Custom Reporting

Example Reports

Below are a few examples of reports that can be created using Custom Reporting. Follow the steps in the Create Custom Reports section of this article to set up reports like these for your building.

• work orders completed last month
• work orders that took x amount of labor hours
• monthly open work orders
• work orders completed by a work group or team members
• escalated work orders

Create Custom Reports

1. Navigate to the Reports and Analytics module and click on the name to open the sub-pages.

2. Click on Work Order Analytics page, and then Custom Reports. From here you will see a table view that will show all custom reports created by your team.

   

3. Click on +New Custom Report in the upper right.

• Name: Name your report.
  • Pro-tip: include the data type and time period in the report name for easier organization (example: December Engineering Team Open Work Orders)
• Breakout Type: Choose how you want your rows to breakout when viewing your report.
  • Standard Row Type: each work is a work order
  • Billables Report: Each row is related to a billable item such as labor entry or material entry. Any cost codes and rules defined on those materials, labor rates and tax/markup settings will apply. If there are multiple materials or labor entries added to a work order, then each item will display as a separate row.

4. Click Save. Once your report is created, it will appear in the table view.
5. Click on the report name to open and customize it.
6. Choose the date range:

• Date Range Start: click on the calendar icon to select the date range start time
• Date Range End: click on the calendar icon to select the date range end time
• Date Type: Choose the type of work orders included in the report.
• closed work orders
• completed work orders
• exported work orders
• submitted work orders
• verified work orders

• Remember that the information included in these reports is based on the date range. For example, the following filters would create a report that includes all work orders submitted between 12/1/2024 and 12/31/2024

  

7. Click on the Filter button to add filters to drill down into only the data you want to include; there are over 30 filter fields available.

   

   For example, if we want to ensure we are looking for only the open work orders from December tied to the Engineer Work Group (December Engineering Team Open Work Orders), we would filter the Status field and the Groups field.

   

   
   

   The combination of date range, date type, status, and Groups filters would show us all December Engineering Team Open Work Orders.

8. Edit the columns to show/hide and reorder the columns as needed. The downloaded report will respect the column edits.

9. Click on the download button to download your report as a .csv file. For further customization of how the report is exported, edit the Custom Report Mapping.

   

Custom Report Mapping

Use this tool to customize how this report is exported, including: custom header names, blank columns, static columns, or ordering. It's important to do this in the correct order.

Notes:

• The export will ONLY include the data fields and columns you set below.
• The export cannot be dynamically re-ordered once set up, so ensure you have correct order prior to starting the customization.

Column Types:

• Cove Data Field: export one of the standard columns in this report. The same field can be added more than once if desired.
• Blank column: will have a header but all rows will remain blank.
• Static column: all rows with one value that you define (e.g. all rows have a value of “1” or “NA”)

1. From the report's page, click on the Custom Report Mapping tab.
2. Click the Enable Custom Export Mapping button. This will allow for the override of the default columns and order.
3. Add customizable columns:

• Click the +Add Column (Cove Data Field) to add columns based on cove work order data fields to the report.
  • Select the Cove Data Field from the dropdown menu.
  • Name the column header

• Click the +Add Blank or Static Value Column button to add blank or static columns to the report.
  • Static columns will have all rows with one value that you define (e.g. all rows have a value of “1” or “NA”)
  • Name the column header