Report builder
- Reports from jobs, tasks, machines, parts, stock, checklists and leave.
- Columns of your choice, in any order.
- Rows grouped by client, site, job type or any field.
Field service reporting software that ends month-end report compiling
Service, PPM and asset reports built from your jobs, sent to management and clients on schedule, and exported to Excel or PDF in one step.
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FieldEx brings field service management and a CMMS (computerised maintenance management system) together. Its field service reporting software replaces month-end Excel work: managers build service, PPM and asset reports from jobs, tasks, parts and checklists, see mean time between failures (MTBF) for each machine, and email reports to management or clients on schedule.
Reports built from your jobs, not copied into Excel.
PPM KPIs and machine reliability from real records.
Reports emailed to management and clients automatically.
Inside FieldEx's field service reporting software for operations teams
FieldEx builds reports from the jobs, tasks, parts, machines and checklists your team already records, and sends them where they need to go.
Data in reports stays close to live.
Calculations
- Count, sum, average, minimum and maximum.
- Filters saved with each report.
- Filters that ask for a value when the report runs.
Ready-made reports
- Standard reports to start from.
- Copies of standard reports that you can change.
Sharing rights
- Reports and folders shared with users or teams.
- View-only or edit access per person.
- Favourites for the reports used most.
Email schedules
- Reports sent by email on a fixed schedule.
- To users, teams or any email address.
- Several schedules on one report, such as daily Excel and weekly PDF.
File formats
- CSV, Excel and PDF from every report.
- The full record set behind a report.
Machine reliability
- MTBF, mean time to repair (MTTR), failure rate and downtime per machine.
- Repair cost per hour, utilisation and remaining useful life.
PPM and compliance dashboards
- PPM dashboard of overdue, due and completed jobs.
- Certificates and inspections in a compliance view.
- A month calendar of planned work.
Reportable data
- Jobs by status, type, client, site, machine, fault and fix.
- Parts used, task completion and SLA status.
- Task timing, travel time and distance.
Showing management that PPM is on schedule
Report PPM completion, schedule compliance and open jobs from FieldEx's own job records, not a separate KPI sheet.
In FieldEx, PPM jobs, breakdown jobs and their tasks are all reportable. Group PPM jobs by status and month to compare completed against due, or set task hours against scheduled hours.
Monthly management and client meetings then start from the same numbers.
International maintenance guidance gives clear targets. The US Department of Energy's Federal Energy Management Program suggests completing more than 90% of scheduled preventive maintenance and keeping schedule compliance above 90%.
Build the report yourself, in a few steps
Choose the data, columns, grouping and filters, and FieldEx produces the report without help from IT.
Most monthly reports answer familiar questions: jobs per client, faults that keep returning, parts used per site.
In FieldEx, start from a data set such as jobs, tasks, parts used or stock. Pick the columns, group rows by any field and add counts, sums, averages, minimums or maximums. Filters can stay fixed or ask for a value, such as a month or a client, every time the report runs.
You can also copy a standard report and adjust it.
Open jobs, closed jobs and the backlog
See jobs raised, closed and still open over time, so the backlog is visible before clients complain.
A FieldEx report on jobs, grouped by status and date, shows what arrived, what was finished and what is still waiting. Filter by client, site or job type to see where it builds up.
The PPM dashboard gives the same picture for planned work.
Guidance from the Pacific Northwest National Laboratory suggests keeping the maintenance backlog under 5% of work orders, and the Federal Energy Management Program recommends tracking work orders raised and closed to plan staffing.
Repeat breakdowns and the machines that cause them
Report faults, fixes and repeat jobs by machine, so recurring problems surface quickly.
FieldEx flags a repeat job when a machine gets the same job type again within a set number of days. Each job records its fault and its fix, so grouping by machine, fault or fix shows what keeps coming back.
Each machine's MTBF, MTTR, failure rate and downtime are on its record and in reports.
Repeat visits are expensive and seldom visible. The same Pacific Northwest National Laboratory guidance suggests rework below 3% of work orders.
Monthly reports that send themselves
Schedule a report once, and FieldEx emails it as CSV, Excel or PDF to management or the client on the days you set.
Month-end often means a coordinator spending days in Excel, copying job data into a client's format.
In FieldEx, a report can be scheduled to email itself, with a start date and either an end date or none. Recipients can be FieldEx users, teams or any email address, including the client's own facilities team.
A report can carry several schedules, such as a daily Excel file for supervisors and a monthly PDF for the client.
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Sharing reports across branches and departments
Share a report or a folder with users or teams, as view-only or editable, so every branch reads the same numbers.
Reports forwarded as email attachments soon stop matching. A shared FieldEx report always runs on current data.
Reports sit in folders you create. Share a report or a folder with named users or teams and decide, for each, whether they can only view and run it or also edit it. Favourites keep daily reports close at hand.
People are notified in the app when something is shared with them.
Manpower, overtime and travel
Report task time and travel for every technician, so you can see time on site, time on the road and overtime risk.
In FieldEx, each task records its start and finish, the technician and the travel to reach it, including time and distance. Reports grouped by technician, team or client show where hours and kilometres go.
Leave can be reported by type, person and status as well.
The Federal Energy Management Program suggests keeping maintenance overtime below 5% of regular hours, which needs a clear view of where time goes.
Exports for finance, clients and audits
Export any report as CSV, Excel or PDF, including the full set of records behind it.
Finance teams, clients and auditors often want the numbers in their own format. A screen view is rarely enough.
In FieldEx, any report can be exported on demand as CSV, Excel or PDF. Large reports show the first rows on screen and export the full set, so nothing is cut off. Finance can then check parts and labour against invoices in the tools they already use.
