{"id":5571,"date":"2021-09-03T17:18:01","date_gmt":"2021-09-03T17:18:01","guid":{"rendered":"https:\/\/mpulsesoftware.com\/?p=5571"},"modified":"2025-07-30T06:16:51","modified_gmt":"2025-07-30T06:16:51","slug":"how-to-build-custom-reports-in-mpulse","status":"publish","type":"post","link":"https:\/\/mpulsesoftware.com\/blog\/cmms\/how-to-build-custom-reports-in-mpulse\/","title":{"rendered":"How to Build Custom Reports in MPulse"},"content":{"rendered":"<p>CMMS reports provide the insight you need to accurately assess how your department is functioning\u2014and where you can make changes. <a href=\"https:\/\/mpulsesoftware.com\/software\/features\/reporting\/\">Custom report<\/a> tools and software give you easy access to the numbers you need to make important decisions.<\/p>\n<p>A custom project report can help you run your maintenance team, as well as measure and use key performance indicators (<a href=\"https:\/\/mpulsesoftware.com\/blog\/maintenance-management\/maintenance-kpis\/\">KPIs<\/a>).<\/p>\n<p>MPulse 9 comes with over 300 pre-configured text and graphical reports, so often you can find what you\u2019re looking for easily. However, sometimes you need to build highly customized reports.<\/p>\n<p>Here\u2019s how to create and manage custom reports in MPulse.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-flat ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/how-to-build-custom-reports-in-mpulse\/#Step_1_What_Type_of_Report_Do_You_Need\" >Step 1: What Type of Report Do You Need?<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/how-to-build-custom-reports-in-mpulse\/#Step_2_Set_Parameters\" >Step 2: Set Parameters<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/how-to-build-custom-reports-in-mpulse\/#Step_3_Choose_Options\" >Step 3: Choose Options<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/how-to-build-custom-reports-in-mpulse\/#Step_4_Save_the_Report\" >Step 4: Save the Report<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_What_Type_of_Report_Do_You_Need\"><\/span>Step 1: What Type of Report Do You Need?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>MPulse makes it easy to build custom reports internally. Start by choosing Report Widgets from the main menu.<\/p>\n<ol>\n<li aria-level=\"1\">In the top left corner, you can choose the type of report you need (financial, production, planning, etc.). That gives you a good starting point to build your custom report. You also can change the type of report in the Report Area field at the top right side.<\/li>\n<li aria-level=\"1\">Add any custom information to the Description field.<\/li>\n<li aria-level=\"1\">Check Add to Dashboard if you want the report to display on your personal dashboard.<\/li>\n<\/ol>\n<h2><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-5572 size-full\" src=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-1.jpg\" alt=\"Step 1: Create Reports in MPulse\" width=\"624\" height=\"303\" srcset=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-1.jpg 624w, https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-1-300x146.jpg 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Set_Parameters\"><\/span>Step 2: Set Parameters<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now it\u2019s time to use MPulse\u2019s custom report builder tools to design your report. You can use MPulse\u2019s custom report designer tools to quickly produce status reports and documents giving details or summaries of your team\u2019s maintenance work.<\/p>\n<p>In the Data Area section, you have several choices.<\/p>\n<ol>\n<li aria-level=\"1\">Select the Graphic Report Type you want.<\/li>\n<li aria-level=\"1\">Choose the Record Area and Field you want for the x-axis of your chart.<\/li>\n<li aria-level=\"1\">Pick the Display Range and Display Sort.<\/li>\n<li aria-level=\"1\">Enter the Calculated Area and Calculated Field you want for the y-axis of your chart.<\/li>\n<li aria-level=\"1\">Choose the Summary of Calculated Field #1 for the type of summary data you want.<\/li>\n<li aria-level=\"1\">If you want a second calculated field, click on Add Calculated Field (#2) and follow the same steps to set the parameters.<\/li>\n<\/ol>\n<h2><img decoding=\"async\" class=\"alignnone wp-image-5573 size-full lazyload\" data-src=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-2.png\" alt=\"Step 2: Create Reports in MPulse\" width=\"533\" height=\"375\" data-srcset=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-2.png 533w, https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-2-300x211.png 300w\" data-sizes=\"(max-width: 533px) 100vw, 533px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 533px; --smush-placeholder-aspect-ratio: 533\/375;\" \/><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Choose_Options\"><\/span>Step 3: Choose Options<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Under Options, you can&#8230;<\/p>\n<ol>\n<li aria-level=\"1\">Click Show data labels, if you want to display labels.<\/li>\n<li aria-level=\"1\">Set the Access Type to control who can access or edit the report.