Run Report – Logbook

Logbook reports allow you to view and print reports about your installation's work orders.

• Request Reports – Click this button to run reports that provide overall information about the work requests processed within a specific time frame.
• Work Order Reports – Click this button to run reports that provide detailed information about work order costs and access to export routines.
• Performance Reports – Click this button to run reports that provide information about how well users performed when completing requests.
• AP Reports – Click this link to access to the Find AP Invoice page for locating vendor invoices and the AP Reports page to run reports that provide information about accounts payable invoices.

Your security rights determine which Logbook reports you can run and which properties you can run the reports on. If you do not have the required security rights, contact your system administrator.

To run Logbook reports:

1. Under Logbook, select Logbook Reports.

2. Select Request Reports, Work Order Reports, or Performance Reports.

3. In the Select a report field, select the report you want to run.

4. Specify report criteria.

5. Click OK to run the report.

Request Reports

Request Reports provide information about the work order requests stored in the system. The following Request Reports are available:

Request Summary

The Request Summary report provides a high-level summary of all the requests that match the specified criteria, including basic financial information. This is the most widely used of the request reports and is often used for budgeting or general activity analysis.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.

• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

  • Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to run the report for requests associated with a particular zone within the property.
  • Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
  • Floor – Select a value to run the report for requests associated with a particular floor within the property.
  • Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.
• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Requested Completion Date – Enter two date values to run the report for work orders that have a requested completion date within the specified dated range.
• Date Completed – Enter two date values to run the report for work orders were actually completed on a date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• (Healthcare Functionality Only) Charge Type – Select a value to run the report for work orders that have a specific associated charge type.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.

• Other Options – Click this link to define additional, less commonly used report criteria.

  • Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
  • Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
  • External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
  • Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
  • All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
  • Include Estimates – Select Yes to include the estimated labor hours and costs in the report.
  • Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
  • Include Location Detail – Select Yes to include the property address information in the report.
  • Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each request. If NPFA is enabled, the report includes a separate row for each account that costs are allocated to.

The results include:

• Date – the date on which the request was created
• Time – the time at which the request was created
• Request ID – the unique identifier of the work request

• PO# –the unique identifier of any purchase order where this work request specifies the Default Request ID

  This column does not list every purchase order that this request is associated with, only the purchase orders where this request is defined as the Default Request ID. For example, POs created from PRs that were associated with this request or POs where this request is associated with an individual line item will not be listed.

  To generate a report containing all request/purchase order associations, see the PO Summary report in the Purchasing module.

  If the request defines the Default Request ID for multiple POs, a separate row is listed for each request/PO combination.

• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Requestor Email – the email address of the user who made the request
• Created By – the name of the user who entered the request into the system, which may or may not be the same as the Requested By user
• Property Name – the name of the property at which the request was made
• Property Time Zone – the time zone the property is located in
• Property Currency – the currency in use at the property

• If Include Location Detail = Yes, the following columns are included:

  • Address 1 – the first line of the property's address
  • Address 2 – the second line of the property's address
  • City – the city where the property is located
  • State – the state where the property is located
  • Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Room/Cube – the specific room or cube within the property where the work is done
• Department – the department name of the user that made the request
• Department # – the department number of the user that made the request
• Project – any project the request is associated with
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Priority – value indicating how high of a priority it is to complete the work
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Date Closed – the date on which the work request status was set to Closed
• Closed By – the name of the user who closed the request
• Original Message – the original statement of work indicating what is to be done to complete the request
• Originated From – indicator of where the request originated from (for example, Phone Call or Support Team)
• Asset # – the asset number of any asset associated with the request
• Asset Name – the name of any asset associated with the request
• (Healthcare Functionality Only) ECRI Code – the Emergency Care Research Institute code for the asset associated with the work request
• (Healthcare Functionality Only) ECRI Description – a description of the ECRI Code, usually the name of the equipment
• Failure Code – the cause of any asset failure, if appropriate

• If Include External Data = Yes, the following fields are displayed:

  • Account – the account that the cost entry is billed to
  • Account Description – the description of the account
  • External Property ID – the external system property ID
  • Ext WO# – the external system work order ID
  • Ext Cost Center – the name of the external system cost center
  • (Healthcare Functionality Only) Ext. Cost Center Description – a description of the external cost center
  • Ext Invoice Amount – the external system invoice amount
  • Customer PO# – the external system customer purchase order number
  • Default Account Number – the external system default account number
  • Default Description – the description of the external system default account
  • # of Documents – the number of documents (file attachments) attached to the work request
  • Bill Code – the external system billing code
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Requested Completion Date – the date and time that the user who created the request would like the work to be completed by
• Complete By – the date and time the work should be completed by (as defined by SLA calculations)
• AP Invoice # – the vendor's invoice number; if multiple invoices are associated with the request, a comma-separated list of all invoice numbers
• Billable – Yes if the costs associated with this work request will be billed
• (Healthcare Functionality Only) Charge Type – the charge type associated with the work request

• If Include Estimates = Yes, the following columns are included:

  • Estimated Labor Hours – the estimated number of labor hours required to complete this request
  • Estimated Amount – the estimated costs required to complete this request
  • Not to Exceed Amount – the cost limit for this request
• Labor Hours – the total number of hours entered
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• AP Tax – the summation of all AP Tax fields for the request
• AP S&H – the summation of all AP shipping and handling fields for the request
• Total Amount – the total amount of labor, materials, and other costs entered on this work request
• Last Update – the date on which the request was last updated, included if Include Estimates = Yes
• External PO – the associated external purchase order number; displayed only if the Customer PO Line# flag on the Logbook Configuration Options page is set to Show
• External PO Line Numbers – the associated external purchase order line number; displayed only if the Customer PO Line# flag on the Logbook Configuration Options page is set to Show
• Tracking Code – the tracking code classification entered on this work request
• External Property ID 1 – the property ID associated with an external system
• External Request Type ID – the request type ID associated with an external system
• External Sub Type ID – the request subtype ID associated with an external system
• Date Completed – the date on which the work request status was set to Work Complete
• Initial Work Complete Date – the date when the request was first placed in a Work Complete (but not Closed) status
• Initial Work Complete Comment – the contents of the comment entered when the request was first placed in a Work Complete (but not Closed) status

• If Parent-Child Work Order functionality is enabled, the following columns are included:

  • Top Level – Yes if this is a top-level parent work order
  • Parent WO – the request ID of the parent work order of this request
  • Child WO – the request IDs of all direct child work orders of this request

• If NPFA functionality is enabled, the following columns are included:

  • Account String – the account that the costs are allocated to
  • Percent – the percentage of the costs that are allocated to this account for this request
  • Billing Type – the type indicating how costs are billed for this request
  • Accounting Hold – Yes if an accounting hold is placed on this request

Request Summary UDF Report

The Request Summary UDF report provides a high-level summary of all the requests that match the specified criteria and includes values for all of the Logbook User-Defined Fields. This report contains the same content as the Request Summary report, with the addition of the UDFs included at the end of the report.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.

• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

  • Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to run the report for requests associated with a particular zone within the property.
  • Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
  • Floor – Select a value to run the report for requests associated with a particular floor within the property.
  • Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.
• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• (Healthcare Functionality Only) Charge Type – Select a value to run the report for work orders that have a specific associated charge type.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.

• Other Options – Click this link to define additional, less commonly used report criteria.

  • Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
  • Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
  • External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
  • Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
  • All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
  • Include Estimates – Select Yes to include the estimated labor hours and costs in the report.
  • Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
  • Include Location Detail – Select Yes to include the property address information in the report.
  • Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each request. The results include:

• Date – the date on which the request was created
• Time – the time at which the request was created
• Request ID – the unique identifier of the work request

• PO# –the unique identifier of any purchase order where this work request specifies the Default Request ID

  This column does not list every purchase order that this request is associated with, only the purchase orders where this request is defined as the Default Request ID. For example, POs created from PRs that were associated with this request or POs where this request is associated with an individual line item will not be listed.

  To generate a report containing all request/purchase order associations, see the PO Summary report in the Purchasing module.

  If the request defines the Default Request ID for multiple POs, a separate row is listed for each request/PO combination.

• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Requestor Email – the email address of the user who made the request
• Created By – the name of the user who entered the request into the system, which may or may not be the same as the Requested By user
• Property Name – the name of the property at which the request was made
• Property Time Zone – the time zone the property is located in
• Property Currency – the currency in use at the property

• If Include Location Detail = Yes, the following columns are included:

  • Address 1 – the first line of the property's address
  • Address 2 – the second line of the property's address
  • City – the city where the property is located
  • State – the state where the property is located
  • Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Room/Cube – the specific room or cube within the property where the work is done
• Department – the department name of the user that made the request
• Department # – the department number of the user that made the request
• Project – any project the request is associated with
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Priority – value indicating how high of a priority it is to complete the work
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Date Closed – the date on which the work request status was set to Closed
• Closed By – the name of the user who closed the request
• Original Message – the original statement of work indicating what is to be done to complete the request
• Originated From – indicator of where the request originated from (for example, Phone Call or Support Team)
• Asset # – the asset number of any asset associated with the request
• Asset Name – the name of any asset associated with the request
• (Healthcare Functionality Only) ECRI Code – the Emergency Care Research Institute code for the asset associated with the work request
• (Healthcare Functionality Only) ECRI Description – a description of the ECRI Code, usually the name of the equipment
• Failure Code – the cause of any asset failure, if appropriate

• If Include External Data = Yes, the following fields are displayed:

  • Account – the account that the cost entry is billed to
  • Account Description – the description of the account
  • External Property ID – the external system property ID
  • Ext WO# – the external system work order ID
  • Ext Cost Center – the name of the external system cost center
  • (Healthcare Functionality Only) Ext. Cost Center Description – a description of the external cost center
  • Ext Invoice Amount – the external system invoice amount
  • Customer PO# – the external system customer purchase order number
  • Default Account Number – the external system default account number
  • Default Description – the description of the external system default account
  • # of Documents – the number of documents (file attachments) attached to the work request
  • Bill Code – the external system billing code
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Complete By – the date and time the work should be completed by (as defined by SLA calculations)
• Billable – Yes if the costs associated with this work request will be billed
• (Healthcare Functionality Only) Charge Type – the charge type associated with the work request

• If Include Estimates = Yes, the following columns are included:

  • Estimated Labor Hours – the estimated number of labor hours required to complete this request
  • Estimated Amount – the estimated costs required to complete this request
  • Not to Exceed Amount – the cost limit for this request
• Labor Hours – the total number of hours entered
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• Total Amount – the total amount of labor, materials, and other costs entered on this work request
• Last Update – the date on which the request was last updated, included if Include Estimates = Yes
• External Property ID 1 – the property ID associated with an external system
• External Request Type ID – the request type ID associated with an external system
• External Sub Type ID – the request subtype ID associated with an external system
• Date Completed – the date on which the work request status was set to Work Complete
• Initial Work Complete Date – the date when the request was first placed in a Work Complete (but not Closed) status
• Initial Work Complete Comment – the contents of the comment entered when the request was first placed in a Work Complete (but not Closed) status
• External PO – the associated external purchase order number; displayed only if the Customer PO Line# flag on the Logbook Configuration Options page is set to Show
• External PO Line Numbers – the associated external purchase order line number; displayed only if the Customer PO Line# flag on the Logbook Configuration Options page is set to Show
• Tracking Code – the tracking code classification entered on this work request

• If Parent-Child Work Order functionality is enabled, the following columns are included:

  • Top Level – Yes if this is a top-level parent work order
  • Parent WO – the request ID of the parent work order of this request
  • Child WO – the request IDs of all direct child work orders of this request
• User-Defined Fields – one column for each Logbook User Defined Field where the name of the column is the name of the UDF

Request Detail

The Request Detail report provides detailed information about the history of changes made to requests.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Requested Completion Date – Enter two date values to run the report for work orders that have a requested completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each date/request ID combination, where each row provides the details of a single change made to a request. The results include:

• Date – the date on which the change to the request was made
• Request ID – the unique identifier of the work request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Property Name – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• If Include Location Detail = Yes, the following columns are included:

• Address 1 – the first line of the property's address
• Address 2 – the second line of the property's address
• City – the city where the property is located
• State – the state where the property is located
• Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes

• Request Type – the type of work to be done
• Priority – value indicating how high of a priority it is to complete the work

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.

