How do I generate work orders list by customer?

Updated on January 3, 2018 10:43PM by Admin

Work Orders App has many default reports. You can generate a detailed list of work orders by customer using "Work Orders By Customer" option in reports. Lets go through the following steps.

Steps to Generate Work Order List by Customer

  1. Log in and access Work Orders App from your universal navigation menu bar.
  2. Click on "Reports" icon found in the app header bar..
    click on reports
  3. On the landing page you would view the various kinds of reports that can be generated.
  4. Click on “Work Orders By Customer” option.
    click work orders by customer
  5. Provide the report attributes:
    • Start date - Enter the start date.
    • End date  - Enter the end date.
    • Customer - Enter the customer name.
      view report by customer
  6. Click on “View Report” button.
    click on export button
  7. Click on "Export" button. You can view the information in excel format.
    information in excel sheet

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