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Report Builder Overview

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

Use Report Builder to create and share reports that help you analyze data across locations and organizations, and get visual and actionable insights.

You can create the following types of reports to visualize your data:

  • Table
  • Bar chart
  • Line chart
  • Pie chart

The visualization type affects how MaintainX presents the information and how you can share and use it in your organization.

Detailed Reporting vs. Visual Summary​

Report Builder provides visualization types for both detailed reporting and visual summaries.

CategoryVisualization TypeDescription
Detailed reportingTableShows your raw data.
Visual summary
  • Bar chart
  • Line chart
  • Pie chart
Represent your data graphically.

Table Report​

Use table reports to display detailed raw data with exact values. You can add as many columns as you want.

Table listing parts inventory and usage details, including part name, available quantity, unit cost, total cost, quantity before and after, quantity change, and direction. Each row represents a different part, with clickable counts for further details.
A table report listing parts inventory and usage details

Graph Reports​

Line Chart​

Use line charts to see value progression and trends over time.

Line chart showing the total cost for various parts, with each part listed on the x-axis and total cost on the y-axis. The chart visualizes cost differences among parts.
A line chart showing the total cost for various parts

Bar Chart​

Use bar charts to compare values.

Stacked bar chart displaying the distribution of work order statuses (Done, In Progress, Open, Skipped) for different assets. Each bar is segmented by asset, with a color legend indicating asset names.
A bar chart displaying the distribution of work order statuses for different assets

Pie Chart​

Use pie charts to see each part that makes up a whole.

Pie chart illustrating the proportion of work orders by status, with segments labeled Done, Open, In Progress, and Skipped, each represented by a different color.Pie chart showing the distribution of work orders by status, divided into segments for Done, Open, In Progress, and Skipped. A tooltip highlights the 'In Progress' segment, indicating 23% of work orders are in progress.

Requirements and Considerations​

After you select a visualization type, you need to tailor the report to focus on the data you want to analyze or share with your MaintainX organization. The available options depend on the visualization type you select.

Visualization TypeOptions
TableAggregation: Select an aggregation to refine the data in your report.
Graph: 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.
Graph: Pie
  • Category: Select a categorical value. This value represents each slice of the pie chart.
  • Metric: Select a numerical value or a quantity. This value represents the size of each slice.

In the Report Builder, you can export your reports to a CSV or PDF file and distribute them to your stakeholders. For details, see Share a Custom Report. You can also add them to a MaintainX custom dashboard. For details, see Custom Dashboard.