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Reports turns your Facilities & Assets data into charts and tables. Each report lets you choose what to measure, how to group the results, and which records to include. You can then open the underlying records or export the results.
You need permission to view reports. The Reports link is hidden for the Requester role.

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Open Reports

1

Go to Reports

In the sidebar, under Workspace, click Reports. You can also click the Reports tile on the home page.
2

Pick a report

The sidebar switches to the reports menu. Click the report you want. Click Back to return to the main menu.
When you open Reports, you land on Ask AI if the AI Chat module is enabled for your organization. Otherwise, you land on the Work Orders report.
On a small screen, use the Select report dropdown at the top of the page to switch between reports.

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Available reports

Reports only appear for modules your organization has enabled.
Help Desk ticket reports now live in Help Desk. See Help Desk reports.

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Ask AI

If the AI Chat module is enabled, Ask AI appears at the top of the reports page with a New badge. Type a question in plain English, such as “Show me work orders by status for the last 6 months.” Ask AI builds the chart and table for you.
  • Click a suggestion card to start with a ready-made question.
  • Click History to reopen a previous report chat.
  • Click New chat to start over.
Charts and tables from Ask AI can be downloaded as CSV, PNG, and PDF. The data is scoped to your role. See Ask AI for more.

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How-to guides

Build a report

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

Filter, drill down, and export

Narrow the data, open the underlying records, and download results.