Service Reports
Purpose
The Service Reports offer comprehensive reporting across all PM and Manual services and include historical and future servicing requirements. The reports include:
- Service Report - Provides a list of PM and/or Manual services that have been carried out
- Periodic Maintenance Due by Date - Provides a list of scheduled PM services due based on the set interval. It calculates the due date based on the last date the service was performed plus the interval set for the service - for example the due date for a service due annually would be based on the last service date + 365 days.
- Periodic Maintenance Due by Units - Provides a list of scheduled PM services due based on the set units(mileage). It calculates the due date based on the mileage when the last service was performed plus the number of units set for the service - for example the units were set to 10,000 the next service due would be based on the last service mileage + 10000.
- Service by Items - Provides a list of services where a particular item was used. For example you may wish to see all services for a date range where a new air filter was fitted.
Accessing the Service Reports
Vehicle Maintenance >> Service Reports
Service Report
The service report provides a list of PM and/or Manual services that have been performed based on the parameters selected.
Parameters
Location | Can be run for 'All' or a specific location |
| PM and/or Manual | Choose either or both |
Service Type | Choose 'All 'or a specific type |
Service Date Range | Can be a maximum of 6 months |
Service Status | All status's or just open or closed |
Vendor | Choose 'All' or a specific Vendor |
PO Number | Enter a PO number |
Rego or Fleet Number | Enter a specific Rego or Fleet number if you only wish to view for one particular vehicle |
Order by | You can choose how you want the report ordered |
The report contains all the information that was entered for the service. Any fields where information was not entered will appear bank or with $0.00 dollar amounts.
You also have the option to View, Edit or Delete each entry in the report
View will display a summary view of the service
Edit will open the service for editing - note that the Edit button will only display for services that are open ( have not been marked as closed)
Delete is only available to Head Office users. Once a service is deleted it is removed entirely from the system and cannot be recovered.
Periodic Maintenance Due by Date
The PM by Due Date report will list all scheduled services due in the time period selected.
Parameters
Select vehicles Location/Region | Select whether you are search by the vehicles current or owning location/region. Then you can set whether you are search by location or region, with the option to set both to All Locations/Regions |
Next Due Date | Choose the date period where the services will become due. |
Vehicle Category | You can select a specific Vehicle Category or Category Type to search by If you select both, the report will only consider the Vehicle Category. |
Report Fields
The report displays all the information pertaining to the Service.
Points to Note
The 'Next Due Date' is determined by the 'Last Performed Date' + the 'Pm Interval Days'
The 'Last Dropoff' column displays the last returned location and date before the service due date
Periodic Maintenance Due by Units
The PM Due by Units report includes all scheduled services due based on units ( mileage)at a location
Parameters
| Select vehicles Location/Region | Select whether you are search by the vehicles current or owning location/region. Then you can set whether you are search by location or region, with the option to set both to All Locations/Regions |
Vehicles | Select whether you are searching for
|
Include Maintenance Bookings | You can choose whether to include vehicles that have already had a maintenance booking created. |
Vehicle Category | You can select a specific Vehicle Category or Category Type to search by. If you select both, the report will only consider the Vehicle Category. |
Report Fields
The report displays all the information pertaining to the Service.
Points to Note
The 'Next Due Units ' is determined by the 'Last Performed Units' + the 'Pm Interval Units'
The 'Due in' column displays the number of units ( klm/miles) until the service is due
The "Update" button allows you to update the selected vehicle's service status
Service by Items
The Service by Items report provides a list of services where a particular item was used
Parameters
Location | Can be 'All' or a specific Location |
Item | The Service Item to include in the report - note that the report cannot be run for 'All Items' |
Service Date | Cannot be run over a period longer than 6 months |
Service Status | 'All' service status's or just Open or Closed services |
Report Fields
The report shows all the information pertaining to the service that included the selected item.
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