|
Count of Forecasted PMs by Skill Code |
Provides a count of forecasted PM templates by skill code.
THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Standard |
|
Default PM List View |
Used to display the results of a PM Schedule query. |
Standard |
|
Meter Reading Schedules |
A listing of all Meter-type PMs, sorted by Asset number. |
Standard |
|
PMs by Asset |
Provides a list of PMs sorted by Asset and Next Due Date. |
Standard |
|
PMs by Priority |
Provides a list of PMs sorted alphabetically by Priority. |
Standard |
|
Name |
Report Description |
Type |
|
Monthly PM Forecast Report |
Provides a listing of all scheduled PM and PE records that are due to be generated during the next month.
THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Designer |
|
Monthly PM Forecast Report (Graph) |
Provides a listing of all scheduled PM and PE records that are due to be generated within a date range (user provides the date range when prompted). THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Designer |
| Monthly PM Forecast Report Prompt | Provides a listing of all scheduled PM
and PE records that are due to be generated within a date range (user provides the date range when prompted).
THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Designer |
|
Past Due PMs |
Provides a list of Active PMs whose Next Due Date has past. |
Designer |
|
PM Detail Report |
Used to print the PM Schedule records that are passed via query. |
Designer |
|
Weekly PM Forecast Report |
Provides a listing of the PM and PE records that are due to be generated within a date range (user provides the date range when prompted).
THIS WILL NOT BE ACCURATE WITHOUT UPDATED PM FORECASTING THROUGH THE PM MODULE. |
Designer |
Procedures Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Default Procedure List View |
Used to display the results of a Procedure query. Provides a list of Procedures sorted by Skill Code and Procedure Number. |
Standard |
|
Procedure to PM Report |
Provides a list of Procedures and which PMs they are assigned to. |
Standard |
|
Sub Procedure Listing for Checklist Procedures |
A listing of all the Sub Procedures available for the Checklist Procedures used in medTester PMs. Sorted by Sub-Procedure number. |
Standard |
|
Name |
Report Description |
Type |
|
Procedure Checklist Report |
A listing of all Checklist-type procedures and their assigned Checklist items (sub-procedures) as passed via a Query. Listed in Procedure and then List number sequence. |
Designer |
|
Procedure Detail Report |
Used to print Procedures as passed via a query. |
Designer |
|
Procedure Listing by Asset Category |
A listing of all Procedures grouped by Asset Category Code, giving Procedure Number, Description, Yes/No, Shut Down, Est. Hours, and instructions |
Designer |
Purchase Orders Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Active POs Past Due |
A listing of Pending and Active POs that are past their Date Needed. |
Standard |
|
Default PO List View |
Used to display the results of a Purchase Order query. |
Standard |
|
Items on Issued or Pending Purchase Orders |
Provides a list of Material Items on Issued or Pending Purchase Orders. |
Standard |
|
Materials On Order |
A listing of all Materials on Pending or Issued Purchase Orders. |
Standard |
|
Pending or Issued Purchase Orders |
Provides a list of Purchase Orders with a status of Pending or Issued that are sorted by Buyer and Date Created. |
Standard |
|
PO Total Costs - Summary (Date Range) |
A summary of POs for a given date range, providing PO Number, Description, Count of Items, and total costs. |
Standard |
|
Purchase Order List |
Provides a list of Purchase Orders that are sorted by Date Created. |
Standard |
|
Purchase Orders by Buyer |
Provides a list of Purchase Orders sorted by Buyer and Date Created. |
Standard |
|
Name |
Report Description |
Type |
|
PO Detail Report |
Used to Print the Purchase Orders for records passed via query. |
Designer |
Requisitions Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Active Requisition Listing |
A listing of Pending or Approved Requisitions showing Requisition Number, Description, Dates, and total cost |
Standard |
|
Approved Requisition List |
Provides a list of Approved Requisitions. |
Standard |
|
Default Requisition List View |
Used to display the results of a Requisitions query. |
Standard |
|
Items on Approved or Pending Requisitions |
Provides a listing of all Material Items on an Approved or Pending Requisition. |
Standard |
|
Past Due Requisitions |
A listing of Pending or Active requisitions with a Date Needed before today |
Standard |
|
Requisition Items without Vendors |
Provides a listing of Requisition Items on Pending Requisitions without Vendors. |
Standard |
|
Requisition List Report |
Provides a list of Requisitions sorted by Date Created |
Standard |
|
Name |
Report Description |
Type |
|
Requisition Detail Report |
Used to print Requisitions for Quick Print. |
Designer |
Resources Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Resource Time Charge Report (Date Range) |
Lists all the time charges for a specific resource within a date range. |
