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Generate reports with the Report Wizard

Use the Report Wizard in Access Maintain to create customised analysis reports by applying filters and criteria that match your business needs.

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Written by Rubin Muresan
Updated over 3 months ago

You can generate customised reports in Access Maintain using the Report Wizard. This tool allows you to apply specific filters and criteria so the report reflects only the information you need, making it easier to analyse data at the group or site level.

To create a report using the report wizard, please follow the steps below:

  1. Go to the Group area, then click the Report area icon.

  2. Select Analysis Reports, then click Report Wizard.

  3. Choose the required criteria.

    • Such as date range, order type, contractor, unit, or other relevant filters.

  4. Click Create Report to generate your customised output.

πŸ€“ Tip: Reports generated through the Report Wizard can be tailored to specific business needs and saved for future use, making it easier to track ongoing performance or compliance data without recreating the same filters each time.

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