---
alias: user-guide-resource-history-new-design
tags:
  - reports
  - resource
description: "This report details the history of a Resource, organized by state, allowing users to view related information such as services, data collections, material tracking, recipes, durables, and maintenance activities."
---

# Resource History (New Design)

## Overview

The **Resource History (New Design)** report is an enhanced version of the [[user-guide-resource-history-report]], based on data stored in the Operational Data Store (ODS). The report details everything that happened in a **Resource** during the selected period, organized by each state the **Resource** went through. It supports troubleshooting, audits, and the analysis of **Resource** usage.

{% include-markdown 'includes/pages/report_unavailable_edp_note.md' %}

It can be accessed through the **Resource History** folder from the **Business Intelligence** tab.

![Resource History report - location](../images/resource-history/resource_history_location.png)

## Filters and Report Options

The following filters are available:

- Resource
- Enterprise
- Site
- Facility
- Area
- Begin Date
- End Date

You can further refine the report by selecting one or more of the following sections to include:

- Services
- Data Collections
- Material Tracking / Recipes
- Durables
- Maintenance Management

!!! info
    Each option enables or disables the execution of a specific section of the report. Enabling only the information you need reduces the overall execution time.

![Resource History report - filters](../images/resource-history/resource_history_filters.png)

## Report Sections

Firstly, the report header shows the **Resource** the report pertains to.

After, a ribbon displays the filters and options selected when generating the report.

The report is organized by **Resource** state, from the most recent to the oldest. Each state has a distinct section, with a header that includes the state name and the period in which the **Resource** was in that state. For each state, you are provided with:

- Transition - the state transition that occurred, for example `Standby -> Productive`.
- System State
- Comment
- Time at State
- User that performed the transition.

Data Source: [[dataplatform-dataset-resourcehistorybase]]

![Resource History report - header and state](../images/resource-history/resource_history_header.png)

Below each state, the report includes the sections selected, detailing what happened in the **Resource** while it was in that state.

### Material Tracking

This section displays all the **Materials** that were dispatched and tracked in to the **Resource**.

For each **Material**, the report groups the operations by the **Service** in which they were performed, for example Complex Dispatch And Track In Materials, and includes:

- User that performed the service with date and time
- Comment

For each operation, you are provided with:

- Operation - for example, Dispatch, TrackIn, or AssociateRecipe.
- Product
- Step
- Required Service
- Primary Quantity
- Secondary Quantity
- Sub-Material Count
- Recipe
- BOM

If the Recipes option is selected and a **Recipe** was associated with the **Material**, the report also displays:

- Recipe Instance
- Recipe
- Parameter
- Value

Data Source: [[dataplatform-dataset-resourcehistorymaterialtracking]] and [[dataplatform-dataset-resourcehistoryrecipes]]

![Resource History report - material tracking section](../images/resource-history/resource_history_material_tracking.png)

### :mes-entitytypes-datacollection-sm: Data Collection

This section displays all the **Data Collection** instances collected for the **Resource**.

For each **Data Collection** instance, you are provided with:

- Instance
- Data Collection
- Type - for example, Immediate or LongRunning.
- Completed On
- Limit Set

Data Source: [[dataplatform-dataset-resourcehistorydatacollectioninstances]]

![Resource History report - data collection instance](../images/resource-history/resource_history_data_collection_instance.png)

Below that, the collected values are grouped by parameter group and sample. For each **Parameter**, the report lists:

- Reading
- Value
- Instrument

Data Source: [[dataplatform-dataset-resourcehistorydatacollectionreadings]]

![Resource History report - data collection readings](../images/resource-history/resource_history_data_collection_readings.png)

### :mes-entitytypes-service-sm: Services

This section displays all the **Services** executed on the **Resource**, for example Complex Log Resource Event or Begin Maintenance Activity Orders.

For each **Service**, you are provided with:

- User that executed the service with date and time
- Comment
- Operation - list of operations performed by the service.
- Date

Data Source: [[dataplatform-dataset-resourcehistoryservices]]

![Resource History report - services section](../images/resource-history/resource_history_services.png)

### :mes-entitytypes-durable-sm: Durables

This section displays all the **Durables** attached to or detached from the **Resource**.

For each operation, for example Attach Durables, you are provided with:

- User that performed the operation with date and time
- Durables Count
- Resource
- Durable
- Position

Data Source: [[dataplatform-dataset-resourcehistorydurables]]

![Resource History report - durables section](../images/resource-history/resource_history_durables.png)

### Maintenance Management

This section displays all the **Maintenance Activity Orders (MAOs)** of the **Resource**. Each **MAO** is identified by its number and type, for example `3 / Time Based` or `5 / Adhoc`.

For each operation performed on the **MAO**, for example BeginMAO, CompleteMAO, or AcceptMAO, you are provided with:

- Operation
- Operator
- Operation Date
- Begin Date
- End Date
- Effective End Date
- Scheduled Date
- Execution State
- Expected Duration
- Comment

Data Source: [[dataplatform-dataset-resourcehistorymao]] and [[dataplatform-dataset-resourcehistorymaonoparts]]

![Resource History report - maintenance activity order operation](../images/resource-history/resource_history_maintenance_operation.png)

#### :mes-entitytypes-checklist-sm: Checklist

If the **MAO** has a **Checklist**, the report displays the following details for each **Checklist** instance:

- Instance
- Checklist
- MAO
- System / Universal State
- Date Started
- Date Ended

For each item of the **Checklist** instance, there is a different section with the task and its state (example: Item1 (Completed) Manual Task), detailing:

- User
- Date of Completion
- Signatures
- Parameter
- Type
- Value

Data Source: [[dataplatform-dataset-resourcehistorychecklistdetails]] and [[dataplatform-dataset-resourcehistorychecklistitem]]

![Resource History report - maintenance checklist](../images/resource-history/resource_history_maintenance_checklist.png)

#### :mes-entitytypes-part-sm: Parts and Other Operations

If the **MAO** has **Parts**, the report displays the following details:

- Part Name
- Plan Quantity
- Actual Quantity

The Other Operations section lists the remaining operations performed on the **MAO**, for example Associate Maintenance Plan or Accept MAO, with the execution state, the user, and the date and time of each. For each operation, you are provided with:

- Begin Date
- End Date
- Effective End Date
- Scheduled Date
- Expected Duration
- Comment

Data Source: [[dataplatform-dataset-resourcehistoryparts]]

![Resource History report - maintenance parts and other operations](../images/resource-history/resource_history_maintenance_parts_other_operations.png)

!!! note
    To define a default for the Resource History Report Time Frame, use `/Cmf/System/Configuration/Reporting/Reports/ResourceHistoryDefaultTimeframe` with an integer number in days defaulting to a value of 30.