Standard Maintenance Reports
Description and contents of each standard report in the Maintenance Reports category.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
Titan Cloud offers a large selection of pre-designed reports that may be used to track and analyze the metrics important to your organization. This resource is intended to provide an overview of the available standard reports in the Maintenance Reports section of the Reports page.
Tip: User access to specific reports can be managed on the User Role Setup page.
Maintenance Reports
Work Order Summary
Export a basic summary of work orders matching the specified parameters.
\Edge\SSRS\WorkOrderSummary.rdl| Column Name | Field Label |
|---|---|
| Facility Name | FacilityName |
| Technician | DisplayName |
| Vendor | OrganizationName |
| Priority | PriorityCode |
| Category | EventCategory |
| Event | EventType |
| Work Order # | WorkOrderNumber |
| Dispatch Date | DispatchDate |
| Problem Description | WorkOrderDescription |
| Problem Code | ProblemCodeDescription |
| Open Date | OpenDate |
| Close Date | CloseDate |
| District Manager | DistrictManager |
| Invoice |
Work Order Summary (Details)
Export a summary of work orders matching the specified parameters. This report contains slightly different basic information than the Work Order Summary report, and less than the “All Details” report.
\Edge\SSRS\WorkOrderSummaryDetails.rdl| Column Name | Field Label |
|---|---|
| Work Order # | WorkOrderNumber |
| Facility Name | FacilityName |
| Address | fAddress1 |
| City | fCity |
| State | fState |
| Open Date | OpenDate |
| Caller | Caller |
| Tech/Vendor Name | Tech_Vendor_Name |
| Description | WorkOrderDescription |
| Priority Code | PriorityCodeDescription |
| Work Order Status | Work_Order_Status |
| Problem Code | ProblemCodeDescription |
| Comments | Comments |
Work Order Summary (All Details)
Export a detailed summary of work orders matching the specified parameters.
\Edge\SSRS\WorkOrderSummaryAllDetails.rdl| Column Name | Field Label |
|---|---|
| Facility Name | FacilityName |
| f Address1 | fAddress1 |
| f Address2 | fAddress2 |
| Facility Status | FacilityStatus |
| f State | fState |
| f CIty | fCity |
| County Name | CountyName |
| f Zip | fZip |
| Permit | Permit |
| Work Order Number | WorkOrderNumber |
| Parent Work Order Number | ParentWorkOrderNumber |
| Event Type | EventType |
| Event Date | EventDate |
| Is Latest Event | IsLatestEvent |
| Latest Event Type | LatestEventType |
| Latest Event Date | LatestEventDate |
| Account Code | AccountCode |
| Problem Code Description | ProblemCodeDescription |
| Sub Problem Code | SubProblemCode |
| Display Name | DisplayName |
| Priority Code Description | PriorityCodeDescription |
| Open Date | OpenDate |
| Invoice Received Val | InvoiceReceivedVal |
| Date Work Completed | DateWorkCompleted |
| Minutes Spent | MinutesSpent |
| Travel | Travel |
| Rate Type ID | RateTypeId |
| Rate | Rate |
| Cause Code | CauseCode |
| Problem Cause | ProblemCause |
| Comments | Comments |
| Part Quantity | PartQuantity |
| Parts Charge | PartsCharge |
| Labor Rate | LaborRate |
| Labor Charge | LaborCharge |
| Travel Charge | TravelCharge |
| Tax Charge | TaxCharge |
| Total Charge | TotalCharge |
| Event Category | EventCategory |
| Created On | created_on |
| Dispatched on 1st | dispatched_on__1st_ |
| Dispatched on Last | dispatched_on__last_ |
| Closed On | closed_on |
| On Hold for Parts Date | On_Hold_for_Parts_date |
| invoicenumber | invoicenumber |
| invoicedate | invoicedate |
| Amount | amount |
| invoicedescription | invoicedescription |
| invoicereceiveddate | invoicereceiveddate |
| Aproved | Approved |
| Unapproved | Unapproved |
| Date Invoice Approved | Date_Invoice_Approved |
| WD | WD |
| Days Since Open | DaysSinceOpen |
| estimatedcost | estimatedcost |
| CapEx | capex |
| CapEx Number | CapExNumber |
| Time from created to dispatched | Time_from_created_to_dispatched |
| Time from Dispatch to Close | Time_from_Dispatch_to_Close |
| Overall time from Created to Closed | Over_all_time_from_Created_to_Closed |
| insuranceclaim | insuranceclaim |
| insuranceclaimdescription | insuranceclaimdescription |
Work Order Invoice Report
Export a record of work order invoices by vendor, including totals.
