Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Planned Maintenance Report

Panel
bgColor#F9F9F9
titleColor#2970CA
titleBGColor#EAEAEA
borderStylenone
titleHow to Generate a PM Report
  1. Navigate to PMs > PM Services
  2. Click Generate PM Report. The Generate PM Report Form pop-up appears.Generate PM ReportImage Removed
    Generating a PM reportImage Added
  3. Select how you want to filter your generated report by choosing a- option in the Filter Report By drop-down.
  4. Check the box for the PM Services you wish to include in the report. You can check the topmost box to select all services as shown in the screenshot below.
  5. Check the Include Unassigned Locations box if you would like to also include locations that are not currently assigned to a PM Service. In the example below, a report will be generated for all PM Services and also include the unassigned locations.
    Generate Report FormImage RemovedGenerating a report formImage Added
  6. Click Generate Report. Your report will be downloaded in Excel format.

Your downloaded report will include sections for Subscriber Info (subscriber name and ID), PM Service information, Frequency and Assigned Locations. If you chose to include your unassigned locations, these will be highlighted in pink in the generated report.

Generated Excel ReportImage RemovedGenerating an Excel reportImage Added


Section

Live Search
spaceKeySCU
placeholderSearch our Knowledge Base
typepage
labelsfm


Panel
titleColorwhite
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
sorttitle
cqllabel in ( "plannedmaintenance" , "plannedmaintenanceservice" , "pmservice" , "pmerrors" )