Report tabs
Reports are organized into ten tabs:
The Reports module with the Overview tab selected
Date range filters
Every report respects the date range filter. Choose a preset range or set custom start and end dates — all charts and metrics on the tab recalculate for the selected period.
Selecting a custom date range for a report
Drill-down
Metrics are not dead ends. Select a chart segment or metric to drill down into the underlying records — for example, click the “Overdue” slice of the work order status breakdown to see the actual overdue work orders.
Drilling down from a status chart into the underlying work orders
Learn more
Work Order Reports
Status breakdowns, trends, completion rates, and technician productivity.
Asset Reports
Asset status, health, PM compliance, and cost analysis.
Exporting & Scheduling
Export reports and schedule automated delivery.
PM Schedules
The schedules behind PM compliance metrics.
Report data reflects the records your team keeps. Accurate statuses on work orders and parts usage on jobs directly improve every metric here.