How to use the Asset Health Report

The Asset Health Report displays scoring and insights for locations, departments, and groups to manage your assets better and easily understand their performance.

A key feature of the report is the ASSET HEALTH SCORE, which can be used to evaluate the overall performance of an asset, based upon temperature readings, thresholds, and alarms. This metric allows you to understand the state of assets to compare across assets.

This report aggregates asset performance at the group level and by health grade, and offers prescriptions for assets with poor health, providing detailed information about assets that allows you to dive deeper into individual assets' performances. Other details include the number of incident numbers and the percentage of readings within range.

1. To access the Asset Health Report, select the REPORTS tab then click on ASSET HEALTH REPORT. This will open a new page on your screen.
   
   
   
   
2. You can apply filters to narrow down results in each report tile:
   • Account
   • Prescriptive Action
   • Maintenance Mode
   • Asset Grade Make and Model
   • Date 
     
     
3. In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
   
   
   
   
4. Click on the FILTERS icon to display filters such as PRESCRIPTIVE ACTION or MAINTENANCE MODE.
   
   
   
   
5. Within each filter, you can refine your search by selecting an individual item or choose the ALL or NONE selections in the filters by selecting all items available or deselecting all items. Select APPLY to implement the change.
   
   
   
   
6. To revert the filters to the default view, select the grey FILTERS button in the upper left corner then select FILTERS (DEFAULT). A modal window will appear to confirm you wish to continue with the change.
   
   
   
7. To view Asset Health Grade in a report tile, navigate to the bar chart.
   
   
   
   
8. Asset Health Details Report: This tile displays detailed information about the health of the asset in sortable columns so that the user can get more insight. 
   
   
   
   
9. Asset Health Prescriptions Report: This tile displays a list of prescriptive actions.  The number of assets that the prescriptive action applies to display horizontally in a bar, and that bar is segmented into color-coded sections indicating good, average, poor, or no score. 
   
   
   
   
10. Asset Health Grading Report:  Allows the user to see the health grade visualized in a bar chart. Users can visualize and sort by grading (good, average, or poor) or Maintenance Mode or No Score.  
    
    
    
    
11. Asset Health Average Score Report: This is a key feature of the report and allows the user to see the asset health average score of each asset and sort by one organization level and by average asset score.  The score is color-coded with a numeric value representing good, average, poor, or no score. 
    
    
    
    
    
12. Asset Health Grade Counts Report: This tile displays the grade counts for the organization-level detail.
    
    
    
    
13. Asset Sensor Counts Report: The user can see the total number of sensors associated with the asset and how many of each type of sensor exists.
    
    
14. Asset Complexity Counts Report: This displays the number of assets associated with each type of complexity. The user can see how many assets have a low, medium, or ambient complexity. 
15. Exporting Reports: Select the share icon to export reports in multiple formats for distribution to the end user teams.
    
    
    
16. To download the Food Steps Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
    
    
    
    
17. The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.