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Custom Report Builder

Build the exact report stakeholders ask for.

Custom Report Builder

When the built-in reports are not quite right, the custom builder lets you assemble exactly what a stakeholder asked for — filters, columns, and grouping your way.

The Workflow

  1. Pick a data source (work orders, assets, inventory)
  2. Add filters and group by what matters
  3. Choose columns and save it
  4. Schedule or share

Tips

Save the reports you rebuild often. One saved report beats exporting the same data weekly.