Concept Reports
The Concept Reports grid allows any public or published Concept Reports to be printed. Concept Reports can only be viewed from here.
Available from 6.4.0.0
Every report that contains fiscal values has been updated to be aware of the new Currency system entity and to display the appropriate currency value.
Modules > Concept Reports
The link will open the Concept Reports grid. It is a grid view which can be searched, sorted and customised as normal.
Click the report to print, if the report has parameters a pop up window will appear to allow the parameters to be completed.
Click Print Report 
.
| Report Name | Category | Description | Run From |
Parameters |
|---|---|---|---|---|
| ACM-001 | Asbestos |
Asbestos Containing Materials |
Asbestos Containing Materials Concept Reports Grid Workflow |
AsbestosContainingMaterialId |
| ACM-SV1 | Asbestos |
Asbestos Survey Results |
Concept Reports Grid Workflow |
AsbestosSurveyId |
| CL-AC001 | Asset Management | Asset Classification Group Details |
Asset Classification Groups Grid, Asset Classification Groups Input Panel Building Input Panel - Asset Class Groups Sub navigation Concept Reports Grid Workflow |
AssetClassGroupId |
| CL-AC002 | Asset Management | Asset Classification Details |
Asset Classifications Grid, Asset Classification Input Panel Concept Reports Grid Workflow |
AssetClassificationId |
| CL-AC003 | Asset Management | Asset Classification Details in Group |
Asset Classification Group - Asset Classifications Sub navigation Concept Reports Grid Workflow |
AssetClassGroupClassId |
| CL-AH001 | Asset Management | Asset Health Check Summary |
Building Input Panel - Assets Sub navigation Concept Reports Grid Workflow |
|
| CL-AH002 | Asset Management | Asset Health Check Summary - By Asset Class Group |
Asset Classification Group - Assets Sub navigation Concept Reports Grid Workflow |
AssetClassGroupId |
| CL-AH003 | Asset Management | Asset Health Check Summary - By Asset Classification in Group |
Concept Reports Grid Workflow |
AssetClassGroupClassId |
| GL-DT001 | Asset Management | Asset Detail Report |
Concept Reports Grid Workflow |
Site, Building, Contract, Asset Tag, Sort Order |
| GL-DT008 | Asset Management | General Listing of PPM's assigned to Assets |
Concept Reports Grid Workflow |
Site, Building, Contract, Asset Tag, Sort Order |
| GL-DT009 | Asset Management | General Listing of Assets and Properties |
Concept Reports Grid Workflow |
AssetSeq |
| GL-DT009A | Asset Management | General Listing of Assets and Properties (With Parameters) |
Concept Reports Grid Workflow |
Site, Building, Asset |
| GL-DT013 | Asset Management | GL-DT013 General Listing of Top Ten Assets with Breakdowns |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag |
| GL-MT001 | Asset Management | GL-MT001 General Listing Of Assets without PPMs |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag |
| GL-MT002 | Asset Management | GL-MT002 General Listing of Maintenance for Asset |
Asset Input Panel - Service Details Sub navigation Concept Reports Grid Workflow |
Asset |
| GL-MT002A | Asset Management | General Listing of Maintenance for Asset (With Parameters) |
Concept Reports Grid Workflow |
Asset, From Date, To Date |
| OP-MT016 | Asset Management | Assets Issued to Stock Locations |
Concept Reports Grid Workflow |
TA_SEQ |
| OP-MT016A | Asset Management | Assets Issued to Stock Locations (w Dates) |
Concept Reports Grid Workflow |
From Date, To Date |
| OP-MT018 | Asset Management | Contract Auto Issue Integrity |
Concept Reports Grid Workflow |
ContractID |
| OP-MT018b | Asset Management | Template Auto Issue Integrity |
PPM Issue Template Input Panel Concept Reports Grid Workflow |
TemplateID |
| PF-MT002 | Asset Management | Detailed Listing of Asset Down Time |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag, From Date, To Date, Sort By |
| PF-MT003 | Asset Management | General Listing of Task Down Time on Assets |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag, From Date, To Date, Sort By |
| PF-MT004 | Asset Management | Summary Listing of Down Times on Asset Groups |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag, From Date, To Date, Sort By |
