Equipment Analytics
Equipment Analytics provides 15 SSRS reports covering the full asset lifecycle — from capital procurement tracking through allocation, utilization, production costing, depreciation scheduling, and disposal analysis. These reports use the 3-level machine classification hierarchy (Group > Subgroup > Sub-Subgroup) for organized filtering.
Analytics & Reports → Equipment Analytics
Complete Report Inventory (15 Reports)
| Report | Purpose | Key Filters |
|---|---|---|
| Machine Locations | Summary overview of machine locations across all jobs and sites | Keyword search |
| Machine Locations Detail | Drill-down showing individual machines within a sub-subgroup | Sub-Subgroup ID, Machine Name |
| Machine Allocations | Current machine-to-job allocations with percentage cost distribution | BU, Zone, Machine Group/Subgroup/SSG, Keyword |
| Machine Management Report | Executive overview: machines by job with utilization, costs, and status | Job, Date Range |
| Machine Issue Register | Tracks machine issues (breakdowns, maintenance) from report to resolution | Job, Vendor, Staff, Machine Group/Subgroup/SSG |
| Machine Issue Status Details | Drill-down detail for specific machine issue status | Job, Staff, Vendor, Sub-Subgroup |
| CPR Tracking Report | Capital Purchase Requisition lifecycle: request → approval → RFQ → PO → delivery | Date Range, Job |
| Machine Offer Rates | Rental/hire rates offered for machines across jobs and periods | Date Range, Group, Job |
| Machine Purchase Rates | Purchase rate analysis for machines across vendors and periods | Date Range, Group, Job |
| Net Asset Value | Net book value: original cost less accumulated depreciation from finance | Keyword, Group/Subgroup/SSG, As-of Date |
| Asset Scheduler Report | Depreciation schedule projections by financial year | Financial Year |
| Asset Disposal | Disposed assets with original value, depreciation, sale proceeds, and profit/loss | Date Range |
| Asset Verification Log | Physical verification records with fleet details and audit trail | Keyword, Group/Subgroup/SSG, Date Range |
| Production Cost Report | Machine production cost summary by classification | Date Range, Machine Group/Subgroup/SSG |
| Production Cost Detail | Transaction-level production detail for a specific machine and material | Machine ID, Material ID, Date Range |
Location & Allocation Reports
Machine Locations (Summary + Detail)
Two paired reports for tracking where machines are deployed. Machine Locations shows a summary overview aggregated by machine type; click any row to drill through to Machine Locations Detail showing individual machines within that sub-subgroup.
Summary filters: Keyword search across machine codes and names
Detail filters: Sub-Subgroup ID (from drill-through), Machine Name
Machine Allocations
Shows current machine-to-job allocations including both direct allocation (physical location) and percentage allocation (cost distribution). A single machine may appear in multiple rows when allocated across multiple jobs.
| Filter | Description |
|---|---|
| Business Unit | Filter by organizational BU (0 = all) |
| Zone | Filter by geographic zone (0 = all) |
| Machine Group/Subgroup/SSG | Cascading 3-level hierarchy filter |
| Keyword | Search by machine code, name, description, vehicle code, or registration number |
Output: Machine Code, Description, Name, Vehicle Code, Registration No, Location, Main Job, Allocated From/To dates, Job Percentage Allocation, Group/Subgroup/SSG hierarchy
Machine Management Report
Executive management overview providing comprehensive data on machines allocated to each job, including utilization metrics, costs, and status over a selected period.
Filters: Job (search & select), Date Range
Issue Tracking
Machine Issue Register
Tracks machine issues (breakdowns, maintenance needs) from initial report through resolution. Filter by job, vendor (for outsourced maintenance), or staff (operator responsible).
Filters: Job (search & select), Vendor, Staff, Machine Group/Subgroup/Sub-Subgroup (cascading)
Click any row to drill through to Machine Issue Status Details for detailed issue information.
Procurement & Rate Analysis
CPR Tracking Report
Tracks Capital Purchase Requisitions through their full lifecycle, linking each CPR to its downstream RFQ, PO, and delivery status in a single report.
