Build a Custom Report with a Template

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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 details, see About Report Builder.

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.