Create a Custom Table Report

availability

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

You can build a table report that combines asynchronous data from multiple sources in your MaintainX organization, and add it to a custom dashboard as a card. Table reports show your raw data in rows and columns.

Create a Table Report

After you select the Create Report option in the Reporting module, follow these steps to create a table report:

To create a table report:

1. In the Report Builder, select the Build tab.

2. In the Build tab, select the Table visualization type.

3. Select any columns and filters you want to add. For more information, see Datasets. The table appears on your screen as you add columns and filters.

   note

   MaintainX suggests using columns from the primary dataset to start building your report.

4. In the Card Name field, enter a name for the report's card.

5. Do any of the following to share the report:

   • Select Export to export the data right away. For details, see Export a Custom Report.
   • Select Add to Dashboard to add your report to a new or existing custom dashboard. For details, see Add a Custom Report to a Dashboard.

Configure a Table Report

To configure a graph report, you need to do the following:

1. Add columns to shape your report.
2. Apply filters to focus on specific data.

The list of dimensions and filters varies depending on the entity you select. For details, see Datasets.

Add Columns to a Table Report

In the Report Builder, add columns to start creating your report. As you add columns, you can drag them to reorder them.

1. In the Report Builder, select the Build tab.

2. In the Columns section, select Add. The Select Columns panel opens.

3. In the Select Columns panel, select next to the column name to add it to the report.

   tip

   Use the search bar to quickly find the columns you want to add.

4. (Optional) In the Columns section, select a column name and do any of the following:

   • Select the Name field to change the name of the column. The name change automatically appears in the table.
   • Select the Aggregation field and apply an aggregation type. The aggregation type varies by column (Count, Min, Max, Average, …). For details, see About Report Builder.

5. In the Settings section, set Maximum to the number of fields you want to appear in the report.

Add Filters to a Table Report

Before applying filters, you must add columns to the report. For details, see Add Columns to a Table Report.

1. In the Report Builder, select the Filter tab.

2. Select Add. The Select Filters panel opens.

3. In the Select Filters panel, select next to the column name to add it to the list of applied filters.

   tip

   Use the search bar to filter the column names.

4. Depending on the selected filters, do the following:

   • Enter or select a value.
   • Choose a filter condition. For details, see Filter Conditions.