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You need permission to view reports. See Reports overview for how to open them.

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Filter report data

The chart and table update as soon as you change a filter. Each multi-select filter lets you pick several values.
  • Work Orders: filters sit in the Filters row of the controls bar.
  • Bookings: the Created At date range sits on the top row. Click Filter to add any other filter. Each filter you set shows as a chip; click Clear to remove them all.
Status options depend on the report:
  • Work Orders: Open, In Progress, Blocked, In Review, Completed, Canceled
  • Location Bookings and Asset Bookings: Submitted, Approved, Rejected, Cancelled
Looking for Help Desk ticket reports? They moved to Help Desk. See Help Desk reports.
To clear every filter and return to the default settings, click Reset.

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Choose a date range

Click the date filter to open the date range picker. Under Quick Select, choose:
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • This month
  • Last month
  • This year
  • All time
To pick your own dates, enter a Start Date and End Date under Custom Range, then click Apply.

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Drill down into records

You can open the records behind a number in the Work Orders, Bookings, and Transport reports.
1

Pick a number to explore

  • In the Chart, click a bar or a bar segment.
  • In the Results table, click a row, or hover over it and click View records.
  • In the Transport report, hover over a group row and click View records.
2

Review the matching records

A drill-down page lists every record behind that number. The Filters chips at the top show the report filters that were applied.
3

Open a record

Click a row to open the work order, booking, or transport request.
4

Go back to the report

Click Report at the top of the page. The report keeps the settings you had before.

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Export report data

Apply any filters first. Exports include only the data the report currently shows.

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Export the results table

In the Results table, click one of these buttons:
  • CSV — downloads the table as a CSV file for spreadsheet tools like Excel or Google Sheets.
  • PDF — opens a formatted PDF report in a new browser tab, where you can save or print it.

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Export the chart

In the Chart card, click one of these buttons:
  • PDF — opens the chart as a PDF in a new browser tab.
  • Image — downloads the chart as a PNG image.

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Export the Transport report

In the Transport report, click Export CSV. The file lists each group with its totals, the individual trips in each group, and a grand total.
Charts and tables created with Ask AI can also be downloaded as CSV, PNG, and PDF.

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Next steps

Build a report

Choose a measure, group results, and read the chart and table.