Lifecycle: CPR Raised → CPR Approved → RFQ Created → PO Placed → Delivery Tracked
Output: CPR Date, Created By, CPR Code, Description, Approved On/By, RFQ Code, PO Code, Vendor, Ready/Ship/Arrival Dates, PO Status, Notes
Machine Offer Rates / Purchase Rates
Two companion reports for rate analysis. Offer Rates shows rental/hire rates offered for machines; Purchase Rates shows purchase rate trends across vendors. Both share the same filters: Date Range, Machine Group, Job.
Valuation & Depreciation
Net Asset Value
Calculates the net book value of each asset: Net Asset Value = Book Acquisition Value − Total Accumulated Depreciation. Uses finance module balance data (not machine module calculations) for depreciation figures.
| Filter | Description |
|---|---|
| Keyword | Search by machine code or description |
| Group/Subgroup/SSG | Cascading 3-level hierarchy filter |
| Up To Date | Valuation as-of date (supports point-in-time reporting) |
Output: Machine Code, Name, Acquisition Date, Book Value, Depreciation Rate, Salvage Value, Useful Life, Asset Value, Accumulated Depreciation, Net Asset Value, Status
Asset Scheduler Report
Projects period-by-period depreciation charges and projected net book values over the asset’s useful life for a selected financial year.
Filter: Financial Year (dropdown populated from financial period master, years after 2018)
Asset Disposal
Reports all disposed assets within a date range, showing original value, accumulated depreciation at disposal time, written-down value, sale proceeds, and profit/loss on disposal.
Filters: Date Range (disposal period)
Output: Machine Code, Name, Group, Asset Value, Accumulated Depreciation, Disposal Sale Proceeds, Disposal Invoice, Disposal Voucher, Notes
Written-Down Value = Asset Value − Accumulated Depreciation. Profit/Loss = Sale Proceeds − Written-Down Value. A positive result means a profit on disposal.
Asset Verification
Asset Verification Log
Records physical verification of assets, capturing verification date, who verified, condition, and fleet details (vehicle code, registration number) for mobile equipment.
Filters: Keyword search, Machine Group/Subgroup/SSG (cascading), Date Range
Output: Group/Subgroup/SSG hierarchy, Machine Code, Description, Disposal Status, Acquisition Date, Vehicle Code, Registration No, Comments, Verified On/By
Production Cost Analysis
Production Cost Report + Detail
Two paired reports for analyzing machine production costs. The Summary report aggregates costs by machine classification; clicking a row drills through to Production Cost Detail showing individual production transactions with stock valuation in job currency.
Summary filters: Date Range, Machine Group/Subgroup/Sub-Subgroup (cascading)
Detail output: Production From/To, Transferred To Job, Quantity, Job Currency, Stock Rate, Stock Value
Common Filter Patterns
| Filter | Behavior |
|---|---|
| Machine Group/Subgroup/SSG | 3-level cascading: selecting a Group filters available Subgroups, which filters Sub-Subgroups. Set to 0 for “all” |
| Job (Search + Select) | Type job code or description to search, then select from filtered dropdown |
| Keyword | Free-text search across machine code, name, description, vehicle code, and registration number |
| Date Range | From/To dates for period filtering |
| Business Unit / Zone | Organizational and geographic filters (0 = all) |
Best Practices
- Weekly location review — Run Machine Locations to ensure all machines are accounted for and no assets are unallocated
- Monthly NAV check — Use Net Asset Value report to track asset depreciation and identify machines approaching zero book value
- Procurement tracking — Monitor CPR Tracking Report to ensure capital requisitions are progressing through the procurement chain
- Production efficiency — Compare Production Cost across machine types to identify the most cost-effective equipment
- Disposal planning — Review Asset Scheduler and Disposal reports together to plan asset replacements
- Audit readiness — Run Asset Verification Log quarterly and ensure all assets have recent verification records
Frequently Asked Questions
Why does a machine appear multiple times in the Allocations report?
A machine can be allocated to multiple jobs simultaneously through percentage allocation (cost distribution). Each row represents one job allocation. The percentages across all active allocations must total 100%.
Where does the Net Asset Value report get depreciation figures?
It uses the finance module’s balance data (the omni_vw_finance_jobwisepartywisebalances view), not the machine module’s depreciation tables directly. This ensures the report matches the general ledger.
How do Machine Locations and Machine Locations Detail relate?
They work as a summary → detail pair. The summary shows aggregated counts by machine type (sub-subgroup). Clicking a row drills through to the detail, showing individual machines within that type with their specific assignment status.