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The Completed Service Visits Report provides visibility of all completed service visits within a selected period.
Use this report to review completed service activity, monitor contract compliance, track equipment maintenance history, and analyse service delivery across customers and sites.
This report helps teams to:
Review completed service visits across branches, customers, and sites.
Monitor equipment that has been serviced.
Track service contract activity and compliance.
Review service completion details and work carried out.
Support maintenance planning and KPI reporting.
Getting There
To access the Completed Service Visits report:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate and select the Completed Service Visits report.
(Optional) Select the gear icon on the report tile to add or modify filters before generating the report.
Available Filters and Their Impact
The following filters can be used to refine the report data:
Period: Filters completed service visits by job creation date.
Tip: Use shorter periods to review recent service activity or longer periods to identify trends over time.
Branch: Filters the report based on the selected branch.
Tip: Review service activity for a specific branch or compare performance across multiple branches.
Customer Account: Filters completed service visits by customer account. Useful when reviewing service activity for a specific customer.
Site: Filters completed service visits by customer site. Useful when analysing service history for a specific location.
Equipment ID: Filters completed service visits by equipment record. Useful when reviewing maintenance history for a specific asset.
Service Contract: Filters completed service visits by service contract number. Useful when reviewing service activity linked to a particular contract.
Column Breakdown and Key Fields
Each row in the report represents a completed service visit with relevant details.
Column Name | Description |
Branch | Branch description where the service job was completed. |
Customer Name | Customer account name of the completed service job. |
Site Name | Customer site name of the completed service job. |
Contract No. | Service contract number, including version if applicable. |
Equipment ID | ID number of the equipment serviced. |
Make | Equipment manufacturer. |
Model | Equipment model. |
Type | Equipment type. |
Serial Number | Equipment serial number. |
Year of Manufacture | Year the equipment was manufactured. |
Task No. | Completed service job and task number. |
Call Date | Date the completed service job was created. |
Service Date | Scheduled service date for the equipment under the contract. |
Completed Date | Date the service task was completed. |
Reason for Service Date Change | Reason for any changes to the scheduled service date. |
Job Description | Task description for the completed service job. |
Job State | Current state of the service job (e.g., Completed, Invoiced). |
Work Done | Notes detailing the work performed during the service visit. |
Insight: Reviewing completed service visits ensures that all service jobs are properly tracked, equipment is maintained according to schedule, and service contract obligations are met.
The Completed Service Visits Report is an essential tool for operational teams, maintenance managers, and service coordinators to maintain oversight of completed service activities.
By using this report, teams can:
Monitor service compliance across branches, sites, and customers.
Track equipment performance, maintenance, and service history.
Identify recurring issues or delayed service visits.
Support internal audits, KPI tracking, and performance reviews.
Regularly review this report - such as weekly or monthly - to ensure service jobs are completed efficiently, all equipment receives scheduled maintenance, and service contract obligations are met. This ensures high service quality, operational efficiency, and accurate reporting.