How to Run Reports
Work Order reports allow you to see what type of work is being requested, where the work is being done, employee productivity, and so on. There are many PDF and Excel reports available, all with customizable filter options.
How to Run Reports
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To access the report criteria screens, click on the Report link in the Actions menu.
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Click on the appropriate link for the report you would like to run.
- This brings you to a report criteria page where you can select the information you want to include in your report.
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Bright Idea:
You can also run reports by clicking on any link in the Information Analysis section of the home page. Hover your mouse over the Shortcuts menu and click the Report link to access the report criteria selection page.
The first steps are important to ensure you get the correct results in your report:Select your Reporting Period. You can select a predefined period from the drop down box (Last Week, This Month, Fiscal Year, etc.) or you can type your own date range into the Custom Begin and Custom End fields.
Select the Type of Reporting Date. This selection will affect how the system views your date range entered previously. For example, if you select Request Date, the system will look for work orders requested within the date range selected. But if you choose Completion Date, the system will only report on work orders completed within the date range, regardless of when it was requested.
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Continue to enter the filtering criteria for your report. The more information you select, the more narrow and specific your returned results will be.
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If you need to highlight more than one item in a selection box, click on your first item, then hold down your Ctrl key when selecting the others.
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At the bottom of each report screen, you will be asked to choose the Report Type for Viewing. This usually includes a Summary Report and a Detail Report. *Note: Each report may have different report types. Try each type until you find the one that includes the information you are looking for.
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Choose a Report Format. We recommend PDF or an Excel Spreadsheet if you want to modify the reporting data.
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Click Print This! at the bottom of the page to open a print preview of your report. You can then send it to your printer to print.
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If the report you are running has an option to save at the bottom, it means this report can be used as a Saved Action. You can enter a Report Title and click Save to make it available on the Saved Action screen.
Two of the commonly used reports are the Work Order Report and the Transaction Report.
The Work Order Summary 2 Report is a great report to run. Almost any information you are looking for can be found in this report. It gives a breakdown of each work order that meets your report criteria: the status, who it is currently assigned to, the requester, the days aged, labor hours, and total costs accrued. Depending on how you sort your results, you will get a total for each "grouping" and then a grand total for all the work orders combined.
The Transaction Detail Report is another great report in Work Order. This report gives a breakdown of transaction entered on work orders for a specified reporting period and includes information such as the work order description, transaction description, quantity, and unit cost of labor and/or materials.
