Customize/ Create Custom Reports - Step 2 of 3 (FastMaint Web)

You will see that the name of the report has changed to "Copy of WorkOrder". You can change the name to suit your needs e.g. call it "ABC Workorder". Leave the Type & Sub-Type fields as is. Now go to the Template field to modify the actual template contents.

      In the template above we have dropped the task/ workorder class ("Class: [[wo.class]]") and instead replaced it with "Approved Date: [[wo.approvedon]]" in the middle column of the third row of the table. Make sure that there are no spaces between the two square brackets ([) e.g. it should be "[[" NOT "[ [". There are a variety of report functions & options available for your use to customize the report. You can click on the Help button at the bottom left of the report design page to learn more about these options & functions.

      Click Save to save the report template you have created. Make a note of the report template name since you will select this report template when you run the Planning Report. Click Quit to return to the list of reports. You will now see your newly created template in the Reports list page (you may need to scroll through the list to find it). Click on the Quit button to return to the Planning Report options page.