The data behind reports is kept close to live, so an export reflects recent work, not last week's snapshot.
Excel and PDF exports for clients, accounts and inspectors
Any report exports as CSV, Excel or PDF, with the complete set of records behind it.
In FieldEx, any report can be exported on demand as CSV, Excel or PDF. Large reports show the first rows on screen and export everything.
Exports reflect recent work, because report data stays close to live.
Records sometimes have to be produced on the spot. Regulation 20 of the Occupational Safety and Health (Plant Requiring Certificate of Fitness) Regulations 2024 requires plant records of testing, inspection, repair, alteration and maintenance to be provided at the place of work, in the national language or English.
Inspection results across all your sites
Report completed checklists by machine, machine type and zone, with the answers recorded and the jobs they raised.
When inspection forms are on paper, adding them up takes days. Nobody can say quickly how many fire doors failed across all buildings last quarter.
In FieldEx, each checklist is a reportable record: its status, the machine, its type and service zone, the answers and any jobs raised. Group by answer to see how often a check fails, or by zone to see where problems gather.
Defects raised as repair jobs stay linked, so the report also shows what was followed up.
How each person uses FieldEx reports
Managers get KPIs without Excel, coordinators see open jobs, and clients receive their monthly report automatically.
General manager
PPM completion, backlog and manpower in one view.
Contract manager
Jobs by client, fault and SLA status.
Maintenance manager
MTBF, MTTR and downtime per machine.
Coordinator
Open jobs by site, client and job type.
Accounts
Parts used and job data in Excel.
Client
A monthly report emailed to their own team.
One report for breakdowns and PPM together
Because FieldEx is field service management and a CMMS in one, one report can show breakdown jobs and PPM on the same machines.
With field jobs in one tool and PPM in another, each management report needs two exports and a spreadsheet to join them. In FieldEx, each job carries its client, site, machine, parts, tasks and SLA status, whether it came from a PPM plan or a call.
"How much did breakdowns cost this client compared with PPM?" becomes one report.
Related pages: preventive maintenance, service contracts and SLAs, asset management, work order management, spare parts and inventory, and our explainer FSM vs CMMS.
AlanDick Brunei: personalised reports with filters by region and job type
AlanDick Brunei (telecommunications, Brunei) delivers RF products and infrastructure services across industries such as oil and gas, defence and broadcasting. With FieldEx, the team can now generate personalised reports with visual charts, graphs and filters by region, timeframe or job type, and the office has real-time visibility of technician locations, job progress and inventory movements.
Read the AlanDick Brunei story
Sime Industrial: management reports in a few clicks
Sime Industrial, a heavy equipment provider supporting construction, mining and energy, struggled to measure field productivity or report performance with confidence.
With FieldEx, management reports that used to take hours are now a few clicks away, with accurate data on job durations, coverage and technician performance.
Read the Sime Industrial story
Reporting questions from Malaysian operations teams
Is FieldEx good field service reporting software for Malaysian companies?
Yes. FieldEx builds service, PPM and machine reports from your jobs, tasks, parts and checklists, with grouping, totals and filters, and emails them on schedule. As a CMMS too, it reports breakdowns and PPM together.
Can FieldEx send our monthly client report automatically?
Yes. Schedule any report you build to email as CSV, Excel or PDF to any address, including the client's.
Can we build reports without IT help?
Yes. Choose the data, columns, grouping, totals and filters, then save. Standard reports can be copied and adjusted.
Can we export to Excel?
Yes. Every report exports as CSV, Excel or PDF, with all the records behind it.
Which PPM KPIs can FieldEx show?
PPM completion, open and closed jobs, backlog, repeat breakdowns, task time and travel, and MTBF, MTTR, failure rate and downtime per machine.
Does FieldEx calculate breakdown measures such as MTBF?
Yes. Both are calculated per machine from its jobs, along with failure rate and downtime.
Can each branch manager see their own reports?
Yes. Share reports or folders with users or teams, view-only or editable, and add filters such as branch or zone.
Can a report ask for the month each time it runs?
Yes. A filter can ask for a value, such as a date range or client, whenever the report runs.
Can FieldEx total up our inspection checklists?
Yes. Checklists can be reported by status, machine, machine type and zone, with the answers and the jobs those answers raised.
Can we report SLA performance to clients?
Yes. Jobs carry SLA status, so a report can show targets met and missed, and it can be emailed to the client.
Can we see technician travel and overtime?
Yes. Task reports show start and finish times, the technician, and travel time and distance.
Is there a dashboard for PPM?
Yes. The PPM dashboard shows overdue work, work due in seven days and work completed in the past seven, with a month calendar.
Can technicians use FieldEx in Bahasa Malaysia while recording jobs?
Yes. The app works in English, Bahasa Malaysia and Chinese, and every technician picks their own.
How long does it take to set up reports in FieldEx?
There's no setup fee. Training is at your office or online, in Bahasa Malaysia or English, and your team can learn as it goes with guides, videos and the in-app AI assistant.
Customers, sites, assets and past jobs can be uploaded. FieldEx helps with setup, and training is included.
Once we know your requirements and your data is ready, FieldEx can be implemented in as little as a week with standard features for small businesses. Larger setups and custom work take longer.
How long does it take to set up reports in FieldEx?
There's no setup fee. Customers, sites, assets and past jobs can be uploaded. FieldEx helps with setup, and training is included.
You can also set FieldEx up yourself with guides, videos and the in-app AI assistant, which answers questions as you go.
Once we know your requirements and your data is ready, FieldEx can be implemented in as little as a week with standard features for small businesses. Larger setups and custom work take longer.
