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. 


  1. Locating the Management Report

    • Found under the building section in MYBOS.

  2. Selecting Date Range and Case Types

    • Choose a specific date range for the report.

    • Decide whether to include open cases or not.

    • Default inclusion of maintenance scheduled events.

  3. Report Contents

    • Summary of case types in a pie graph.

    • Job area information, document links, invoices, quotes, and photos included.

    • Option to include notes from cases.

  4. Running the Report

    • Choose the format (PDF, Word, Excel).

    • Click on "Generate" to run the report.

  5. Viewing the Report

    • Grouping of cases by type.

    • Inclusion of photos and attachments.

    • Access to view images and open attachments.

  6. Additional Information in the Report

    • List of scheduled maintenance.

    • Pie graph showing different case types.

  7. Filtering Options

    • Ability to filter information based on specific criteria such as: 

      • Run a management report by a case type, case status or particular contractor. 

  8. Exporting Options

    • Report can be generated to Excel, Word, or PDF formats.