Reports

Top  Previous  Next

Work Order can generate a number of reports. See the menu items under "Reports":

reports_menu

Reports show each listed order's number, the three user-defined fields, the order date, the vendor, job site, date required, and the total amount of each order. It also totals up all the orders, breaks out material, labor, and taxes.

IMPORTANT: In all reports, only the orders currently shown in the saved orders list are included! So, for example, if you wish to see only what you actually done during a certain month, first uncheck "RFP", "Open" and "Archived" above the saved orders list, leaving only "Complete" checked. Then select File, Date Range and set the two dates to encompass the month you are after. The saved orders list will now show only fully complete orders placed during that month; make a report, and it will only contain those orders.

To narrow down your report to only a certain vendor, job site, buyer, or one of the three user defined fields, first select ANY order which contains the attribute you are after. For example, in the picture above, I've selected a random order for Bill's Hobby Shop, under the Maintenance account, General category, job number 0575127. If I select "All for current job number", I'll get a report showing all currently listed orders for job number 0575127.

The Vendor list and Jobsite list items do just what they sound like they will do.

The Instructions list reports work similarly to the order reports in that to narrow down to a certain vendor or category you first select any random instruction in the instructions list from the category or vendor you're after.

All of the reports are displayed on the same print/preview screen the orders are, and can be printed, saved, or e-mailed from there just like a WO.

If you need more flexibility, all report data may be exported into your spreadsheet program. Simply click the .XLS button on the report print/preview form:

xlsbutton