Condition Analysis Tab

Owned by Chellie Esters
Last updated: Oct 21, 2021 by Caroline Antoun
3 min read

This Condition Analysis Tab displays warranty, age, condition, and repair/replace analysis of assets. Here, you can view all asset-related work orders for the past 365 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.

You can download the data and email reports to recipients.

Visualizations in this Dashboard

There are two sections, with visualizations under each:

  • Condition Analysis gives a headline view of warranty summary, asset aging, units by condition, and the top five assets by average age.

  • Repair/Replace Analysis breaks down whether an asset may need to be repaired or replaced in the near future.

Condition Analysis

Asset Warranty Summary

These headline tiles display assets with warranties that expire in the next 3 months and assets with no or expired warranty. The summary is based on the warranty date entered into the asset module on Service Automation. Here you will find:

  • The number of Asset warranties expiring in the new 3 months
  • The number of Assets with no or expired warranty

Click into each visualization to view the underlying data, such as tag ID, condition, number of work orders with expiring or no or expired warranties.

Asset Aging Report 

This visualization groups assets into four buckets. Assets Greater than 5 Years, Between 2-5 Years, Less than 2 Years and No Install Date. All buckets assets fall under are based on the Install Date entered (or left blank for no install date) into the asset module on Service Automation. 

Number of Units by Condition

This visualization groups assets into five buckets. Assets are in Excellent, Good, Average, Poor or Broken condition. All buckets assets fall under are based on the Condition entered into the asset module on Service Automation. 

Null values will appear if the condition is left blank in the asset module.

Top 5 Asset Type by Average Age (Years)

This visualization displays the top 5 asset types by average age. Average years are based on the install dates entered in the asset module. 

Repair/Replace Analysis

This report helps analyze assets in which the spend is greater than 80% of the original value in spend, to see if they are candidates for replacement.

The following data is listed in the report, sortable by these column headers:

  • Tag ID
  • Asset Type
  • Invoice Amount
  • Open/In Progress NTEs
  • Committed Spend: calculates the total of the invoice amount for work orders that have an approved invoice amount, plus the NTE amount for work orders that do not have an approved invoice
  • Original Value
  • Years Since Install
  • Years Since Purchase

  • Repair/Replace Ind: Green indicates committed spend less than 70% of the original value of the asset, Orange indicates committed spend less than 80% of the original value of the asset, and Red indicates committed spend greater than 80% of the original value of the asset.

    Null values will appear if the Original Value was left blank in asset manager.




Commonly Used Features

Below is a quick reference guide regarding tracking numbers in Analytics, filtering, sorting, downloading data, and sending reports.

Tracking Numbers in Analytics

Throughout Analytics you can drill down into visualizations to see the underlying data. In most cases, the tracking numbers related to that data are listed. You can click the tracking number to navigate straight to the work order details in Service Automation.

Filtering Dashboards

On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.

The filter criteria for each dashboard may differ. Filters reset to the default when the page is refreshed.

 Click here to expand instructions on how to filter.
⦿ How to use Filters

  1. Click filter field to show the criteria.

  2. Select the desired criteria to include or exclude:

    1. To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the picklist. Select the desired criteria (or multiple criteria) from the picklist.

    2. To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.

      Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data

    3. To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.

    4. To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.

  3. Once all criteria are selected, click Refresh icon in the top-right corner. The Dashboard report updates with the selected criteria.

More details are available on Filtering an Analytics Dashboard

Dynamic Table Sorting

Analytics tables are dynamic, as you can: 

  • click column and row headers to sort data (the arrow indicate which data is sorted),
  • hover over a header to show the gear icon where you can interact with the data more dynamically, and
  • drag and drop a header to rearrange the table.


Downloading and Sending Reports

In the upper-right corner of any page, click the Vertical Ellipses to download reports, schedule delivery of reports at regular intervals, add to a board, or get a link.

You can download data from a table and visualization or download a dashboard tabto PDF or CSV.

 Click here to expand instructions on how to download reports.
⦿ How to Download Data from a Single Visualization or Table
  1. On the desired table or visualization, hover over the upper-right to expose the 3 dots menu, and then click Download Data. The Download modal appears.

  2. Select the desired File Format and choose a File Name: A default name is listed but you can change it.

  3. Click Download.
⦿ How to Download a Dashboard to PDF

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as PDF. The Download modal appears.

  2. A default Filename appears, but you can change it.

  3. Under Advanced options:

    1. Single-column format lays out all tables and visualizations on a page into one column in the PDF, as opposed to how it is laid out in the dashboard.

    2. Expand tables shows all rows in a table, instead of just the rows that appear on the dashboard.

    3. Paper size adjusts the PDF to your desired size.

  4. Click Open in Browser to view the PDF in your chosen browser, or click Download to save a version of the report onto your device.

⦿ How to Download a Dashboard to CSV Zip File

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as CSVs... A new browser tab opens.

  2. After the files render, you are prompted to save the CSV Zip file onto your device.

More details are available on Downloading and Sending Dashboards and Reports

You can also Send a one-time report via email or Schedule a recurring email send.

 Click here to expand instructions on how to send reports.
⦿ How to Send a Report Manually

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Send. The Send (Dashboard Name) modal opens.

  2. A Title is given by default, but you can change it.

  3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

    1. (Optional) Click Include a custom message to add a personal note.

  4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

  5. (Optional): Click Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

  6. Click Send. The email is sent to your recipients.

⦿ How to Schedule Reports

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Schedule. The Schedule (Dashboard Name) modal opens.

  2. A Title is given by default, but you can change it.

  3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

    1. (Optional) Click Include a custom message to add a personal note.

  4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

  5. Under Deliver this schedule, choose Daily, Weekly, Monthly, Hourly, or By minute (in 5-minute increments, up to 30 minutes)

  6. (Optional): Use Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

  7. Click Send. The email is sent to your recipients.

More details are available on Downloading and Sending Dashboards and Reports

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