\Edge\SSRS\WorkOrderInvoice.rdl| Column Name | Field Label |
|---|---|
| Vendor | DisplayName |
| Vendor ID | VendorId |
| Open Work Orders | OpenWorkOrdersCount |
| Closed Work Orders | ClosedWorkOrdersCount |
| Closed and Invoiced Work Orders | ClosedAndInvoicedWorkOrdersCount |
| Closed and Not Invoiced Work Orders | ClosedAndNotInvoicedWorkOrdersCount |
| Work Order # | WorkOrderCount |
| Total Estimate (Open) | OpenWorkOrdersCost |
| Total Known | KnownWorkOrdersCost |
| Total Estimate (Closed) | ClosedAndNotInvoicedWorkOrdersCost |
| Cap Ex | CapExWorkOrdersCost |
| Total Work Orders (Closed/Completed) having Invoice: | TotalClosedWorkOrdersHavingInvoice |
| Total Vendor Work Orders (Closed/Completed) having no Invoice: | TotalClosedWorkOrdersWithOutInvoice |
| Total Vendor Work Orders (Open/Pending) having no Invoice: | TotalOpenOrPendingWorkOrdersWithOutInvoice |
| Total Cost of Work Orders (Open/Pending) having no Invoice: | TotalCostOfOpenOrPendingWorkOrdersWithOutInvoice |
| Total Cost of Work Orders (Closed/Completed) having Invoice: | TotalCostOfClosedWorkOrdersHavingInvoice |
| Total Cost of Work Orders (Closed/Completed) having no Invoice: | TotalCostOfClosedWorkOrdersWithOutInvoice |
Work Order Close History
Export a record of closed work orders within the specified parameters.
\Edge\SSRS\WorkOrderClose.rdl| Column Name | Field Label |
|---|---|
| Work Order | Work_Order |
| Facility Name | Facility_Name |
| Tech Vendor | Tech_Vendor |
| Latest Event Type | Latest_Event_Type |
| Latest Event Date | Latest_Event_Date |
| Cap Ex? | Cap_Ex_ |
| Open Date | Open_Date |
| Caller | Caller |
| Description | Description |
| Event Type | Event_Type |
| Event Date | Event_Date |
| User Name | User_Name |
Work Order Dispatch Tracking
Export a lifecycle record of dispatch events for work orders within specified parameters including time to dispatched, to closed, and to completed.
\Edge\SSRS\WorkOrderDispatchTracking.rdl| Column Name | Field Label |
|---|---|
| Facility Name | Facility_Name |
| Work Order | Work_Order |
| Tech/Vendor | Tech_Vendor |
| Last Event Status | Current_Status |
| Latest Event Date | Latest_Event_Date |
| Problem Code | Problem_Code |
| Priority Code | Priority_Code |
| Open Date | Open_Date |
| Create Date | Event_Date |
| Created to Dispatched | Time_from_Created_to_Dispatched |
| Dispatched to Closed | Time_from_Dispatch_to_Closed |
| Overall Time to Closed | Overall_Time_from_Created_to_Closed |
| Dispatch to Completed | Time_from_Dispatch_to_Completed |
| Overall Time to Completed | Overall_Time_from_Created_to_Completed |
Work Order Counts
Export a basic count of work orders by problem code, sub problem code, tech, or vendor.
