Reports Overview

In HQ, Reporting/Reports there are four types of reports that are automatically run on a daily basis, they are:

• Work Order Summary Report
• Gain Report
• Productivity
• Parts Used Report
• Weekly Time Card Summary Report
• Work Order Checklist Issues

Download or Rebuild a Report

To ensure you’re working with the most up-to-date data, we recommend rebuilding the report before downloading it. Any changes made to work orders after the report was initially generated won’t be reflected until a rebuild is completed.

1. Click the respective three vertical dots, then choose Download or Rebuild.

   

Manually Run a Report

1. Go to Reporting/Reports, then click the Play button at the top, right corner.

   

2. Choose the desired report and date, then click [Run]. From the 'Report Type' dropdown, select the appropriate report, specify the date range, and click [Run]. The report will automatically download to your computer's 'Downloads' folder.