You can create a Worksheets report to list all your works orders based on their Status or for a specific property or contractor, including:
- Works orders outstanding
- Works orders completed
- Works orders awaiting invoice
To do this:
- Click Reporting on the main toolbar
- Click General on the dropdown menu
- The Report Generator will open. Click Information and All Tenancies
- Click Next
- Select the Worksheets
- Click Next
- Select Work Orders
- Click either All Works Orders, Property or Contractor
- If you click Property or Contractor, a grid will display
- In Work Order Status, select the relevant option from the dropdown menu
- All Works orders
- Outstanding
- Completed
- Awaiting invoice
- Click Next
- Order the report by various criteria in Ascending or Descending Order
- Click Next
- Select the Output options
- Preview the report on screen
- Print the report to your printer
- Export Select and locate a place on your computer for the report to be to saved
- Click Finished to generate the report