An on-demand report that shows the equipment population assigned to a territory in the equipment record.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
ID225 is a report you run on demand that shows the equipment population assigned to a territory in the equipment record. Reports model, serial#, average monthly volume over the last 3 months, total calls over the last 6 months, and parts cost over the last 6 months, for each equipment, and totals for each model.
Note: This alert does require that you have ECIs' analytic tables installed and updated. See ID923 for a more detailed MIF SSRS report or ID771 Power BI Profit and MIF Analysis.
Run Schedule: On demand
Type of Output: On-Demand Custom Report
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Sample
Sample
1) Territory 2) # of equipment 3) Parts cost 4) Average Monthly volume 5) Total Calls broken down by CM Corrective Maintenance, PM Preventative Maintenance, CC Courtesy Calls (call type categories)
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Variables
Variables
This report has no variables
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Alert Functionality
Alert Functionality
1. The report groups equipment using the Territory on the equipment record:
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OnDemand Report Filters
On-Demand Report Filters
Only include equipment on contract, OR include ALL active equipment:
Narrow down by certain equipment. Use the Advance Filter Option to look at certain models/model category:
Include all call history on the equipment, OR only look back a certain period:
Grouping Options for report output: i.e Territory, zip code then equipment OR Technician, zip code, model
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID771 - Profit and MIF Analysis (Power BI)
ID923 - Contract MIF Report (SSRS)
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