Reports

Overview of the Reports Menu

There are five tabs of reports on the Reports Menu:

Report Tab	Description
Found Set Reports	These reports are based on the Current Found Set of work orders.
Found Set - Completed Reports	These reports are based on the completed work orders in the Found Set.
General Reports	Reports about Work Orders, Workers, PMs, or Assets.
Scheduled Reports	This screen displays list of reports that are emailed on a recurring basis.
Custom Reports	This screen displays the list of user-created custom reports.

Run Report Buttons on the Reports Menu Screen

To run a report, you click one of three icon-buttons on the right-hand side of the screen.

Print Report Button	Description
	Click this button to save the report as a PDF or print a hard copy of it. Clicking the button compiles the report and displays the results on the Print Preview Screen.

Save to Excel Button	Description
	Export the report data to a Microsoft Excel worksheet. This option is available on select standard reports and all custom reports.

Scheduled Reports Button	Description
	Create a schedule to email the report to recipients on a regular basis. This option is available on select standard reports and all custom reports.

Found Set Reports Overview

These reports are based on the Current Found Set the last time you were on the Work Orders List screen.

Report Options on the Found Set Reports Tab

Report Name	Report Description
List of Work Orders	Current Found Set of work orders grouped by current sort order.
Counts by Category	Open and closed count of work orders by category.
Bar Chart	Chart of work order by your choice of category.
Labor Time Entries Grouped By Worker or Work Order	Labor Time for work orders.

Explanation of Current Found Set.

When you are on the Found Set Reports tab, reports are generated from the records in the Current Found Set. The default Current Found Set on the Found Set Reports tab is the Found Set the last time you were on the Work Order List screen.

• If you go directly to the Reports module from the Main Menu, the default Found Set is Open Work Orders in the entity selected on the Home screen.

Current Found Set Button

• The Current Found Set button displays the number of items in the current found set and is the number of items that will be displayed on your report.

• To edit the Found Set before running a report:

  1. Click the Current Found Set button to go to the list screen.
  2. Edit the Found Set as desired.
  3. Click the Back button or the Navigation Menu button on the Title bar to return to the Reports Menu screen.

List of Work Orders

This report shows the Current Found Set of work orders grouped by current sort order.

• Note that the Found Set and the current sort order are taken directly from the Work Order List screen.
• The Detail report displays the full text of the Description field for each work order.
• The Summary report omits the Description field and displays each work order on one line.

Open Electrical Work Order Detail Report

Open Electrical Work Order Summary Report

1. Go to the Work Order List Screen
2. Create The Found Set You Want
3. Sort the list by the column heading that makes the most sense to you.
4. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
5. Click the Report Type field and choose Detailed or Summary
   • Summary is a one-line listing of each work order
   • Detailed includes the text of the Description field.
     
6. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Counts by Category

This report is based on the found set and shows a list of open and closed work orders under subheadings for job type, location, or worker.

1. Go to the Work Order List Screen
2. Create The Found Set You Want
3. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
4. Click the Count Type field and choose Job Type, Location, or Worker.
   
5. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Bar Chart

This report is based on the Found Set. In this report, the bars on the chart signify the number of work orders for each item in a category. You select the category, and the the report lists all the elements of that category and displays a bar showing the number of work orders for that element.

Category options are displayed in the illustration above.

Example bar chart report descriptions

• Job Type
  • List of all job types.
  • The number of work orders in the found set for each job type.

• Building
  • List of all the buildings in the current entity.
  • The number of work orders from the found set in each building.

• Entity
  • Note, to run this report you have to select the All entity on the Home Screen
  • The list of entities
  • The number of work orders from the Found Set in each entity.

1. Go to the Work Order List Screen
2. Create The Found Set You Want
3. Sort the list by the column heading that makes the most sense to you.
4. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
5. Click the Chart Type field and choose a category.
   
6. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Labor Time for Work Orders

This report is based on the found set or a date range that you can specify when you run the report. The Worker option displays a list of work orders under subheadings for each worker. In the Worker option hours, rate and total cost figures are displayed for each worker.

• You view and edit time and materials on the Labor & Parts tab of the Work Order Detail screen.

• Top sample is Date Range sorted by Worker

• Bottom sample is Date Range by Work Order

1. Go to the Work Order List Screen
2. Create The Found Set You Want
3. Sort the list by the column heading that makes the most sense to you.
4. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
5. Click the Chart Type field and choose Found Set or Date Range.
   
6. If you chose Date Range, Click the From and To fields.
   • Use the drop-down calendar or your keyboard to enter dates.
     
7. Click the Group By field and choose Worker or Work Order to sort the report.
   
8. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Found Set Completed Reports Overview

Note that for the Found Set Completed Reports to be compiled in a meaningful way, there have to be completed work orders in the Current Found Set. See below for details.

Report Options on the Found Set Completed Tab

Report Name	Report Description
Total Billing Cost by Bill To or Dept	Completed work order list grouped by department or account.
Labor & Parts Costs by Job Type	Completed order list of total labor and parts costs.
Order Duration by Job Type	Completed order list by job type & duration category.
Performance Survey Results	Survey results summarized by job type, location or assignment.

Explanation of Current Found Set.

When you are on the Found Set Reports tab, reports are generated from the records in the Current Found Set. The default Current Found Set on the Found Set Completed tab is the Found Set the last time you were on the Work Order List screen.

• If you go directly to the Reports module from the Main Menu, the default Found Set is Open Work Orders in the entity selected on the Home screen.

Current Found Set Button

• The Current Found Set button displays the number of items in the current found set and is the number of items that will be displayed on your report.

• To edit the Found Set before running a report:

  1. Click the Current Found Set button to go to the list screen.
  2. Edit the Found Set as desired.
  3. Click the Back button or the Navigation Menu button on the Title bar to return to the Reports Menu screen.

Total Billing Cost by Bill To or Dept

This report is based on a Found Set that must contain completed work orders. The Report shows all the completed work orders for each customer or department.

• You view and edit Billing Cost, Bill To and Department on the Labor & Parts tab of the Work Order Detail screen.

1. Go to the Work Order List Screen
2. Create The Found Set You Want
   You can use the filters window to create the found set that makes the most sense for your requirements.
   • For this report to generate successfully, you need completed work orders in your Found Set.
   • Additional search parameters in the filters window might include dates, locations, or assignees.
     
3. Sort the list by the column heading that makes the most sense to you.
4. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
5. Click the Found Set-Completed tab.
   
6. Click the Sort By field and choose Billable To or Department / Tenant.
   
7. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Labor & Parts Costs by Job Type

This reports takes completed work orders from the found set and displays them under subheadings for each job type.

• Labor & Parts added to work orders on the Labor & Parts tab of the Work Order Detail screen.

1. Go to the Work Order List Screen
2. Create The Found Set You Want
   You can use the filters window to create the found set that makes the most sense for your requirements.
   • For this report to generate successfully, you need completed work orders in your Found Set.
   • Additional search parameters in the filters window might include dates, locations, or assignees.
     
3. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
4. Click the Found Set-Completed tab.
   
5. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Order Duration by Job Type

This report shows a list of all the completed work orders in the found set under subheadings for each job type. The listing for each work order includes the dates from the Work Order Overview screen and automatically calculates and displays the elapsed time between the Start Date and the Complete Date in days.

1. Go to the Work Order List Screen
2. Create The Found Set You Want
   You can use the filters window to create the found set that makes the most sense for your requirements.
   • For this report to generate successfully, you need completed work orders in your Found Set.
   • Additional search parameters in the filters window might include dates, locations, or assignees.
     
3. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
4. Click the Found Set-Completed tab.
   
5. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Performance Survey Results

This report shows the results of performance surveys submitted on completed work orders in the found set. You can summarize the survey results by job type, location, or worker.
Based on the Found Set you create, this report answers questions like:

• How was our performance on all the different types of work orders?
• How did our workers perform in July?
• How was our performance in Center One this year?

