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, then select any screen. For details, see About Reporting.

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

3. Do any of the following:

   • Prompt Report Builder AI 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 > 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.