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.

What the columns contain

Reports show what you would read in the app, not what the database stores:

• Related records appear by name. A work order's site, building, location, asset, work category, PM schedule and originating request come through as names; a cost, invoice, purchase order, expense or compliance record shows its work order by number.
• People appear by name. Created by, completed by and the assignee list resolve to the member's name.
• Lists are spelled out. Assets, locations and systems on a record are listed by name; task and procedure checklists appear one item at a time, ticked [x] when complete; parts show as name, quantity and part number.
• Statuses read as words (In Progress rather than IN_PROGRESS), dates follow your language setting on screen and export as yyyy-mm-dd hh:mm, and a work order's Estimated Hours column is in hours.

A Filter on a column always matches the stored value: filter Status on IN_PROGRESS, and Estimated Hours on the stored seconds.

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.