1. Go to the Work Order List Screen
2. Create The Found Set You Want
   You can use the filters window to create the found set that makes the most sense for your requirements.
   • For this report to generate successfully, you need completed work orders in your Found Set.
   • Additional search parameters in the filters window might include dates, locations, or assignees.
     
3. Click the Navigation Menu button on the Title bar and choose Reports
   • if you used the Found Set button on the Reports menu you can use the Back button on the Actions Bar to go to the Reports Screen.
     
4. Click the Found Set-Completed tab.
   
5. Click the Group By field and choose Job Type, Location, or Worker.
   
6. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

General Reports Overview

These reports are about workers, preventive maintenance, and assets. The data included in these reports is determined by the options you select when you run the report.

Report Options on the General Reports Tab

Report Name	Report Description
Open Orders Past Target Due Date	List of all open orders past the target date.
Daily Worker Activity	Summary of all worker activity for specified date.
Reassigned Work Orders	Log of reassigned work orders for specified date range.
Future PM Work Orders	List of future scheduled preventive maintenance work orders.
Contract Management Reports	List of upcoming expiration dates.
Asset Work and Downtime	List of assets with work order costs, labor hours, and downtime.
Asset Replacement Costs	List of Assets with replacement costs.
Asset Contract Reports	List of upcoming expiration dates.

Open Orders Past Target Date

This report shows a list of open orders past the Target Date displayed under a subheading for each worker.

1. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Daily Worker Activity

Each row in this report is the worker's current count of new, open, and completed PMs and CMs as well as hours entered for PMs and CMs on a date you specify. Grand totals appear at the bottom of the report.

1. Click the Report Date field and choose the day you want to print the report for.
   
2. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Reassigned Work Orders

This report lists work orders under a subheading for the worker who reassigned it during a date range that you specify. The report includes the reason the work order was reassigned.

1. Click the Date Range fields and choose the start date and the end date of the report you want.
   
2. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Future PM Work Orders

This report displays PMs forecast under a subheading for each worker, location, job type, or time-frame; for a date range that you specify. You can also specify this report to be generated with PM work orders from the found set.

Report examples:

• Show PMs for each job type for the next week.

• Show PMs for each worker for the next quarter.

• Show PMs are going to happen in each building this year.

• Show PMs for each week this quarter.

• You view and edit PM Schedules on the PM Scheduling tab of the PM Detail screen.

1. Click the Forecast Thru field and use the calendar picker to choose a date.
   
2. Click one of the PM Schedules radio buttons.
   • Options are Find All Active and Use Found Set
     
3. Click one of the radio buttons for Future Dates.
   • Options are Keep Dates or Regenerate Dates.
   • Regenerate Dates recalculates all future PM dates through the date entered in the Forecast Thru field.

4. Click the Sort Report field and choose an option from the value list.

• Options include Location, Job Type, Assigned To, Week, and Month.
  

5. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Contract Management Reports

This report shows a list of vendor contract or insurance policy expiration dates under monthly subheadings. There is a separate report for vendor contract expirations and vendor insurance expirations.

You view and edit vendor contracts and insurance policies on the Contract & Insurance tab of the Vendor Detail screen.

• Vendor Contract Expiration Report

• Vendor Insurance Expiration Report

1. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Asset Work and Downtime

This report shows a list of assets and aggregates the number of work orders, the total cost, and the total downtime for each asset.

• Grand totals for total cost and total downtime are noted at the bottom of the last page of the report.
• You can limit the work orders to corrective maintenance or preventive maintenance, or choose to view both CMs and PMs in the same report.
• You can limit the assets displayed on the report to only the ones of a particular Critical Number.
• Cost is calculated based on the Labor and Parts tab of the Work Order Detail screen.
• Downtime is noted on the Assets tab of the Work Order Detail screen.

1. Click the Work Dates fields and use the calendar pickers to choose a date range for the report.

2. Click the Work Types checkboxes.
You can check either or both of the checkboxes.

• Options are CM for Corrective Maintenance, and, or PM for Preventive Maintenance work orders.
  

