> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter, drill down, and export reports

> Narrow report data, open the records behind a chart, and download results as CSV, PDF, or an image

> [!NOTE]
>
> You need permission to view reports. See [Reports overview](https://docs.relyant.app/facilities/reports/overview.md) for how to open them.

## 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.

| Report | Filters |
| - | - |
| **Work Orders** | **Created At** date range, type (**All Types**, **Preventive**, or **Corrective**), **Status**, **Locations**, **Technicians**, **Categories**, **Assets**, **Requesters**, **Departments** |
| **Location Bookings** | **Created At** date range, **Status**, **Locations**, **Requesters**, **Departments** |
| **Asset Bookings** | **Created At** date range, **Status**, **Assets**, **Requesters**, **Departments** |
| **Transport** | **Date** range, **Vehicle**, **Driver** |

**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

> [!TIP]
>
> Looking for Help Desk ticket reports? They moved to Help Desk. See [Help Desk reports](https://docs.relyant.app/help-desk/reports.md).

To clear every filter and return to the default settings, click **Reset**.

### 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**.

## 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.

## Export report data

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

### 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.

### 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.

### 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.

> [!TIP]
>
> Charts and tables created with **Ask AI** can also be downloaded as CSV, PNG, and PDF.

## Next steps

> [card] [Build a report](https://docs.relyant.app/facilities/reports/build-a-report.md)
>
> Choose a measure, group results, and read the chart and table.


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