General reporting
View general reports on the system
By Rubin1 author22 articles
- View historical cancelled ordersUse the Group area to see cancelled orders older than 30 days, which is useful for audits and historical reviews.
- Run the system usage reportMonitor how often users log in and how long they spend in the system to track engagement and support audits.
- View all overdue orders across the estateMonitor overdue callouts, quotes, and planned jobs to track delays and ensure contractors attend as expected.
- Review jobs by financial periodExport and filter a periodic report in Excel to review jobs raised within a specific financial period.
- View and export the flagged orders reportReview flagged callout or quote orders in Access Maintain and export the report to track items that need attention.
- Create a report for historic odd jobsGenerate a report of historical odd jobs to review contractor activity, outstanding tasks, and job progress.
- Admin changes reportSchedule the admin changes report to automatically track and receive a summary of all administrator modifications over a set period.
- Generate reports with the Report WizardCreate customised analysis reports by applying filters and criteria that match your reporting needs.
- Trade analysis reportView which contractors are assigned to specific trade types within a zone and review spend and coverage across regions.
- Check all the callouts raised in a dayReview and export a report of all callouts released on a specific day for monitoring, workload tracking, or financial reconciliation.
- Report of daily released jobsView and export all jobs released on a specific day using the Release Commitment report.
- Profit and loss accruals reportView a real-time breakdown of repair and planned maintenance costs that are committed or accrued across a rolling year.
- Committed, approved and total figures in reportsGenerate and export a report of all orders in the current period, filtered by committed, approved, or total status.
- Site spend vs budget reportCompare the available budget per site with actual spend on repairs and planned maintenance visits.
- View and export work permitsView all permit types set up in Access Maintain and export the data for compliance monitoring and auditing.
- In-house PMV reportingView and download reports for planned maintenance visits completed by in-house engineers.
- View jobs from the last seven daysExport the current period's job data from the Group area, then filter to surface jobs logged in the last seven days.
- Budget control settings report columnsUnderstand what each column in the budget control settings report represents and how values are calculated.
- View the PMV and repair split in the accrual reportDownload the full All Orders list from the P&L Accruals report to see accruals broken down by planned maintenance visits (PMVs) and repairs.
- View the remaining budget for the yearTrack how much of your allocated budget is still available so you can plan spending and avoid overruns before year-end.
- Reporting on paid orders by periodDownload a report of paid orders from previous months or financial periods to review spending, reconcile activity, or track contractor payments.
- View General Ledger codes against orders for a specific periodDownload a list of paid group orders for a selected financial year to review the General Ledger codes assigned to each order, useful for reporting and reconciliation.