How to Edit Reports

In LLumin CMMS+, you can customize industry-standard reports to better fit your organization’s specific needs.

Accessing the Edit Screen

To edit a report:

  1. Navigate to the report you want to edit by selecting it from the folders on the left-hand panel.
  2. Click Edit/Copy to open the editing mode.

Once in editing mode, you’ll be able to modify the report by adjusting columns, filters, and sorting options.

Customizing Report Columns

The Columns tab allows you to control which data fields appear in your report and how they are arranged.

  Feature Description
1 Edit Report Title If necessary, use this field to change the title of the report you are editing / creating.
2 Toggle Columns Choose which columns to display or hide by checking/unchecking boxes from the Standard Column and Additional Column section.
3 Rearrange Columns Drag and drop columns to reorder them as needed.
4 Sort Columns Choose a field to sort by, such as Date or Asset Type. Specify whether the data should be sorted in ascending or descending order.

 

Setting Filters

The Filters tab allows you to limit the data displayed in your report by applying specific criteria.

  Feature Description
1 Default Filters Adjust filters such as date range, asset type, or work order status.
2 Add New Filters Add new filters to the report by selecting fields from the dropdown.
3 Hide Filters at Runtime Choose to hide filters when the report runs, so they don’t appear to the user.

 

Previewing and Saving Reports

  1. Click the Preview button at the bottom right of the screen to see your changes before saving.
  2. Once you’re satisfied with your customizations, click Save to overwrite the current report.
  3. If you want to save the report to a different folder or under a new name, use the Save As option. This will prompt you to select a folder and name for the new report.

Version Control and Activity Log

  1. The Activity tab logs any changes made to the report and tracks how often it has been run.
  2. If you need to revert to a previous version of the report, the Activity Tab allows you to restore older versions.