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Maintenance Summary .ng

Maintenance Summary

Report Description:  The Maintenance Summary Report provides a consolidated view of all maintenance tasks previously addressed. It includes details such as the date and day of the week when maintenance activities occurred, the type and reason for each maintenance task, and the counts of open, closed, and canceled maintenance issues. This report helps management and maintenance teams track the history of maintenance work and evaluate the overall maintenance performance over time.

Date Range: This report can render the data for up to 365 days in the past

Available Report Columns for Following Sections:

Column Name

Column Description

Amount Includes Taxes and Fees

Calculation

Date

Date when the maintenance activity occurred

Not Applicable

Not Applicable

Day of Week

Day of the week corresponding to the maintenance activity date

Not Applicable

Not Applicable

Maintenance Type

Type or category of maintenance task performed (e.g., plumbing, electrical, HVAC)

Not Applicable

Not Applicable

Reason

Reason or description of why the maintenance task was initiated

Not Applicable

Not Applicable

Open Issues

Total number of maintenance issues that are currently open or unresolved

Not Applicable

Not Applicable

Closed Issues

Total number of maintenance issues that have been resolved and closed

Not Applicable

Not Applicable

Canceled Issues

Total number of maintenance issues that were initiated but later canceled before resolution

Not Applicable

Not Applicable

Misc Report Information:

Available Features:

  • Export:  ability to download and save the file into an alternate format.

  • Filter:  filter a range of data based on criteria defined by the user.

  • Highlight:  also known as conditional formatting is the ability to highlight certain values making them easier to identify.

  • Bar Graph:  ability to view housekeeping serviced type data in a bar chart.

  • Grouping:  ability to view the data grouped by:  All, Maintenance Type and Reason

  • Pie Chart:  ability to view grouped data in a Pie Chart view.

Available Configuration:

  • User Preferences:  allows the user to customize their report view by repositioning or removing columns.

  • Property Preferences:  allows the property to customize the report view for all users by repositioning or removing columns. 

  Baseline Configuration:

  • Property Preferences Settings:

    • Following columns to be disabled for initial deployment:

      • Not Applicable

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