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Share a Custom Report

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

After you create a custom report, you can export it to a PDF or CSV file, or share it with your organization by adding it to a custom dashboard.

  • If you export a graph report to a CSV file, MaintainX extracts its data as tables.
  • If you export a table report to PDF, you can export a maximum of 25 rows.

Export a Custom Report​

To export a custom report:

  1. In the Report Builder, select Export then select one of the following:

    • Export to CSV to export the report in a CSV file.
    • Export to PDF to export the report in a PDF file.

    The download notification appears.

  2. From the download notification you can do any of the following:

    • Download the exported file.
    • Open the export in a browser new tab. This option is only available for PDF files.
    • Select View in Download Center to open the download center. The exported file appears in the Export Request History section.

Add a Custom Report to a Dashboard​

To add a custom report to a dashboard:

  1. In the Report Builder, select Add to Dashboard.

  2. Do any of the following: