Key Points to Work Report Tile
Users can use Work Reports to search, view and export work order reports.
Details to Work Report Tile
The Work Report Tile is a useful tool to view information relating to a specific workflow or workflow field. The user can adjust the date range of the search results to obtain more limited results. The results of a search can then be exported into an .xlsx file.
Criteria can include:
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One or more Accounts
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One or more Asset Classes and Assets
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Various date ranges
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A single workflow
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A single workflow field
Create a Work Report
Quick Steps to create a Work Report
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Select the Work Report tile from the Landing Page or from the left navigation menu.
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Select at least one Account.
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Narrow the search by Asset Classes or Assets.
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Select a Time Scale (Current Month, Year to Date, etc.).
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The user must select a workflow.
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Once a Workflow is selected, the user may also select a workflow field to drill into specific information.
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Update the search results with the Refresh button.
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View individual workflow reports by selecting the view button.
Details to create a Work Report
The Work Report tile's search function searches based off of account and workflow. A search can be further refined using Asset Classes or individual Assets. As such, only work reports from a singular workflow are displayed in the search results. The Workflow Field headers may be sorted ascending or descending to further refine the search.
Export a Work Report
Quick Steps to Export a Work Report
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Select the Work Report tile from the Landing Page or from the left navigation menu.
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Select the desired filters from the Search Criteria
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Select Refresh
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Select Export
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The user will receive a download for an .xlsx file that contains the current search results
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