Generate Maintenance Reports

With custom reports, you can generate criteria-based request and change maintenance reports based on the schedule, maintenance state, impact, priority, and more. You can also set frequencies to define how often the maintenance reports must be generated.

Role Required

Users can have any of the following roles to view or generate maintenance reports:

• SDReport or SDMaintenanceManager to generate maintenance reports.
• View Request Maintenances to view request maintenance reports.
• View Change Maintenances to view change maintenance reports.

Steps to Generate a Maintenance Report

• Go to Reports.
• Click New Custom Report.
• On the New Custom Report form, enter the following details: (*Mandatory)
  • Report Title *: Name the report.
  • Type *: Choose the report type.
  • Module *: Select Request Maintenance or Change Maintenance as required from the drop-down.
• Click Proceed to Report wizard. 
• On the Custom Reports form, 
  • Select the columns to be displayed on the report.
  • Use Filter Options to set report criteria for specific data. 
  • Select the required columns to group and sort the report data. 
  • (Numeric columns only) Select columns you require a summary for. 
  • Select the chart type, if required.

For more information, click here.

• Click Run Report.

You should now see a preview of the generated report. 

• Click Save Report.
  • Edit the report title if needed.
  • Set accessibility to enable users to access the report. 
  • From the Save-in Folder drop-down, select an existing folder in which you want to save the generated report. Click the plus icon next to the drop-down to create a new folder. 
  • (Reports with chart type only) Enable Access to Dashboard to display the report as a widget in Dashboard. 
• Click Save.

You can view the saved report under the chosen folder in the custom reports list view.

Report Actions  

You can perform the following actions on the saved report:

• Click Edit to edit the report wizard further.
• Click Schedule on the top-left to configure how often reports must be generated. 
• Click Mail this report on the top-left to mail the report.
• Click Print Preview on the top-right to print the report.
• Click the Export as drop-down on the top-right to download the report in HTML, PDF, XLS, XLSX, and CSV formats. 
• Click Cancel on the top-left to go back to the reports home page.