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How to Create and Save Reports

Step-by-step guide to creating reports, renaming them, and saving or discarding changes.

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Written by George Newman
Updated this week

Creating a Report

  1. Navigate to the Analytics under CMMS section.

  2. Click Create Report in the top-right corner.

  3. In the right drawer, choose:

    • Work Orders

    • Assets

    • Connections

  4. Click Create Report.

Renaming the Report

  • Click the pencil icon next to the report name.

  • Enter a new name and click the tick icon to save.

Saving or Discarding

  • Click Save Changes to save your work.

  • Click Discard Changes to remove the report.

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