Summary
The Work Orders Audit Data Report will display a list of work orders filtered by a series of user defined fields as an Excel spreadsheet. This allows you to display only the work orders that satisfy your defined criteria rather than your entire work order history.
Step by Step
1 Open the Audit Data Report window (WO> Reports> Audit Data Report).
2 Configure the report.
- Check the toggle next to each work order Status you would like to include in the report.
- At least one status must be selected in order to run the report. All statuses will be selected by default.
- Select a LEMS Code from the drop-down menu to filter the report by LEMS code.
- Enter a work order number range in the Work Order From and Work Order To fields.
- Enter an AR Account Number or click the field label to select one from a list.
- AR accounts are attached to work orders on the Work Order Maintenance window (WO> Work Orders> Work Orders> Open a work order> General tab> AR Account field).
- Enter a Category Code or click the field label to select one from a list.
- Category codes define what type of transaction will be created for the asset that is attached to the work order. Category codes are created and maintained on the Category Maintenance window (WO> Maintenance> Category).
- Enter a GL Account or click the field label to select one from a list.
- GL accounts are attached to work orders on the Work Order Maintenance window (WO> Work Orders> Work Orders> Open a work order> General tab> GL Account field).
- Filter the report by fiscal year with the Fiscal Year From and Fiscal Year To fields.
- Filter the report by period with the Period From and Period To fields.
- Filter the report by activity with the Activity From Date and Activity To Date fields.
- Filter the Assigned To Type and Assigned To fields are used to filter the report by the User, Role, or Queue the work order was assigned to. By default the Assigned To Type field will be set to All and the report will not be filtered by assigned to data.
- The type selected in the Assigned To Type field will determine which selection window will be opened via the Assigned To field label.
- Check the Include work order activity toggle to include the Units, Amount per Unit, Overhead, Date, Description, and Reference number of the activity associated with each work order. The overhead column will also be totaled.
- Check the Include uncommitted amounts toggle to include any uncommitted amounts for each work order on the report.
- Check the Include user defined fields toggle to include any user defined information attached to the work order. This information is entered on the Work Order Maintenance window (WO> Work Orders> Work Orders> open a work order> Miscellaneous tab).
- The column titles used for the user defined fields are set up on the Miscellaneous Field Labels window (SS> Utilities> Miscellaneous Field Labels).
- Check the Include time sheets notes toggle to include the contents of the timesheet line item Notes field on the report.
- The standard report will display the Work Order number, Description, LEMS amount, Activity amount, Billed amount, and Outstanding amount. The report will also provide a report total for each amount.
- Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).