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Work Order Reporting

How to Run a Report

  • Click on the Work Orders menu icon, then select Work Orders.
  • Filter the Work Order list to include the records you want to report on. *Note: If you are utilizing our product integration feature, you may not need to include those work orders in your report. In order to omit those work orders from your report, you can use the Generated From column on the work order summary page. This will allow you to filter your work order list to not include work orders created from other products.
  • Select the Print/Report button and click the Report link.
  • Choose the Report Type from the drop down.
  • Click OK to run the report. *Note: If you have filtered the Work Order list before running the report, the same filters will apply to the report that is generated.

 

     The Dude Says:

If you need to run a report to gather work order data related to an event that requires documentation for FEMA, we recommend filtering your work order list .

  • Click on the Work Orders menu icon, then select Work Orders.
  • Ensure that all work orders related to the event have the Work Type of FEMA selected.
  • Click the Columns button.
  • In the window that appears, click the arrow next to Work Order Fields.
    • Check the box next to Work Type and click Apply at the top of the window.
  • Enter FEMA in the Work Type column and press "Enter" on your keyboard.
  • Click the Advanced Filters button at the top of the page.
  • Select the appropriate Date Type and Date Range based on the time that the event occurred.
  • Click Apply.
  • Click the Print/Report drop-down menu at the top of the page and click Report.
  • Select the appropriate Report Type based on the information required by FEMA, such as Labor Cost, and click OK.
 

Recommended Work Order Reports