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Download the work order insights reports

Before you begin

This feature is currently in beta. To learn more, contact your Fiix representative.

If necessary, you can download your active or closed work order reports as a PDF or CSV files. For example, if you wanted to print the report, you could download it as a PDF and then print it.

To download one of the reports:

  1. Open the necessary report (either Active Work Orders or Closed Work Orders) in Analytics BETA > Work Order Insights BETA.

  2. Change any of the display settings (filtering, reordering columns, etc.) as necessary.

  3. In the Dashboard actions menu, click Download:

    download.png
  4. In the Format drop-down list, do one of the following:

    • To download the report as a PDF file (typically used for printing or emailing), select PDF.

    • To download the report as a CSV file (typically used for viewing the data as a spreadsheet. or importing it to another system), select CSV. If you select this option, you can skip to step 6.

  5. If you selected PDF in step 4, use the Paper Size drop-down list to specify which paper size (letter, legal, etc.) you want to use for the report. By default, the app selects the paper size automatically based on the size of the report.

  6. (Optional) To display all the table data in the report, select the Expand tables to show all rows checkbox.

  7. (Optional) To show all report sections in a single column (rather than the way they're displayed in the CMMS with some sections next to each other), select the Arrange dashboard tiles in a single column checkbox.

  8. Do one of the following:

    • To save the report file to your computer, click Download.

    • To view the report file without saving it to your computer, click Open in Browser.

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