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)
Service Groups, Settings and Checklist - User Icon Settings
2. On the left side of the screen, scroll down and click on Service Groups (3)
Service Groups, Settings and Checklist - Service Group Settings
3. Click on Edit Checklist Items (4) for the specific Service Group you intend to generate the report for
Service Groups, Settings and Checklist - Edit Checklist Items
4. Locate the service item you wish to include in the report and click on Edit (5)
Service Groups, Settings and Checklist - Service Jobcard Items
5. Within the editing interface, choose the desired format for exporting the data, either PDF or XLSX (6)
Service Groups, Settings and Checklist - Service Item
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
Service Groups, Settings and Checklist - Monthly History Report