How do I Customize Reports in Work Orders App?

Updated on January 12, 2017 10:37PM by Admin

Reports in Apptivo Work Orders gives you an overview of all the related Work Orders created. You can customize the Report Settings in order to hide or show the various kinds of reports. This also allows you to provide access privileges to your employees.

Steps to Customize Reports in Work Orders App

  1. Log in and access Work Orders App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” located at the app header bar.
    work orders settings
  3. Select “Reports” under “General” drop down from the left navigation panel.
    click on reports
  4. In Reports dashboard, you can view the list of reports.
  5. By default, all reports in work orders will be Toggled ON.
    reports toggled on
  6. Now, you can hide any of the reports by sliding the Toggle OFF. For instance: Work Orders Summary.
    toggle off work order summary
  7. In Reports section, you cannot view “Work Orders Summary” option(due to Hide status) as shown in the image below:
    work orders summary report hidden

Steps to Create Privilege

  1. In Reports settings dashboard, click on “Create Privilege” under “Privilege” drop down.
    click on create privilege
  2. The Create Privilege popup will be displayed, as shown. Enter the Name & Description. For instance: Access Denied.
    create privilege popup
  3. Click on “Create” button. Now, the created privilege will be listed in the Privilege drop down.
  4. Now, you can set this privilege to any report. For instance: Work Orders List.
    select access denied privilege

Steps to Create Roles and Set App Privilege

  1. Access Employees App from universal navigation menu bar.
  2. Click on “More(...)” icon → “Settings”“Security”“Roles”.
    click on create button
  3. Click on “Create” button. Create a role, which you assigned as “Privilege” in Work Orders reports settings. (.i.e) “Access Denied”

  4. Add the role to the Super User.
  5. Based on the privilege added, the employees(under super user) will be restricted to view Work Orders Summary reports as shown below(Work Orders Summary Report will not be shown).