Report > Management
Generate Work Order Reports to help manage and maintain Work Order processing.
Run a Work Order Report
Step 1. Navigate to Report > Management.
Step 2. Select the Work order Billing, Work order Detail Report or Work order Report.
NOTE- See Sample reports below.
Step 3. Complete the filters to customize the report, as needed.
NOTE- Filters will vary by report.
Select Association- Choose the correct Association from the drop-down menu
Select Association Section- Choose the Association Section.
Account Type- Select an Account Type from the drop down menu.
Status- Select the correct Status from the drop down menu.
Vendor- Select a Vendor from the drop down list, if applicable.
Show Notes- Check the box if you want Work Order Notes to appear on the report.
Show Private Notes- Check the box if you want Private Work Order Notes to appear on the report.
Show Thumbnail Image -Check the box if you want Work Order Notes to appear on the report. you want the Violation Thumbnail to appear on the report.
Show Billing Info- Check the box if you want billing information to appear on the report.
Show Mobile Notes- Check the box if you want Mobile Notes to appear on the report.
Show Approval Notes-Check the box if you want Approval Notes to appear on the report.
Show Completed Notes-Check the box if you want Completed Notes to appear on the report.
Detailed Images- Select how many images should appear on the report.
Image Size- Select the size of the images on the report.
Location- Enter all or part of a Location Title.
Create Date- Select how far back to include the Create Date.
Completed Date- Select how far back to include the last Completed date.
Closed Date- Select how far back to include the Closed Date.
Included Work Orders with the selected WO Types-
Sort By 1- Select criteria to sort by.
Sort by 2- Select criteria to sort by.
Step 4. Click the Report button to generate the report.
Report Samples
Work order Billing
Work order Detail
Work Order
