View Workorders Report
The Workorders Reports section provides detailed insights about the workorder data, categorized by workorder status.
This module allows you to analyze key metrics such as the number of work orders, their current status, and the revenue or loss associated with each. It’s especially useful for tracking the progress of work orders, identifying how many are in specific stages, and understanding their financial impact, both actual and projected.
To access this section, go to Business Intelligence → Workorders → Workorders Reports.
You can filter the report by a specific date range. To do so, click on the Date field and select your desired start and end dates.
The list is divided according to the WO statuses. In the list, you can find such information as WO quantity, revenue/loss, and the due amount.
- In the "Revenue /Loss" column, you can see the profit or loss the company has for the chosen time range for the specific WO status.
- In the "Due" column, you can see the sum that is expected to be paid for the chosen time range for the specific WO status.
- At the bottom, you can see the overall amount for the loss/profit as well as the due sum.
Next to it, the information is presented in a progress bar and its corresponding percentage.
