Reporting

Build custom reports over 30 data sources and export to CSV or Excel.

Dashboards are for looking; reports are for handing to someone. The report builder produces tabular exports - asset registers, work summaries, condition histories - with your selection of fields and filters.

Building a report

Under Reporting (Manager and above), the builder walks four steps:

  1. Pick the data source - one of 30, spanning assets (including condition assessments, risk history, replacement plans, deferred maintenance, and depreciation), maintenance (work orders, PM schedules, requests, form responses, compliance records, parts), places (sites, buildings, locations, site FCI history), infrastructure (assets, inspections, level-of-service measurements), classification (systems, system groups, system classes, manufacturers), and finance (projects, asset costs, contracts, vendors, invoices, purchase orders, expenses).
  2. Choose columns - any standard field plus custom fields.
  3. Filter - conditions grouped with AND/OR logic; groups combine with AND.
  4. Preview and export - run the report on screen, sort, then export.

Export formats

The report builder exports CSV and Excel from the preview - CSV for feeding other systems, Excel for pivot tables and finance hand-offs. Every list view in the app also has its own export button for quick one-offs.

Money in exports follows your organization's currency settings.

When to use the API instead

If a report is feeding a BI tool (Power BI, Tableau, Looker), skip file exports and pull live data from the REST API - same fields, no manual step, always current. Dashboards-as-code teams can also query via MCP and let an AI assistant assemble the narrative around the numbers.