Page History: Task Status Report
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Page Revision: Tue, 10 Sep 2019 12:35
General Information
Default Menu Location Reports >> Task Management >> Task Status
Screen Name SVRREPORT
Function This screen is used to generate reports detailing the status of service orders.
 Task Status Report |
Fields/ Filters
Client: Enter the client's name. Leave this field blank to display service orders for all clients.
ShipTo: Enter the Ship To name. Leave this field blank to display service orders for all Locations (ShipTos).
Like Match: This checkbox will allow the ShipTo field to act as a contains search instead of a singular organization search.
Start Date: Enter the start date for your report. Leave this field blank to report on all history.
End Date: Enter the end date for your report. Leave this field blank to report on all history.
Dept: Select a department inside your company. Leave this field blank to report on all departments.
WorkCat: Select a work category. Leave this field blank to report on all work categories.
Trouble Code: Enter a specific trouble code to report on. You may also enter a partial trouble code. Leave this field blank to report on all trouble codes.
Lock Status: Select the lock status. Service orders are locked by clicking the
Lock button on the Time Entry Screen.
Task Complete Status: Select the completion status of the service orders.
Billing Status: Select the billing status of the service orders.
Void Status: Select the void status of the service orders.
Client/Department: Select whether you wish to sort your report by client or department.
Summary/Detail/Aging/Super Summary: Select which type of report you wish view.
HTML Report: Generates an HTML file with columns for Asset, District, Status, Service Order #, Problem Code, Solution Code, Address, Internal Notes, Add Date, Complete Date, and Attachments.
