About Report Builder

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

Report Builder lets you build reports with your data in MaintainX®, and visualize them in a table or graph. Your data is grouped by datasets, which you can refine by adding aggregations, filters, dimensions, or formulas to focus on key information.

Report Builder uses data refreshed regularly from multiple sources in your MaintainX organization. You can analyze key data in the application across locations and organizations to gain deeper insights into your organization:

• Part consumption by asset.
• Inventory movement.
• Assets with the most work requests (filtered by location).
• Purchase order costs in a given period (filtered by vendor).

You can build a custom report in the following ways:

• Manually, by selecting data fields and a suitable visualization.
• Using a template with pre-selected data fields and visualization.
• By prompting the MaintainX AI engine.

Overview of how to build a report with Report Builder—manually, from a template, or with AI assistance.

Share key information with your organization by adding reports to custom dashboards or exporting the data to PDF or CSV files.

Report Builder Concepts

Datasets

A dataset is a collection of data attached to a specific entity (e.g., parts, work orders, etc.). You can use one or more datasets to build custom reports.

The first dataset you select defines the context of your report. MaintainX automatically shows all datasets connected to your first selection. You can add their columns to your report and build a multi-dimensional report with data coming from different data sources.

MaintainX also automatically shows columns related to the datasets, which expands the scope of your report and impacts how data is aggregated and joined.

Custom Fields

You can also view, select and filter custom fields attached to the Assets, Parts, and Work Orders datasets.

Let's say you select the Parts dataset. MaintainX automatically includes any related datasets and adds additional columns (such as Part Area at Location or Part Available Quantity at Location) to show how your data connects across sources. These columns give you more ways to analyze and understand your data. For details, see Datasets.

Formulas

You can create formulas and add them to your report to perform basic calculations and analyze your data. Complex formulas with parentheses (e.g. (A + B)*1.15) are also supported.

When you add a formula to your report, MaintainX assigns letter identifiers to the columns selected before the formula. Identifiers use the same format you find in popular spreadsheet applications (e.g., A-Z, then AA, AB, etc.). Use the identifiers in formulas to reference specific columns.

You can create formulas using numeric, currency, and timestamp values.

Visualizations

Report Builder provides several visualization types to help you present your data. You can use the following visualization types:

• Table: shows raw data in rows and columns. For details, see Table Report.

  

  A table report listing parts inventory and usage details

• Graph Reports: provide visual summaries of your data in the following formats:

  • Bar Chart: shows your data using bars and segments to compare quantities across groups.

    

    A bar chart displaying the distribution of work order statuses for different assets

  • Line Chart: shows trends or changes over time by connecting data points with lines.

    

    A line chart showing the total cost for various parts

  • Pie Chart: shows data as slices of a circle to illustrate part-to-whole relationships.

    

For details, see Graph Report.

Visualization Options

After you select a visualization type, you need to tailor the report to focus on the data you want to analyze. The available options depend on the type of visualization you select.

Visualization Type	Options
Table	Aggregation: Select an aggregation to refine the data in your report.
Graph: Bar, Line	X axis: Select a value for the horizontal axis. Y axis: Select a value for the vertical axis. Segment by: Select a value to group the displayed data into categories.
Graph: Pie	Category: Select a categorical value. This value represents each slice of the pie chart. Metric: Select a numerical value or a quantity. This value represents the size of each slice.

Aggregations

Aggregations summarize multiple values into a single output to reduce the amount of information displayed in a report. You can use an aggregation like Count, Sum, or Average on your dataset fields to refine how your data is presented.

Important

Primary dataset fields don’t require aggregations, but using one might affect how your data is grouped and displayed.

Aggregation Type	Description
Average	Calculates the mean of all values. For example, if you have three transactions of 5, 10, and 15 parts, the average will be 10.
Count (All)	Counts the number of related values. If a part is linked to 5 transactions, the reported value is 5.
Count (Unique)	Counts the number of distinct values. If part is used in 3 work orders, 1 time in the first one, 4 times in the second one, and 7 times in the third one, the reported value is 3.
Maximum	Gives the largest value.
Minimum	Gives the smallest value.
Summation	Adds up numeric values from related data.

tip

You can select an aggregated value to view the underlying source values that were combined, providing more detailed insight into the reported figure.

Date Grouping

The Group By option allows you to group dates by periods: Day, Week, Month, or Year. This option is available for all date columns in Report Builder.

Let's say you want to build a report focused on labor utilization, and group the data by week.

