This report is organized by the account codes included on the completed work order and the associated costs. Here you can see:
Top account codes by cost
Total parts, labor, and other costs by account code
Percentage of Reactive and Preventive work orders completed with account codes
Select results within certain time ranges
Take a look at the steps below to view, adjust, and filter the report.
Guide
Click the Reports & KPI module on the main menu. The module for this report displays a KPI of top account codes by cost, and within a certain time frame.
Use the Date Picker to select a different time frame, then click Apply to view updated results.
To access more detailed information, click on the expand icon within the Maintenance History by Account Code section.
Once the report is open, notice that this report shows the key performance indicators (KPIs) across the top. It includes the total parts, labor, and other costs for each account code, again within a set period of time. You can also see the percentage of completed work orders for both Reactive and Preventive for each account code. The list view of results is at the bottom.
Click on the date picker dropdown to select a new date range or custom date.
Click on Filters to find specific account code details and results to the report.
Click on the Export icon to download the report to your computer then print.
To view a new report, select from the dropdown or hit the back button to get to the main Reports & KPIs screen.