Required role: Admin or Manager
Filter report data
1
Go to Reports
In the left sidebar, click Reports, then select the specific report type you want (e.g., Work Orders, Assets, Bookings).
2
Apply filters
Use the filter panel to narrow down data by:
- Date range — start and end date
- Status — e.g., Open, Completed, Pending
- Assigned to — filter by technician or team member
- Location — filter by building, floor, or room
- Category — filter by asset or item category
3
View the filtered results
The report updates in real time as you apply filters. The summary cards and charts reflect the filtered data.
Export report data
1
Apply filters (optional)
Filter the data as described above to export only the records you need.
2
Click Export
Click the Export button in the top-right corner of the report.
3
Choose a format
Select your preferred export format:
- CSV — for use in spreadsheet tools like Excel or Google Sheets
- PDF — for sharing or printing
4
Download
The file will download to your device. Large exports may take a moment to prepare.
Next steps
Reports Overview
See all the metrics available in Relyant reports.