Maintenance Orders Report

Generate and read a Maintenance Orders Report

David Andrade avatar
Written by David Andrade
Updated over a week ago

You can quickly generate and download the information you need about your maintenance orders with the Maintenance Order report.

To access this data, follow the steps:

Generating the Report

1. Go to Reports menu

Click in ‘Reports’, on the left side of the screen, and then in ‘Maintenance Orders’.

2. Filter and customize your data

General filters:

  • Period: refers to the time interval of the maintenance orders to be presented. You can either define it by clicking on the clock symbol, in a basic (selecting start and end date) or relative way (for example, ‘Today’, or ‘Last 7 days’). If you choose a relative time period, you can also choose to schedule the report - learn more about it here. The time interval cannot exceed one month.

  • Open/Archived/Closed: select one, two or all to filter for open, archived or closed orders.

Asset details:

  • Machine: choose one in case you want to analyze the maintenance work done in a specific machine.

  • Component: you can also choose to analyze a specific component, but cannot choose to filter both machine and component.

Specific filters:

  • Worker: if empty, the report will show you maintenance orders associated with all workers, including the ones performed by external entity.

  • Performed by external entity checkbox: if you check this option, you’ll not be able to choose a worker.

  • Priority: Select the level of Priority of the Maintenance Orders to be shown. Leave in blank, in case you want to choose all or select ‘None’, ‘Low’, ‘Medium’ or ‘High’.

  • Type: Leave in blank, in case you want to choose all or select ‘Preventive’ or ‘Corrective’.

3. Generate the Report

If the message shown below is presented, you can choose to generate a report in excel or in pdf, by pressing the desired option.

If the message shown below is presented, you must reduce timeframe or add additional filters to your report.

Moreover, if you already know you want to generate the report in PDF or Excel, you can also use directly the dropdown button, next to the "generate report" one, on the bottom of the page. After pressing it, you have the option to select the Excel (1) or PDF (2) option.

Once you've chosen the desired format for the report, a page will open, displaying a list of all reports generated in the past five days. This list includes the name of the generated file, the report's expiration date, and its status:

  • Waiting: This indicates that the report is in a queue for generation.

  • Generating: This means that the report is currently being generated by the system.

  • Download: This means the report is ready to be downloaded and saved to your computer. By clicking this link, you can download the selected report in the defined format.

You can check all the generated reports, within a five days range, by going to the Reports tab and pressing the option "View Recent Reports".

Interpret and download the results

After generating the report, you'll see the details about your maintenance orders on the defined period.

The report will be generated with the following columns:

  • Due date of the maintenance order.

  • Maintenance Order Code.

  • Asset Code, whether it is a machine or a component.

  • Estimated Duration of the maintenance work.

  • Time Spent performing the maintenance work. This column will only be filled in case the maintenance order is completed, except for maintenance orders performed by external entities.

  • Cost of the maintenance order, that reveals the cost of the spare parts or the outsourcing cost.

  • Status of the order, that can be ‘Open’, ‘Closed (Completed)’, ‘Closed (Not completed)’ or ‘Archived’.

At the end of the report, you can check the general status of maintenance orders: you have a blue box with the number of total Maintenance Orders with due date in the defined period, Total time spent in those orders and Total cost for all the orders.

If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.

Need help? Request a Fusion Operations expert to contact you here.

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