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Required role: Admin or Manager

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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.

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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.

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Next steps

Reports Overview

See all the metrics available in Relyant reports.