Facility reports and dashboards, with the live map inside

Every facility gets eight built-in reports about what is drawn on its map — floors, areas, racks, markers, walls, doors, stairs, lifts and more — each with key numbers, charts, viewer filters and a facility map & list. Each table you link to the map gets its own linked-data report too: row count, totals of its number fields, a donut by status and a list of every row placed on the map.

They are ordinary reports: open, star, share, export, edit, rename, duplicate or archive them. In the facility set you can even fix an item from its detail panel — Edit, Save changes — without opening the editor.

The report builder is a wizard: pick a type — Detail (a table of records), Summary (grouped totals for charts and KPIs), Editable (records viewers can edit in place) or History (records over time) — then a data source, columns, filters, viewer filters, sort and limit, conditional formatting, parameters, extra queries, widgets, a layout and who may view or edit. Review & save names anything that would block the save or show empty.

Sources are your tables and integrations, plus the built-in facility sources that read the map itself.

A report is a set of widgets, each reading one query. The 23 widget kinds include KPIs and big values with a delta, line, bar, area, pie and donut charts, scatter plots, heatmaps, data and editable tables, notes and alert banners — and the facility map & list, a list of records beside a live map of the facility: pick a row and its shape lights up; click a shape and its row is picked.

Click Export on a report, pick a format, tick the widgets to include and choose the rows — As on screen, with each table’s search, sort and hidden columns, or All loaded rows. Excel and CSV take formatted or raw values; PDF has paper size, orientation and greyscale options. Every widget’s ⋯ menu also exports just that widget, as PNG for charts and KPIs, or copies its rows for a spreadsheet.

A whole report can also be downloaded as a JSON spec and imported into another workspace.

Inside the workspace, Access gives each member None, View or Edit, and a copied link opens with the filters set now. For people outside it, report editors create public links: a read-only page with the report’s widgets, live map, layers and history player, no sign-in, and nothing else in the workspace shared. Each link can have a label, an expiry and a view cap, and can be revoked.

Reports are opened, exported or shared by people; scheduled or emailed reports are not part of the product today. A custom project can add them.