The Custom Report Generator

This article is for Order Administrators and Order Processors looking to create custom reports in Facilitron Works.

How to Pull a Custom Report

Go to Reports > Custom Report Generator. Designate your report period and date range (filter by Date Created or Date Closed), then apply any filters needed, such as:

• Property, Purpose, Project, or Trade
• Worker, Priority, Category, or Status
• Description or Action Taken

Click Apply Filter to generate your report. Once generated, you can download or print the report by selecting Exports at the top right of your screen.

Using the AI Quick Generate Feature

If custom report generation is enabled for your account, you'll see an AI Quick Generate button at the top of the page. This feature allows you to generate report criteria using natural language rather than manually configuring filters.

After clicking AI Quick Generate, the following modal will open. Simply describe the type of report you’re pulling and the specific data points that need to be included. For example, “Show all work orders assigned to and completed by Sheldon Wright at Northside High School last month”. Click Generate Report after providing your report description.
Once the report has generated, you’ll see that the date range has been filled in, and that filters have been automatically applied. To review the applied filters, click View Details in the Filter Criteria section.
Here is an example of the filter criteria you’ll see after clicking View Details. This section will show you how AI interpreted your request and explain when a term could match multiple options when applicable.

As you use the AI Quick Generate feature, remember:

• For best results, be as specific as possible when referring to details like locations, descriptions, actions taken, etc. If your request matches multiple options (for example, two workers with the same name), AI may select all matching results.
• When you include a specific date range in your request, the report period will usually be set to Custom automatically.

Scheduling a Custom Report

Once set, report parameters may be saved into a (named) PDF report and scheduled to be regularly delivered to assigned recipients. 

Saving the Report Filter:

1. In the Filter Criteria section, determine whether you are basing the report on the work order’s received date or closed date.
   
2. Set all your filters. Then, click the Apply Filter button, then the Save Report button.
   
3. Clicking this will ask you to Save As, and display a dropdown.
   
4. If this is a new report, select New Search Filter. This will allow you to name the report.
   
5. After naming the report, select Schedule Report. Next, click Add a New Scheduled Report on the next page.
   
6. Select the filter you just saved, the frequency, and the recipient of the report. Click Save Scheduled Report. The report will generate as scheduled and be emailed to you. You will also be able to select other recipients for this report.
   

For additional assistance, please reach out to Facilitron Support at (800) 272-2962, or email us at support@facilitron.com.