Report Builder - Use Cases

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This article provides example use cases for the Report Builder feature.

Use Cases

You can build reports tailored to your needs by combining specific datasets, with the right aggregations and filters.

For example, you could create a report to:

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

Parts Consumption by Assets

Create a report to view your part consumption.

Visualization Type	Dataset	Columns	Filters
Table	Part Transactions	Asset Part Aggregation: Count (All) Work Order Aggregation: Count (Unique)	N/A

• Setting a Count (All) aggregation on the Part column shows the total number of parts that had transactions for each asset (including duplicates).
• Adding a Count (Unique) aggregation on the Work Order column ensures that each work order is counted only once in the report, even if it is associated with multiple parts.

Example

Let's say that:

• Part P is attached to Asset A.
• Part P was used 1 time in 1 work order W.
• Part P was restocked in 1 purchase order PO.

Here is what will appear in your report:

Asset	Part - Count (All)	Work Order - Count (Unique)
A	1	1

Parts Inventory

Create a report to an the inventory of all your parts.

Visualization Type	Dataset	Columns	Filters
Table	Parts	Part Unit Cost Available Quantity Total Cost	Total Cost

Adding a Total Cost filter displays only those parts whose total cost is within a specific range.

Example

Let's say that:

• Part P1 has a unit cost of 500$ and 16 available parts in the inventory for a total cost of 8000$.
• Part P2 has a unit cost of 50$ and 4 available parts in the inventory, for a total cost of 200$.
• Part P3 has a unit cost of 100$ and 6 available parts in the inventory for a total cost of 600$.

Here is what will appear in your report without the filter:

Part	Unit Cost	Available Quantity	Total Cost
P1	500$	16	8000$
P2	50$	4	200$
P3	100$	6	600$

Here is what will appear in your report with the Total Cost filter set to Is below 1000$:

Part	Unit Cost	Available Quantity	Total Cost
P2	50$	4	200$
P3	100$	6	600$

Requests by Assets

Create a report to view the number of work requests attached to your assets.

Visualization Type	Dataset	Columns	Filters
Table	Requests	Asset Request Aggregation: Count (All)	Status: Pending

Adding a Status filter set to Pending displays only assets with pending requests.

Example

Let's say that:

• Asset A is attached to 7 requests and Asset B is attached to 23 requests.
• Asset A has 2 pending requests.
• Asset B has 11 pending requests.

Here is what will appear in your report without the filter:

Asset	Request - Count (All)
A	7
B	23

Here is what will appear in your report with the Status filter set to Pending:

Asset	Request - Count (All)
A	2
B	11

Parts Inventory and Usage

Create a report to view inventory movement and part usage.

Visualization Type	Dataset	Columns	Filters
Table	Primary: Parts Secondary: Part Transactions	Part Available Quantity Unit Cost Total Cost Quantity Before Aggregation: Count (All) Quantity After Aggregation: Count (All) Quantity Change Aggregation: Count (All) Direction Aggregation: Count (All)	N/A

Count All aggregations are added by default and can be adjusted. Each part has multiple transactions. With the default aggregation, you see the summed quantities alongside each distinct transaction direction, allowing you to identify the number and type of transactions performed.

Purchase Order Costs

Create a pie chart to view the distribution of purchase order costs in the last month.

Visualization Type	Dataset	Dimensions	Filters
Pie	Purchase Orders	Category: Purchase Order Metric: Unit Cost Maximum segments: 100	Completed At: 1 Month

Work Order Status Distribution per Asset

Create a bar report to get the number of work orders attached to your assets based on the work order status.

Visualization Type	Dataset	Dimensions	Filters
Bar	Work Order	X-axis: Status Y-axis: Work Order Segment by: Asset	N/A

Adding an Asset segmentation divides the bars by assets.