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Reporting & Compliance

Filter and export your service history

Pull service records for any date range, any equipment, and download them as a CSV — ready for audits, compliance, or your own records.

Date range filtering

Slice your service history by preset ranges — last 30 days, this year, last year — or pick a custom range down to the exact dates you need.

Equipment filtering

Narrow a report to one piece of equipment or compare across your whole fleet. Filter stacks so you get exactly the data you need.

CSV export

Download your filtered results as a CSV. Take it to a health inspector, a property manager, a vendor, or your own spreadsheet — formatted and ready.

Every column you need, nothing you don't

Reports pull from your service logs — the same data you entered, structured for export.

All equipment
This year
Jan 1, 2025 – May 31, 2025
Download CSV
DateEquipmentServiced ByInterval
May 14, 2025
HVAC Unit #1

Roof — Zone A

Jordan LeeFilter replacement
Apr 2, 2025
Treadmill A3

Floor 1

Alex KimQuarterly inspection
Mar 19, 2025
Washer 02

Laundry room

Jordan LeeDeep clean
Jan 28, 2025
Generator B

Basement

Sam TorresOil change
4 logs · Jan 1, 2025 – May 31, 2025

What's in the report

One row per service log. All the fields that matter for documentation and compliance.

DateWhen the service was performed
EquipmentName of the equipment serviced
LocationWhere the equipment is installed
Serviced ByTechnician or staff member who did the work
IntervalType of maintenance performed
Interval ScheduleHow often this interval recurs
NotesAny observations or details logged

Always ready when you need it

Audits and compliance requests don't give you time to reconstruct history. Reports do it in seconds.

Before

Auditor asks for last year's service records

After

Filter to last year, download CSV in seconds

Before

Property manager wants proof of HVAC maintenance

After

Filter by equipment, export the full history

Before

Vendor disputes visits — no documentation

After

Date, technician, and notes in every row

Before

End-of-year review requires all service data

After

One click to export everything in range

Start building records worth exporting

Set up your organization in under a minute.

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