| PF-MT005 | Asset Management | Summary Listing of Asset Down Time |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag, From Date, To Date, Sort By |
| PF-MT015 | Asset Management | Maintenance Readings |
Concept Reports Grid Workflow |
Site, Building, Contract, System, Asset Tag, From Date, To Date, Task Type, Sort By, No Asset Tasks |
| RG-002 | Asset Management |
Available from 6.3.0.0 Instruction Set Schedule Details |
Instruction Set Schedule input panel Concept Reports Grid Workflow |
InstructionSetScheduleId |
| RG-001 | Asset Management |
Available from 6.3.0.0 Regime Details |
Concept Reports Grid Workflow |
RegimeId |
| JC-CS001 | Customer Satisfaction | Customer Satisfaction Form |
Advanced Helpdesk - CSF Audit Sub navigation Concept Reports Grid Workflow |
TA_SEQ |
| PF-MT012 | Customer Satisfaction | Customer Satisfaction Report |
Concept Reports Grid Workflow |
Contract, From Date, To Date, Sort By |
| OP-BK001 | Facilities Bookings | Summary Listing of Bookings |
Concept Reports Grid Workflow |
Site, Building, From Date, To Date, Sort By, Status |
| OP-BK002 | Facilities Bookings | Detailed List of Bookings |
Concept Reports Grid Workflow |
BK_SEQ |
| OP-BK002A | Facilities Bookings | Detailed List of Bookings (with Parameters) |
Concept Reports Grid Workflow |
Site, Building, Location, BK_SEQ, Cost Centre, From Date, To Date, Sort By, Status |
| OP-BK002B | Facilities Bookings | Detailed List of Bookings (with Simple Parameters) |
Concept Reports Grid Workflow |
Site, Building, Location, From Date, To Date, Status |
| OP-BK003 | Facilities Bookings | Summary Listing of Catering Requirements |
Concept Reports Grid Workflow |
Site, Building, Menu, From Date, To Date, Sort By |
| OP-BK004 | Facilities Bookings | Detailed List of Catering Requirements |
Concept Reports Grid Workflow |
Site, Building, From Date, To Date |
| OP-BK005 | Facilities Bookings | Summary Listing of Inventory |
Concept Reports Grid Workflow |
Site, Building, From Date, To Date |
| OP-BK006 | Facilities Bookings | Summary Listing of Attendees |
Concept Reports Grid Workflow |
Site, Building, Location, Booking No., From Date, To Date |
| OP-BK007 | Facilities Bookings | Allocation of Standard Facilities |
Concept Reports Grid Workflow |
Site, Building |
| OP-BK008 | Facilities Bookings | Invoice Details (Evolution ONLY) |
Concept Reports Grid Workflow |
BK_SEQ |
| OP-BK008A | Facilities Bookings | Invoice Details (with Parameters) |
Concept Reports Grid Workflow |
Site, Building, From Date, To Date |
| OP-BK010 | Facilities Bookings | Standard Utilisation Report |
Concept Reports Grid Workflow |
Room Utilisation |
| OP-BK011 | Facilities Bookings | Total Cost & Revenue Report |
Concept Reports Grid Workflow |
Site, Building, Location, From Date, To Date |
| OP-BK020 | Facilities Bookings | Cancelled Booking Cost Analysis (Evolution ONLY) |
Concept Reports Grid Workflow |
From Date, To Date |
| OP-BK040 | Facilities Bookings | Visitors Pass |
Concept Reports Grid Workflow |
BKA_SEQ |
| OP-BK040(B) | Facilities Bookings | Visitors Passes |
Concept Reports Grid Workflow |
BKA_SEQ |
| OP-FI001 | Finance | Detailed Cost Centre Analysis Report by Period |
Concept Reports Grid Workflow |
Cost Centre, Cost Code, Period, From Date, To Date |
| OP-FI002 | Finance | Detailed Cost Centre Analysis Report by Period |
Concept Reports Grid Workflow |
Cost Centre, Cost Code, Period, From Date, To Date |
| PF-MT013 | Finance | Detailed Listing of Task Costs |
Concept Reports Grid Workflow |
Site, Building, Contract, From Date, To Date, Sort By |
| PF-MT016 | Finance | Calculated Location Maintenance Service Charge |
Concept Reports Grid Workflow |
Site, Building, Contract, From Date, To Date |
| UTIL-001 | Finance | Utilities Report |
Concept Reports Grid Workflow |
UtilityHeaderID |
| RE-GT001 | Golden Thread Report | Golden Thread Report |
Concept Reports Grid Workflow |
Site, Building |
| IN-STA001 | Invoicing | Statement of Client Account |
Concept Reports Grid Workflow |
ClientId |
| JC-CRD001 | Invoicing | Sales Credit Note |
Concept Reports Grid Workflow |
SalesCreditNoteId |
| JC-INV001 | Invoicing | Sales Invoice |
