Customize/ Create Custom Reports - Step 1 of 3 (FastMaint Web)

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" section on the Home page). 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 different approval dates.

     Now let us add it to the "Work Order: Detailed" report. In the Home page click on the Planning (Print Work Orders) link in the Reports section to start the planning report. This brings up the report options page for the Planning Report (shown below). Click on the Add/ Edit Report Templates button found next to the Report Template field. This brings up a new page with a list of report templates available to you. Scroll down this list till you find the "Work Order: Detailed" report template. Click on the Edit button 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 page will open up.