Purpose of the Report
The Breakdowns dashboard is designed to provide visibility into equipment breakdown activities across their entire lifecycle, from open breakdown calls awaiting action through to completed and invoiced repairs.
The dashboard is divided into two pages:
Open Breakdowns – Focuses on active breakdown jobs that are currently unissued or issued and still require resolution.
Closed Breakdowns – Focuses on completed breakdown jobs that have been submitted, completed, or invoiced.
Together, these views enable users to monitor breakdown workloads, track outstanding issues, analyse completed repairs, and identify trends across customers, sites, and equipment.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Breakdowns.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the filters selected.
Dashboard Overview
The dashboard contains two pages:
Page 1 – Open Breakdowns
Provides visibility into active breakdown jobs that have not yet been completed. Users can monitor current workloads, identify aging breakdowns, and track jobs awaiting assignment or completion.
Page 2 – Closed Breakdowns
Provides visibility into completed breakdown activities, allowing users to analyse completed repairs, invoiced jobs, and historical breakdown trends.
Open Breakdowns (Page 1)
Dashboard Filters & Descriptions
Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters the dashboard based on the breakdown call date. All visualisations and tables update to display breakdowns raised within the selected period.
Customer
Type: Drop-down selection
Description: Filters the dashboard to display breakdown records for a selected customer account.
Site
Type: Drop-down selection
Description: Filters breakdown records to a specific customer site or operational location.
Equipment
Type: Drop-down selection
Description: Allows users to focus on breakdown activity for a specific asset.
Make & Model
Type: Drop-down selection
Description: Filters breakdown records by equipment manufacturer and model, supporting equipment-specific analysis.
KPI Indicators
The Open Breakdowns page contains several KPI indicators that categorise active breakdown jobs by status and age.
Not Issued
Displays the distinct count of Job Numbers where:
Job State = Unissued
Task Type = Repair Job
Represents breakdowns that have not yet been assigned to an engineer.
Cancelled
Displays the distinct count of Job Numbers where:
Job State = Cancelled
Task Type = Repair Job
Represents breakdown jobs that have been cancelled and will not proceed.
Issued
Displays the distinct count of Job Numbers where:
Job State = Issued
Task Type = Repair Job
Represents breakdown jobs currently assigned and awaiting completion.
1 Week
Displays breakdowns raised within the last week where:
Job State = Issued or Unissued
Priority = Breakdown
Task Type = Repair Job
Highlights recently reported active breakdowns.
1 Week – 1 Month
Displays breakdowns raised between one week and one month ago where:
Job State = Issued or Unissued
Priority = Breakdown
Task Type = Repair Job
Helps identify breakdowns that have remained unresolved for several weeks.
1 Month < 1 Year
Displays breakdowns raised between one month and one year ago where:
Job State = Issued or Unissued
Priority = Breakdown
Task Type = Repair Job
Highlights aging breakdowns requiring attention.
1 Year +
Displays breakdowns older than one year where:
Job State = Issued or Unissued
Priority = Breakdown
Task Type = Repair Job
Identifies long-outstanding breakdown records that may require investigation or closure.
Column Chart – Active Breakdowns
The Active Breakdowns chart displays the number of active breakdown jobs by customer and equipment.
How It Works
Groups breakdowns by Customer and Equipment ID.
Displays the distinct count of Job Numbers.
Helps identify customers and assets with the highest number of active breakdowns.
Chart Values
Distinct Count of Job Number
Category Axis
Customer
Equipment ID
Applied Filters
The chart includes records where:
Job State = Cancelled, Issued, or Unissued
Task Type = Repair Job
Use Case Examples
Monitor active breakdown workloads.
Identify frequently failing equipment.
Review customer-specific breakdown trends.
Support maintenance planning and resource allocation.
Column Field Definitions (Data Table)
Column Name | Description |
Priority | Priority level assigned to the job. |
Job No. | Unique identifier assigned to the breakdown job. |
Customer | Customer account name associated with the job. |
Account No. | Customer account number associated with the job. |
Site | Site where the breakdown occurred. |
Equipment ID | Unique identifier of the affected equipment. |
Make & Model | Manufacturer and model of the equipment. |
Serial No. | Serial number of the equipment. |
Job Description | Description of the reported breakdown issue. |
Call Date | Date the breakdown was reported. |
Job State | Current status of the breakdown job. |
Issued Engineer | Engineer assigned to the breakdown job. |
Data Table Filters
The data table includes records where:
Priority = Breakdown
Job State = Issued or Unissued
Task Type = Repair Job
Closed Breakdowns - Page 2
Dashboard Filters & Descriptions
Customer
Type: Drop-down selection
Description: Filters the dashboard to display completed breakdown activity for a selected customer.
Site
Type: Drop-down selection
Description: Filters completed breakdown records to a selected site or operational location.
KPI Indicators
Completed
Displays the distinct count of Job Numbers where:
Job State = Completed
Task Type = Repair Job
Invoiced
Displays the distinct count of Job Numbers where:
Job State = Invoiced
Task Type = Repair Job
Submitted
Displays the distinct count of Job Numbers where:
Job State = Submitted
Task Type = Repair Job
All Completed
Displays the distinct count of Job Numbers where:
Job State = Completed, Invoiced, or Submitted
Task Type = Repair Job
Provides a consolidated view of all closed breakdown jobs.
Column Chart – Closed Breakdowns by Customer
The chart displays completed breakdown activity by customer.
How It Works
Groups breakdown jobs by Customer.
Displays the distinct count of Job Numbers.
Includes Serial Number as tooltip information for additional equipment context.
Chart Values
Distinct Count of Job Number
Category Axis
Customer
Tooltip
Serial Number (First value)
Applied Filters
The chart includes records where:
Task Type = Repair Job
Job State = Completed, Invoiced, or Submitted
Use Case Examples
Compare breakdown volumes across customers.
Monitor completed repair activity.
Review customer maintenance trends.
Support operational and customer reporting.
Column Field Definitions (Data Table)
Column Name | Description |
Job No. | Unique identifier assigned to the breakdown job. |
Customer | Customer account associated with the job. |
Account No. | Customer account number associated with the job. |
Site | Site where the breakdown occurred. |
Equipment ID | Unique identifier of the affected equipment. |
Serial No. | Serial number of the equipment. |
Job Description | Description of the reported breakdown issue. |
Call Date | Date the breakdown was reported. |
Cost Code | Job cost code or charge code associated with the repair. |
Completed Engineer | Engineer who completed the repair work. |
Completed Date | Date the breakdown job was completed. |
Job State | Final status of the breakdown job. |
Data Table Filters
The data table includes records where:
Priority = Breakdown or NULL
Job State ≠ Cancelled, Issued, or Unissued
Task Type = Repair Job
Final Remarks
The Breakdowns dashboard provides a comprehensive view of both active and completed breakdown activities across customers, sites, and equipment. By separating open and closed breakdowns into dedicated pages, the dashboard enables users to effectively monitor outstanding workloads, identify aging jobs, and review completed repair performance.
Regular use of this dashboard can help improve response times, support maintenance planning, identify recurring equipment issues, and provide valuable insight into breakdown trends across the organisation.