How to Generate the Management Report
In this video we guide you through generating your management report, focusing on open and completed cases within a specified date range. We demonstrate how to customise the report by including open cases, maintenance events, case types, attachments, and more. The report can be exported to PDF, Word, or Excel, with options to include case notes.
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Locating the Management Report
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Under the building section from the left hand side panel.
- Select Management Report.
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Select Date Range and Additional Options
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Choose a specific date range for the report.
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Decide whether to include open cases or not, if you include open cases cases still open from a prior to the start date will be included in the report.
- There are filters that are automatically selected as all, but you can run it by a specific filter if required:
- Case Type
- Case Status
- Companies
- Priority
- Assets
- Apartments
- Additional Toggles for Inclusion:
- Maintenance Schedule (defaults on)
- Case Graph (defaults on)
- Job Area (defaults on)
- Documents (defaults on)
- Invoices (defaults on)
- Quotes (defaults on)
- Photos (defaults on)
- Notes (defaults off)
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Report Contents
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Summary of the cases, the scheduled maintenance and a case graph are included in the default option.
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Running the Report
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Choose the format (PDF, Word, Excel).
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Click on "Generate" to run the report.
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Viewing the Report
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The cases are listed by Case Types, in the order of them from the Categories.
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Inclusion of photos and attachments.
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Access to view images and open attachments.
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Additional Information in the Report
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List of scheduled maintenance.
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Pie graph showing different case types.
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Filtering Options
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Ability to filter information based on specific criteria such as:
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Run a management report by a case type, case status or particular contractor.
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Exporting Options
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Report can be generated to Excel, Word, or PDF formats.
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