Create a Task Summary Report

A Task Summary Report provides a record of tasks performed within the Work Orders. This guide will demonstrate how to generate a Task Summary Report.

1.  Navigate to Reports > Work Orders > Task Summary.
2. Below are the available report criteria, make the appropriate selections using the drop down menu for each field
   
   
   
   • Date Range
     • The timeframe within the work order was completed or created (dependent on date field selection)
   • Date Field
     • Select between completed date, created date, or labor date to populate results based off the completion/creation of a Work Order or when the labor was performed
   • Group By
     • Use this field to group report results by Asset, Service Class/Task, Work Type, Work Order Number
   •  Asset Selection (Optional Field)
     • Generate results for a specific Asset
   • Task Selection (Optional Field)
     • Filter results by Task
        
3.  Select  
    

The report populates based on selected criteria and is displayed above the report and is now available to be exported:

To change any of the report criteria, select