PM List Report

This article will give a brief description of the PM List report and list the fields included in the report.

  • Feb 3, 2025
  • Article

Title
PM List Report

Content
The PM List Report will provide users a list of all of the PMs created on their site.
 
This report can be found under My Reports> Work> Lists> PMs.
 
The report has the following parameter(s):
 
 
TitleThe value entered will be displayed at the top of the report.
FooterThe value entered will be displayed at the bottom of the report.
ColumnsThe values checked will display those columns when the report is generated.
RangeThe value chosen will be used for the date range, or "Use Dates" will use the Start and End Dates.
Start DateThe value entered will be the start of the date range when using "Use Dates".
End DateThe value entered will be the end of the date range when using "Use Dates".
Date FieldThe report will return results in which the chosen date field is between the start and end dates.
Check For Approval in the Last X Days?The selection of True here is used in conjunction with the "Last X Days" option. When set to True, the report will only return results of PMs that have been approved within the Last X Days.
Last X DaysThis option works in conjunction with the "Check For Approval in Last X Days" option.
PM IDThe report will return results matching the chosen value(s) here.
Assigned ToThe report will return results matching the chosen value(s) here.
WO TypeThe report will return results matching the chosen value(s) here.
Group ByThe report will group the results based on the field chosen here.
Group TotalWhen set to Yes, group totals will be displayed.
Asset IDThe report will return results matching the chosen value(s) here.
Parent Asset IDThe report will return results matching the chosen value(s) here.
Work PriorityThe report will return results matching the chosen value(s) here.
Is ActiveThe report will return results matching the chosen value(s) here.
Asset StatusThe report will return results matching the chosen value(s) here.
Cost CenterThe report will return results matching the chosen value(s) here.
DepartmentThe report will return results matching the chosen value(s) here.
Filter TypeThe value chosen here is used in conjunction with the Filter Text field.
Filter TextThe value entered here will be used with the Filter Type choice to return only matching results.
Expense ClassThe report will return results matching the chosen value(s) here.
URL Name
PM-List-Report
ReportingWork