Any report in the Reports module can be exported on demand, or scheduled so FacilityLane delivers it automatically on a recurring basis.

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Export a report

1

Open the report tab

Go to Reports and open the tab you want to export — for example Work Orders or Cost.
2

Set the date range and filters

Apply the date range and any filters first. The export contains exactly what the report currently shows.
Report tab with date range and filters applied before exporting

A report filtered and ready to export

3

Export

Select Export and download the file.
Export control on a report page with the download initiated

The export action on a report

Filter before exporting. A month-scoped, site-filtered export is far more useful to a stakeholder than the full dataset.

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Schedule automated reports

Scheduled reports run automatically and deliver the report on a recurring cadence — no one has to remember to pull the numbers.
1

Choose the report

Open the report tab and configuration you want delivered, including date range behavior and filters.
2

Create the schedule

Set up the automated report: choose the recurrence (for example weekly or monthly) and the recipients.
Automated report scheduling form with recurrence and recipient settings

Configuring an automated report schedule with recurrence and recipients

3

Save and verify the first delivery

Save the schedule, then confirm the first delivery arrives as expected and shows the intended data.
Scheduled reports reflect the data at run time. A weekly Monday report covers the state of your data as of Monday, not when you created the schedule.

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Ideas for scheduled reports

  • Weekly work order summary for supervisors — status breakdown and completion rates from Work Order Reports
  • Monthly PM compliance for managers — from the PM tab in Asset Reports
  • Monthly cost analysis for finance — maintenance and parts spend by period
Review your scheduled reports when team members change roles or leave, so reports keep reaching the right recipients.