This article shows a User how to run reports for Current Work Orders. Current Work Order Reports are intended to report on work orders that are open. Work Orders with status “Not Started”, “On Hold”, “Waiting for Parts”, “Overdue”, “In Progress”, “Waiting for Quote”, “Waiting for Invoice” or “Pending Review” are considered open work orders. A User can run a report on Current Work Orders at the Enterprise Level or Facility Level. When a User runs a report from the enterprise level, he/she can report on all facilities at once. When a User runs a report from the facility level, he/she will only report on data from that facility. Enterprise Reports allow a User to compare data from one facility to another whereas Facility level reports give a User a more detailed report for one facility.
Show Graphs: Show Graphs will display the Summary graph and the Status graph.
Show Summary/Details: Show Summary/Details allow a user to choose if he/she just wants a summary of just the details.
Work Order Type: Work Order Type allows users to choose to display Equipment, Location or Vehicle-based work orders.
1. To run a report, access the Reports panel at Enterprise Level or Facility Level and click on the “Current Work Orders” tab. If the report is run at the facility level, a User can filter through floor plans and locations whereas the report at Enterprise Level will provide information per facility.
2. Apply the filters on the report as required.
a. To see summary and status graphs on a report, check off Show Graphs.
b. Select Summary or Details from the dropdown or choose “All” to see both summary as well as details in the report.
c. Click in the dropdown menu of Work Order Type to select Equipment, Location or Vehicle or select “All” to see a report on the work order for all three types.
d. Click in the Demand/PM dropdown menu to filter through Demands or PMs or select “All” to see a report on both PMs and Demand Work Orders.
e. Check off the boxes in the other fields to apply filters as required.
f. If nothing is selected in the filter boxes, the report will automatically select everything.
g. Make use of the Due Date Range and Generated Range field to filter a report through a certain time period.
3. Once all the filters have been applied, click on “Generate Report” icon located in the top right corner and a report will pop up in a new window.
Note: Please ensure that pop-ups are not blocked for the Hippo website.
a. If “Show Graphs” is checked off, a User will see the graphs at the top of the generated report. The graphs give a summary of the status of work orders as well as costs.
b. The next field on the generated report provides details of the work orders. A User can use the Search bar on the generated report to look for specific data.
c. The last field on the report will give a summary of the status of work orders and costs in tabular form.
4. A User can export the tables from a report into CSV, Excel and PDF format by making use of the buttons located at the bottom of each table.a.
a. A User can also print the report by making use of the “Print” button located at the bottom of each table.
5. If a User wishes to regularly run a report, it can be set up to be emailed to him/her on regular basis. Apply all the required filters and click on the “+” icon located in the top right corner. Give this report a Name and click on “OK”.
6. Once “OK” is clicked, the report will show up at the top of the screen. Click on “Schedule” to set up the schedule for the report. A User can set up a Weekly or Monthly Schedule.
7. Add the email addresses of the people a report should be sent to.