How to Create Custom Reporting Dashboards

Business Plus and Enterprise Plan users have the ability to create Custom Dashboards within our reporting section. This allows teams to report on KPIs that are important to their team. Within our Custom Dashboard users can subscribe to receive a weekly report of the Dashboard.

How to Create a Custom Report

  1. Navigate to Reports
  2. Select + Add Custom Report
  3. Name your new Dashboard
  4. Select + Add Module to begin adding Custom Modules

How to Create a Custom Module

  • Module Name: Give the Module a name that you desire
  • Module Type:
    • Work Order Aggregate Counts
      Work Order Cost
      Work Order Time
  • Reactive/Repeating:
    • Choose whether you want to look at Repeating or Reactive Work Orders
  • Group By: How would you like to group the information.
    • User Assigned
    • Asset Assigned
    • Category Assigned
    • Location Assigned
    • Team Assigned
  • Columns Displayed: Select the information you want to appear in the module
    • Name
    • Completed
    • In Progress
    • On Hold
    • Open
    • Past Due
    • Total Hours
    • Additional Cost
    • Unprioritized
    • Low Priority
    • Medium Priority
    • High Priority
    • Average Time to Complete
    • Grouped Cost
    • Grouped Time

How to get an Automated Report

  1. Start from the Reporting tab
  2. Select the Desired Custom Dashboard
  3. Then click on Subscribe 
  4. Designate the Day of the week and time you wish to receive the Report
  5. Finally, click Subscribe​

How to Create a Time or Cost Report

This report allows you to see itemized time and or cost entries that have been added to Work Orders. You can group the time or cost entries based on certain sets of criteria such as user-assigned or category assigned. This report allows you to see where time and cost is being allocated within a certain date range, by who and on what types of activities. Instructions below: 

  1. Click on the Module Button 
  2. Select Custom Module 
  3. Under Type, select Work Order Time or Cost
  4. Choose the Desired Repeating/Reactive, Group By and Columns Displayed

[tip]If you do not see any results, remember to check the filters applied, you may need to expand your date range. [/tip]

​To Create Time Report: Under Type Select: Work Order Time

​To Create Cost Report: ​Under Type Select: Work Order Cost

[tip] Interested in learning more about the Business Plus or Enterprise plan? Contact Us [/tip]​[tip]Getting Started with UpKeep? Join our Account Set-up and Best Practices Webinar here.[/tip]