Equipment has a few reports to help you see the status of your servicing at a glance. They're especially useful for LOLER and PUWER compliance reporting, where you need to show what's been serviced, when, and what's outstanding.
Accessing the Reports
Select the Equipment tile.
Select the Reports tab at the top.
Select the report you want to view: Servicing Status, Servicing History, or Servicing Calendar.
Servicing Status
A live, per-item snapshot of servicing across the servicing schedules you select. For each item it shows the last completed service, when the next one is due, its current status, and any data captured on the servicing form.
Servicing History
A historical record of past servicing completions — use this to look back at what's already been done, rather than what's due next.
Servicing Calendar
A date view showing whether servicing was completed against an item on a given day, week or month. See at a glance what has been done, or more important not done!
Tick = done
X = not done (a servicing check was due or overdue and was not completed)
blank = not done (wasn't planned / due to be done on that date)
Filtering the Reports
Select one or more servicing schedules (on left hand side) to build the table.
Depending on the report, you can narrow the results further with the location, item, and item type filters.
You can save a view so that it is there for next time with all your filters 'on'.
Exporting a Report
Sort the report by any column, if you want the export to reflect a particular order.
Select Export to download it as a CSV or Excel file, matching exactly what's shown on screen.
Use Case
Equipment and plant managers checking servicing compliance across a site. Anyone preparing LOLER or PUWER reporting who needs evidence of what's been serviced and what's outstanding.
Tips
Start with Servicing Status if you want a quick view of what's overdue right now; use Servicing History if you need to look back at completed work.
Select more than one servicing schedule in Servicing Calendar if you want to see combined compliance across several regimes at once, shown as a fraction.