Purpose of the Report
The Servicing dashboard is designed to provide a comprehensive overview of service job performance, scheduled maintenance activities, and equipment servicing status. It enables users to monitor service workloads, track completed and outstanding service jobs, and identify equipment with upcoming or overdue servicing requirements.
The dashboard is divided into three pages, allowing users to analyse servicing operations from different perspectives:
Servicing Summary – Provides an overview of service job activity, job status, and servicing performance.
Jobs – Displays detailed information for individual service jobs.
Services Due / Overdue – Identifies equipment with upcoming or overdue servicing requirements to support proactive maintenance planning.
Together, these pages provide valuable insight into servicing operations and help ensure maintenance activities are completed on time.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Servicing.
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 three pages:
Page 1 – Servicing Summary - Provides a high-level overview of service job activity, job statuses, servicing performance, and upcoming workloads.
Page 2 – Jobs - Displays detailed information about individual service jobs, including financial values, engineers, dates, and job statuses.
Page 3 – Services Due / Overdue - Focuses on equipment servicing schedules by highlighting overdue services, upcoming maintenance, and equipment requiring new service jobs.
Servicing Summary
Dashboard Filters & Descriptions
Call Logged
Type: Date range selector
Description: Filters the dashboard using the date the service request or job was logged.
Completed
Type: Date range selector
Description: Filters the dashboard using the service job completed date.
Customer
Type: Drop-down selection
Description: Filters servicing information for a selected customer.
Site
Type: Drop-down selection
Description: Filters servicing activity for a selected customer site or operational location.
Equipment
Type: Drop-down selection
Description: Filters servicing records for a selected piece of equipment.
KPI Indicators
The Servicing Summary page contains KPI indicators that provide an overview of service job progression.
Due – To Be Raised
Displays the number of servicing activities that are due but where a service job has not yet been created.
Due – Raised
Displays the number of servicing activities that are due and have had a service job created.
Issued
Displays the number of service jobs currently issued to engineers for completion.
Scheduled
Displays the number of service jobs that have been scheduled but not yet completed.
Completed
Displays the number of completed service jobs.
Overdue
Displays the number of service jobs that have passed their expected servicing date and remain incomplete.
Pie Chart – Service Jobs by Status
The pie chart provides a breakdown of service jobs by their current job state.
How It Works
Displays the distinct count of Job Numbers.
Groups records by Job State.
Provides a visual overview of the distribution of service jobs across different stages of completion.
Applied Filter
Task Type = Service Job
Stacked Column Chart – Service Jobs by Agreed Visit Date
The stacked column chart displays servicing activity over time.
How It Works
Displays the distinct count of Job Numbers.
Groups data by the month and year of the Agreed Visit Date.
Uses Job State as the series to show the status of service jobs within each period.
Applied Filter
Task Type = Service Job
Use Case Examples
Monitor servicing workloads over time.
Identify periods with high servicing demand.
Compare completed and outstanding service jobs by month.
Indicator – Equipment With Servicing to be Completed
The indicator provides an overview of servicing completion against the total equipment requiring servicing.
How It Works
Actual Value: Count of Completed Dates.
Target Value: Count of Equipment IDs.
This indicator provides a quick measure of servicing completion progress across the equipment fleet.
Column Field Definitions (Data Table – Service Jobs)
Column Name | Description |
Agreed Visit Date | Scheduled date agreed for the service visit. |
Completed Date | Date the servicing work was completed. |
Time Elapsed | Total time taken between job creation and completion, or the elapsed duration of the servicing activity. |
Job No. | Unique identifier assigned to the service job. |
Customer | Customer associated with the service job. |
Site | Site where the servicing work is performed. |
Equipment ID | Unique identifier of the serviced equipment. |
Engineer | Engineer assigned to complete the service job. |
Job State | Current status of the service job. |
Fixed Price | Indicates whether the job is billed using a fixed-price arrangement. |
Job Revenue | Revenue generated from the completed service job. |
Data Table Filter
Task Type = Service Job
Jobs
Column Field Definitions (Data Table – Service Jobs)
Column Name | Description |
Job and Sub | Parent job number together with the associated sub-job or task number. |
Customer | Customer associated with the service job. |
Site | Site where the servicing work was carried out. |
Equipment ID | Unique identifier of the serviced equipment. |
Call Date | Date the service request was logged. |
Agreed Visit Date | Scheduled service visit date. |
Completed Date | Date the servicing work was completed. |
Engineer | Engineer assigned to the service job. |
Job State | Current state of the job. |
Job Status | Operational status of the service job. |
Task Description | Description of the servicing task performed. |
Cost | Total cost incurred for the servicing work. |
Revenue | Revenue generated from the servicing work. |
Data Table Filter
Task Type = Service Job
Services Due / Overdue
Dashboard Filters & Descriptions
Last Service
Type: Date range selector
Description: Filters equipment based on the date the last service was completed.
Next Service Due
Type: Date range selector
Description: Filters equipment according to the next scheduled service due date.
Customer
Type: Drop-down selection
Description: Filters servicing records for a selected customer.
Equipment
Type: Drop-down selection
Description: Filters servicing information for a selected asset.
Make & Model
Type: Drop-down selection
Description: Filters servicing records by equipment manufacturer and model.
KPI Indicators
Servicing Summary
Due – To Be Raised
Displays servicing activities that are due but where no service job has yet been raised.
Due – Raised
Displays servicing activities that are due and have an associated service job.
Overdue Servicing
Overdue by < 1 Day
Displays equipment that has become overdue within the last day.
Overdue
Displays the total number of overdue servicing records.
Overdue by < 1 Week
Displays equipment overdue by less than one week.
Overdue by 1 Month
Displays equipment overdue by up to one month.
Overdue by > 1 Month
Displays equipment overdue by more than one month.
Next Servicing
Due To Be Raised
Displays upcoming servicing requirements that have not yet had a service job created.
Due – Raised
Displays upcoming servicing requirements with service jobs already raised.
Issued
Displays upcoming service jobs currently issued to engineers.
Scheduled
Displays upcoming service jobs scheduled for completion.
Completed
Displays upcoming servicing activities that have already been completed.
Overdue
Displays upcoming servicing activities that have exceeded their planned due date.
Column Field Definitions (Pivot Table – Overdue Service Jobs)
Column Name | Description |
Last Service Completed Date | Date the previous service was completed. |
Last Service | Description or reference of the previous servicing activity. |
Service Next Due | Scheduled date of the next required service. |
Overdue (Days) | Number of days the service is overdue. |
Customer | Customer associated with the equipment. |
Site | Site where the equipment is located. |
Equipment ID | Unique identifier of the equipment. |
Description | Description of the equipment. |
Last Work Done Notes | Notes recorded during the previous servicing activity. |
Last Service TCC | Task Cost Code or servicing classification associated with the previous service. |
Status | Current servicing status of the equipment. |
Job No. | Job number associated with the servicing activity. |
Final Remarks
The Servicing dashboard provides a complete overview of servicing operations by combining service job monitoring, detailed job information, and equipment servicing schedules into a single reporting solution. Through its three dedicated pages, users can monitor service performance, review completed work, and proactively identify equipment approaching or exceeding their servicing intervals.
Regular review of this dashboard can improve maintenance planning, reduce overdue servicing, optimise engineer workloads, and help ensure that preventative maintenance activities are completed on time to maximise equipment reliability and operational performance.