Reports and Analytics

Available Reports

Report Description
Notes Summary Count and types by period
Activity Status Open, completed, overdue
User Activity Notes per user
Equipment Health Abnormal conditions history
Form Compliance Scheduled vs completed forms

Generating Reports

  1. Navigate to Reports
  2. Select report type
  3. Configure parameters:
    • Date range
    • Equipment scope
    • User filter
  4. Click Generate
  5. View, print, or export

Scheduled Reports

Set up automatic report delivery:

  1. Reports > Scheduled Reports
  2. Click Create Schedule
  3. Configure:
    • Report type
    • Parameters
    • Frequency (Daily/Weekly/Monthly)
    • Recipients (email addresses)
    • Format (PDF/Excel)
  4. Save schedule

Key Metrics to Monitor

Metric Healthy Range
Notes per equipment/week 2-5
Abnormal conditions resolved < 24h > 80%
Form completion rate > 95%
Activity completion on-time > 90%