Reporting - Critical Systems Report

The Critical Systems Report provides a clear overview of any recent work carried out, any tasks that are outstanding, and any upcoming scheduled maintenance that is either flagged as critical or linked to a piece of critical equipment.

The report uses today’s date to decide what should be included and is designed to be run during the first week of each month. As filters are changed, the preview updates automatically so you can review the data before generating the PDF Report.

Filtering the Results

History

Maintenance history, also known as log entries, that are flagged as critical or related to critical equipment is automatically filtered to include only entries completed on or after the first day of last month.

Checked - Maintenance History is included in the report.

Unchecked - Maintenance History is excluded from the report.

Tasks

Outstanding tasks that are flagged as critical or related to critical equipment are always included, regardless of their due date.

Checked - Outstanding Tasks are Included in the report.

Unchecked - Outstanding Tasks are Excluded from the report.

Schedules

Upcoming schedules that are flagged as critical or related to critical equipment are automatically filtered to include only schedules due before the end of next month.

Checked - Upcoming Schedules are Included in the report.

Unchecked - Upcoming Schedules are Excluded from the report.

Show Repeats

Some schedules fall due more than once between today and the end of next month. This filter determines whether the report displays every recurrence, assuming the schedule is completed on its scheduled due date.

Checked - all occurrences of each schedule are shown.

Unchecked - only the next due occurrence of each schedule is shown.

All Departments

The All Departments filter is based on the logged in users department.

Checked - Includes Other Departments Data.

Unchecked - Excludes Other Departments Data.

Generating a PDF Report

Once you have filtered the results as required, click the Print button to Generate a PDF report which can be downloaded, saved and shared as required.