Work Order Summary Report

The Work Order Summary Report provides a consolidated view of work order activity, including completion information, labor hours, and costs. It helps users monitor maintenance performance and spending.

Use this report to:

Review work order costs and labor hours.
Monitor maintenance performance.
Analyze maintenance spending.
Identify aging or high-cost work orders.
Evaluate work order completion trends.

Getting Started

Filters

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

Filter	What It Does	Default
Date Originated	Filters work orders within a selected date range. NOTE Refer to Limitations article for date selection.	Last month
WO Status	Filters work orders by status.	All
Work Category	Filters work orders by work category.	All
Site	Filters work orders by the associated site.	All

Report Structure

This report summarizes work order activity and associated costs. Each row represents a work order.

Fields

Field	Description
Work Order #	Displays the user-visible work order number.
WO Status	Shows the current status of the work order.
Origin	Indicates whether the work order was generated from a preventive maintenance schedule (PM) or created independently (Non-PM).
Priority	Displays the priority assigned to the work order.
Work Type	Indicates the reason the work is being performed (e.g., Corrective Maintenance or Storm Drainage).
Work Category	Shows the trade or skill category associated with the work order (e.g., HVAC, Electrical, or Plumbing).
Site	Displays the site associated with the work order.
Source Asset	Shows the asset associated with the work order.
Assigned To	Shows the first and last name of the user assigned to the work order.
Source Location	Displays the location associated with the work order.
Expected	Displays the date and time the work order is expected to be completed.
Originated	Indicates the date and time the work order originated.
Completed	Shows the date and time the work order was completed.

Common Tasks

Review costs for a specific work order.
Analyze labor and material spending.
Identify high-cost work orders.
Monitor work order aging.