Work Orders App has many default reports. You can generate a detailed list of work orders by customers using the Work Orders By Customer option in reports.
Steps to Generate Work Order List by Customer
- Login and access the Work Orders from the universal menu.
- Click on the Reports on the App header.
- Click on the Work Orders by Customer on the left panel.
- Click on the search icon on the Customer Name.
- Search and select the customer from the list.
- Select the Work Orders Reported date, Created date, or Modified Date.
- Enter the Start and End date of the Work Orders.
- Then, click on the View Report.
- You can view the Work Orders that are created between the selected dates.
- Click on the Export button to export the reports in Excel.
- Click on the Export button and selects the .xls.
- By selecting the All Fields, you can export the orders with all the Fields in the Work Orders app.
- You can view all the Fields in the Downloaded excel.
- By Selecting the All Fields with Table’s, you can export the orders with the Table of items or services in the excel sheet.
- You can view the list of Items and Services of the Work Orders in the downloaded excel file.
- By selecting the Current view, you will get the exported report with the currently displayed list of columns in the Excel Sheet.
- You can only view the current list of columns in the downloaded excel file.
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