Concept Reports Grid Workflow |
SalesInvoiceId |
| OP-CRD002 | Invoicing | Detailed List of Sales Credit Notes |
Concept Reports Grid Workflow |
Client, From Date, To Date, Status |
| OP-CRD005 | Invoicing | General List of Sales Credit Notes |
Concept Reports Grid Workflow |
Client, Status, From Date, To Date |
| OP-INV002 | Invoicing | Detailed List of Sales Invoices |
Concept Reports Grid Workflow |
Client, From Date, To Date, Status |
| OP-INV005 | Invoicing | General List of Sales Invoices |
Concept Reports Grid Workflow |
Client, Status, From Date, To Date |
| AS-004 | Mobile Audits | Mobile Audit Answers Report - Dynamic Panels with Images |
Concept Reports Grid Workflow |
MobileAuditId |
| AS-003 | Mobile Audits | Mobile Audit Answers Report - Dynamic Panels |
Concept Reports Grid Workflow |
MobileAuditId |
| AS-002 | Mobile Audits | Mobile Audit Answers Report - With Images |
Concept Reports Grid Workflow |
MobileAuditId |
| AS-001 | Mobile Audits | Mobile Audit Answers Report |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-002 | Mobile Audits | Score Card Analysis Report |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-002b | Mobile Audits | Score Card Analysis Report (No Score Categories) |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-001 | Mobile Audits | Score Card Report |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-001b | Mobile Audits | Score Card Report (No Score Categories) |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-012 | Mobile Audits\Multiple Choice | Score Card Analysis Report - Multiple Choice |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-012b | Mobile Audits\Multiple Choice | Score Card Analysis Report (No Score Categories) - Multiple Choice |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-011 | Mobile Audits\Multiple Choice | Score Card Report - Multiple Choice |
Concept Reports Grid Workflow |
MobileAuditId |
| SC-011b | Mobile Audits\Multiple Choice | Score Card Report (No Score Categories) - Multiple Choice |
Concept Reports Grid Workflow |
MobileAuditId |
| PMS Batch Report | Paymech | Task Period Batch Summary |
Concept Reports Grid Workflow |
TaskPeriodBatchID |
| PR-014 | Projects | Project Tasks Starting Soon |
Concept Reports Grid Workflow |
From Date |
| PR-013 | Projects | Project Task Performance |
Concept Reports Grid Workflow |
ProjectId, Show Extended Task Details? |
| PR-012 | Projects | Project Risks |
Concept Reports Grid Workflow |
ProjectId, Sort By |
| PR-011 | Projects | Completed Project Performance Summary |
Concept Reports Grid Workflow |
|
| PR-010 | Projects | Project Cost Summary |
Projects Input Panel - Cost Summary Sub navigation Concept Reports Grid Workflow |
ProjectId |
| PR-009 | Projects | Project Cost Summary |
Concept Reports Grid Workflow |
Sort By |
| PR-008 | Projects | Project Recharges |
Projects Input Panel - Recharge Summary Sub navigation Concept Reports Grid Workflow |
ProjectId |
| PR-007 | Projects | Project Move Labels |
Concept Reports Grid Workflow |
ProjectTaskMoveContactId |
| PR-006 | Projects | Project Move Labels |
Concept Reports Grid Workflow |
ProjectTaskMoveAssetId |
| PR-005a | Projects | Project Task Move Contact Details |
Concept Reports Grid Workflow |
TA_SEQ |
| PR-005b | Projects | Project Task Move Contact Details |
Concept Reports Grid Workflow |
TA_SEQ |
| PR-004 | Projects | Project Job Card |
Concept Reports Grid Workflow |
TA_SEQ |
| PR-003 | Projects | Project Time Records |
Concept Reports Grid Workflow |
ProjectId |
| PR-002 | Projects | Project Details |
Concept Reports Grid Workflow |
ProjectId |
| PR-001 | Projects | Project Details |
Concept Reports Grid Workflow |
ProjectId |
| QT-005 | Quote Management | Details of a Requested Supplier Quote |
Requested Quotes Input Panel - Supplier Quote Sub navigation Concept Reports Grid Workflow |
RequestedQuotesSupplierId |
| QT-004 | Quote Management | Details of an Issued Quote |
Concept Reports Grid Workflow |
IssuedQuoteId |
| QT-003 | Quote Management | List of Issued Quotes |
Concept Reports Grid Workflow |
From Date, To Date |
| QT-002 | Quote Management | Details of a Requested Quote |
Concept Reports Grid Workflow |
