Share a Custom Report
availability
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
After you build a custom report, you can export it or save it by adding it to a custom dashboard to share it with your organization. For details about custom dashboards, see Create a Custom Dashboard.
Add a Custom Report to a Dashboard​
The only way to save your report is to add it to a custom dashboard.
To add a custom report to a dashboard:
-
In the Report Builder, select Add to Dashboard.
-
Do any of the following:
- If you already have a custom dashboard, select the name of the custom dashboard. For details, see Add a Card to an Existing Dashboard.
- If you don't have a custom dashboard, select + New Dashboard to create one. For details, see Create a Custom Dashboard.
Export a Custom Report​
You can export a custom report as a PDF or CSV file.
To export a custom report:
-
In the Report Builder, select Export then select one of the following:
- Export to CSV to export the report as a CSV file. If the report includes a visualization, the exported CSV will contain the underlying data in a table format.
- Export to PDF to export the report as a PDF file.
The download notification appears.
-
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.
Export Limitations​
- If you export a graph report to a CSV file, MaintainX® extracts its data into a table.
- If you export a table report to PDF, you can export a maximum of 25 rows.