Reporting
Updates to Preventive Maintenance reporting
The Preventive Maintenance report now provides property managers with comprehensive insights into maintenance performance and urgent task prioritization.
Key Features:
- Monthly completion rate dashboard: View 12 months of completion rate trends with clear visualizations that show your top and bottom performing properties compared to account averages.
- Urgent task management: See the top 5 critical preventive maintenance tasks, automatically prioritized by equipment importance and upcoming due dates.
- Enhanced filtering: Use the new 90-day date filter along with expanded filtering options to focus on the data that matters most to you.
- Improved data visualization: Access clear graphs and tables that make it easy to monitor performance and make informed decisions.
New! Interactive trend line graphs
A new interactive trend line graph shows your monthly preventive maintenance completion rates across all properties for the past 12 months.
Key Features:
- 12-month trend analysis: The visual trend line clearly displays how your completion rates have performed over time, making it easy to spot patterns and changes.
- Average threshold line: A horizontal reference line shows your overall completion rate benchmark, giving you an instant performance comparison.
- Flexible property filtering: Select one or multiple properties to compare their performance against your overall portfolio trend.
- Performance benchmarking: Quickly see which properties are performing above or below your average thresholds.
Top performers bar graph
View a horizontal bar graph that highlights your top 10 properties with the highest preventive maintenance completion rates.
Key features:
- Top performers visualization: A clear horizontal bar chart displays your 10 best-performing properties at a glance.
- Completion rate rankings: Easy-to-read visual comparison shows exactly how your high-achieving properties stack up against each other.
- Performance recognition: Quickly identify which properties are excelling in maintenance execution.
- Benchmarking tool: Use these top performers as a visual reference for setting performance standards across your entire portfolio.
Underperforming properties bar graph
View a horizontal bar graph that identifies your bottom 10 properties with the lowest preventive maintenance completion rates.
Key features:
- Underperformer identification: A clear horizontal bar chart highlights the 10 properties that need your attention most.
- Performance gap visualization: Easy-to-read visual comparison shows which properties need improvement and by how much.
- Priority focus areas: Quickly identify properties that require immediate maintenance strategy changes.
- Improvement tracking: Use this visual baseline to monitor progress as you work to improve underperforming locations.
Critical task grid with enhanced date filtering
A new, detailed grid view displays your top 5 most urgent preventive maintenance tasks, along with improved date filtering options.
Key features:
- Critical task grid: A comprehensive table shows the 5 most urgent PM due dates, prioritized by critical equipment and approaching deadlines.
- Smart urgency prioritization: Tasks are automatically ranked based on equipment importance and how soon they're due, so you know exactly what needs attention first.
- Extended date range: The default filter now shows the last 90 days, giving you better data coverage and trend analysis for more informed planning.
- Complete task details: Access all the information you need to take immediate action and make smart decisions about each task.
Recurring work orders now display in work order details report
A fix has been implemented to resolve an issue where recurring work orders were not displaying in the Work Order Details Report.
What we fixed:
- Recurring work orders visibility: Resolved the data loading problem that was specifically affecting recurring work orders in the Work Order Details Report.
- Complete report functionality: All report sections now properly display data for both recurring and one-time work orders.
- Filter compatibility: Fixed how recurring work order data processes when you apply report filters like Created By Name, Completed Date, and others.
Work order total count discrepancy resolved
We've resolved a data issue where the Work Order Details Report showed different total counts across tabs when exported to Excel.
What we fixed:
- Export accuracy: All Excel export tabs now display the same work order counts that match your actual data.
- Data integrity: Corrected the underlying calculation problems that were causing different totals across report sections.
"Undefined" date fields corrected in Prism usage report
We've fixed a display issue where date fields in the Prism Usage Report were showing as "undefined" instead of showing the actual dates.
Updates:
- Date field display: Resolved the problem where "undefined" text was appearing in date columns throughout the Prism Usage Report.
- Data formatting: Fixed the underlying date formatting system to properly display date values.
- Report readability: All date fields now show correct, clear date information that's easy to read and understand.
Vendor contract audit report refresh
Previously, the vendor contract audit report was not refreshing data, showing outdated information, and generating errors when attempting manual refresh.
Updates:
- Report refresh functionality: Restored automatic and manual refresh capabilities for the Vendor Contract Audit Report
- Data currency: Resolved stale data issue that prevented reports from displaying current vendor contract information
- Error handling: Fixed refresh errors that were blocking report updates across all accounts
- Tooltip accuracy: Last refreshed date now displays correctly and updates when report data is refreshed