RequestedQuoteId |
| QT-001 | Quote Management | List of Requested Quotes |
Concept Reports Grid Workflow |
Contract, From Date, To Date, Sort By |
| CA-RS001 | Resource Management |
Resource Calendar |
Resource input panel, Calendar sub navigation Concept Reports Grid Workflow |
When run from the Candar sub navigation the From and To Date parameters will be based upon the visible date ranges used in the calendar control. Using UTC date values |
| ED-003 | Resource Management | Engineer's Diary Agenda |
Concept Reports Grid Workflow |
RES_SEQ, From Date, To Date |
| ED-001 | Resource Management | Skill Expiry Report |
Concept Reports Grid Workflow |
Sort By |
| TS-003 | Resource Management | Missing Timesheets per resource |
Concept Reports Grid Workflow |
Supplier, Resource, From Date, To Date, Status |
| TS-001 | Resource Management | Timesheet management per resource |
Concept Reports Grid Workflow |
Supplier, Resource, From Date, To Date, Status |
| JC-IN0001 | Sales Invoice |
Concept Reports Grid Workflow |
TRHD_SEQ | |
| JC-PO001 | Stock & Purchasing | Purchase Request Short Description |
Concept Reports Grid Workflow |
POH_Seq |
| JC-PO003 | Stock & Purchasing | Purchase Order Short Description |
Concept Reports Grid Workflow |
POH_Seq |
| JC-ST001 | Stock & Purchasing | Stock Issue docket Number (Standard) |
Concept Reports Grid Workflow |
STH_SEQ |
| JC-ST003 | Stock & Purchasing | Stock Take Docket Number (Standard Stores Model) |
Concept Reports Grid Workflow |
STH_TAKE_SEQ |
| JC-ST003b | Stock & Purchasing | Stock Take Docket Number (Standard Stores Model) w Sort |
Concept Reports Grid Workflow |
STH_TAKE_SEQ |
| JC-ST005 | Stock & Purchasing | Stock Take Results for Docket Number(Standard) |
Concept Reports Grid Workflow |
STH_TAKE_SEQ |
| JC-ST007 | Stock & Purchasing | Stock Adjustment |
Concept Reports Grid Workflow |
STH_ADJ_SEQ |
| OP-PO001 | Stock & Purchasing | Purchase Order Item Details |
Concept Reports Grid Workflow |
Contract, From Date, To Date, Sort By |
| OP-PO002 | Stock & Purchasing | Purchase Order Header Details |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO003 | Stock & Purchasing | Purchase Order Summary Details |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO004 | Stock & Purchasing | General Listing of Completed Purchase Orders |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO005 | Stock & Purchasing | Listing of Outstanding Purchase Orders for Payment |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO006 | Stock & Purchasing | Listing of Received and Paid Purchase Orders |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO007 | Stock & Purchasing | Summary of Rcved & Paid POs awaiting Pay |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO008 | Stock & Purchasing | General Listing of Cancelled Purchase Order |
Concept Reports Grid Workflow |
Contract, Sort By, From Date, To Date |
| OP-PO009 | Stock & Purchasing | Purchase Order Cost Centre Summary |
Concept Reports Grid Workflow |
Contract, Supplier, From Date, To Date |
| OP-ST005 | Stock & Purchasing | Low Level Stock Report |
Concept Reports Grid Workflow |
Site, Building, Stock Group, Sort By |
| OP-ST006 | Stock & Purchasing | Stock Item Delivered |
Concept Reports Grid Workflow |
Site, Building, Stock Group, From Date, To Date, Sort By |
| OP-ST007 | Stock & Purchasing | Stock Items Currently On Order |
Concept Reports Grid Workflow |
Site, Building, Stock Group, Sort By |
| OP-ST009 | Stock & Purchasing | Projected Stock Requirements |
Concept Reports Grid Workflow |
PPM_SEQ |
| OP-ST010 | Stock & Purchasing | Stock Valuation |
Concept Reports Grid Workflow |
Site, Building, Stock Group |
| OP-ST011 | Stock & Purchasing | Stores Awaiting Invoicing & Received |
Concept Reports Grid Workflow |
Site, Building, Stock Group, From Date, To Date |
| OP-ST012 | Stock & Purchasing | Store Issues (All) |
Concept Reports Grid Workflow |
Site, Building, Stock Group, Sort By |
| OP-ST013 | Stock & Purchasing | Store Purchases made and Paid |
Concept Reports Grid Workflow |
Site, Building, Location, From Date, To Date |
| ST-001 | Stock & Purchasing | Stock Details |
Concept Reports Grid Workflow |
STK_SEQ |
