Customize/ Create Custom Reports - Step 1 of 4 (FastMaint Basic/ Standard/ Professional)

Report templates are used to generate most reports. You can modify/ create new report templates to create customized reports. There are several built-in report templates that you can copy & change to suit your needs.

Example - adding a custom field to the work order (Detailed) report:
Let us assume that you created a new custom field (a user specified field) called "ApprovedOn" for tasks & work orders (Note: You can define custom fields by using the "Define Custom Fields" option in the "Administration" menu on the main window). The "ApprovedOn" field will now be available as an entry on the Other (Custom) tab on tasks as well as on workorders. On a task this field should be left empty since each workorder created from a task will have a different approval date.

     Now let us add the approval date to the "Work Order: Detailed" report. In the main window click on the Plan button to start the planning report (pictured below). Click on the Add/ Edit button found next to the Report Template field at the bottom left of the window. This will bring up a list of all report templates available to you. Scroll down this list till you find the "Work Order: Detailed" report template. Double click on it to open it. Since this is a built-in system report (the Owner column is blank) it cannot be modified. Instead you will be asked if you would like to make a copy of the report template to modify it. Select Yes and the report editing window will open up.