PM Range Summary Report

The PM Range Summary report provides insights into preventive maintenance (PM) schedules within a selected date range. It helps you track upcoming work orders, monitor schedule compliance, and manage recurring maintenance activities across assets, sites, and locations.

Use this report to:

Monitor upcoming preventive maintenance schedules within a date range.
Track recurring maintenance activities by schedule type.
Identify high-priority PMs requiring attention.
Review assigned users and planned maintenance work.
Support planning and compliance with maintenance schedules.

Getting Started

Filters

Filters are located above the main report area. Use them in any order.

Filter	What It Does	Default
Next Scheduled	Filters within a specific date range. NOTE Refer to Limitations article for date selection.	Next 30 Days
Schedule Type	Filters the data by specific schedule type (e.g., Daily, Weekly, Monthly, etc.)	All
Priority	Filters the data based on the urgency.	All

Report Structure

This report displays preventive maintenance schedules, including next scheduled dates, source details (asset, site, or location), assigned users, and estimated effort. Each row represents a PM schedule with its configuration, frequency, and expected work details. Date filtering is based on the next scheduled work order generation date.

Fields

Field	Description
Next Scheduled	Displays the next date on which the PM schedule will generate a work order.
Name	Shows the name of the PM (Preventive Maintenance) schedule.
Source Type	Indicates the type of source linked to the PM (for example, Asset, Site, or Location).
Source #	Displays the user-visible identifier associated with the source (such as Asset Number). This field may be empty if not defined and is not the same as the system ID.
Source Name	Shows the name of the associated source (Asset, Site, or Location).
Assigned To	Displays the first and last name of the user assigned to the PM schedule.
Status	Indicates the work order status that will be applied when the PM generates a work order.
Schedule Type	Shows the frequency at which the schedule generates work orders (for example, Daily, Weekly, Monthly). This field may not apply to meter-based PMs, which are triggered by meter readings instead of time intervals.
Work Category	Displays the work category assigned to the generated work order.
Work Requested	Provides a description of the work to be performed, entered as free text.
Est Hours	Indicates the estimated number of hours required to complete the generated work order.
Est Cost	Displays the estimated cost to complete the generated work order.

Common Tasks

View upcoming PM schedules within a timeframe, use the Next Scheduled filter.
Analyze schedules by frequency, filter by Schedule Type.
Identify urgent maintenance tasks, filter by Priority.
Review assigned users and planned work details for upcoming PMs.