3. Click the checkboxes for Critical Number.
   • The checkboxes are labeled 1 through 5.
   • Check the checkboxes for assets with the Critical Numbers you want included in the Found Set that is displayed on the report.
   • The All checkbox automatically checks each of the five numbered checkboxes all at once.
     
4. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Asset Replacement Costs

List of Assets with replacement Costs. This report shows you each asset with its installation date, useful lifespan, replacement date and cost.

• The report sub-sorts this information by year and calculates subtotals.

• You can choose to display assets of any or all critical numbers.

• You view and enter replacement costs in the Lifecycle section of the Service tab on the Asset Detail screen.

1. Click the Work Dates fields and use the calendar pickers to choose a date range for the report.
   
2. Click the Minimum Cost field and enter a dollar amount to limit the Found Set of assets to those that cost at least the amount you entered.
   • Records are displayed if the replacement cost equals the amount you entered or is more.
     
3. Click the checkboxes for Critical Number in include assets with those critical numbers in the report.
   • The checkboxes are labeled with ordinal numbers 1 through 5.
   • Check the checkboxes for assets with the Critical Numbers you want included in the Found Set that is displayed on the report.
   • The All checkbox automatically checks each of the five numbered checkboxes all at once.
     
4. Run the Report
   
   • Click the Print icon to open the Print Preview screen where you can save the report as a PDF or print a hard copy of it.
   • Click the Excel icon to export the data to a Microsoft Excel worksheet in .xlsx format.
   • Click the the Calendar icon to create a scheduled report record that will automatically run the report and send it to recipients you specify at an interval you also specify.

Asset Contract Reports

This report shows each asset grouped by the month in which the vendor warranty or service contract expires.

• There is one report for warranty expirations and a separate report for service contract expirations.

• You view and edit service agreements and warranty data on the Service tab of the Asset Detail screen.

• Asset Warranty Expiration Report

• Asset Service Contract Expiration Report

Scheduled Reports Overview

Scheduled reports are emailed to recipients automatically on a regular basis.

Scheduled Reports List Screen

Scheduled reports created by Performo users appear in a list on this screen.

1. Click any record in the list to view details about that schedule.
   

Scheduled Reports Key Concepts

For built-in scheduled reports, you click the calender icon to create the scheduled report record.

Notes About Scheduled Reports:

1. Automatically generated and emailed nightly as needed.
2. You Specify Frequency
3. You Specify Recipients
4. You Specify Sort Order
5. You Specify Filtered or Fixed Data
6. Reports are generated as PDF documents
7. The PDF documents are attached to automatically generated email notifications and sent to the recipients you specified in step number three according to the frequency you specified in step number two, containing the content you specified in steps number 4 and number 5.

Built-in Reports:

• List of Work Orders
• Counts by Category
• Open Orders Past Target Date

You can also schedule all custom reports.

Scheduled Report Detail Screen

You view and edit information on this screen to specify frequency, recipients, sort order, and content.

1. You edit the report schedule record on the Scheduled Report Detail screen.
   

There are six sections on the Scheduled Report Detail screen.

1. Report Schedule Information
2. Email Report To
3. Report Sort and Setup Information
4. Filtered Data
5. Fixed Data Set
6. History

View and Edit Report Schedule Information

Field	Description & Best Practices
Schedule Name	Should be short, but should also describe the report so you can identify it in the list when you need to.
Output	PDF is automatically selected for all default scheduled reports. You can choose to export to Microsoft Excel or PDF for Custom Reports.
Frequency	Frequency determines how often the email notification and attachment shows up in recipient email in-boxes. Options are One Time, Daily, Weekly, and Monthly.
Starting Date	Determines the first time the report will be automatically generated and emailed on a recurring basis.
End Date	Leave this field blank to automatically generate and send recipients the email notification and attachment according to the frequency specified — forever.

