Creating Equipment Summary Reports - CS

This guide will show you how to create a summary report for your equipment. For example, you may want to see how many jobs have been made for a particular make of equipment, to give you some analysis on those particular makes.

First, go to Reporting > Report Wizard.

From the Report Wizard select Equipment > Equipment Summary and then click ‘Next’.

In this example, we will create a summary report of total jobs by ‘Equipment Make’. To do this, first, tick the ‘Include all results’ box and select ‘Next’.

In the ‘Columns to include in the report’ section, select ‘Job sheet Count’ and press the arrow so it goes into the right-hand ‘selected properties’ box.

In the ‘Properties to group by’ section, select ‘Make’ and press the arrow so it goes into the right-hand ‘selected properties’ box. Finish by clicking Next > Finish.

This will now create a summary report of total jobs created by make.

You will first see a list of all the makes with the total number of jobs next to the make, you can then see how this looks in a graph by clicking on ‘graph’. If you need to know how to configure graphs go to this article.

Equipment summary reports were added to the Clik Service reporting module in update v4.330. Make sure you have updated your software to receive the latest improvements and new additions.

Published: Apri 2020