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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.

Assets Module Reports

Blanket Order Reports

Contracts and Customers Modules Reports

Departments Module Reports

Materials Module Reports

Planned Events (PE) Reports

Preventive Maintenance (PM) Reports

Procedures Module Reports

Purchase Orders Reports

Requisitions Reports

Resources Module Reports

Utility Module Reports

Vendors Module Reports

Work Orders Module 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.

Email

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

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

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

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

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

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

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

Open PM WOs over 45 days

Provides a list of open PM and PE Type Work Order that are over 45 days old.

Designer

Open WOs over 30 days

Provides a list of all open work order that are over 30 days old.

Designer

Plan for Improvement Report

PFI report that allows the user to print data onto the short forms for JCAHO inspections.

Designer

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

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

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

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

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

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

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

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

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

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

Survey Summary Results

This report will show all the questions from each survey in TMS, as well as the number/percent of answers.

Designer

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

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

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

WO Counts - Scheduled vs. Unscheduled (Date Range)

A listing of WO Counts by type (Scheduled and Unscheduled) for a date range. 

Designer

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

WO Detail Report

Used to print record copies of a WO. Contains Time, Material, and comments, as well as other completion data.

Designer

WO List by Asset

A listing of all WOs passed via a query Grouped by Asset Number and ordered by WO Number sequence.

Designer

WO List by Work Order

A listing of WOs sorted by WO Number.

Designer

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

WO Survey Results

Survey questions and answers by work order. Includes requester name, work order date.

Designer

WO Tech Report with History

The WO Technicians report containing the last 7 Work Orders in a History report

Designer

WO Technicians Report

Used to print WOs to give to Technicians for completion of work requests. Used for all WO types.

Designer

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

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

Name

Report Description

Type

Active Assets without PM Schedules - Email

Provides a list of Active Assets that do not have PM Schedules.

Email

Active Escalated Work Orders - Email

Alerts the user if there are Active Escalated Work Orders.

Email

Active PM Work Orders - Email

Active PM Work Orders

Email

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.

Email

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.

Email

Available Work Orders - Email

Alerts the user if there are Pending or Active Work Orders with a Date Available equal to Today.

Email

EA-Past Due Work Orders - Email

Past Due Work Orders

Email

EA-Pending Work Orders - Email

Pending Work Orders

Email

EA-PMs/PEs Past Due - Email

PMs/PEs Past Due

Email

Number of Non PM Work Orders Active greater than 30 day - Email

Number of Non PM work Orders Active greater than 30 days.

Email

Number of PM Work Orders Active greater than 30 days - Email

Number of PM work orders Active greater than 30 days.

Email

Number of Work Orders By Type Last 7 Days - Email

Number of Work Orders By Type Last 7 Days

Email

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

Email

PMs Assigned By Technician - Email

PMs Assigned By Technician

Email

Total Hours By Employee - Last 7 Days - Email

Total Hours By Employee - Last 7 Days

Email

Weekly Priority WO Report

Weekly Priority WO Report

Email

WO by Action Code Last 7 Days - Email

WO by Action Code Last 7 Days

Email

WO by Cause Code Last 7 Days - Email

WO by Cause Code Last 7 Days

Email

WO by Item Code Last 7 Days - Email

WO by Item Code Last 7 Days

Email

WO by Problem Code Last 7 Days - Email

WO by Problem Code Last 7 Days

Email

WO Group By Account Last 30 Days - Email

WO Group By Account Last 30 Days

Email

WO Group By Skill Last 30 Days - Email

WO Group By Skill Last 30 Days

Email

WO Group By Type Last 7 Days - Email

WO Group By Type Last 7 Days

Email

WO Group By Type Last 30 Days - Email

WO Group By Type Last 30 Days

Email

Work Orders that are unassigned - Email

Work Orders that are unassigned

Email

Work Orders where total hours exceed estimated hours - Email

Work Orders where total hours exceed estimated hours

Email