Revised:  03/14/2012

Work Order History Report - By Location

Go to Reports>>Work Order History Reports>>By Location

 

Work Order Reports

Report Logic

This report pulls from both the Work Order Master file (Activities>>Work Order Entry) and Work Order History (Inquiries>>Work Order History).

The report selections information based on the following work order information:

If Completed Work Orders Only is unchecked as a report option:

If Completed Work Orders Only is checked as a report option:

Report Toolbar

At the top of the view are report options such as Preview and Print.

Location Selection

Location Code

Enter or select a Location Code for the report.

Address 1 and 2

Address lines 1 and 2 will be displayed for the selected location.

Date Information

Start Date

Enter or select a beginning date for the report range.

End Date

Enter or select an ending date for the report range.

Category Selection

The program defaults to having all categories selected.  Click in one or more of the checked boxes to remove and unselect a category.  Clicking a second time will reinsert the checkmark.

Select All

Click the Select All button to place a checkmark in all categories.

Unselect All

Click the Unselect All button to remove all the category checkmarks.

Completed Work Orders Only

Place a checkmark in this field if the report should only include work orders that have a Date Completed entered.

Default Printer

If a default printer has been setup, the printer information will be displayed at the bottom of the view.

Report Options

The reporting options are at the top of the view.

Preview

Press Preview to generate the report and open on screen.  The previewed report can be saved, printed, or emailed from within the previewed document.

Print

Press Print to send the report directly to a printer that has been setup or used within the module.  If a printer has not been previously used or setup, the Print Setup dialog box will open.  Select a printer and press OK to print the report.

Print With Setup

Press Print with Setup to open a Print dialog box.  Select a printer and press print.

Email

Press Email to open an Untitled Message (HTML) dialog.  The report will be attached as a pdf document.  Select the email recipient, enter a subject, enter a message and press Send.

Export

Press Export and select PDF.  This will open a dialog box.  Select a Save in folder option and press Save.  You can rename the report if applicable.

Clear Selections

The Clear Selections button has not been activated for this report.

Help on Report

When the report view has been linked to the help topic for the view, pressing this button will open the topic for the user to review.  Pressing F1 will also open the report topic.

The button will not be displayed if the help topic has not been linked.