Running Reports

The Work Item Details Report provides specific information such as Status, Priority, and Description about Work Items selected on the map, or if none are selected, about all Work Items currently visible on the map.

• Click on the Reports drop down menu in the Toolbar and select Details under the Work Item Reports section.

Actions that can be taken from this report:

• Click the arrow button on the left to expand the record for further information.
• See the item on the map by clicking the linked ID number.
• Change the status of all displayed items by selecting a status in the header and clicking the Save All Items button.
• To make changes to specific items, put check marks in the boxes next to the items, make your changes, and click Saved Checked Items.
• Download the report to Excel by selecting the format in the drop down box and clicking Download in the header.
• If you are using "smart comments", checking the Split Comments box to split the comments into columns and place them on the far right end of the report.
• Convert all text (headers and data) to All Uppercase when report is exported to Excel.
• Close Report by clicking the button on the header.

The Work Item Summary Report provides a total count of work items broken by Work Type and the status that the Work Type is in. The information shown is based on the Work Items selected on the map, or if none are selected, about all Work Items currently visible on the map.

• Click on the Reports drop down menu in the Toolbar and select Summary under the Work Item Reports section.

The Reactivated Work Items Report provides a list of work items that have been changed from a completed status back to an open status such as New or Work in Progress. The information shown is based on the Work Items selected on the map, or if none are selected, about all Work Items currently visible on the map.

• Click on the Reports drop down menu in the Toolbar and select Reactivated Work Items under the Work Item Reports section.

The Contributors by Login Report displays all users who have made updates to work items. Contributors include users who have created a new work item or modified an existing work item in any manner. *Note: This does not include updates to transactions. This report is a great way to view user productivity levels.

• Click on the Reports drop down menu in the Toolbar and select Contributors by Login under the Work Item Reports section.

When running this report, keep in mind:

• The report data is grouped by user.
• You can choose which users are shown in the report by selecting them from the Employees section of the Filter tab.
• If a user updates the same work item multiple times, it will only show the work item once under their name. The report will not create a count each time the same work item is modified unless modified by a different user.

The Email Report allows you to view all emails sent out by the system. On this report, you will see fields regarding the email such as Email Type, Sent To, and Email Subject. *Note: This report is only available to Web Administrators.

• Click on the Reports drop down menu in the Toolbar and select Email Report under the Work Item Reports section.

Actions that can be taken from this report:

• Enter your desired date range in the Selected Date Range fields and click Run to filter your report.
• Click on the envelop icon to view the full email. This will open the Email Log Viewer window. At the bottom of window, you will see a Resend button. Click Resend to send the email again. *Note: This will create a new email record on the report.
• Download the report to Excel by selecting the format in the drop down box and clicking Download in the header.
• Close Report by clicking the button on the header.

The Work Items Employee Summary Report provides a count of work items broken down by Work Type and Status. You will also see how many of those work items were flagged by a specific employee. The information shown is based on the Work Items selected on the map, or if none are selected, about all Work Items currently visible on the map.

• Click on the Reports drop down menu in the Toolbar and select Work Items Employee Summary under the Employee Reports section.

Mobile311 units frequently check in with GPS satellites and keep track of where a unit has been. Once the breadcrumbs feature is turned on, you can review the breadcrumb information using this report. The report displays breadcrumbs for the time period defined under the Tools tab on the Sidebar.

• Click on the Reports drop down menu in the Toolbar and select Breadcrumbs under the Employee Reports section.

The Open Assignments Report lists each active employee with their corresponding number of open assignments. Click on the arrow next to an employee to view a detailed list of work item assignments.

• Click on the Reports drop down menu in the Toolbar and select Assignments under the Employee Reports section.

The Assignments report displays a list of any work items that have been assigned to employees, regardless of the work item status.

• Click on the Reports drop down menu in the Toolbar and select Assignments under the Employee Reports section.

The Unassigned report provides a list of work items that have not been assigned to an employee.

• Click on the Reports drop down menu in the Toolbar and select Unassigned under the Employee Reports section.

The Cost Summary by Work Types Report provides a list of hours and costs associated with the listed Work Types. You will also see a Work Item Count for each Work Type. The information shown is based on the Work Items selected on the map, or if none are selected, about all Work Items currently visible on the map.

• Click on the Reports drop down menu in the Toolbar and select Cost Summary by Work Types under the Transaction Reports section.

The Materials Cost by Work Type Report shows the quantity and costs for listed materials by Work Type.

• Click on the Reports drop down menu in the Toolbar and select Materials Cost by Work Type under the Transaction Reports section.

The Material Usage Cost Report groups your materials to show the quantity of material used per Work Type. You will also see any costs associated with the usage.

• Click on the Reports drop down menu in the Toolbar and select Material Usage Cost under the Transaction Reports section.

The Material Transaction Report allows you to view a list of transactions associated with your materials.

• Click on the Reports drop down menu in the Toolbar and select Material Transaction Report under the Transaction Reports section.

The Equipment Cost by Work Type Report shows the quantity and costs for each piece of equipment listed by Work Type.

• Click on the Reports drop down menu in the Toolbar and select Equipment Cost by Work Type under the Transaction Reports section.

The Equipment Usage Cost Report groups your equipment to show how the equipment was used broken down by Work Type. You will also see any costs associated with the usage.

• Click on the Reports drop down menu in the Toolbar and select Equipment Usage Cost under the Transaction Reports section.

The Equipment Transaction Report allows you to view a list of transactions associated with your equipment.

• Click on the Reports drop down menu in the Toolbar and select Equipment Transaction Report under the Transaction Reports section.

The Employees Cost by Work Type Report shows the hours worked and labor cost for each employee by Work Type.

• Click on the Reports drop down menu in the Toolbar and select Employees Cost by Work Type under the Transaction Reports section.

The Employee Usage Cost Report shows how many hours an employee worked along with their hourly rate to give a Total Cost. The amount of hours worked are broken down by Work Type.

• Click on the Reports drop down menu in the Toolbar and select Employee Usage Cost under the Transaction Reports section.

The Employee Transaction Report allows you to view a list of transactions associated with your employees.

• Click on the Reports drop down menu in the Toolbar and select Employee Transaction Report under the Transaction Reports section.

The Cost Summary Report lists the individual Asset IDs, grouped by Asset Type, and shows the individual, subtotal and total transaction costs for work orders applied to those assets. The transaction costs displayed are only those that have a service date within the date range selected in the filter.

• Click on the Reports drop down menu in the Toolbar and select Cost Summary under the GIS Asset Reports section.