Reports - Facility Center

Facility Center has a variety of reports which can help you analyze your facility management data. See the expanding sections below to learn more about the available reports.

Important!

Depending upon your configuration, you may not see all of the reports listed below. Contact Support if you have any questions.

Note:

There are three buttons you may see at the top-left corner of the workspace. Each button represents a specific action you may take:

Click the Export to Excel button to export the data on the current page to Excel.
Click the Export to PDF button to export the data on the current page to PDF.
Click the Sorting button to sort the data on the current page in a different order.

Work

To generate a work report:

Navigate to Legacy Menu > Facility Center > Reports > Work.

The Search Reports page opens.
Select the type of report you want to view from the Report field.

Note:
If you selected the Work Requests by Work Type report, a Year field appears. Select the year you would like the report to apply to.
Enter any additional search criteria in the provided fields.
Click the Search button.

The report is generated in a table.

The Work report section gives several different report options. These options include, but are not limited to:

Report Name	Description
Backlog	A report showing the current backlog of work requests.
Comp vs. Sched (Completed vs. Scheduled Report)	A report showing the number of received, scheduled, and completed work requests by work type.
Labor Hours	A report showing the type of hours logged per service provider.
Journal	A report analyzing running tickets based upon facility manager.
QMIS	A report comparing the hours a ticket is supposed to be open based upon priority to the actual hours the ticket is open. This report only pulls the tickets which exceed the expected hours the ticket is supposed to be open.
QMIS Exception Report	A report comparing the hours a ticket is supposed to be open based upon priority to the actual hours the ticket is open. This report only pulls the tickets which exceed the expected hours the ticket is supposed to be open.
Response Date SLA	A report showing the amount of work requests which met or did not meet the service level agreement requirements.
Service Provider Workload Report	A report showing the number of work requests assigned to each service provider in the time frame specified in the search criteria.
Completed SLA Report	A report comparing the number of completed requests with the number of completed requests which met the service level requirements.
Work Requests by Work Type	A report showing the number of work requests per work type each month over the course of twelve months.
Work Type/Problem Type	A report showing the number of work requests per work type and problem type within the time frame specified in the search criteria.

Reports

To generate a maintenance management report:

Navigate to Legacy Menu > Facility Center > Reports > Reports.

The Maintenance Management Reports page opens.
Select the type of report you want to view from the Report field.

Additional search fields appear.
Enter any additional search criteria in the provided fields.
Click the Search button.

The report is generated in a table.

The Reports section gives several different report options. These options include, but are not limited to:

Report Name	Description
Equipment PM Program	A report which displays the preventative maintenance information for equipment according to search criteria.
Audit Report	A report which tracks the preventative maintenance performed on equipment, including repairs.
Asset Certifications Report	A report which tracks preventative maintenance performed on assets.
Asset Tracking	A report which tracks data on assets.
Employee Data Report	A report which tracks employee data.
Employee List Report	A list of all service providers matching search criteria. This report does not separate the service providers by Trade.
Employee Trade Report	A list of all service providers matching search criteria. This report separates the service providers by Trade.
History	A report showing a history of all work requests.
Hot Sheet	A report showing high-priority items that are not in completed status.
Labor Response Time	A report which analyzes service provider response time to work requests.
Labor Utilization	A report which analyzes the amount of hours worked vs. the number of work requests completed per service provider. The report also shows the number and percentage of work requests completed by the time frame specified in the Service Level Agreement.
Labor Rates	A report showing service provider information, including both regular and overtime rates.
Overdue Certifications	A report showing all overdue certifications.
PMP Estimated vs Actuals	A report showing job plans, and their estimated vs. actual hours.
Pre Call Down	Report which breaks down the work request schedules by week per service provider type. Below these tables is another table which breaks down all the service requests per day.
Problem Estimated vs Actual	A report which breaks down work type information. This information includes estimated vs. actual hours, and completion numbers and percentages.
Production Status	A report which shows work request information, the work requests' status, and turnaround time.
Rescheduled with Deferral Reasons	A report which shows information for work requests which were rescheduled with deferral reasons.
Scheduled WR Report	A report which shows work requests which have been scheduled.
Service Contracts	A report which displays service contract information.
Work Load by Type and Priority	A report which shows the workload faced by service providers, and what priorities the tickets they receive are.
Work Type by BL	This report shows how different work request types are distributed across buildings.

Inventory

To generate an inventory report:

Navigate to Legacy Menu > Facility Center > Reports > Inventory.

The Inventory Reports page opens.
Select the type of report you want to view from the Description field.
Enter any additional search criteria in the provided fields.
Click the Search button.

The report is generated in a table.

The Inventory report section gives several different report options. These options include, but are not limited to:

Report Name	Description
Equipment by Parts Report	This report displays all the parts assigned to equipment in inventory.
Inventory by Location Report	This report displays inventory by location.
Inventory Report	This report displays current inventory.
Material Scheduled Report	This report displays how and when inventory is scheduled to be used.
Material Transaction Report	This report displays the current quantity of parts on hand and parts on hold by location, and the supplier.
Min - Max Report	This report displays current inventory by part, quantity on hold, and the reorder minimum/maximum.
Reorder Report	This report displays the reorder minimum for items in inventory.
Vendor List Report	This report displays the suppliers for inventory, by vendor.

Financial

Charge-Back

To generate a charge-back or exception report:

Navigate to Legacy Menu > Facility Center > Reports > Charge-back.

The Charge-Back Reports page opens.
Select either Internal or External from the Tenant field.
Select either Over or Under from the Total Cost field, and enter a dollar value in the field next to the field.
Enter a Special Ticket number in the Special Ticket field.
Choose between two options:
- Click Generate Charge-Back Report to generate a charge-back report.
- Click Generate Exception Report to generate an exception report.
  
  The report you chose opens.

Report Name	Description
Charge-Back Report	Report which displays work requests which have been charged back.
Exception Report	Report which displays work requests which have exceptions.