Service Checklist Monthly History Report

Overview

The Service Checklist Monthly History Report aims to offer users a comprehensive view of service checklist item actions over a six-month period. This report provides valuable insights into the maintenance history, allowing users to track and analyse service checklist item activity effectively.

 

Service Checklist Monthly History Report

1. Click on your User Icon (1) in the top right corner, then select Settings (2).

                                                                                                                                       

2. On the left side of the screen, scroll down and click on Service Groups (3).

 

3. Click on Edit Checklist Items (4) for the specific Service Group you intend to generate the report for.

 

4. Locate the service item you wish to include in the report and click on Edit (5).

 

5. Within the editing interface, choose the desired format for exporting the data, either PDF or XLSX (6).

 

6. Example: We select XLSX (6) for the report format in this demonstration. This report displays the last six months of data from when the service checklist item was actioned.