Reporting - Forecasting Report

The Forecasting Report provides a forward-looking view of your upcoming maintenance workload, allowing you to review all tasks and schedules that fall within the date range you select. It helps you plan ahead by showing what maintenance is due and when. You can refine the results using filters such as date ranges, reporting tags among other filtering options.

As you adjust the filters, the results update automatically to give you a live preview of the tasks and schedules that meet your criteria. Once you are happy with the filtered results, you can generate a PDF version of the report to download, save, or share as needed.

Filtering the Results

Date Filters

Start Date - Filters the report to Tasks and Schedules due on or after the selected date.

End Date - Filters the report to Tasks and Schedules due on or before the selected date.

Reporting Tag

Choose a reporting tag from the dropdown list. This filters the results to only include Tasks and Schedules related to equipment that has been assigned the selected reporting tag.

Tasks

Checked - Outstanding Tasks are Included in the report.

Unchecked - Outstanding Tasks are Excluded from the report.

Schedules

Checked - Upcoming Schedules are Included in the report.

Unchecked - Upcoming Schedules are Excluded from the report.

Show Repeats

Some schedules may fall due more than once based on your date filters. 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.

No Due Dates

Some tasks and schedules may not have a set due date, such as hours-only schedules or ad hoc tasks where a due date has not been entered. This filter controls whether these entries are included. When included, any hour-based schedules will show their hour information along with an automatically calculated “hours until due” value.

Checked - means tasks and schedules without a due date are included.

Unchecked - means tasks and schedules without a due date are excluded.

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.