Help Center · Analytics & Management Reporting

Maintenance Analytics

Analyze tickets, engineers, assets, attendance utilization, trends, and service execution.

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Generate maintenance performance reports

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Review engineer workload and utilization

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Inspect asset analytics

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Open daily operational details

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Export CSV

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Generate maintenance performance reports
  2. Track active and completed ticket trends
  3. Review engineer workload and utilization
  4. Inspect asset analytics
  5. Open daily operational details
  6. Export CSV

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Utilization depends on consistent ticket, visit, job, and attendance capture.