Running a Work Order Summary Report
The Work Order Summary Report provides a consolidated view of work order activity across your organization. This article covers report generation, filtering options, and export formats.
Accessing the Report
- Navigate to Reports > Work Orders > Summary
- The default view displays work orders from the current calendar month
- Use the Date Range selector to adjust the reporting period
Available Filters
| Filter | Description |
|---|---|
| Status | Filter by work order status (Open, Assigned, In Progress, Completed, Cancelled, Archived) |
| Technician | Include work orders assigned to specific team members |
| Customer | Filter by customer or customer group |
| Service Type | Filter by service category or template |
| Priority | Filter by priority level (Low, Normal, High, Emergency) |
| Created By | Filter by the user who created the work order |
Grouping and Aggregation
The summary report supports multiple grouping dimensions. Select Group By to organize results:
- Date — Daily, weekly, or monthly rollups
- Technician — Work order counts and hours per technician
- Customer — Activity summarized by customer
- Service Type — Performance by service category
- Status — Distribution of work order states
Aggregation options include count of work orders, total estimated hours, actual hours logged, and average completion time.
Understanding Report Columns
Default columns include:
- Work Order ID — Clickable link to individual work order details
- Customer — Customer name and location
- Status — Current work order state
- Assigned To — Primary technician
- Created — Date work order was created
- Scheduled — Scheduled date and time
- Completed — Actual completion timestamp
- Duration — Time from assignment to completion
Use Customize Columns to add fields such as estimated cost, actual cost, parts used, or custom field values.
Exporting Results
Three export formats are available:
- CSV — For spreadsheet analysis; includes all visible columns
- PDF — Formatted for printing and distribution
- Excel — Preserves grouping and summary calculations
Exported files respect applied filters. Large exports (>10,000 rows) are processed asynchronously and delivered via email.
Scheduled Reports
To automate report generation:
- Configure filters and grouping as desired
- Click Save > Save as Scheduled Report
- Set frequency (Daily, Weekly, Monthly)
- Specify recipients and delivery time
See Advanced Reporting: Scheduled Report Delivery for configuration details.
Related Reports
- Technician Performance Reports — Individual productivity metrics
- SLA Compliance Reporting — Service level agreement tracking
- Overview of FieldPulse Reports — Complete reporting directory
See Also
- Exporting Data to CSV
- Creating and Assigning a Work Order
- Work Order Status Definitions