Hi Jeff, in addition to the existing sample report templates that come with AyaNova installed, you can also customize those further as well as create your own.
We provide a number of How do I…?'s providing a walk through on customizing report templates and creating your own in the AyaNova 4 Help file (the version of AyaNova available at the time of this posting) starting with xx
Also in the forum section AyaNova Printing and Report Templates we provide additional sample report templates that you can download and use as is, or customize further, and/or refer to existing topics and their details when creating/customizing your own.
Another suggestion is to follow along with the many tutorials in the Help documentation as well as the additional tutorials found in that forum section.
Our questions is about tracking parts history by units. We need the ability to access the last date, and meter reading, that a part was replaced on a specific unit. Is there a report for this or can one be built by us?
One suggestion is view the workorder entry screen for this unit with this part, and select the Sample Unit History Report from the Print menu as that report identifies the client, the unit and its serial number, and when labor was performed (i.e. the part was replaced) and the part itself.
And you can certainly customize this report template further.
Do note that the Meter Reading fields from theMeter Reading subgridof a Unit’e entry screen are not available from a service workorder report template - you can print out a Meter Reading report itself but its fields are not available for printing in a service workorder report.Refer to the AyaNova Help file about Meter Reading for more details.
But a suggestion is if you always want the meter reading of the unit at the time of service to be available via a report from the service workorder itselfis tohave Custom Fields for workorder items set up. For example, enable Custom Fields for Workorder Items (via the Custom Fields in the Administration navigation pane), enable a text field as the custom field and label it Meter Reading. Have your staff enter the Meter Reading in that custom field in the workorder, and you can edit the report template so that this field displays on the report template. Go through the details and How do I on custom fields in the AyaNova Help file for an overview of setting up custom fields, and than do this for the Workorder Items.
We also offer custom report template design for a fee.
We also are interested in a report that will allow us to print out a list of parts required for upcoming PM agreements. We’d like to be able to print this at least one month in advance.
Take a look at the Parts grid in the Preventive Maintenance navigation pane - drop down the Print menu option in that grid, and you will see the sample report template Parts Needed For Upcoming PMs This is an example of what you could have - this report template identifies the part and what PM’s is needed.
And as with any report template, you can customize as well as create your own, or as offered in the forum topic I can create custom report templates for you - just send a mockup etc as outlined in that forum topic and I can provide a quote.
Also note that you can filter the grid on different columns (as well as sort) so