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Reporting: Tables

Updated this week

Table panels display data in table format for easy export. Use this panel to measure KPIs such as asset reservations, inspection schedules and labor hours.

To set up a table view panel select a category from the drop down. Once you have selected a panel category you can select the date cohort. You can select all time, custom ranges, or other pre-specified ranges listed in the drop down.

Categories available in table view:

  • Asset Reservations

  • Equipment

  • Inspection Items

  • Inventory Items

  • Inventory Procurement

  • Labor Hours

  • Meter Logs

  • Vendor Estimates

  • Vendor Invoices

  • Vendors

How to add a table panel.

1. Click "Add a Panel"

2. Click "Add a table to display data."

3. Click "Select Table Content"

4. Select the data that is relevant to what you are needing from work orders, inventory equipment, etc.

5. Click "Select Date Cohort"

6. Select from the list of date cohorts. If you don't see one that you need, select custom and enter your own date range.

7. You can edit any of the below filters as you need as well.

8. Click "Save" once you selected your table content, date range and any filters you may have applied.

9. Your data table will generate. To add or hide available columns select the gear icon on the right.

10. Select which columns you want available on the data pending what table content you selected. You can also drag and rearrange the columns but clicking on the 6 dots and move up and down. Click close once finished.

11. Be sure to check page 1 of x to view all info by page or show more than 10 rows.

12. Click "Actions" to rename the panel, send or schedule the report or if you need to delete.

To start extracting insights today, check out your Reporting Suite: https://app.getflowpath.com/reports

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