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The Auto ESS Service Report provides a view of service contracts scheduled through the Auto ESS system, including contract status, assigned engineers, service dates, and issues preventing job creation.
This report helps users to:
Monitor Auto ESS service schedules across selected periods and branches.
Identify contracts not raised or assigned correctly.
Track job status and reasons for non-issuance.
Ensure service delivery aligns with contractual requirements.
Getting There
To access the Auto ESS Service Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Scheduling category.
Click the Auto ESS Service Report module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which Auto ESS service records are displayed.
Period: Filters the report by the date the Auto ESS service was logged. Only records within the selected range are displayed.
Branch: Filters the report by branch or depot. The report uses the branch selected in the main Service Geeni interface.
Customer Account: Filters the report by customer account number.
Site: Filters the report by customer site ID.
Contract: Filters the report by service contract number.
Equip. ID: Filters the report by equipment ID linked to the contract.
Status: Filters the report by service contract status (Not Raised, Unissued, or Issued).
Auto ESS Job Status: Filters the report by job status (Raised or Rejected).
Preferred Engineer: Filters the report by the assigned engineer.
Column Breakdown and Key Fields
Each row in the report represents an Auto ESS service record.
Column Name | Description |
Customer | Customer account name. |
Site ID | Customer site identifier. |
Equipment ID | Equipment linked to the service contract. |
Next Service Date | Next scheduled service date. |
Status | Service contract status. |
Preferred Engineer | Assigned engineer. |
Service Type | Type of service. |
Last Service Date | Date the last service was completed. |
Contract No | Service contract number. |
Division | Customer division. |
Parent Group | Customer parent group. |
Job Number | Job number linked to the service. |
Task No | Task number linked to the job. |
Reason | Reason the job was not raised, if applicable. |
Insight: Regularly reviewing this report helps prevent missed services, ensures jobs are assigned and raised correctly, and provides visibility of service delays or errors.
The Auto ESS Service Report is an essential tool for managing scheduled services and ensuring operational compliance with service contracts.