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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  clipboard_e52fe40462b4881aec3f9d4e14fb93753.png

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 clipboard_edd27fde9067f2f76acac8033bf27ffec.png