Standard |
|
Resource WO Summary by WO Type |
Provides counts of WOs by specified type. Totals are for the Database and not date specific. |
Standard |
|
Resources by Skill |
Provides a list of Resources grouped by Skill. |
Standard |
|
Master Employee List |
List of Employees sorted by Last Name and showing their Skill, Skill Level, Shift, and Charge Rate. |
Standard |
|
Default Resource List View |
Used to display the results of a Resource query. Provides a list of Resources sorted alphabetically by Last Name. |
Standard |
|
Name |
Report Description |
Type |
|
Labor Hours for Completed Work Orders by Employee - Detail (Date Range) |
Based on WO dates, a listing of WOs, WO Descriptions, and their Hours for each Resource within a Date Range. |
Designer |
|
Labor Hours for Completed Work Orders by Employee - Summary (Date Range) |
Based on WO Dates, a summary for each Resource of Hours charged to Completed or Closed WOs in a date range. Provides average variance. |
Designer |
|
Resource Detail Report |
Used to print the Resource Master information as passed via query. Also provides a listing of Assets the Resource is a contact for. |
Designer |
|
Resource Hours by Hours Type (Date Range) |
Based on Time Charge date, provides a listing of hours charged by type for each resource within a date range. Also prompts for available hours and shows percentage of charged to available. |
Designer |
|
Resource Time Charges |
Based on Time Charge date, a listing of all Time Charges by Resource for a given date range. Report is listed in Resource Number sequence for all Resources. |
Designer |
|
Resource WO Completion Percentage (Date Range) |
Providing completion percentages for each WO Type for a date range. Also provide overall completion percentage. |
Designer |
Utility Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
| Default Utilities List View | Used to display the results of a Utility query. Provides a list of utility records sorted by Utility Number. | Standard |
| Monthly Energy Report by Building | Used to display the results of a Utility query. Provides a summary of all energy bills to date for all buildings, with totals for Energy, MMBTU, and Cost by Square Foot. | Designer |
| Monthly Energy Report by Utility | Used to display the results of a Utility query. Shows the billing history by energy type with subtotals and grand totals. | Designer |
| Utility Detail Report | Used to print copies of utility records. | Designer |
Vendors Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Count of Reports by Type |
Count of Reports by Type |
Standard |
|
Default Vendor List View |
Used to display the results of a Vendor query. Provides a list of Vendors including address information sorted by Vendor Code. |
Standard |
|
Name |
Report Description |
Type |
|
Manufacturer/Vendor Addresses by Name |
Manufacturer/Vendor Address list with Contact information |
Designer |
|
Vendor Detail Report |
Used to print the Vendor Master records as passed via query. |
Designer |
|
Vendor PO History Report |
Provides a listing of all Purchase Orders for a Vendor. |
Designer |
Work Orders Module Reports
|
Name |
Report Description |
Type |
|---|---|---|
|
Active Escalated Work Orders |
Provides a list of Work Orders that are Escalated sorted by Work Order Number. |
Standard |
|
Active PM WO Report |
Provides a list of Active PM Work Orders sorted by Date Created and Skill. |
Standard |
|
Active PM Work Orders |
Provides a list of Active PM Work Orders. |
Standard |
|
Active WO List |
List of all Pending or Active work orders sorted in WO number Sequence. |
Standard |
|
Active WO Report |
Provides a listing of all Active Work Orders sorted by Date Created and Type. |
Standard |
|
Assets that have 2 or more Work Orders in last 7 days |
Provides a list of Assets and the Number of Work Orders that have been created in past 7 days if there are 2 or more. |
Standard |
|
Assets that have 3 or more Work Orders in last 90 days |
Provides a list of Assets and the Number of Work Orders that have been created in past 90 days if there are 3 or more. |
Standard |
|
Available Work Orders |
Provides a list of Active or Pending WOs with a Date Available equal to Today. |
Standard |
|
Count of WOs by Account by Month (Current Year) |
Shows the count of all work orders by account code by month for the current year. |
Standard |
|
Count of WOs by Action Code by Month (Current Year) |
Shows the count of all work orders by Action code by month for current year. |
Standard |
|
Default TMS Mobile WO View |
Used to display the results of a WO Query in TMS Mobile. |
Standard |
|
Default Web Request Query Results View |
Used to view the results of a Web Request Query. |
Standard |
|
Default WO List View |
Used to view the results of a Work Order query. |
Standard |
|
Number of Non PM work orders Active greater than 30 days |
# of Non PM work orders Active greater than 30 day |
Standard |
|
Number of PM work orders Active greater than 30 days |
# of PM work orders Active greater than 30 days |
Standard |
|
Number of Work Orders By Type Last 7 Days |
Number of Work Orders By Type Last 7 Days |
