Report Tab

    From the Report tab, you may configure the settings for View Open Tickets and View work History pages.

    Report Tab

    Note: To make changes to the Report tab, check the boxes next to the desired fields, select desired options in drop-down lists, and then click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

    • Show Caller: Caller name for each work order appears in the Description column of the report. Users will also be able to sort the list by caller name.
    • Show Extended Status: The extended statuses of work orders appear in the Description column.
    • Show Area: The name of the areas associated with work orders appear in the Description column.
    • Highlight Pending Confirmation: Work orders in the Pending Confirmation status are highlighted in orange, and the corresponding legend appears on the View Work History screen.
    • Allow Excel Download: Dashboard users may download an Excel report of the details of all the work orders.
    • Show Additional fields in Excel Report: Additional fields appear in the downloaded Excel report, such as Assignee name and troubleshooting tips. See Allow Excel Download above.
    • Allow View Attachments: Attachments link appears in the View Open Tickets and View Work History pages, allowing dashboard users to view and download attachments.
    • Linked Request: Provide dashboard users the ability to create a new work order that links to an existing work order; Area, Problem Type, Asset, and Problem fields automatically take the values as in the original work order.
    • Show Resolution: Resolution added by the service provider appears in the Work Order Summary pop-up.
    • Enable Time Tracker for Open Tickets: Dashboard users may add work hours for service providers, add resolution, and/or change status for open and in progress work orders.
    • Enable Time Tracker for Completed Tickets: Dashboard users may add work hours for service providers, add resolution, and/or change status for completed work orders.
    • Exclude Categories: Work orders with the categories selected here do not display for dashboard users in the View Open Tickets and View Work History pages.
    • Exclude Trades: Work orders with the trades selected here do not display for dashboard users in the View Open Tickets and View Work History pages.