Routine Maintenance Performance Report - UK, IE Only

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Reports

To run the report:

1. Go to Reports > View Reports.
2. Click Maintenance > Routine Maintenance Performance.
3. Select a Year and Month.
4. Select other filters such as Asset Type(s), Customer, Site, and Zone as required.
5. Select job tags to exclude from a report.
   • This allows you to exclude jobs that might not have been completed due factors such as limited site access or a hold placed on a maintenance contract.
6. Use the Type filter to define the format of the report.
   • Summary: View a grid report showing totals per months.
   • Breakdown: View all jobs included in the report sorted by date complete.
7. Click Search.

The report Summary includes the following information:

Due in Month	The number of jobs created with the Maintenance Planner that were due to be completed in this month. This is defined by the Due Date in the Settings tab of each job. When a job is created from Maintenance Planner, the Due Date defaults to the asset's Service Date. Learn more about service levels in How to Create Service Levels.
Done on Time	The number of jobs that were completed either in the month the job was due date, or the month preceding the due date, or the month following the due date. This is defined by the Due Date and the Completed Date in the Settings tab of each job. The Completed Date is selected when the job is moved into the Completed Stage, which can be done automatically using automatic triggers. Learn more about automatic triggers in Status Codes and Automatic Triggers.
Outside Time	The number of jobs that failed to be completed within the three month period surrounding the due date. This is defined by the Completed Date in the Settings tab of each job.
Incomplete	The number of jobs that are yet to be completed that are due that month. This is defined by the Due Date and the Completed Date on the Settings tab of each job. The Completed Date is selected when the job is moved into the Complete stage, which can be done automatically using automatic triggers. Learn more about automatic triggers in Status Codes and Automatic Triggers.
Performance %	The percentage of jobs that have successfully been completed within the three month period surrounding their due date.
Rolling 12 Month Performance	The cumulative percentage of jobs that have been successfully completed within their due date.

The report Breakdown includes the following information:

Job	Click the job number to open the job.
Status	The job status. Hover over the coloured dot to see the name of the status.
Created Date	The date the job was created.
Customer	The name of the customer on the job.
Site	The name of the site on the job.
Project Tag(s)	Any project tags assigned to the job.
Due Date	The date the job is due to be complete. When a job is created from Maintenance Planner, the Due Date defaults to the asset's Service Date. Learn more about service levels in How to Create Service Levels.
Completed Date	The date the job was completed. Note that the Completed Date is selected when the job is moved into the Completed Stage, which can be done automatically using automatic triggers. Learn more about automatic triggers in Status Codes and Automatic Triggers.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

1. Generate the report as required.
2. Click the icon in the top right, then click CSV.
3. View, print or save the CSV, as required.