Standard |
|
Number of Work Orders Group By Skill and Status Last 7 Days |
WO Group By Skill Last 7 Days |
Standard |
|
Past Due Work Orders |
Provides a list of Active or Pending WOs where the Date Needed is past due. |
Standard |
|
Pending Work Orders |
Provides a list of Work Orders with a Status of PENDG sorted by WO Number. |
Standard |
|
PMs Assigned By Technician |
Number Open PMs by Assigned Technician |
Standard |
|
PMs/PEs Past Due |
PMs or PEs that have a next due date before today. |
Standard |
|
Priority WOs Completed Report |
A listing of WOs that are Priority One and created within the last 7 days that took MORE than 24 Hours to complete. |
Standard |
|
Total Hours By Employee - Last 7 Days |
Total Hours By Employee - Last 7 Days |
Standard |
|
Weekly Totals by Status |
A listing of WO Counts and Total Hours and Cost by Account for WOs created within the last 7 days. Used for the Weekly e-mail report. |
Standard |
|
Weekly WO Totals by Account |
A listing of WO Counts and Total Hours and Cost by Account for WOs created within the last 7 days. Used for the Weekly e-mail report. |
Standard |
|
Weekly WO Totals by Skill |
A listing of WO Counts and Total Hours and Cost by Account for WOs created within the last 7 days. Used for the Weekly e-mail report. |
Standard |
|
WO by Action Code Last 7 Days |
Total Completed WO by Action Code Last 7 Days |
Standard |
|
WO by Cause Code Last 7 Days |
Total Completed WO by Cause Code Last 7 Days |
Standard |
|
WO by Item Code Last 7 Days |
Total Completed WO by Item Code Last 7 Days |
Standard |
|
WO by Problem Code Last 7 Days |
Total Completed WO by Problem Code Last 7 Days |
Standard |
|
WO Count for the Week |
A listing of totals WO Counts and Hours for the previous 7 days by Type (PM, PE, Unscheduled). |
Standard |
|
WO Group By Account Last 30 Days |
# of work orders group by account and status for last 30 days |
Standard |
|
WO Group By Skill Last 30 Days |
# of Work Orders Group By Skill and Status Last 30 Days |
Standard |
|
WO Group By Type Last 7 Days |
Number of Work Orders Group By Type and Status Last 7 Days |
Standard |
|
WO Group By Type Last 30 Days |
# of Work Orders Group By Type and Status Last 30 Days |
Standard |
|
WO Totals by Account |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Account for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Action Code |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Action Code for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Cause Code |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Cause Code for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Item Code |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Item Code for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Priority |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Priority for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Problem Code |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Problem Code for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Skill |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Skill for all Work Orders in a Date Range. |
Standard |
|
WO Totals by Type |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Type for all Work Orders in a Date Range. |
Standard |
|
Work Orders that are unassigned |
WOs by # that have not been assigned |
Standard |
|
Work Orders where total hours exceed estimated hours |
WOs by #, where total hours exceed the estimated hours |
Standard |
|
WOs by Technician and Date Created |
Provides a listing of WOs grouped by Resource Assigned and gives counts per Resource. |
Standard |
|
WOs by Type |
Provides a list of Work Orders by Type. |
Standard |
|
Name |
Report Description |
Type |
|
Account Charge Summary (Date Range) |
A listing of all charges (Hours, Labor Cost, Material Cost, Total Cost, WO Counts for Scheduled and Unscheduled WOs) for each Account Code for a date range. |
Designer |
|
Action Code Analysis Report (Date Range) |
A listing of all WOs for a given date range, providing WO Counts by Type within each Action Code. |
Designer |
|
Active PM WOs by Technician |
A listing of Active PM Work Orders grouped by Technician. |
Designer |
|
Active WOs by Technician (excluding PMs and PEs) |
A listing of all WOs in an Active status (excluding PM and PE Types) grouped by Assignment. The first group is ALWAYS unassigned WOs. |
Designer |
|
Average Man Hours by WO Type (Date Range) |
Provides a list of the average time charged by Work Order Type for a date range. |
Designer |
|
Cause Code Analysis Report (Date Range) |
A listing of all WOs for a given date range, providing WO Counts by Type within each Cause Code. |
Designer |
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Completed WO Statistics (Monthly) |
Provides a summary of Work Order activity for the month entered. Gives counts for scheduled and unscheduled WOs, Labor hours, and cost information. Details by Account code. |
Designer |
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Days Open By Technician |
Provides a list of Work Orders passed via a query grouped by Assignment and shows the number of days open. |
