Work Order Status Analysis Report

The Work Order Status Analysis report is a comprehensive dashboard that provides multi-faceted insights into work order statuses, offering both tabular data and visual charts. This is a Dashboard report, meaning it contains multiple charts and visuals, potentially across different tabs.

Use this report to:

Track the status of individual work orders.
Analyze work order distribution by category and location.
Monitor estimated costs associated with work orders.

Getting Started

Filters

Filters are located above the main report area. Use them in any order.

Filter	What It Does	Default
WO Originated	Filters work orders within a specific date range. NOTE Refer to Limitations article for date selection.	Last Month
WO Status	Filters by the status of the work order (e.g., Open, Closed).	All
Work Category	Filters by the category of work performed (e.g., Preventive, Repair).	All

Exporting (Dashboard Specific)

Important Distinction: Unlike Tableau-style reports, exporting from a dashboard does not export the exact data as it appears in the visuals. Instead, it exports the underlying data from the source. This means the exported file may contain more fields or be structured differently than what you see on the dashboard's surface.

Report Structure

This dashboard combines a detailed table view of work orders with a pivot chart that visualizes work order distribution by category and location.

Fields

Field	Description
Work Order #	Displays the work order number being summarized.
Site	Identifies the top-level location for the work order.
Location	Shows the primary location associated with the work order.
Sub-Location	Displays the source location associated with the work order.
Status	Indicates the status of the work order.
Work Requested	Describes the work requested for the work order.
Originator	Identifies who originated the work order.
WO Originated	Shows the date the work order was created.
Area/Room #	Specifies the detailed location where the work is performed.
Work Category	Indicates the category of work being performed.
Project	Identifies the project associated with the work order.
WO Status Last Change	Shows the date when the work order status was last updated.
Cost Center #	Identifies the cost center number assigned to the work order.
Cost Center	Identifies the cost center name assigned to the work order.
Work Type	Specifies the type of work being performed.
Priority	Indicates the priority level of the work order (e.g., Medium, High, Urgent).
Assigned To	Displays the name of the person assigned to the work order.
Action Taken	Describes the actions performed on the work order.
Estimated Cost ($)	Displays the estimated cost of the work order.
Estimated Hours	Shows the estimated hours for completing the work order.
Total Hours	Displays the total actual labor hours logged for the work order.
WO Completed	Shows the date the work order was completed.
Total Cost ($)	Displays the total cost incurred for the work order.

Pivot Chart

This chart visualizes work order distribution by work category and location. The filters applied also apply to the pivot chart.

The chart displays work orders grouped by category and color-coded by location.
Use the legend to filter locations from the chart. Select a location to hide or restore its data.
Click All to display data for all locations. Select Inv (inverts selection) to display only work orders that are not associated with a selected location.
Hover over a chart element to view additional details, such as the category, location, and work order count.
Select a chart element to focus on a specific category or location.
Right-click the chart to access menu options, including Drill to Detail, which opens a table containing the work orders represented by the selected data.
The chart values and axes indicate work order counts. Totals are displayed where applicable.

Common Tasks

Review all open work orders, filter by "Status" to select the relevant statuses.
Analyze work order activity for a specific site, sort by "Site."
Identify work order distribution across locations for a particular work category, use the "Pivot Chart" and apply filters as needed.
Export detailed work order data for external analysis, use the export function, as it provides underlying data.