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The Services Report provides a comprehensive view of service jobs, allowing users to monitor service performance, punctuality, and compliance across contracts, equipment, and customers.
This report enables service managers and operational teams to:
Track both on-time and late service jobs.
Identify overdue and high-risk service activities.
Monitor contract-based service delivery.
Review detailed job, equipment, and customer information.
Support compliance monitoring, especially for Thorough Examination service types.
This report acts as a central reference for service delivery oversight and performance tracking.
Getting There
To access this report:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate the Services report module.
(Optional) Click the gear icon on the lower-right corner of the report module to add or modify filters.
Click the Services report module to generate the report.
Available Filters and Their Impact
The following filters can be used to refine the report data:
Period: Filters service jobs based on the selected date range.
Tip: Use shorter periods for operational reviews and longer periods to identify service performance trends.
Service Contract: Filters the report by service contract.
Tip: Useful when reviewing service performance for specific customers or contracts.
Service Type: Filters the report by service type.
Useful for reviewing specific categories of service work, such as inspections or maintenance activities.
Job: Filters the report by job number. Useful when investigating individual service jobs.
Equip. ID: Filters the report by equipment ID. Useful for reviewing service history against a specific asset.
Equipment Make: Filters the report by equipment manufacturer. Useful for identifying trends across equipment from the same manufacturer.
Equipment Model: Filters the report by equipment model. Useful for reviewing service activity for specific equipment models.
Type Enquiry: Filters the report by equipment type. Useful for grouping service activity by equipment classification.
Report Overview
View Summary: Displays both on-time and late service jobs. This view provides an overview of service performance across the selected filters.
Punctuality Summary: The pie chart provides a visual summary of service job punctuality.
On Time: Service jobs completed on or before the service due date.
Late: Service jobs completed after the service due date.
This provides a quick overview of service delivery performance within the selected filters.
View Late Services: Displays only service jobs that were completed after their service due date. This view is useful when investigating service delays and identifying areas requiring attention.
View Overdue Thorough Inspections: Displays service jobs with a Thorough Examination service type that are overdue. This view helps identify inspections that may require immediate action to maintain compliance.
Column Breakdown and Key Fields
Each row in the report represents an individual service job.
Column Name | Description |
Punctuality | Indicates whether the service job was completed On Time or Late. |
Contract No. | Service contract number associated with the job. |
Customer Account | Customer account number linked to the contract. |
Customer Name | Customer account name. |
Service Type | Type of service performed. |
Job No. | Unique job number and associated task number. |
Job Description | Description of the service job. |
Equipment ID | Equipment associated with the service job. |
Description | Equipment description. |
Make | Equipment manufacturer. |
Model | Equipment model. |
Type | Equipment type. |
Serial No. | Equipment serial number. |
Service Due Date | Planned due date for the service visit. |
No. of Days Late | Number of days between the service due date and completion date. |
Completed Date | Date the service job was completed. |
Insight: The Punctuality and No. Days Late columns are key indicators for identifying overdue services and prioritising follow-up actions.
The Services Report is an important operational and compliance tool for monitoring service delivery performance.
Using this report allows teams to:
Monitor service jobs completed on time or late.
Identify overdue services and inspections.
Review service performance across contracts and equipment.
Support compliance and contractual obligations.
Improve service planning and customer outcomes.
Review this report regularly to ensure service jobs are completed on time and overdue inspections are identified promptly. Consistent use of this report can help maintain service standards, support compliance requirements, and improve customer satisfaction.