What is a Equipment Maintenance Report ?

Equipment maintenance reports are considered operational analysis tools and are used by operations managers to review monthly hours spent maintaining equipment and to compare to the prior year. Some of the main functionality in this type of report is that it it lists months across the columns and equipment down the rows. For each equipment is displays the maintenance interval (hours), days remaining until service, maintenance type, and current and prior year maintenance hours. You find an example of this type of report below.

Purpose of Equipment Maintenance Reports

Manufacturers use Equipment Maintenance Reports to easily analyze effort (hours) to keep equipment in a plant running and see if there are any anomalies. When used as part of good business practices in a Production department, a company can improve its efficiency as well as reduce the chances that executives don’t have good visibility to whether production lines have unexpected downtime due to service issues.

Equipment Maintenance Report Example

Here is an example of an Equipment Maintenance Report showing monthly service hours and maintenance intervals for the equipment in a manufacturing plant.

Equipment Maintenance Report Example for a Manufacturing Plant

Equipment Maintenance Report Example for a Manufacturing Plant

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Production managers, service personnel.

Other Reports Often Used in Conjunction with Equipment Maintenance Reports

Progressive Production departments sometimes use several different Equipment Maintenance Reports, along with Detailed service reports, service and operating expense budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples