Generate Work Order Reports

A report can be generated automatically when a work order is closed by enabling the Auto Generate Report option in initial setup of the form creation process. See Create and Import Forms for more information.

Web users can also manually generate a report at any time from the work order details.

1. Open an existing work order from the list.
2. In the work order details panel, click More Actions.

3. Click Generate Report to generate a report that includes the work order details, or click Generate All Reports to generate a report that includes the work order details and the associated forms of the work order.

A message appears in the lower-left corner of the screen.

An entry is added to the audit log for when the generation started and when it was completed.

The report is available as an attachment to the work order.

NOTE: Every time a report is generated, a new attachment is added. It does not overwrite any previous reports.

Reports can also be generated for individual forms. This requires the Auto Generate Report option to be enabled in the form settings. See Create and Import Forms for more information.

4. Click the More option in the Forms section of the work order and click Generate Report.