Create a Work Order Summary Report

A Work Order Summary Report provides a general record of the Work Orders based off selected criteria. This guide will demonstrate how to generate a Work Order Summary Report.

1.  Navigate to Reports > Work Orders > Work Order 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, due date, and scheduled date to populate results for either open, scheduled or completed Work Orders
   • Group By
     • Use this field to group report results by Asset, Assigned Name, Budget, Category, Site, Failure, Group, Priority, Status, Sub Category, or Work Type
   •  Asset Selection (Optional Field)
     • Generate results for a Contact assigned to a Work Order
   • Show Chart 
     • Toggle chart on and off
   • Display Chart By
     • Use this fields to display chart for Labor Hours, Total Cost, or Work Order Count
        
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