The Maintenance Report gives you a full view of scheduled maintenance tasks across your portfolio. Use it to track task status, filter by contractor or property manager, and export for offline review.
How to Access the Maintenance Report
Navigate to Reporting in the main menu.
Select General Reports.
Under the Property section, select Maintenance Report.
Available Filters
Report For: Select the company to report on.
Property Manager: Show tasks for a specific property manager.
Delegated To: Filter by the team member tasks are assigned to.
Date Filter: Focus on tasks due within a selected timeframe.
Contractor: View tasks linked to a specific contractor.
Type: Filter by maintenance type.
Properties to Include: Limit results to specific properties.
Maintenance Status to Include: Filter by status — New, Awaiting Quotes, In Progress, Complete, Work Cancelled, and more.
Generating and Exporting the Report
Click Generate Report on Screen to view results immediately.
Use the horizontal and vertical scrollbars to navigate wide reports on screen.
To export, select Download as PDF (Landscape recommended for wide reports) or Download as CSV.