\Edge\SSRS\WorkOrderCounts.rdl| Column Name | Field Label |
|---|---|
| Name | DisplayName |
| Tech or Vendor | Type |
| Problem Code | ProblemCode |
| Sub Problem Code | SubProblemCode |
| Work Order Count | WorkOrderCount |
Tech/Vendor Efficiency
Export a record of tech/vendor efficiency including labor hours, travel hours, average response hours, and more.
\Edge\SSRS\TechVendorEfficiency.rdl| Column Name | Field Label |
|---|---|
| Tech/Vendor | TechName |
| # of Stores | NumberOfStores |
| Labor Hours | LaborHours |
| Travel Hours | TravelHours |
| Avg Response Hours | AverageResponseHours |
| Efficiency % | EfficiencyPercent |
| Travel % | TravelPercent |
| # Assigned | NumberAssigned |
| # Complete | NumberComplete |
| Priority Codes | PriorityCodes |
Tip: Efficiency percent is calculated by dividing the number complete by the number assigned.
Annual Work Order Cost
Export a record of annual work order costs and averages.
\Edge\SSRS\AnnualWorkOrderCost.rdl| Column Name | Field Label |
|---|---|
| Tech Total | TechTotal |
| Vendor Total | VendorTotal |
| Month | MonthName |
| Problem Code | ProblemCode |
| Sub Problem Code | SubProblemCode |
IncludeVendorInSummary |
|
| Vendor Count | VendorCount |
IncludeTechInSummary |
|
| Tech Count | TechCount |
| Vendor Average | VendorAverage |
| Tech Average | TechAverage |
Tech/Vendor Details
Export a record of Tech and Vendor accounts including associated Skill Sets.
\Edge\SSRS\TechVendorDetails.rdl| Column Name | Field Label |
|---|---|
| Tech Vendor Name | TechVendorName |
| Address | Address |
| City | City |
| State | State |
| Email Address | EmailAddress |
| Phone # | PhoneNumber |
| Fax # | FaxNumber |
| Facilities | Facilities |
| Skill Set | SkillSet |
| Vendor Status | VendorStatus |
| Vendor ID | VendorId |
Tech/Vendor Contacts
Export a record of Tech and Vendor contact information and associated Problem Codes.
\Edge\SSRS\TechVendorContacts.rdl| Column Name | Field Label |
|---|---|
| Tech Vendor Name | TechVendorName |
| Address | Address |
| City | City |
| State | State |
| Email Address | EmailAddress |
| Phone # | PhoneNumber |
| Fax # | FaxNumber |
| Facilities | Facilities |
| Problem Codes | ProblemCodes |
| Vendor Status | VendorStatus |
Maintenance Invoice PDI Export
Export a record of maintenance Invoices formatted for PDI.
\Edge\SSRS\MaintenanceInvoicePDIExport.rdl| Column Name | Field Label |
|---|---|
| Vendor | VENDOR |
| Entity | Entity |
| Inventory # | INV__ |
| Inventory Date | INV_DATE |
| Inventory AMT | INV_AMT |
| Site | Site__ |
| GL MAJOR | GL_MAJOR |
| GL SUB | GL_SUB |
| Blank | BLANK |
| Blank2 | BLANK2 |
| PO Number | PO_NUMBER |
| Comment | COMMENT |
| Remittance Comment | REMITTANCE_COMMENT |
| Invoice PDF Link | eFileId |
| Tax | Tax |
| Sub Total | SubTotal |
Cost Tracking PDI Export Report
Export a cost tracking record of Invoices formatted for PDI.