Designer |
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Item Code Analysis Report (Date Range) |
Provides a listing of WOs created in a Date Range, grouped by Item Code and then Type Code. Gives WO Counts for each group. |
Designer |
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medTester Results - Specific Asset |
Provides the test results from each WO as passed via a query. Lists WO and Assets information, as well as Resource and Results. |
Designer |
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medTester Results - Specific WO |
Provides the test results from each WO as passed via a query. Lists WO and Assets information, as well as Resource and Results. |
Designer |
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medTester Results by WO - Query |
Provides the test results from each WO as passed via a query. Lists WO and Assets information, as well as Resource and Results. |
Designer |
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Open PM WOs over 45 days |
Provides a list of open PM and PE Type Work Order that are over 45 days old. |
Designer |
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Open WOs over 30 days |
Provides a list of all open work order that are over 30 days old. |
Designer |
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Plan for Improvement Report |
PFI report that allows the user to print data onto the short forms for JCAHO inspections. |
Designer |
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PM Percent Completion (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Status Codes. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion (Date Range) (Graph) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Status Codes. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Account (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Account Code and listing all Account Codes. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Priority (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Priority Code and listing all Priority Codes. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Resource (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Resource Assigned and listing all PM Work Orders. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Risk (Date Range) |
Completion Percentage for PM Work Orders for a given date range and Asset Risk Numbers equal to and greater than the prompted Risk Number. Grouped by Risk Number. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Shop (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Shop Code and listing all Shop Codes. Uses Date Available for report inclusion. |
Designer |
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PM Percent Completion by Skill (Date Range) |
Completion Percentage for PM Work Orders for a given date range. Grouped by Skill Code and listing all Skill Codes. Uses Date Available for report inclusion. |
Designer |
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Procedure Readings Report - Specific WO |
Prompts the user for a WO number and provides a listing of Procedure Readings for each Asset on the WO. |
Designer |
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Service Call Summary (Specific Date) |
A listing of WOs for a specific date, listed in order of Hours for the date, with counts for each hour. |
Designer |
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Survey Summary Results |
This report will show all the questions from each survey in TMS, as well as the number/percent of answers. |
Designer |
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Weekly WO Totals by Skill (Graph) |
A listing of WO Counts and Total Hours and Cost by Account for WOs created within the last 7 days. |
Designer |
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WO Completion Percentage by Type - Detail (Date Range) |
Provides a summary of completion percentages for a specific WO Type within a date range. Lists WO details. Uses Date Created as basis for inclusion. |
Designer |
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WO Completion Percentage by Type - Summary (Date Range) |
Provides a summary of completion percentages for each WO Type within a date range. Uses ALL WO Types within the date range. Uses Date Created as basis for inclusion. |
Designer |
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WO Counts - Scheduled vs. Unscheduled (Date Range) |
A listing of WO Counts by type (Scheduled and Unscheduled) for a date range. |
Designer |
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WO Counts by Skill - Scheduled vs. Unscheduled (Date Range) |
A Summary of WO Counts by Skill (Scheduled and Unscheduled) with total hours for each for a date range. |
Designer |
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WO Detail Report |
Used to print record copies of a WO. Contains Time, Material, and comments, as well as other completion data. |
Designer |
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WO List by Asset |
A listing of all WOs passed via a query Grouped by Asset Number and ordered by WO Number sequence. |
Designer |
