Reporting Overview

Cove Team
Cove Team
  • Updated

Reporting tools give teams visibility into work orders, maintenance, inspections, and operational performance across a building or portfolio. While reporting is available to all users based on their permissions, Building Team members most often use these tools to track daily work, validate completion, share updates with leadership, and support recurring operational needs.

Cove offers multiple reporting options depending on how detailed or repeatable your reporting needs are. Teams can start with quick, in-module reports by filtering and exporting data directly from the Work Orders and Maintenance modules. For deeper insights and visual analysis, the Reports & Analytics section provides standardized reports and charting tools. For recurring or highly structured work order reporting needs, Custom Reports and Batch Reports allow teams to define report layouts and automatically generate exports on a schedule. Some reports can also be viewed at the network level, enabling broader visibility across multiple buildings.

This article provides an overview of each reporting option, including when to use it, the types of reports that can be created, and step-by-step instructions for generating reports in each section.


Filtering and Exporting from Work Order, Maintenance & Inspection Modules

When to use these options:
Use in-module filtering and exporting when you need quick, real-time answers or one-off reports tied to day-to-day operations.

Building Team members can generate targeted reports directly from the Work Orders, Maintenance or Inspections modules without leaving their workflows.

Example Report Types

  • Open, completed, or overdue work orders
  • Work orders by issue type, priority, or team member
  • Maintenance due, overdue, or completed within a specific date range
  • Open Inspections based on status and due date

How to Create Reports

  1. Navigate to the Work Orders, Maintenance or Inspections modules and open any day-to-day management page in the module.
  2. Above the table, click Filters and select your criteria. Click anywhere outside of the filter view to get back to the table.

  3. Click Edit Columns and select/de-select the information you’d like to see in the table. Click on an item and drag and drop it above or below to reorder, and then click anywhere outside of the filter view to get back to the table.

  4. Click on the download icon to download your report. The report will respect the filters and edited column view.

Notes:

  • Filters: 
    • Filters are not saved automatically on each page. When you navigate away from a page, any applied filters are cleared. 
    • If you want to reuse the same filters later, you can bookmark the page on your browser with the filters applied.
  • Edit Columns: 
    • Column changes made using the Edit Columns button are saved for that page and remain until they are reset. These changes are specific to your view only and will not impact the information your colleagues see on their table.
    • When columns have been customized, the Edit Columns button displays a teal background as a visual indicator. 
    • If the columns are reset to the default view, the button returns to a white background.

Reports & Analytics Module

When to use these options:
Use Reports & Analytics when you need structured analytics, visual insights, or repeatable reporting beyond simple list exports. This section is designed for understanding trends, performance, and operational workload over time.

The Reports & Analytics area is organized into several analytics pages, each focused on a specific type of data. Together, these tools allow teams to analyze work orders, maintenance activity, labor effort, and combined datasets, as well as create and save charts and reports for ongoing use.

Work Order Analytics

Work Order Analytics focuses on reporting and analysis related to work order activity and performance.

This section includes:

  • Chart Builder – Create visual charts based on work order data
  • Work Order Key Stats – View high-level metrics such as volume, completion, and backlog
  • Individual Reports – Run predefined work order reports (eg- Work Order submitted, by tenant, assignee, or issue type)
  • Custom Reports – Build custom-formatted work order reports
  • Batch Reporting Schedule recurring exports of work order reports
  • Saved Charts – Access previously saved work order charts (visible from the Chart Builder Dropdown)

Work Order Analytics is most commonly used to track volume trends, completion performance, and operational efficiency.

Maintenance Analytics

Maintenance Analytics focuses on preventive maintenance activity and upcoming workload.

This section includes:

  • Chart Builder – Create visual charts based on maintenance task data
  • Task Projection Report – Forecast upcoming maintenance tasks over time
  • Saved Charts – View and reuse previously saved maintenance charts (visible from the Chart Builder Dropdown)

Maintenance Analytics is useful for planning, forecasting workload, and monitoring PM compliance.

Combination Reports

Combination Reports allow users to analyze data sets that span multiple areas, such as work orders, maintenance, and inspections together.

This section is typically used when:

  • Comparing reactive work (work orders) against planned work (Maintenance Tasks)
  • Understanding overall maintenance demand
  • Reviewing combined operational workload

Combination Reports provide a broader operational picture than single-source analytics.

Labor Analytics

Labor Analytics focuses on team member effort and labor-related insights.

This section includes reports that help teams:

  • Understand labor distribution
  • Analyze team member workload
  • Review time spent across work types

Labor Analytics is commonly used for staffing analysis and performance reviews.


Network-Level Reporting

Use network-level reporting when you need portfolio-wide visibility across multiple buildings, such as identifying trends, comparing performance, or reviewing aggregate workload.

Network-level reporting is available within Reports & Analytics for users with network access. Not all reports or pages support a network-wide view, and some reporting options remain site-level only.

What Can Be Viewed at the Network Level?

The following reporting tools support network-level (multi-building) views when the user has appropriate permissions:

  • Work Order Analytics
    • Chart Builder (work order data)
    • Work Order Key Stats
    • Individual work order analytics reports
    • Saved Charts created from work order data
  • Maintenance Analytics
    • Chart Builder (maintenance task data)
    • Saved Charts created from maintenance data
    • Task History
  • Combination Reports
    • Reports that combine multiple data sources across buildings
  • Labor Analytics
    • Labor and team member-related analytics across sites
  • Custom Reports
    • Custom reports configured at the network level
  • Batch Reporting
    • Scheduled reports that run across multiple buildings

These reports aggregate data across all buildings included within the network.

Site-Level Only Reporting

The following reporting options are limited to individual buildings and cannot be viewed at the network level:

  • Task Projection Report. Forecasting is calculated at the site level only
     

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