The Maintenance History reports provide a comprehensive view of maintenance requests within your units and leases, offering two distinct options tailored to your needs: Maintenance History and Detailed Maintenance History.
1. Maintenance History Report
This report displays a summary of maintenance requests grouped by unit, helping you quickly identify maintenance activities within a specified period.
Parameters:
Start Date: Select the starting date for your report.
End Date: Select the ending date for your report.
Building: By default, includes all buildings. Optionally, select a specific building.
Company: By default, includes all companies. Optionally, select a specific company.
Category: Choose one or multiple maintenance request categories (Inspection, Electrical, HVAC, General Maintenance, etc.). By default, no categories are selected.
Report Structure:
The report is grouped by unit. Each unit includes rows detailing individual maintenance requests with the following columns:
No.: Maintenance request number.
Date: The date of the maintenance request.
Category: Type of maintenance (e.g., HVAC, Inspection, Electrical).
Subject: Brief description of the maintenance request.
2. Detailed Maintenance History Report
This report provides an in-depth look at maintenance requests, allowing additional filtering and sorting options for greater precision.
Parameters:
Start Date: Select the starting date for your detailed report.
End Date: Select the ending date for your detailed report.
Building: By default, includes all buildings. Optionally, select a specific building.
Company: By default, includes all companies. Optionally, select a specific company.
Category: Choose one or multiple maintenance request categories. By default, all categories are selected.
Status: Filter requests by their status (e.g., Completed, Assigned, Scheduled).
Sort By: Choose sorting preference, either by Date (default) or Number.
Vendor: By default, includes all vendors. Optionally, select a specific vendor.
Report Structure:
The detailed report is grouped by unit, presenting comprehensive details for each maintenance request in these columns:
No.: Maintenance request number.
Date: The date of the request.
Category: Type of maintenance.
Subject: Brief description.
Message: More detailed information regarding the request.
Status: Current status of the request.
Tenant: Name of the tenant associated with the unit.
Vendor: Vendor handling the request.
Created By: Name of the user who created the request.
Accessing the Reports:
You can find both reports under the Reports page in the Unit/Lease category, allowing easy and centralized access to essential maintenance history information.