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WO List by Work Order |
A listing of WOs sorted by WO Number. |
Designer |
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WO Summary - Priority and Time Frame (Date Range) |
Provides a count of WOs by time frame (how long they were open), grouped by Priority and time frame (< 2 days, 2-4 days) |
Designer |
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WO Survey Results |
Survey questions and answers by work order. Includes requester name, work order date. |
Designer |
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WO Tech Report with History |
The WO Technicians report containing the last 7 Work Orders in a History report |
Designer |
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WO Technicians Report |
Used to print WOs to give to Technicians for completion of work requests. Used for all WO types. |
Designer |
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WO Totals by Type (Graph) |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Type for all Work Orders in a Date Range. |
Designer |
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Work Order Totals by Account (Graph) |
Shows a list of Work Order Totals including Total Hours, Total Time Cost, Total Material Cost, and Total Work Order Cost by Account for all Work Orders in a Date Range. |
Designer |
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Name |
Report Description |
Type |
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Active Assets without PM Schedules - Email |
Provides a list of Active Assets that do not have PM Schedules. |
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Active Escalated Work Orders - Email |
Alerts the user if there are Active Escalated Work Orders. |
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Active PM Work Orders - Email |
Active PM Work Orders |
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Assets that have 2 or more Work Orders in last 7 days - Email |
Alerts the user if there are Assets that have had 3 or more Work Orders in the past 90 days. |
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Assets that have 3 or more Work Orders in last 90 days - Email |
Assets that have 3 or more Work Orders in last 90 days. |
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Available Work Orders - Email |
Alerts the user if there are Pending or Active Work Orders with a Date Available equal to Today. |
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EA-Past Due Work Orders - Email |
Past Due Work Orders |
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EA-Pending Work Orders - Email |
Pending Work Orders |
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EA-PMs/PEs Past Due - Email |
PMs/PEs Past Due |
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Number of Non PM Work Orders Active greater than 30 day - Email |
Number of Non PM work Orders Active greater than 30 days. |
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Number of PM Work Orders Active greater than 30 days - Email |
Number of PM work orders Active greater than 30 days. |
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Number of Work Orders By Type Last 7 Days - Email |
Number of Work Orders By Type Last 7 Days |
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Number of Work Orders Group By Skill and Status Last 7 Days - Email |
Number of Work Orders Group By Skill and Status Last 7 Days |
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PMs Assigned By Technician - Email |
PMs Assigned By Technician |
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Total Hours By Employee - Last 7 Days - Email |
Total Hours By Employee - Last 7 Days |
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Weekly Priority WO Report |
Weekly Priority WO Report |
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WO by Action Code Last 7 Days - Email |
WO by Action Code Last 7 Days |
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WO by Cause Code Last 7 Days - Email |
WO by Cause Code Last 7 Days |
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WO by Item Code Last 7 Days - Email |
WO by Item Code Last 7 Days |
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WO by Problem Code Last 7 Days - Email |
WO by Problem Code Last 7 Days |
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WO Group By Account Last 30 Days - Email |
WO Group By Account Last 30 Days |
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WO Group By Skill Last 30 Days - Email |
WO Group By Skill Last 30 Days |
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WO Group By Type Last 7 Days - Email |
WO Group By Type Last 7 Days |
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WO Group By Type Last 30 Days - Email |
WO Group By Type Last 30 Days |
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Work Orders that are unassigned - Email |
Work Orders that are unassigned |
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Work Orders where total hours exceed estimated hours - Email |
Work Orders where total hours exceed estimated hours |
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