Create Custom Reports

Reports allow you to generate detailed insights using business objects such as Work Orders, Components, Operations, and Issues.

To create a report:

  1. Navigate to Dashboard > Reports.
  2. Click Create Report.
  3. In the Create Report window:
    • Select the product (e.g., iMaintenance).
    • Select the module (e.g., Operations).
    • Enter report name and description.
    • Click Continue.


  4. In the Add Report screen:
    • Edit the report name/description if needed.
    • Use Group by Fields (e.g., Plant ID).
    • Select Columns to display the report.
    • Click Save.


    You can also,
    • Mark as Favorite.
    • Search the columns.
    • Filter by Date, Plant, Shift, Location, Equipment ID, etc.
    • Use operators like equals, contains, greater than, etc.
    • Download reports in CSV or Excel format.
    • Use Undo, Redo, Sort, or More to hide/move/stick/group columns.