Build a Custom Report with a Template

availability

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

Build a Report with a Template

You can use a template to build a custom report. Templates make it easy to build custom reports by letting MaintainX® automatically select the right datasets, columns, filters, and visualization for you.

For example, you can use a template to quickly:

• Track how critical parts move in and out of your inventory.
• List requests associated with specific assets.
• Analyze usage trends yearly.
• Calculate the total value of your inventory.

You can also use a template as a starting point for a custom report and edit it to better fit your needs.

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 with a template:

After you select the Use a template option in the Reporting module, follow these steps:

1. Select a template. The Report Builder opens with a prepopulated name for the report, default columns, filters, and visualization. Depending on the template selected, formulas are also added.

   Change your template selection

   To change your template selection while building a report, select Browse templates in the Report Builder, then select a different template.

2. (Optional) Adjust the report to your needs. You can change the visualization, add or remove columns, formulas, and filters. For details, see Edit a Custom Report.

3. When the report is built, do any of the following to share it:

   • 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.

Available Templates

Category	Template	Description
Compliance & Safety	Root cause analysis reports by asset	Track the number of root cause analysis reports completed per asset, helping you identify recurring issues and improve asset reliability.
Cost Tracking	Purchase orders approved in the last month	Show purchase orders approved within the last month, helping you identify trends in procurement activity and approval patterns.
	Top vendors by parts ordered	Rank your top vendors by parts ordered, helping you assess vendor performance and identify opportunities for better supplier management.
Parts & Inventory	Inventory stock levels - parts above minimum quantity	Show inventory stock levels above minimum quantity thresholds, helping you track available parts and identify when restock is needed.
	Inventory transactions by part, location, and transaction type	Break down inventory transactions by part, location, and transaction type, helping you uncover trends in inventory movement and detect potential operational issues.
	Inventory valuation report	Provide an overview of the inventory valuation over time, helping you identify cost trends and areas that may require financial or operational attention.
	Most heavily used parts in the last year	Show the most frequently used parts over the past year, helping you manage stock levels and plan for timely restocking.
	Part consumption by asset over the last 6 months	Track part consumption by asset over the last six months, helping you identify usage patterns and potential maintenance or supply chain issues.
	Parts low on stock (available quantity below minimum quantity)	Identify parts that are running low on stock, helping you stay ahead of replenishment needs and prevent stockouts.
	Slow moving and obsolete inventory in the last year	Highlight slow-moving and obsolete inventory from the past year, helping you optimize stock levels and reduce carrying costs.
Team Productivity	Employee time contribution by day	Show how employee time contributions vary by day of the week, revealing trends in productivity and utilization across different days.
	Employee time contributions on work orders (last 3 years)	Give a three-year view of employee time contributions on work orders, helping you identify long-term patterns in productivity and workload distribution.
	Worker daily availability over time	Monitor daily worker availability over time, helping you understand staffing patterns and plan for workforce needs more effectively.
Work Orders	Declined work requests by location (last year)	Analyze rejected work requests across different locations from the past year, uncovering patterns and highlighting areas where operational improvements can be made.
	Estimated time vs. actual time spent for completed work orders	Compare estimated versus actual time spent on completed work orders, allowing you to spot inefficiencies and improve time management and planning.
	Pending work orders by status	Track the status of active work orders, helping you monitor workflow progress and spot potential bottlenecks or operational issues.
	Request volume by location over the last 10 months	Track request volume by location over the last ten months, helping you recognize workload trends and optimize resource allocation.
	Total amount spent on each work order	Summarize total spending by work order, helping you monitor costs, control budgets, and identify areas for cost optimization.
	Weekly work order completion per employee	Track weekly work order completions per employee, helping you assess performance and identify productivity trends across your team.