Reports Dashboard

The Reports dashboard at /reports provides two ways to generate reports:

Predefined Reports

Five built-in report types cover the most common reporting needs. Select a report type, set your parameters, and generate.

Work Order Summary

Overview of all work orders in a date range, with breakdowns by status, priority, and assignee.

Parameter	Description
Date Range	Start and end date (required)
Assignee	Filter to a specific technician (optional)
Include Completed	Include closed work orders (default: yes)

Summary stats: Total work orders, breakdown by status/priority/assignee, total hours spent, average completion time, overdue count.

Columns: WO #, Title, Status, Priority, Assigned To, Created By, Created, Due Date, Completed, Hours, Asset, Room, Issue Type.

Room History

Complete work order history for every room in a date range. Ideal for year-end owner reports showing everything that was fixed at a property.

Parameter	Description
Date Range	Start and end date (required)
Room	Filter to a specific room, or all rooms (optional)

Summary stats: Total rooms, total work orders, total hours, breakdown by issue type, top 5 rooms with most issues, average issues per room.

Columns: Room, Room Type, WO #, Title, Issue Type, Status, Priority, Assigned To, Created, Completed, Hours, Description, Completion Notes.

Common Issues Analysis

Identifies recurring problems and patterns across work orders. Helps you spot systemic issues (e.g., "Room 301 has had 8 plumbing calls this year").

Parameter	Description
Date Range	Start and end date (required)
Min Occurrences	Minimum count to include (default: 2)
Group By	Issue Type, Keywords, Room, or Asset

Keyword detection: Automatically identifies work orders mentioning leak, HVAC, plumbing, electrical, door, lock, window, paint, appliance, pest, noise, and more.

Summary stats: Total work orders analyzed, total groups, top 5 issues, most time-consuming issues.

Asset Inventory

Complete asset list with lifecycle tracking, condition ratings, and end-of-life projections. Use this to plan capital expenditures and replacement budgets.

Parameter	Description
Category	Filter by category: HVAC, Plumbing, Kitchen, Laundry, Electrical, Safety, Exterior, Furniture, Fixture, Other
Condition	Filter by condition: New, Good, Fair, Poor, Out of Service
Lifecycle Only	Only include assets that have install date and expected life set

Summary stats: Total assets, breakdown by condition/category, assets with lifecycle data, assets approaching end of life (≤25% remaining), assets past end of life.

Columns: Asset Name, Type, Category, Location, Manufacturer, Model #, Serial #, Condition, Install Date, Expected Life, Life Remaining %, Life Remaining (years), Warranty Expires, Purchase Price, Hours, Notes.

Daily Room Report

Priority-ordered snapshot of all rooms for daily operations. Shows out-of-order rooms, maintenance issues, checkouts, check-ins, and housekeeping needs in one view.

Section	Description
Out of Order	Rooms with OUT_OF_ORDER status (set via work orders with Out of Order priority)
Maintenance	Rooms with open work orders or MAINTENANCE status
Open	Available rooms (Clean status, no open issues)
Checking Out	Occupied rooms with checkout today
Checking In	Rooms with reservations arriving today or in Dirty status
Housekeeping	Rooms needing housekeeping (Dirty status or housekeeping work orders)

Report Builder

The report builder lets you create fully custom reports by querying any data source in PropertyPlex.

Data Sources

Data Source	Description	Example Use
Work Orders	All work orders with status, priority, assignee, asset, room, hours, dates	All urgent plumbing work orders in Q4
Assets	All assets with type, category, manufacturer, lifecycle, warranty, hours	HVAC equipment with warranty expiring this year
Rooms	All rooms with status, type, floor, guest info, open work order counts	Rooms with more than 3 open work orders
Maintenance Schedules	All preventive schedules with frequency, next due date, assigned asset	Overdue schedules with no recent completion
PM Schedules	Template-based preventive maintenance schedules	Active monthly schedules by category

Building a Custom Report

Exporting to Excel

Both predefined reports and report builder results can be exported to Excel (.xlsx) files with professional formatting.

Export Features

Customizing Export Style

Before exporting, you can customize the look of your Excel file:

Option	Description
Company Name	Override the property name shown in the header
Address	Override the address line
Report Title	Custom title for the report
Header Color	Background color for column headers (default: blue)
Header Text Color	Text color for column headers (default: white)
Alternate Row Color	Background color for alternating rows
Color Presets	Quick presets: Blue, Green, Dark, Red, Purple, Teal, Orange
Include Summary	Add summary statistics section above the data table
Show Generated Date	Include the date/time the report was generated

Printing Reports

Predefined reports include a Print button that opens a print-friendly version of the report in your browser. The print view is formatted for clean output on paper with no navigation elements or backgrounds.