Reporting in Maintenance Connection lets you showcase the valuable data in your system. The Reporter provides access to key information and presents it effectively.

Maintenance Connection offers over 300 base reports right after installation. These reports can be copied, modified, and configured to suit your organization's needs.

The Reporter can be accessed through the Main Application Menu, if you have Access Group permissions or through the MRO Toolbar.

The key to successful system reporting: To get good data out, you must put good data in!

For example, if your organization wants to report on Types (i.e. Preventive, Corrective, Follow-Up, etc) of Work Orders submitted, it is important that all work orders have the Type field accurately filled in.

Important: Always make a copy of the base report before making changes. Deleting or modify fields from the original base report cannot be undone.

Three Main Report Types offered:

• List Reports:
  • They focus on a single primary dataset, such as Work Orders or Assets. 
  • Each unique record is represented by a separate row. 
  • The report contains specific details in the columns corresponding to each record. 
• Summary Reports
  • Used when summary calculations are required per row, rather than detailed individual records. 
  • Contain fewer columns and rows compared to List Reports, as they focus on broader data groupings. 
• Custom Reports
  • Created specifically for your organization by Professional Services.
  • These reports have tailored formatting and unique layout designs. Since they are developed externally, users cannot modify them through the Reporter

Organizational Attributes

All reports are made up of two Components: Report Criteria and Report Setup

Criteria: Defines which rows or records will appear in your report, acting as a filter that determines the included information.  If no criteria are applied, all rows of data will be shown.

 Setup: Serves as the central workspace for configuring reports. It determines which columns or data will be displayed for each record and influences how that data is presented.  

• Base Groups: Base Groups reflect the Modules within the system.
• Custom Groups: Allows you to limit who can see and access certain reports within the system.  

Grouping & Sorting

Data can be sorted by up to five fields, starting with Sort 1 for the broadest data set. By selecting the Group checkbox, this will gather all records of the same type, and group them together based on the sort value. 

Records are ordered on the report by the sort order specified in the Sort dropdown. 

For the most efficient reporting, it is beneficial to have your first sort be the highest level of grouping in the system, such as Parent Location.

Charting Options

There are five types of reporting charts available, and up to three can be displayed in each report. It is also possible to display only charts, depending on the organization's preference.

• Pie Chart
• Bar Chart
• Line Chart
• Area Chart
• Rader Chart

Communication Preferences

Reports can be generated on an automated schedule, allowing users to define the specific generation times and designate recipients for email delivery of the reports at regular intervals.