1. Click the Run Now button to add the report to the queue.
   • This button is sometimes used as an initial test of the scheduled report.
   • The queue is processed periodically in intervals from 1 minute to 5 minutes.
   • The queue processing interval is configured during system implementation.
   • The History section displays timestamps of when reports were generated and emailed.

Email Report To

1. Click the Email Address field to enter notification recipients.
2. Separate email address with a comma, or a semicolon.

Report Sort and Setup Information

1. Click the Sort By field to view the list of options.
   • Note that the list of options is going to be determined by the report selected.
   • Custom reports are based on a data table and that determines the sort options displayed here.
   • Built-in reports may have default sort settings that will override values entered here.
     
2. Click the Sort Order field and choose Ascending or Descending.
   • Note that ascending date order sorts the oldest date first and then displays records towards the present.
     

Use Filtered Data to Generate Each Scheduled Report

You can choose to use Filtered Data which composes the report based on a Found Set.

• The filter values are displayed in the list of fields in this section.
• When you choose Filtered data for your scheduled report, the data on the report changes every time as matching records are displayed according to the filters you selected.

For example, in the illustration below, the report will be generated to include Billy Hammer's Open work orders in the Demo entity. Every time the report runs, Billy Hammer's open orders will be displayed. However, the orders displayed on each report will be different as Billy Hammer completes work orders and as new ones are opened and assigned to her.

• The components of the Found Set are automatically gathered when the scheduled report is originally generated.

1. Click the Edit button to open the Edit Work Order Filters window.
   
2. Enter filter criteria in the Edit Work Order Report Filters window to create the desired Found Set.
   
3. Click the Preview checkbox to view a list of the work orders in the Found Set.
   
4. Repeat Step number 2 above to change the found set displayed.
   

Use a Fixed Data Set to Generate Each Scheduled Report

You can choose to use a fixed data set which composes the report based on a given set of records.

• The record values are displayed in the list in this section.
• When you choose a fixed data set for your scheduled report, the data on the report changes every time to reflect any potential changes to the records you selected.

For example, in illustration below, the report will be generated to include only these work order numbers.

• If these were originally, open work orders, each succeeding iteration of the report would show that some of the work orders have been completed.

1. Click Get Current Found Set Records to change the fixed data set based on the current Found Set.
   

Custom Reports Overview

These are reports that users create. These reports are output to a pre-formatted Microsoft Excel workbook in .xlsx format.

Explanation of Current Found Set.

When you are on the Custom Reports tab, reports are generated from the records in the Current Found Set in the Work Orders, PM Schedules, Assets, and Parts modules.

• If you go directly to the Reports module from the Main Menu, the default Found Sets are
  • Work Orders Module: Open Work Orders in the entity selected on the Home screen.
  • PM Schedules Module: Active PM Schedules in the entity selected on the Home screen*.
  • Assets Module: All Assets in the entity selected on the Home screen*.
  • Parts Module: All Parts in the entity selected on the Home screen*.

Current Found Set Buttons

• The Current Found Set button displays the number of items in the current found set and is the number of items that will be displayed on your report.

• To edit the Found Set before running a report:

  1. Click the Current Found Set button to go to the list screen.
  2. Edit the Found Set as desired.
  3. Click the Back button or the Navigation Menu button on the Title bar to return to the Reports Menu screen.

Custom Reports List Screen

The Custom Reports screen displays the list of custom reports that have been created. Additionally, there are Current Found Set buttons for Work Orders, PMs, Assets, and Parts that display the number of records in the Found Set for each of those modules.

Create a New Custom Report

1. Click the + button on the Custom Report screen to go to a blank Custom Report Detail screen.
   

Custom Report Detail Screen

You use the Custom Report Detail Screen to create a new custom report and to view and edit the components of existing Custom Reports.

View and Edit the Report Details Section

You use the Report Details section to start building the custom report.

1. Click the Report Name field and enter a description.
   • The description should be brief, but include enough information for you to be able to find it on the Custom Reports List screen.
     
