How to create reports

NOTE: Reports are available to all users but data will be filtered based on the privileges and access of individual users. 

1. Log in to your Q Ware application and navigate to Reports.

2. From the report interface, modify the report using the following options:

1. Select Data Set - work order or asset data can be used to build reports.
2. Apply Report Filters - filters can be applied to the data set using any standard or custom fields.
3. Adjust Columns - all standard and custom fields are available for selection. Columns can be reordered in the table by dragging and dropping them.
4. Search Filter Data - the search field will filter the data set against all visible columns.
5. Report Title - provides a title for the report that will show in report exports.
6. Add Charts - add charts using data from the selected data set. Available charts include:
   • Bar Chart
   • Line Chart
   • Pie Chart

          To learn more about adding charts, please read the tutorial "How to add charts to reports."

      7. Reorder Rows - table rows can be reordered by dragging and dropping.

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3. Once a report is built it can be exported, printed, or saved. 

• Export Report - to export the report click the "Actions" button and select "Export to PDF" or "Export to Excel."
• Print Report - to print the report click the "Actions" button and select "Print."
• Save Report - to save the report click the "Actions" button and select "Save Report." Saved reports will be available in the "Saved Reports" drop down.