Purpose of the Report
The Problematic Equipment dashboard is designed to identify equipment assets that experience the highest number of repair-related issues. By analysing repair frequency, first-time fix performance, equipment models, manufacturers, and engineer activity, the dashboard helps maintenance teams identify recurring problem assets and prioritise corrective actions.
The dashboard is divided into two pages:
Problem Assets – Highlights equipment with recurring repair issues using rankings, treemaps, and repair statistics.
Total Jobs by Asset – Provides a detailed breakdown of repair jobs by equipment, allowing users to investigate the repair history of individual assets.
Together, these pages help organisations improve equipment reliability, identify recurring failures, and support proactive maintenance planning.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Problematic Equipment.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard contains two pages:
Page 1 – Problem Assets
Provides an analytical overview of equipment generating the highest number of repair calls, recurring repair failures, engineer activity, and equipment trends by make and model.
Page 2 – Total Jobs by Asset
Displays detailed repair activity for individual equipment assets, allowing users to review repair history and compare repair volumes across customers and equipment.
Problem Assets
Dashboard Filters & Descriptions
Customer / Site – Customer
Type: Drop-down selection
Description: Filters the dashboard for a selected customer account.
Customer / Site – Site
Type: Drop-down selection
Description: Filters the dashboard by customer site or location.
Asset – Equipment
Type: Drop-down selection
Description: Filters the dashboard for a specific equipment asset.
Asset – Make / Model
Type: Drop-down selection
Description: Filters the dashboard by equipment make and model.
Relative Dates Slicer – Problematic Range
Type: Relative date selector
Available Options:
This Month
This Year
Last 2 Quarters
Previous Year
Last 2 Years
Last 3 Years
Description: Filters repair activity using predefined relative date ranges, making it easy to compare equipment performance over different time periods.
Tree Map – Most Jobs by Engineer
Displays the engineers who have been assigned the highest number of repair jobs.
How It Works
Values: Percentage of Distinct Count of Job Numbers
Details: Issued Engineer
This visual highlights the engineers most frequently assigned to repair work.
Applied Filters
Task Type = Repair Job
Issued Engineer <> NULL
Ranking
Displays the Top 5 engineers ranked by the distinct count of repair jobs.
Column Field Definitions (Pivot Table – Total Repair Jobs (Not First Time Fix))
Field | Description |
Account Name | Customer account associated with the repair job. |
Site Name | Customer site where the repair occurred. |
Equipment ID | Unique identifier of the equipment. |
Jobs | Total number of repair jobs where the issue was not resolved on the first visit (First Time Fix = No). |
Applied Filters
First Time Fix = 0
Task Type = Repair Job
Equipment Make <> NULL
Conditional Formatting
The Jobs column uses a star icon set to visually indicate repair frequency:
67% or above – Fully shaded yellow star
33% or above – Half-shaded star
Below 33% – Unshaded star
This allows users to quickly identify assets with higher numbers of repeat repairs.
Column Chart – Top Problem Assets with the Most Repair Calls
Displays the equipment assets generating the highest number of repair calls.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Equipment ID
Applied Filter
Task Type = Repair Job
Tree Map – Top Models with Most Issues
Displays the equipment models with the highest number of repair jobs.
How It Works
Values: Ranking based on Distinct Count of Job Numbers
Details: Equipment Model
Applied Filters
Task Type = Repair Job
Equipment Model <> NULL
Ranking
Displays the Top 5 equipment models with the highest repair counts.
Tree Map – Top Makes with Most Issues
Displays the equipment manufacturers with the highest repair frequency.
How It Works
Values: Ranking based on Distinct Count of Job Numbers
Details: Equipment Make
Applied Filters
Task Type = Repair Job
Equipment Make <> NULL
Ranking
Displays the Top 5 equipment manufacturers with the highest repair counts.
Column Field Definitions (Pivot Table – Ranking with Most Repairs)
Field | Description |
Equipment ID | Unique identifier of the equipment asset. |
Ranking | Ranking based on the distinct count of repair jobs for each equipment asset. |
Applied Filters
First Time Fix = 0
Task Type = Repair Job
Conditional Formatting
The Ranking field uses a colour scale:
Lowest values – Green
Highest values – Orange
This makes it easier to identify equipment with the highest concentration of recurring repair work.
Total Jobs by Asset
Dashboard Filters & Descriptions
Period – Call Date
Type: Date range selector
Default Value: Current Year
Description: Filters repair jobs using the original call logged date.
Period – Completed Date
Type: Date range selector
Description: Filters repair jobs using the completed date.
Customer / Site – Customer
Type: Drop-down selection
Description: Filters jobs for a selected customer.
Customer / Site – Site
Type: Drop-down selection
Description: Filters jobs for a selected customer site.
Asset – Equipment
Type: Drop-down selection
Description: Filters repair jobs for a selected equipment asset.
Asset – Make / Model
Type: Drop-down selection
Description: Filters repair jobs by equipment make and model.
Column Field Definitions (Pivot Table – Total Jobs by Asset)
Field | Description |
Distinct Count of Job Numbers | Total number of repair jobs recorded for each equipment asset. |
Customer | Customer associated with the equipment. |
No. | Customer account number. |
Equipment ID | Unique equipment identifier. |
Make | Equipment manufacturer. |
Model | Equipment model. |
Applied Filters
Task Type = Repair Job
Equipment ID <> NULL
Column Chart – Total Jobs per Equipment
Displays the total number of repair jobs recorded for each equipment asset.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Equipment ID
This chart helps identify equipment generating the highest repair workload.
Applied Filters
Task Type = Repair Job
Equipment ID <> NULL
Column Field Definitions (Data Table – Jobs (Excludes Servicing))
Field | Description |
Job No. | Unique identifier assigned to the repair job. |
Customer | Customer associated with the repair job. |
Account No. | Customer account number. |
Site | Site where the repair work was carried out. |
Site ID | Unique identifier for the customer site. |
Postcode | Site postcode. |
Equipment ID | Equipment associated with the repair job. |
Description | Equipment description. |
Make | Equipment manufacturer. |
Model | Equipment model. |
Serial No. | Equipment serial number. |
Applied Filters
Task Type = Repair Job
Equipment ID <> NULL
Final Remarks
The Problematic Equipment dashboard is a valuable maintenance analysis tool for identifying assets that require frequent repairs or experience recurring failures. By combining repair rankings, engineer workload, equipment trends, and detailed repair history, it enables maintenance teams to focus on the equipment that has the greatest operational impact.
Regularly reviewing this dashboard helps organisations identify unreliable assets, reduce repeat repairs, improve first-time fix performance, and support informed decisions on maintenance planning, equipment replacement, or asset lifecycle management. The dashboard provides clear insights that contribute to improved reliability, reduced downtime, and more effective service delivery.