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Maintenance History Report

View completed maintenance records by equipment or equipment type, with details like PM type, dates, and service notes.

Introduction:

The Maintenance History Report displays a log of completed preventative maintenance (PM) and inspections across your fleet. You can search by individual equipment, equipment type (e.g., dump trucks, pavers), or run a broad report on all equipment over a selected date range.

📍 Navigation

To access this feature:

Go to: Fleet > Maintenance > Maintenance History Report

📌 Use This Report To:

  • Review completed preventative maintenance across your fleet

  • View service history for a specific asset

  • Track maintenance by equipment type (e.g., all dump trucks)

  • See meter readings at time of service

  • Export records for documentation or internal tracking

🖼 Example of the Maintenance History Report filters before generating results.

🖼 Example of the Maintenance History Report filters before generating results.


🧾 Step-by-step Instructions

  1. Use the Equipment dropdown at the top-left to choose:

    • Active (default)

    • Inactive

    • Both

  2. In the Select Equipment dropdown:

    • Choose a single piece of equipment

    • This is commonly used when looking up one machine’s full service history

  3. Or, use the Equipment Type dropdown:

    • Select a category such as Dump Trucks or Pavers

    • This will return results for all equipment in that type

  4. (Optional) Enter a Start Date and End Date to filter results by time period:

    • If no Start Date is selected, the report defaults to the last 7 days

    • If no End Date is selected, the report defaults to today’s date

  5. (Optional) Use Report Options to include:

    • Equipment Manufacturer

    • Model

  6. Click Generate Report to view results


📋 Table Columns & Behavior

Once generated, the report displays a sortable table with the following columns:

  • Equipment Number – Click to open the equipment details card

  • Equipment Type – Type of machine (e.g., Dump Truck)

  • Date Performed – When maintenance was performed

  • Date Completed – When maintenance was marked complete

  • Mechanical Meter at Service – Meter reading at time of service

  • PM Type – Type of preventative maintenance or inspection

  • Scheduled Meter – Value set for PM trigger

  • Odometer at Service – Odometer reading at service time

  • Scheduled Odometer – Planned odometer value for maintenance

  • Notes – Free-text notes entered by the technician or admin

🖱️ Hover over a column header to view a brief description of what each field means.

🖼 Example of the report after generating results for a single piece of equipment.

🖼 Example of the report after generating results for a single piece of equipment.


🔗 Interactive Behavior

  • Clicking the equipment number opens the equipment details card

  • Columns can be sorted by clicking the up/down arrows in each header


📤 Export Options

At the top right of the report, you can:

  • 🖨️ Print Table

  • 📄 Download CSV – raw data format

  • 📊 Excel Formatted CSV – pre-formatted for Excel

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