General Tab Work Order Report

Use the tabs to print a single work order or a range of work orders. Depending on the criteria you select, the data prints in one of the following formats:

Summary/Detail/Summary by Task

Select type of report to produce: Summary , Detail, or Summary by Task.

Sort Order

Select a sort order for the report:

Work Order # (default)

Priority - Sorts by Priority.

Unit - Pulls information from Setup—Locations—Units/Suites Tab.

Location - Pulls information from Setup—Locations—Locations Tab.

Employee - Available for the Detail and Summary by Task reports only.

Vendor - Available for the Detail and Summary by Task reports only.

Submitted date - Sorts according to the Work Order's Submitted On Date.

Closed date - Works with Status Open/Closed. It prints for both Open and Closed Work Orders.

Date Range

Submitted/Due/Closed (options)

Select one of the buttons to produce a report showing submitted, due, or closed work orders for the selected date range.

From / Thru (date range)

The default is a 7 day date range that ends on the login date. To select a different date range, enter a start and end date using the format mm/dd/yyyy. Or use the Calendar Button to select a date.

Type

Select a work order type from the drop-down list. Types appearing on this list are established on the Work Order Types Tab.

Item

Select a work order item from the drop-down list. Items appearing on this list are established on the Work Order Items Tab.

Problem

Select a work order problem from the drop-down list. Problems appearing on this list are established on the Work Order Problems Tab.

Status

Select a status. Statuses appearing on this list are system defined.

Priority

Select a priority. Priorities appearing on this list are system defined.

Assign To

Select All, Employee, Vendor, or None.

All

All tasks appear on the report.

Employee

Click the Lookup icon to display the Select pop-up and select an Employee. When you select this option, only Employees that have tasks assigned to them print on the report.

Employee names appearing in the pop-up are established on the Employees Tab .

Vendor

Click the Lookup icon to display the Select pop-up and select a Vendor. When you select this option, only Work Orders that have tasks assigned to that Vendor print on the report.

Vendors are established in eFinancials and pulled into eService using the Web Service.

None

Only unassigned tasks appear on the report.

Use Property

Click to run a detail report, and then select a property from the drop-down list. Properties appearing on the list are established on the Property Setup Tab.

Use Selected Properties (only for summary reports)

Click the radio button to run the summary report for selected properties and the Select Properties button appears. If desired, use the Select Properties button to open the Select properties pop-up to view or change the properties selected.

Buttons

Note

The Location Tab defaults to All. To select another location option for the report, click the Location tab and make changes before printing the report.

Cancel

Click to stop without saving changes.

Click to display the report in PDF format.