FaciliWorks 8i Reports – Standard & Enhanced

FaciliWorks 8i provides two reporting frameworks accessible from the Main Menu → Reports:

  • Enhanced Reports

  • Standard Reports

Both allow you to filter data, view results on-screen, print, email, and save criteria for future use. Understanding when and how to use each type improves reporting efficiency and supports compliance, audit readiness, and operational analysis.


Enhanced Reports

FaciliWorks includes a large variety of Enhanced Reports that allow you to analyze:

  • Asset downtime comparisons and trends

  • Inventory value

  • Maintenance hours required or used

  • Estimated and actual costs

Enhanced Reports are built for analysis and flexibility.

Key Capabilities

  • Advanced filtering and sorting options

  • Summary or detailed views (depending on report)

  • Special filter options unique to each report

  • Export to Excel and other formats for advanced ad-hoc reporting

  • Viewer options: PDF, HTML, HTML Plain

  • Reports can be viewed on-screen, downloaded or printed

  • Save report criteria as Dashboard Report Favorites

  • Favorites are user-specific (only visible to the user who created them)


Accessing Enhanced Reports

  1. From the Main Menu, click Reports.

  2. Select Enhanced Reports.

  3. Click the title of the desired report.


Enhanced Report Filter

Selecting an Enhanced Report opens a filter screen that allows you to define a specific group of records to analyze.

Filter options vary depending on the report but may include:

  • Date

  • Asset ID

  • Task ID

  • Asset Type

  • Current Location

  • Description

  • Staff ID

  • Status

  • And other report-specific fields

To view all records, leave all filter fields blank.
Use Clear Filter to remove all entered criteria.

Example Scenario

To filter an Asset Listing for fire-related, active assets:

  1. Select the first field (e.g., Asset Type or Description).

  2. Enter the criteria.

  3. Click Add.

  4. Add additional filter rows as needed.

  5. Click View Report.

The report opens in a separate window where you can:

  • Select viewer type (PDF, HTML, HTML Plain)

  • Print

  • Download

  • Export


Saving Enhanced Reports as Favorites

After defining criteria:

  1. Click Save Criteria.

  2. Enter a name and description.

  3. The report will now appear in Report Favorites on the Dashboard.

For a step-by-step walkthrough on saving and managing favorites, reference the previous forum post:
“Quick Tip: Using Report Favorites.”

This allows quick re-execution of frequently used reports without rebuilding filters.


Most Commonly Used Enhanced Reports

  • Asset Listing

  • PM Task Due Listing

  • Work Order

  • Work Order Summary

  • Part Below Reorder Point

  • Audit Log

  • Audit Log – Assets

  • Audit Log – Maintenance

  • Audit Log – Tasks

  • PM

  • PM Summary

  • Calibration Due Listing

  • Gage Listing

Enhanced Reports are typically preferred for management dashboards, compliance tracking, and trend analysis.


Standard Reports

The Standard Reports section includes all reports from previous FaciliWorks 8i versions, including legacy custom reports.

If you were not using previous versions of FaciliWorks, it is generally recommended to use Enhanced Reports unless a specific Standard format is required.


Accessing Standard Reports

  1. From the Main Menu, click Reports.

  2. Select Standard Reports.

  3. Click the report title.


Standard Report Filter

Like Enhanced Reports, Standard Reports open a filter screen allowing record selection based on:

  • Date

  • Asset ID

  • Task ID

  • Asset Type

  • Current Location

  • Description

  • Staff ID

  • And other report-specific criteria

To view all records, leave fields blank.
Use Clear Filter to reset the filter.

Click View to generate the report.

Reports open in a separate window and can be:

  • Viewed as PDF, HTML, or HTML Plain

  • Printed

  • Downloaded

  • Exported


Saving Standard Report Criteria

To save report criteria:

  1. Click Add to Queue.

  2. A confirmation message will appear.

To access saved Standard Reports later:

Reports → Standard Reports → Report Queue

Click View to run the saved report.

This functions similarly to Dashboard Favorites but uses the Standard Report Queue.


Most Commonly Used Standard Reports

  • Asset Listing

  • Work Order Actual Hours by Technician

  • Work Order Summary

  • Labor Hours

  • Work Order History Summary

  • Part Low Stock

  • PM Summary

  • PM Labor Hours

  • Route PM

  • Certificate of Calibration

  • Calibration Due Listing

Standard Reports are frequently used for labor tracking, technician productivity reporting, historical analysis, and formal calibration documentation.


Best Practice Guidance

  • Use Enhanced Reports for analytics, comparisons, trend monitoring, and export-driven reporting.

  • Use Standard Reports for legacy workflows, technician labor analysis, route PMs, and formal calibration certificates.

  • Save frequently used filters to reduce repetitive setup time.