2. Click the Table field and choose one of the tables.
   • The Tables field is required.
   • You are required to choose one table and you may choose only one table for each custom report.
   • Tables you can choose include Assets, Parts, PM Schedules, and Work Orders.
     
3. Click the Summarized field and choose Yes or No.
   • If you plan to include fields such as Building, or Job Type, you can sort and summarize the custom report by one of these fields.
   • The custom report will display records in groups based on the Sorted By field you select later in this process.
   • Each group of records will appear under a subheading where a count of items will be automatically calculated and displayed.
     
4. If you chose Yes in Step number 3 then you can choose which field you want the report summarized by.
   • For example, in the Work Orders table, you can summarize by Building, Job Type, or Order By.
     

Selecting a Sort Order for the Custom Report

After you have selected fields using the Field picker in the Available Fields section, you can choose a sort order for your custom Report.

1. Click the Sorted By field to choose a value.
   • The fields displayed in the value list come from the fields you moved into the Report Fields section using the Field picker in the Available Fields section.
     

View and Edit The Available Fields Section

The Available Fields section of the Custom Report Detail screen contains the fields you can use for the custom report.

1. Click any of the fields in the Field picker to move that field to the Report Fields portal.
2. Fields in the Report Fields portal appear in your custom report.
   

Report Fields Section

The Report Fields section displays the fields that will appear on your custom report.

Things You Can Do in the Report Fields Section. You can:

1. View and edit field labels
2. Change the order of columns
3. Remove fields you do not want
4. Specify a field width for each column
5. Specify the alignment for each column
6. Specify the format for number fields
7. Determine if numbers fields should be Totalled
8. Run the Custom Report

1. Click the Label field to enter a column label.
   
2. Click and hold the up/down arrow and drag the field up or down to reposition it within the report.
   • let go once you have positioned the column where it needs to go.
     
3. Click the back arrow button to remove a field you do not want.
   
4. Click the Width field to adjust the number of pixels for each column.
   
5. Click the Align column to adjust the alignment.
   • Options are left, right, and center.
     
6. If the field is a number, click the Format field to choose a number format.
   • In most cases, the default selection will be correct, but you can adjust as necessary.
     
7. Click the Total checkbox if the column should display a grand total at the bottom of the report.
   
8. Click the Run Report button to export a copy of the custom report to Microsoft Excel.
   

Sample Custom Report

Things You Can Do on the Custom Reports List Screen

1. Create a New Custom Report
2. Export the Custom Report to Microsoft Excel
3. Schedule the Custom Report to be Sent to Recipients, Periodically
4. Duplicate the Custom Report
5. Delete the Custom Report

Go to the Custom Report Detail Screen

1. Click any record in the Custom Reports list to go to the Detail screen.

Export the Custom Report to Microsoft Excel

1. Click the Microsoft Excel icon to open the File Download window.

2. The File Download Window

• Click Save & Open to a) save the document to the directory in the FilePath field and then, b) automatically open the document.
• Note, this requires that you have an installed application that can read that file type.
• Click the Change File Path button to view your operating system dialog box.
  
  • You can choose any directory you have permission to access.
  • The directory you choose will become the default for uploading and downloading in Performo Pro.
    
• Click the File Name field to edit the document record File Name.
  • You can choose any name for the document record... it does not have to be the name of the file that was uploaded.
  • Choose a document File Name that makes sense for the situation or use-case scenario.
    
• Click the Save button to save the document to the default file path without opening a operating system dialog box.
  

Schedule the Custom Report to be sent to recipients, periodically

Scheduled Reports

Duplicate the Custom Report

In certain situations you might want to duplicate a custom report. For example, you might have a report that sorts the Found Set by Job Type. You might need the exact same report sorted by Building, or Assignee. You use the Duplicate button to change one or more parts of a report you have already created.

1. Click the Duplicate button to open the confirmation message.
   
2. Click Yes to create the Custom Report record.
   
3. Click the Custom Report record that is the copy to view and edit report components on the Custom Reports Detail screen.
   

Delete the Custom Report

Deleting an Item