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Reports

Reports

 

Advanced Reports

Use “Advanced Reports,” when searching for a particular group of criteria or to create your own reports.

To access the Advanced Reports feature, click the “Reports” link from the “Service Menu.” Choose “Advanced Reports” from the “Select Report” drop-down box, and then click “Show Report.”

Select “Work Order Filters,” “Building Filters” or “Detail Export” from the “Select a filter” drop-down box. Be advised that the filter type you choose will depend upon the type of report you are running. Click the “Load” button after you have made your selection.

 

WORK ORDER FILTERS

"Work Order Filters” allows users the option of selecting criteria related to specific fields within a work order.


To define the parameters of your report, click the “Edit” button above each appropriate filter option to search for and choose criteria items from a system generated list, or type your criteria directly into the boxes provided. Additional information regarding the “Edit” function is available at the end of this section.

Group the results of your report filter settings by “Status,” “Request Code,” “Building,” “Labor” or “Priority” using the “Group By” drop-down box.

Use the drop-down boxes under the “Date Ranges” section of the “Work Order Filters” screen to specify a date range for your report.

The report also lets you do an initial sort by a number of different options. Once the report is displayed, you can resort the report within the initial grouping.

 

Select the report you wish to run, from the “Choose your report” drop-down box, and click the “View” button.

Activity Report – Will present a report giving details of each work order with summary information at the end of the report on the filters that were selected.

Detail Report – This allows the user to select multiple work orders and print out a work report in batch mode.

Estimated vs. Actual – Will display estimated time and materials along with actual time and materials for completed and closed work orders.

Request Code Graph – Will display requested work order information as a bar graph by request code.

Status History – Displays the amount of time each work order was in a status in days, hours and minutes.

Work Order Actuals – Will present a report giving work order information along with actual labor and materials. All advanced report filtering options can be applied.
Work Order Summary - Will present a report giving basic work order information along with comment information. All advanced report filtering options can be applied.

Open Request Analysis - Will display a detailed analysis of current open work requests based on length of time they have been open.

PM Activity - Will generate detailed information by criteria selected for Preventive Maintenance work orders, including work type, vendor, status, and budgeting.

Trade Activity - Will show you detailed Trade Activity arranged by category. This includes number of work orders and the percentage of the total, with the possibility of comparing performance with the past year.

Missed ETA List - Will show you a detailed line item list of work orders which have exceeded their Estimated Time of Accomplishment, arranged by current status 

Pending Vendor Invoice - Will show you a detailed line item view of Work Orders which are pending a Vendor Invoice. The report will also indicate how long the Work Order has been in the PVINV status.

Status Summary - Will summarize work orders in each status, giving quantity and the longest amount of time any work order has remained in that status

High Volume High Frequency - Will show you the call volume per location and trade, arranged by number of calls. Clicking on the “# Calls” hyperlink will generate a report containing all of those work orders 

Average Invoice - Will display Average Invoice data based on criteria entered and gives the option to export the information to Excel via an Excel icon at the top of the report once displayed.

 

USING THE FILTER EDIT FUNCTION

Use the filter edit function to select criteria for your report by clicking the “Edit” button above the appropriate filter option.

Locate and select desired criteria from the criteria list in the large box on the left side of the “Edit” window. If necessary, hold down the “Ctrl” key on you keyboard to select more than one criteria item at a time.

Note: You may choose to narrow the “Edit” criteria list by marking either the “Code” or “Description” radio dial, entering the appropriate code or description value in the “Search/Sort” field and clicking the “Submit.”

When ready, click the arrow icon  to add your selected criteria to the box on the right of the “Edit” window.

Click the “Done” button to finish setting up your report, or click the “Close” button to cancel.

 

If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.

 

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