Report Work Order Summary

This report displays a summary of work orders with their status, date scheduled, date started, and date finished.

The Modify Report button allows the following report filters to be customized:

OPTIONAL TAB

• Apply Date Range To - Choose the date desired for the date range to look at for information: Fulfillment Date, Date Created, Date Started, Date Completed or Date Last Changed.
• Group By - Choose to group by Location Group or Calendar category.
• Search Part Type - Choose Any, Finished Good, Raw Good or Repair. This correlates with the Part Number selection below. If you choose a part to run the report for, choose whether it’s a Finished Good, Raw Good or Repair type on the Work Order. This will then pull up all work orders with that part on it as the type that was chosen.
• Class - Select a class to run the report for. Leave this field blank to run for all classes.
• Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
• Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
• Calendar Category - Choose to only show matching calendar categories. The % symbol can be used as a wildcard for any characters. For example, entering %al% in the Calendar Category field would match Alabama, Alaska, California.
• Report Title - Allows the Work Order Summary title at the top of the report to be replaced with custom text.
• Date Range - Choose the date range to pull information for. This date range looks at orders with dates in the option that is selected in the Apply Date Filter To dropdown.
• Entered - Choose to show/hide orders with this status by checking/unchecking this checkbox.
• Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
• Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
• Started - Choose to show/hide orders with this status by checking/unchecking this checkbox.
• Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
• Show Category Color - Will show the color of the calendar category next to the name of the category.

HIDE/SHOW TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.

PRINTER TAB - Allows a default printer to be specified for the report in each location group.