Asset Intelligence and Management

Asset Intelligence and Management

EZO CMMS Blogs Reports Maintenance Tracking Software

[How-to] Use Reports in EZO CMMS

Reports in EZO CMMS provide detailed insights into your business operations. By using our in-depth reports and analytics, you can understand critical maintenance KPIs, work order completion times, and item utilization.

Our maintenance tracking software also helps you run customized reports with the click of a button, and to tweak and filter report data to get exactly the information you need.

i. Why do you need Item Reports

Reports in EZO CMMS help you optimize work order management through comprehensive data on item utilization, events, and quantities.

Here is a view of all the reports in EZO CMMS that can help you improve workflows and get a better understanding of your workflows:

ii. All reports

Now, let’s take a look at different reports you can create, and how they’ll help add value to your business.

1. Maintenance Reports

Work Orders: A list of all Work Orders created, started, or due at a particular time. 
Example: “Shows the details of a Work Order ‘Forklift Repair’, including its Priority Level, Expected Start and End Dates, Assignees, Total Cost, and more.”

Work logs: Gives a comprehensive overview of all Work Logs created for different Work Orders in a specified time.
Example: “Shows the number of hours a technician works to complete a repair job and the Total Cost incurred”. 

Linked inventory: A list of all inventory linked to Work Orders filtered by Location, Assignees, Work Order Status, and more. 
Example: “Shows the number of rubber sheets linked to a Work Order to repair a generator”. 

Work Order Line Items: Gives an overview of all Line Items associated with the Work Orders, including Item Type, Item Name, Item Description, and others. 
Example: “Shows Geared Radial Drill allocated to repair a motor” 

Purchase Orders linked to Work Orders: Shows the Purchase Orders associated with each Work Order, categorized by Linked Purchase Order Delivery, Vendors, Location, and more.
Example: “Purchase order #2 is linked with a Work Order titled ‘Engine Repair’ with a high priority”. 

Re-work: Contains a detailed list of all the Work Orders sent back for rework after review. 
Example: “Shows all the work orders that have been sent for rework.

Work Orders Activities Report: Provides a detailed list of the history associated with a Work Order.
Example: “Show the repair history for Work Order# 4”. 

2. Asset Reports

Available Assets: List all available Assets. This list can be filtered by group, vendor, date of creation and stock location.
Example: ‘Detail the number of Assets available from the group ‘Digital Equipment’ and the subgroup ‘Hand-Held Devices’.

Checked Out Assets: Shows Assets that have been checked out currently, or were checked out during a specified set of dates.
Example: ‘How much of our tracked equipment was checked out between the first and fifteenth of March?’.

Check-in/Checkout Events: Details the major check-ins, check-outs and transfers relating to all or some Assets, depending on your preferences.
Example: ‘Identify the trends of transferring assets between each of our three locations’.

Overdue Assets: Lists assets that have not been returned on time. You may even pull up the borrowing history of specific users.
Example: ‘Show how many assets Ronan Strang returned late’.

Retired Assets: Gives a description of all Assets that have been retired, including the reasons for retiring them (which you can choose from a predefined list of reasons or create your own one), and the salvage value (if any).
Example: ‘How much did we get for our retired excavators last month?’.

All Active Assets: Lists all active Assets owned by the business. This includes vendor, location, status, and group filters.
Example: ‘How many of our dry vans are under maintenance currently?’.

Asset Audits: Draws up a list of all Asset audits. You will be able to find audit details based on current custodians, for example, or even the type of response the audit resulted in.
Example: ‘How many hard-disk drives has Sarah Wilcox returned damaged?’

Asset Scans: Details a list of all the Asset scans that have been done, and can be sorted on the basis of their location, the date of scanning, the scanner, or the groups or subgroups that were scanned.
Example: ‘Show me the scanning history of John Smith with reference to forklifts’.

Asset Geo-Location: Works with the scanning function and draws up a chart detailing where Assets or groups of Assets are located.
Example: ‘Where is all our surgical equipment located currently?’.

Asset Utilization: Lists the frequency of checkouts and the checkout duration of Assets, and can even be sorted according to location.
Example: ‘How much AV Equipment belonging to the subgroup ‘Video’ was checked out in the Annapolis office in the last six months?’.

Depreciation: Allows you to see the depreciated value of your Assets, as well as figures denoting depreciation per month.
Example: ‘What is the depreciated value of all surgical equipment logged in on January, 2012’.

Summary: Lists all Assets or groups of Assets that are overdue, checked out or available. You can sort these by quantity.
Example: ‘Show if 20 ventilators are available’.

Asset Aggregate Quantity: Allows you to group Assets together by location, group, vendor, or more.
Example: ‘Show the number of goods vehicles located in the Backbee Warehouse’.

3. Inventory Reports

All Inventory: See a list of your Inventory, broken down by current location. This list can be filtered by group, vendor and stock location.
Example: ‘Show the details of all items provided by Weirhause Ltd. in the Electronics group’.

Line Items: This provides a list of all Inventory Line Items broken down by individual action.
Example: ‘Show me all instances of stocks of stationery added, sold, or moved in Baltimore’.

Stock Summary: This shows you net quantities of Inventory within a particular timeframe.
Example: ‘Show me the net quantity of containers at the end of last month’.

Low Stock: Show which Inventory items have reached their low stock threshold or location threshold.
Example: ‘Which of the Inventory items procured from Carlisle Inc. need to be reordered?’.

Inventory Value: Enables you to gain a comprehensive overview of the current stock value of your individual Inventory items.
Example: ‘Compare the stock value of tins of lubricant added with tins of lubricant used’.

4. Asset Stock Reports

All Asset Stock: See a list of your Asset Stock, broken down by current location. This list can be filtered by group, vendor and stock location.
Example: ‘Show the details of all Asset Stock provided by Equip-Fix in the Power Tools group’.

Stock History: See all the actions taken on a particular Asset Stock in a specific timeframe.
Example: ‘Show me the event history for the Furniture group in the last quarter’.

Checkout Events: Lists all checkin/checkout events filtered by member, group, and vendor.
Example: ‘Show me all instances of cables being checked out by Peter Yen in the last month’.

Stock Utilization: Shows the total checkout duration of Asset Stock broken down by location.
Example: ‘Show the number of hours outdoor lights provided by Equip-Fix were used last week’.

Current Checkouts: Shows all currently checked out Asset Stock, its custodians, and the location they have been checked out to. This can be changed to show checkouts within a specific timeframe.
Example: ‘Show me all the Asset Stock checkouts Bo Riley has currently made in Baltimore’.

Asset Stock Value: Enables you to gain a comprehensive overview of the current stock value of your individual Asset Stock items.
Example: ‘Compare the stock value of Dinnerware added with Dinnerware removed’.

iii. Bookmarking Reports

With so many reports to choose from, simplify report analysis by bookmarking your favorite reports for added convenience. Do this by clicking the star icon on the report details page, and view all your bookmarked reports in one place.

About EZO CMMS

EZO CMMS is the next generation maintenance management software. It does more than just simple maintenance, it empowers your teams with a central command center to assign and complete work orders to achieve optimal productivity. We offer a free 15-day trial – no credit card required!