Build a Custom Report from Scratch

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

This article explains how to build a custom report from scratch that combines data from multiple sources in your MaintainX® organization, and add it to a custom dashboard as a card.

After you select the Build manually option in the Reporting module, follow these steps to build report:

1. Select a dataset. The Report Builder opens.

   Change datasets

   To switch to a different dataset while building the report, select (more options) then Edit Dataset.

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

3. In the Data and Dimensions section, add the following to your report:

   • Columns
   • Formulas
   • Filters

4. Select a visualization type:

   • Table to show your raw data in rows and columns.
   • Graph to display your data using supporting visualizations.

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

6. 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.

Add Columns to a Custom Report

In the Report Builder, add columns to start building your report. The list of columns and filters varies depending on the dataset you select. For details, see Datasets.

As you add columns, you can drag them to reorder them.

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

2. In the Data and dimensions section, select + Add column. The Select columns panel opens.

3. In the Select columns panel, select the (plus) icon next to the column name to add it to the report. The column appears in the Data and dimensions section.

   tip

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

4. (Optional) In the Data and dimensions 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 Aggregations.

5. (Optional) In the Data and dimensions section, select the (X) icon next to the column name to remove it from the report.

Add Formulas to a Custom Report

You can add formulas to your report to perform basic calculations. When you select the formula option, all previously selected columns are assigned letters (e.g., A–Z, then AA, AB, etc.). These letters help you refer to the columns in your formula.

Requirements and Limitations

• Before adding a formula, you must add at least one column to the report.
• You can only reference columns that were selected before the formula column.
• You can't include the formula column itself in the formula calculation.
• Timestamp values only support subtraction operations, which will result in durations.

Add a Formula

1. In the Build tab, under the Data and dimensions section, select + Add formula.

   A Formula card appears in the Data and dimensions section.

2. Select the Name field to change the name of the formula. The name change automatically appears in the table.

3. Select the Formula field to enter a formula. The formula is applied to the column.

4. (Optional) In the Data and dimensions section, select the (X) icon next to the formula card to remove it from the report.

Add Filters to a Custom Report

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

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

2. In the Filter dimensions section, select + Add a filter. The Select filters panel opens.

3. In the Select filters panel, select the (plus) icon next to the column name to add it to the list of applied filters. The filter appears in the Filter dimensions section.

   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.

5. (Optional) In the Filter dimensions section, select the (X) icon next to the filter name to remove it from the report.

Configure a Custom Report's Visualization

Report Builder provides visualization types for both detailed reporting and visual summaries. For example, if you want to focus on raw data, you can select the table visualization type for your custom report.

Edit your visualization selection

To change the visualization type while you're building a report, select the new visualization from the Build tab, under the Visualization section.

Table Report

The table visualization displays your data in rows and columns.

To configure a table report:

1. In the Build tab, under the Visualization section, select Table.
2. In the Settings section, set Maximum to the number of fields you want to appear in the report.

Graph Report

Use a graph visualization to represent data visually.

To configure a graph visualization:

1. In the Build tab, under the Visualization section, select one of the following visualization types:

   • Bar
   • Line
   • Pie

2. Set the following options:

   Visualization Type	Option
   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.
   Pie	Category: Select a categorical value. A category is the type or label that each slice of the pie chart represents. Metric: Select a numerical value or a quantity. A metric is the numerical value or quantity that determines the size of each slice in a pie chart.

3. In the Settings section, do the following:

   Visualization Type	Option
   Bar	Maximum bars: Enter the maximum number of bars allowed in the bar chart. Target: Enter a target value for the bars. A horizontal line appears across the bar chart at that value point.
   Line	Maximum points: Enter the maximum number of value points allowed in the line chart. Target: Enter a target value for comparison.
   Pie	Maximum segments: Enter the maximum number of segments allowed in the pie chart. This threshold makes the chart easier to read.