Dataset	Columns
Labor Utilization by Day	User Aggregation: List (Unique) Date Group By: Week

• Setting a List (Unique) aggregation on the User column adds one line per user.
• Setting the Group By option to Week groups every occurrence of the user's labor utilization by week, more specifically by the first day of each week at 12:00 AM.

Labor Utilization by Week

Filter Conditions

Filter conditions determine what makes the selected column in your report match the filter.

Condition	Description
Contains	Finds entities that contain the selected value.
Does not contain	Finds entities that don't contain the selected value.
Is above	Finds entities that have a greater numeric value than the one selected.
Is above or equal to	Finds entities that have an equal or greater numeric value than the one selected.
Is below	Finds entities that have a smaller numeric value than the one selected.
Is below or equal to	Finds entities that have an equal or smaller numeric value than the one selected.
Is between	Finds entities that have a date value within a specific range.
Is empty	Finds entities where the filter field has no value at all.
Is equal to	Finds entities that match the selected value.
Is none of	Finds all entities not specified in the filter settings.
Is not empty	Finds entities where the filter field has any value.
Is not equal to	Finds entities that have a different value than the one selected.
Is one of	Finds entities where the filter field matches one or more values that you specify. Use this to include specific entities in the view.

Requirements and Limitations

Report Builder and its extended capabilities (e.g. Report Builder AI and Global Reprot Builder) are subjected to functional limitation that may impact how data is filtered, calculated, or presented. For details, see Report Builder Limitations.

Report Builder AI

Report Builder AI can generate custom reports from a simple prompt, eliminating the need to manually select datasets, filters, or visualizations. Describe the information you want and the AI engine builds the report for you.

important

AI-generated reports may include errors. Make sure to review the report's content before sharing.

Guidelines for Writing Effective Report Prompts

To help AI generate a report, you need to:

• Use natural language, as if you were interacting with a person.

• Use direct prompts. Ask clear questions or provide precise instructions to communicate your intent. For details, see How to Write Direct Prompts.

• Clearly state your goal. For example:

  • What information are you looking for?
  • Which entity do you want to get data from?
  • Which visualization type would you like to use (e.g., bar chart, line chart, pie chart, or table)?

How to Write Direct Prompts

Direct prompts are direct questions or precise instructions that provide clear guidance and intent. You don't need to give additional context or examples. Simply write what you want and MaintainX will generate a custom report.

Use Case	Direct Prompt Example
Cost tracking	Show parts usage cost by category in a pie chart.
Asset performance	Show downtime by asset over the past 90 days.
Workload analysis	Show employee time contributions by date.

You can also prompt the AI engine to search for specific entities, such as:

• Asset
• Downtime Reason
• Part
• Location
• Work order categories
• User
• Team
• Organization (available only for global organizations). For details, see Global Report Builder.

This allows you to filter your data based on these entities.

For example, you can use the prompt Show the work orders for location Warehouse C. The AI engine automatically applies a location filter for Warehouse C.

important

Always explicitly name the entity in your prompt.

For example, use Show work orders created by Clint E. instead of Show work orders created by me.

Prompt Validation Safeguards

The AI engine includes safeguards that evaluate whether a prompt falls within the scope of Report Builder AI. It classifies prompts into three categories:

Category	Description	Prompt Example	Workaround
Irrelevant	Prompts unrelated to reporting.	Dinner ideas.	Not applicable.
Ambiguous	Prompts related to reporting but missing key information.	Work orders for this location.	Show work orders for the London warehouse this month.
Out of scope	Prompts related to functionality not supported by Report Builder AI.	Build a MTTR report.	You can find it automatically generated in the Asset Health tab. For details, see MTBF-MTTR Report.

Global Report Builder

If you have a Global Organization, you can build global custom reports to analyze data across all your sub-organizations, compare key metrics, and share insights with your team.

• For details, see Build a Global Custom Report.
• For more information about Global Organizations, see About Global Organizations.

Building a global custom report is identical to building a custom report for a single sub-organization. The only difference is the Organization column, which appears when you create a global custom report.

You can:

• Apply filters to choose which sub-organizations to include in your report.
• Access and analyze the selected sub-organizations' combined data.

When you build a global custom report, you can add entities (e.g. work orders, parts) that belong to a sub-organization. If you have sufficient permission to view the sub-organization's entities, you can select an entity from the Preview panel to view its details. Otherwise, you won't be able to access it and view its details.