Generating, Viewing and Printing Information in MPulse

MPulse CMMS reports give you the picture you need to accurately assess how your department is functioning and where you might make changes to improve. With solid data and easy-to-read reports, your organization can make good decisions based on hard evidence, which will improve its ability to compete effectively and efficiently.

Information is available throughout MPulse

Information is available in four different forms:

• Quick View Reports from most records
• List View Layouts
• Form Reports created by MPulse
• Graphical Reports created in the Reports menu.

Quick View Reports

These are best used to answer quick questions, such as, “How much have we spent on the building?” Or, “when is the next PM due on this piece of equipment?”. These can be answered by navigating to the Asset, Employee, Vendor or Inventory Record in question, and then choosing the More () icon menu. Once you do this you have one or more of the following options:

• Open Work Order for – Displays a list of all the open work orders for the record.
• Work Order History for – Displays all the closed work orders for the record.
• Maintenance Schedule for – Displays the current status of all Scheduled maintenance for the record.
• List of keys for – Displays the list of keys associated with the record.

List View Layout Reports

Using the powerful list view tools in MPulse you can create, name and save layouts. Any layout can be printed.  

You can also make widgets out of List View layouts. To do so, go to the Maintenance Advisor screen, then select the Common Settings () icon. Then choose the Record Area where the layout you want to use is located, it will be moved onto the menu displaying all the other layouts on your Maintenance Advisor. The data in the layout will be automatically updated based on the Widget refresh rate you have set up here.

Form Reports

There are many form reports that have been created and are available in MPulse. These form reports are located in the record area where they originate. Click on the respective printer settings and from there choose Form Reports to see a list of available reports for that area. To view and/or print the form reports in an area:

1. Click on the printer () icon. First, MPulse will show a print preview in the format of the last form report you printed (This will be handy when you find a report that you use a lot; this way you won’t always have to find it all over again).
2. Once you have selected the report form in which you want your information to be presented, you can set up your filter to print the form report for the Current Record, the Current Layout, or for All Records. It may be necessary to pre-filter your layout to get the report for a specific set of records you want to find.
3. Once you have this set, click on the “OK” button and you will be sent to the Print Preview window. Once you verify that this is the report you want you can print it, or export it in either a .pdf or a .xls format.

Probably the most common Form Report you will use will be the Work Order, or possibly a Purchase Requisition. Some of the most used Form Reports are:

1. • Work Order Mid-level Report (the default work order form)
   • Days Between Failure By Asset Report
   • Work Order Archive Report
   • Work Order Comprehensive Report
   • Equipment Assets records
   • Equipment Mid-level Report
   • Equipment Associated Inventory Report
   • Equipment Nameplate Report
   • Equipment Comprehensive Report
   • Part Labels Report (generates barcode list of the inventory items)
   • Part Comprehensive Report

Note: These report formats are very different- before printing, a print preview will be generated. Take a look at your record in each format before printing to see which format you prefer.

Graphic Reports

Graphic Reports are created in the Reports () menu. The Reports menu creates two types of graphical reports:

• Traditional bar charts, pie charts, and line graphs
• Circular Guage, Doughnut Chart, Funnel Chart, Linear Gauge, Pareto Chart, Polar Chart, Pramid Chart and Spline Chart

The graphical reports created in the Reports menu can be printed and distributed. They can also be placed on your Maintenance Advisor as widgets, which will be updated on a regular interval as determined by the settings in Management Tools menu. For more information, see About Reports.