| SV-004 | Surveys | Survey Response - Alt Format |
Concept Reports Grid Workflow |
SurveyId |
| SV-003 | Surveys | Survey Response - Dynamic Panels |
Concept Reports Grid Workflow |
SurveyId |
| SV-002 | Surveys | Survey Response - Images |
Concept Reports Grid Workflow |
SurveyId |
| SV-001 | Surveys | Survey Response |
Concept Reports Grid Workflow |
SurveyId |
| CA-TA001 | Task Management | Task Timeline |
Advanced Helpdesk - Calendar Sub navigation Concept Reports Grid Workflow |
TA_SEQ |
| ED-002 | Task Management | Daily Job Card |
Concept Reports Grid Workflow |
RES_SEQ, Date |
| GL-DT007 | Task Management | Details of Instruction set |
Instruction Set Grid, Instruction Set Input Panel Concept Reports Grid Workflow |
IN_SEQ |
| JC-007 | Task Management | Miscellaneous Expenses |
Concept Reports Grid Workflow |
TE_SEQ |
| JC-005 | Task Management | Task Issue Job Card |
Concept Reports Grid Workflow |
TA_SEQ |
| JC-002 | Task Management | Breakdown Job Card |
Concept Reports Grid Workflow |
TA_SEQ |
| JC-001 | Task Management | PPM Issue Job Card |
Concept Reports Grid Workflow |
TA_SEQ |
| JC-001(B) | Task Management | PPM Job Card Batch Print |
Concept Reports Grid Workflow |
Issue_ID |
| OP-MT017 | Task Management | Planned Maintenance Summary Report |
Concept Reports Grid Workflow |
SessionId |
| PF-MT006 | Task Management | General listing of Task performance |
Concept Reports Grid Workflow |
Site, Building, Contract, From Date, To Date |
| PF-MT007 | Task Management | Summary List of Grouped Task Performance by Period |
Concept Reports Grid Workflow |
Site, Building, Contract, Priority, From Date, To Date |
| PF-MT008 | Task Management | Estimated time versus Actual Time Taken |
Concept Reports Grid Workflow |
Site, Building, Contract, Priority, Category, From Date, To Date, Sort By |
| PF-MT009 | Task Management | Task Summary Analysis |
Concept Reports Grid Workflow |
Site, Building, Contract, Priority, Category, From Date, To Date, Class, Sort By |
| PF-MT010 | Task Management | Summary of tasks received by period |
Concept Reports Grid Workflow |
Site, Building, Contract, Category, Priority, Discipline, From Date, To Date, Status |
| PF-MT011 | Task Management | Task Based Audit Trail Report |
Concept Reports Grid Workflow |
Site, Building, Contract, Category, Discipline, Class, From Date, To Date |
| PF-MT017 | Task Management | Performance Results for Tasks Closed |
Concept Reports Grid Workflow |
Site, Building, Contract, Group1, Group2, From Date, To Date, Summary/Detail |
| PF-MT018 | Task Management | Task Performance Report (Detailed) |
Concept Reports Grid Workflow |
Site, Building, Contract, Discipline, Priority, Category, From Date |
| PF-MT018A | Task Management | Task Performance Report (Detailed) with Location Filter |
Concept Reports Grid Workflow |
Site, Building, Location, Contract, Discipline, Priority, Category, From Date, To Date, Display1, Display2, Display3, Display4, Sort1, Sort2, Sort3 |
| PT-MT007 | Task Management | Summary List of Grouped Task Performance by Period |
Concept Reports Grid Workflow |
Site, Building, Contract, Priority, From Date, To Date |
| RQ-002 | Task Management |
Available from 6.4.1.0 Request Details and Progress |
Concept Reports Grid Workflow |
|
| RQ-001 | Task Management |
Available from 6.4.1.0 Request Line Item Allocation Analysis |
Concept Reports Grid Workflow |
|
| SLA-MT001 | Task Management |
Available from 6.2.0.0 SLA Matrix |
Concept Reports Grid Workflow |
Contracts |
| AC-002 | Users | Role Permissions |
Role Input Panel - Permissions Sub navigation Concept Reports Grid Workflow |
RoleId |
| AC-001 | Users | Account Permissions |
Account Input Panel - Permissions Sub navigation Concept Reports Grid Workflow |
AccountId |
| WIP-002 | WIP | WIP Task Cost Summary by Contract |
Concept Reports Grid Workflow |
CTR_SEQ |
| WIP-001 | WIP | WIP Task Cost Summary |
Advanced Helpdesk - WIP Cost Breakdown Sub navigation Concept Reports Grid Workflow |
TA_SEQ |
| JC-003 | Work Permits | Permit to Work |
Work Permit Grid, Work Permit Input Panel Advanced Helpdesk - Work Permits Sub navigation Concept Reports Grid Workflow |
WP_SEQ |
Available from 6.5.0.0