Reports Screen
The Reports screen organizes available reports into Work Orders, Time and Routes cards according to the user's access level and the organization's enabled features.
On this page
- Restricted Access sees only
Time Tracking, limited to their own records. - Management Access and Full Access see general work order, work report, time entry, map and route-sheet reports.
Work Orders report
The Work Orders report supports these filters:
- Date range.
- Board: limits results to a visible board.
All boardscombines only boards you can access, and export retains the same scope. - Status: one or more Work Order Statuses from the selected board.
- Tag, assignee, customer and custom field.
Customize visible columns and export the scoped data to CSV or Excel.
Time reports
The time entry report includes planned and actual appointment data. For workday audit and accumulated-hours reports, see Time Tracking.
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Work order statuses are a property of Work Orders, and represent the stage of the lifecycle they are in. They are exclusive, so a work order can only…
Work Order Tags
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Assignees
Assignees are the Employees responsible for a work order. They are the people who oversee or manage the work order throughout its lifecycle.
Customers
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