Build a Custom Report

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You can build a custom report that combines real-time and regularly refreshed data from multiple sources in your MaintainX® organization, and add it to a custom dashboard as a card.

Report Builder is subject to functional limitations that impact how data can be filtered, calculated, or presented. For details, see Report Builder's Known Limitations.

To build a custom report:

1. From the sidebar, select Reporting.

2. In the Reporting module, select + Build report.

3. Do any of the following:

   • Prompt the MaintainX AI engine to build a report. For details, see Build a Custom Report with AI.
   • Select Use a template to build a report with a MaintainX template. For details, see Build a Custom Report with a Template.
   • Select Build manually to build a report from scratch. For details, see Build a Custom Report from Scratch.

4. Configure your custom report.

5. Save and share your report with your organization by adding it as a card to a custom dashboard or exporting it.

Duplicate a Custom Report

You can duplicate an existing custom report to use it as a starting point for a new report. The duplicated custom report starts with the same information, and you can edit it as needed.

To duplicate a custom report:

1. From the sidebar, select Reporting.
2. In the Reporting module, select the Custom Dashboards tab.
3. Select the custom dashboard to which the report is added.
4. Select (more options), then Duplicate. The Add to Dashboard dialog appears.
5. Enter a name for the report.
6. Select Save. The report appears in the custom dashboard.