\Edge\SSRS\CostTrackingPDIExport.rdl| Column Name | Field Label |
|---|---|
| Vendor | VENDOR |
| Entity | Entity |
| Inventory # | INV_NUMBER |
| Inventory Date | INV_DATE |
| Inventory AMT | INV_AMT |
| Site | Site_Number |
| GL MAJOR | GL_MAJOR |
| GL SUB | GL_SUB |
| Blank | BLANK |
| Blank2 | BLANK2 |
| PO Number | PO_NUMBER |
| Comment | COMMENT |
| Remittance Comment | REMITTANCE_COMMENT |
| EF Name | efName |
| Current Status | CurrentStatus |
| Invoice Received Date | InvoiceReceivedDate |
| Invoice Due Date | InvoiceDateDue |
| Date Closed | DateClosed |
| Account Name | AccountName |
| Invoice Balance | InvoiceBalance |
| Linked Item | LinkedItem |
Facility Asset Associations
Export a record of assets associated with Facilities as configured in Titan Cloud.
\Edge\SSRS\FacilityAssetAssociations.rdl| Column Name | Field Label |
|---|---|
| Facility Name | FacilityName |
| Address | fAddress1 |
| City | fCity |
| State | fState |
| Asset Name | Name |
| Part Number | PartNumber |
| Tanks Associated | AssetTanks |
| Dispensers Associated | AssetDispensers |
| Lines Associated | AssetLines |
| Sensors Associated | AssetSensors |
| Other Assets Associated | AssetOtherAssets |
Inventory Closeout Report
Export a record of parts inventory by part name, quantity, and cost.
\Edge\SSRS\InventoryCloseout.rdl| Column Name | Field Label |
|---|---|
| Part Name | Description |
| Part Number | PartNumber |
| Part Cost | PartCost |
| Calculated Quantity | ExpectedQuantity |
| Calculated Quantity | ExpectedCost |
| Physical Inventory Quantity | PhysicalQuantity |
| Physical Inventory Cost | PhysicalTotalCost |
| Adjusted Inventory Quantity | AdjustedAmount |
| Adjusted Inventory Cost | AdjustedAmountCost |
| Location Name | LocationName |
Work Order Geofencing History
Export a record of check-in/check-out times and locations by Work Order.
Tip: Geofencing must be enabled for Tech/Vendor user roles on the User Role Setup page to track Work Order check-in/check-out locations.
\Edge\SSRS\WorkOrderGeofencingHistory.rdl| Column Name | Field Label |
|---|---|
| Facility Name | FacilityName |
| Facility Address | FacilityAddress |
| Tech | Tech |
| User Name | UserName |
| Work Order Number | WorkOrderNumber |
| Check In Lat/Long | CheckInLatLong |
| Check In Date | CheckInDate |
| Check Out Lat/Long | CheckOutLatLong |
| Check Out Date | CheckOutDate |
| Total Time on Site (Minutes) | TotalTimeOnSiteInMinutes |
| Check In Distance (Miles) | CheckInDistanceInMiles |
| Check Out Distance (Miles) | CheckOutDistanceInMiles |
Purchase Order Part Details
Export a detailed record of parts ordered and received as documented in the Purchase Orders module.
\Edge\SSRS\PurchaseOrderPartDetails.rdl| Column Name | Field Label |
|---|---|
| PO Number | PONumber |
| Current Status | CurrentStatus |
| Current Status Chagne Date | CurrentStatusChangeDate |
| Approved By | ApprovedBY |
| Issued to Vendor | IssuedToVendor |
| Line Number | LineNumber |
| Billing Address | BillingAddress |
| Location | Location |
| Part Number | PartNumber |
| Description | Description |
| Qty | Qty |
| Received Qty | ReceivedQuantity |
| Qty Expected (Open Qty) | QtyExpected |
| Unit Price | UnitPrice |
| Amount | Amount |
| Created Date | CreatedDate |
| Finish Date | FinishDate |
| PO Date | PODate |
| Estimated Cost | EstimatedCost |
| Actual Cost | ActualCost |
| Project Description & Special Instructions | ProjectDescriptionSpecialInstructions |
| Requisitioner | Requisitioner |
| G/L Code | GLCode |
| Terms | Terms |
| Associated Work Order | AssociatedWorkOrder |
| PO Sub Total | POSubTotal |
| PO Sales Tax | POSalesTax |
| PO Shipping Handling | POShippingHandling |
| PO Other Cost | POOtherCost |
| PO Total | POTotal |