Location YTD PM Summary

The Location YTD PM Summary Report lists by location and period the number of PM jobs due, open, complete, and incomplete as well as the scheduled hours and actual hours.  It also includes four graphs that illustrate the percent of jobs completed, percent of scheduled hours, jobs due and actual hours.

In the Report Prompts area enter the Fiscal Year. In the filters area enable any fields you would like to use for filtering the data to be included on the report. Note that selecting a field for a filter does not cause that field to appear on the report. It becomes a search filter only to qualify which records are included. The fields that appear on the report are shown below. To save your parameters for repeated use enter a Parameter File Name under the report title and click on Save Parameters.

Click on Schedule to run your report. Select your Run Interval and any associated Dates and Times. Next define your Output Destination options, save them if desired and click on Schedule. A Report Schedule Confirmation screen will appear with the Job Number Id and other output information. Proceed to the Report Bin to retrieve and view the report when it's completed.

For more information see Anatomy of an M5 Report and the FleetFocus M5 Location Reports Guide.

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.