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Reports

You can view and run Work Orders reports in one place.

  • Go to the Reports    icon.

  • Six default reports appear:

    • Work Order Summary List

    • Work Order Status Summary

    • Work Order Search Results

    • Work Order Detail Report

    • Preventive Maintenance Report

    • Employee Productivity Report

Using Reports

  • Select a report, for example, Work Order Summary List.

  • Select date range from the Request Date Calendar.

NOTE  You can select a date range of up to one year from the current date.

  • Click the Assigned to drop-down list to filter reports by assignee.

  • Click the Status drop-down list such as New, In progress, Complete.

  • Click the Location drop-down list.

  • Click the Priority such as Critical, Low, Medium, Urgent.

  • Click the Export button to export report in MS-Excel or CSV file.

  • Click icon to see how many and which filters are currently applied.

  • Click the    focus icon to change the view to focus mode., This hides filter options above the row headings.

  • Click the Back to report link to return to the normal mode.

  • Click the    icon to

    • Export data

    • Show as table

    • Spotlight

    • Get insights

    • Sort descending

    • Sort ascending