Configure Custom Reports for Improved Monitoring

Leverage the Configure Data Parameters feature to create tailored reports for monitoring task completion, compliance, equipment performance, and more. By customizing data points, supervisors can generate meaningful insights and visualize them in widgets to improve decision-making and operational efficiency.

Learn how to configure custom data parameters for generating insightful reports. Supervisors can track key metrics like task completion rates, equipment performance, and issues raised during maintenance rounds. These reports can be displayed in widgets for easy monitoring.

For instance, you can create a report to track control valve inspections and monitor on-time completion rates over the past month. By customizing fields such as operator performance or task status, you can focus on areas that require attention.

To create a report:

  1. Expand the Operator Rounds module and click Reports on the left-side pane.
    The Reports screen is displayed.
    Figure 1. Reports Screen


    In this screen, you can,
    • Filter and view the reports based on Recent, Favorite, and All options.
    • Search the reports using the Search Reports bar.
    • Click the Sort icon next to the columns to sort the columns.
    • Click the Favorite icon to mark the report favorite.
    • Click the More icon > Preview option to view the preview of the report.
    • Click the More icon > Edit option to edit the report.
    • Click the More icon > Export to Excel option to download or export the report in excel format.
    • Click the More icon > Copy option to copy the report.
    • Click the More icon > Delete option to delete the report.
  2. In the Reports screen, click the Create Report button on the right-side.
  3. In the Report Configuration window,
    Figure 2. Report Configuration Window


    1. Select the Objects such as Transactions or Rounds on the left side.
    2. Select the Reports such as Rounds, Tasks, Actions, or Issues on the right side.
    The Create Report screen is displayed.
    Figure 3. Create Report


  4. In the Report Name field, click the Edit icon to update the title of the report, if needed.
  5. In the Group by Fields field, select the value or column to group the data by the selected value or column in the report. For example, Plant ID.
  6. In the Columns field, select the required columns to display them in the report.
  7. Click Save or Save As on the top right to save the report with a different name.
    The report is saved successfully and you can see it in the Reports screen.
    In the Create Report screen, you can,
    • Click the Favorite icon next to the Report Name field to mark the report favorite.
    • Search the columns using the Search bar.
    • Filter or query the report based on Date, Plant, Unit, Shift, Asset or Location, Round Details, etc. Follow the below steps to filter.
      • Click the Filter tab on the left-side section.
      • Click Add Filter and select the value from the list. For example, RoundPlan ID, Plant Name, Shift Name, Slot Time, Location Name, Asset ID, or Task ID, etc.
      • Click on the selected value.
      • In the Filter by <value> pop-up, select a value from the Operator drop-down such as equals, not equal to, less than, greater than, less or equal, greater or equal, contains, does not contain, or starts with, enter a value and click Save.
      • The filtered or queried report is displayed on the right-side and you can download it.
      Note: Filter doesn’t apply to the bar chart.
    • Click the Undo or Redo icons to undo or redo the actions that you have performed.
    • Click the Bar Graph icon to view the data in the widget format.
      • Click the Settings icon to change the variants or styles of the widget and the values. For more information, see Create Interactive Reports in Custom Widgets.
      • Click the Restore icon to refresh the data in the widget.
      • Click the Save as Image icon to save the widget as image.
      Figure 4. Bar-chart Details


    • Click the Preview icon to view the preview of the report.
    • Click the Download icon to download or export the report into csv or excel format.
    • Click the Sort icon to sort the columns in the table.
    • Click the More icon > Hide Column, Move Left, Move Right, Stick, to Group Rows by this Column next to the columns to hide, move left, move right, stick, and group the columns.