The work order reports have to do with work orders entered in the Maintenance function.
Each report can be limited to different subsets of vendors, owners, units, tenants as well as date ranges using the selection fields on the Work Order Report selection screen.
Work Order Report Fields
Report Name
Choose the report name from the Find List. The reports are limited to specific work order statuses.
Sort Order
Choose the sort order you want for the report from the Find List. Choices include Site, Unit, Ledger, Management Group, Vendor, Building, Unit Type, Property Manager).
Report Date
Enter the date range you want for the report. Only work orders falling within the date range will be considered.
Restrict To
The report can be limited to a specific vendor, owner, tenant, unit, management group, property manager or profile list.
Limit to
The report can be limited based on the information entered in the work order in any of the following fields:
Priority
Vendor
Maintenance Type
Asset Type
Brand
Date Ranges
The report can be limited based on dates in the work order that fall within the range entered here in any of the following fields:
Problem Reported
Vendor Notified
Date Required
Work Started
Work Completed
Work Order Summary Report
This report lists those work orders with a status corresponding to the title of the report.
Open: Vendor Notified, Estimate, Unassigned, Out for Bid, In Progress
Pending: Estimate, Out for Bid
Completed: Invoiced, Completed, Resolved
Reported: All
Resolved: Invoiced, Resolved
Information is provided on the following:
Work Order ID
Site and Description - the address of the unit and the
problem description from the work order
Vendor
Dates: Reported, Required, Notified, Started
Priority
Work Estimates report
This report will list any work order that has an estimated amount which is held back when doing distribution checks. All work order statuses except Invoiced and Resolved are included. The work order report screen has an "Estimate Exceeds" field which will limit the report to those work orders with an estimate greater than the Exceeds amount.
|