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-5574 size-full lazyload\" data-src=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-3.png\" alt=\"Step 3: Create Reports in MPulse\" width=\"529\" height=\"94\" data-srcset=\"https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-3.png 529w, https:\/\/mpulsesoftware.com\/wp-content\/uploads\/2021\/09\/Step-3-300x53.png 300w\" data-sizes=\"(max-width: 529px) 100vw, 529px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 529px; --smush-placeholder-aspect-ratio: 529\/94;\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Save_the_Report\"><\/span>Step 4: Save the Report<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li aria-level=\"1\">Click the Save button at the top right corner of the screen.<\/li>\n<\/ol>\n<p>With MPulse Software\u2019s CMMS solutions, you can create simple, easy-to-read graphic reports with just a few clicks. Our reporting features enable you to\u2026<\/p>\n<ul>\n<li aria-level=\"1\">Select from over 300 pre-configured text and graphical reports<\/li>\n<li aria-level=\"1\">Easily build your own reports in the MPulse Report Builder<\/li>\n<li aria-level=\"1\">Customize your reports or create graphical views<\/li>\n<li aria-level=\"1\">Produce status reports and documents giving details or summaries of your team\u2019s maintenance work<\/li>\n<li aria-level=\"1\">Create benchmarks for your organization<\/li>\n<\/ul>\n<p>With solid data and easy-to-read reports, your organization can make good decisions based on hard evidence, which also will improve its ability to compete effectively and efficiently.<\/p>\n<p><a href=\"https:\/\/mpulsesoftware.com\/contact\/\">Contact us<\/a> to learn more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CMMS reports provide the insight you need to accurately assess how your department is functioning\u2014and where you can make changes. Custom report tools and software give you easy access to the numbers you need to make important decisions. A custom project report can help you run your maintenance team, as well as measure and use key performance indicators (KPIs). MPulse 9 comes with over 300 pre-configured text and graphical reports, so often you can find what you\u2019re looking for easily. However, sometimes you need to build highly customized reports. Here\u2019s how to create and manage custom reports in MPulse. Step 1: What Type of Report Do You Need? MPulse makes it easy to build custom reports internally. Start by choosing Report Widgets from the main menu. In the top left corner, you can choose the type of report you need (financial, production, planning, etc.). That gives you a good starting point to build your custom report. You also can change the type of report in the Report Area field at the top right side. Add any custom information to the Description field. Check Add to Dashboard if you want the report to display on your personal dashboard. Step 2: Set Parameters Now it\u2019s time to use MPulse\u2019s custom report builder tools to design your report. You can use MPulse\u2019s custom report designer tools to quickly produce status reports and documents giving details or summaries of your team\u2019s maintenance work. In the Data Area section, you have several choices. Select the Graphic Report Type you want. Choose the Record Area and Field you want for the x-axis of your chart. Pick the Display Range and Display Sort. Enter the Calculated Area and Calculated Field you want for the y-axis of your chart. Choose the Summary of Calculated Field #1 for the type of summary data you want. If you want a second calculated field, click on Add Calculated Field (#2) and follow the same steps to set the parameters. Step 3: Choose Options Under Options, you can&#8230; Click Show data labels, if you want to display labels. Set the Access Type to control who can access or edit the report. Step 4: Save the Report Click the Save button at the top right corner of the screen. With MPulse Software\u2019s CMMS solutions, you can create simple, easy-to-read graphic reports with just a few clicks. Our reporting features enable you to\u2026 Select from over 300 pre-configured text and graphical reports Easily build your own reports in the MPulse Report Builder Customize your reports or create graphical views Produce status reports and documents giving details or summaries of your team\u2019s maintenance work Create benchmarks for your organization With solid data and easy-to-read reports, your organization can make good decisions based on hard evidence, which also will improve its ability to compete effectively and efficiently. Contact us to learn more.<\/p>\n","protected":false},"author":6,"featured_media":5554,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[12],"tags":[],"class_list":["post-5571","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cmms"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Build Custom Reports in MPulse | MPulse Software<\/title>\n<meta name=\"description\" content=\"Unlock the power of CMMS reports with custom software tools. 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