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Create a Custom Report

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

You can build a custom report that combines asynchronous data from multiple sources in your MaintainX organization, and add it to a custom dashboard as a card.

Workflow Overview​

To create a report, follow these steps:

  1. Select a primary dataset to define the context of your report.
  2. (Optional) Select a secondary dataset to have access to another layer of information related to your first dataset.
  3. Select a report type: Table Report or Graph Report.
  4. Add columns or dimensions to build the report.
  5. (Optional) Add filters to narrow the information in your report.
  6. Customize your report with settings.
  7. Share your report with your organization either as a file or as a card to add to a custom dashboard.

Create a Custom Report​

To create a custom report:

  1. From the sidebar, select Reporting.

  2. In the Reporting module, select + Create Report. The Select a dataset dialog appears.

  3. In the Select a dataset dialog, select your primary dataset.

  4. (Optional) Select a secondary dataset.

  5. Select Create Report. The Report Builder opens with the Build and Filter tabs.

    Edit datasets

    In the process of creating your custom report, you might want to change your dataset selection, you can do the following:

    In Report Builder, you can select (more options) then Edit Dataset to select different datasets.

  6. In the Build tab, select a report type:

    • Table: shows your data in rows and columns. For details, see Create a Table Report.
    • Bar Chart: shows your data using bars and strips to compare quantities across groups. For details, see Create a Graph Report.
    • Line Chart: shows trends or changes over time by connecting data points with lines. For details, see Create a Graph Report.
    • Pie Chart: shows data as slices of a circle to illustrate part-to-whole relatiohships. For details, see Create a Graph Report.

After you select a report type, you need to configure your report. The configuration varies depending on the report type you select, for details, see Create a Table Report or Create a Graph Report

Duplicate a Custom Report​

You can duplicate an existing custom report to create a new one. The duplicated custom report contains the same information, which can be edited.

To duplicate a custom report:

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