• Status - the status of the request before the change was made
• Assigned To – the name of the person the request was assigned to before the change was made
• Date Closed – the date on which the work request status was set to Closed
• Requested Completion Date – the date and time that the user who created the request would like the work to be completed by
• Type – the type of update made (for example, Initial, Update, or Closed)
• Update Date – the date on which the change to the request was made
• Comments – the comments associated with the request change indicating what was modified; if the request is closed or reassigned, the reason code, if specified, is displayed
• Status – the status of the request after the change was made
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request was assigned to after the change was made
• Updated By – the name of the user who changed the work request
• If Parent-Child Work Order functionality is enabled, the following columns are included:

• Top Level – Yes if this is a top-level parent work order
• Parent WO – the request ID of the parent work order of this request
• Child WO – the request IDs of all direct child work orders of this request

Scheduled Work Orders

The Scheduled Work Orders report provides summary information about preventative maintenance work orders that were generated from a schedule. The report groups work orders by asset and includes the procedure and inspection information. This report can be run to distribute a list of scheduled work orders to assigned personnel.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values. Inspection data will only be included if the

• Include Inspections – Select Yes to include inspection data when you run the report. Inspection data is only included for reports run in HTML format.
• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work request. The results include:

• Month – the first day of the month in which the schedule occurs
• Asset – the name of the asset associated with the work order
• Asset # – the asset number of any asset associated with the request
• Asset Class – the classification of the asset
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Asset Room – the room the asset is located in
• ID – the unique identifier of the work request
• Date – the date on which the request was created
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Room/Cube – the specific room or cube within the property where the work is done
• Recurs – the recurrence pattern of the schedule (for example, weekly, monthly, or seasonally)
• Frequency – indicates the frequency of the recurrence pattern for example, 2 indicates "every 2 weeks"
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Asset Safety Comment – any safety comments associated with the asset
• Procedure – the name of the procedure associated with the work request
• Est Labor Hours – the estimated number of hours this work request should take to complete
• Act Labor Hours – the actual number of work hours this request took to complete
• If Parent-Child Work Order functionality is enabled, the following columns are included:

• Top Level – Yes if this is a top-level parent work order
• Parent WO – the request ID of the parent work order of this request
• Child WO – the request IDs of all direct child work orders of this request

Labor Utilization

The Labor Utilization report provides labor-related information about the selected work orders and is often used for budgeting or labor analysis.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Account String – This value is only displayed if NPFA (Non-Profit Fund Accounting) is enabled. Enter a value to run the report for work orders that have an associated NPFA account that contains the specified characters.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Employee Info – Select Yes to include the external employee ID in the report.
• Include Internal Rates – Select Yes to include the internal rate and internal costs in the report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each labor cost entry. The results include:

• Date – the date on which the labor entry was made
• Request ID – the unique identifier of the work request
• External Work Order # – any external work order number associated with this request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Property Name – the name of the property at which the request was made
• Property Currency – the type of currency used at this property (for example, USD (US Dollars))

• If Include Location Detail = Yes, the following columns are included:

  • Address 1 – the first line of the property's address
  • Address 2 – the second line of the property's address
  • City – the city where the property is located
  • State – the state where the property is located
  • Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Date Closed – the date on which the work request status was set to Closed
• Asset # – the asset number of any asset associated with the request
• Asset Name – the name of any asset associated with the request
• Cost Code – any cost code associated with the entry
• Account – the account that the cost entry is billed to
• Bill Code – any billing code associated with the cost entry
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billable – Yes if the costs associated with this work request will be billed
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Employee – the name of the employee who entered the cost
• Payroll ID – the payroll ID associated with the user who entered the cost
• Labor Date – the date on which the cost entry was made
• Time Started – the time at which the labor entry started
• Time Finished – the time at which the labor entry was completed
• Activity – the labor activity associated with this cost
• Description – any description entered for the cost entry
• Labor Hours – the total number of hours entered
• Hourly Rate – the applicable labor hourly rate
• Adj Rate – the hourly rate adjusted for markup
• Rate Type – the rate type (for example, REG or OT)
• Base Cost – the hourly rate times the number of hours
• Adj Cost – the base cost adjusted for markup
• If NPFA (Non-Profit Fund Accounting) is enabled, a separate row is included in the report for each work request/account association, and the following columns are included:
  • Account String – the account that the costs are allocated to
  • Percent – the percentage of the costs that are allocated to this account for this request
  • Billing Type – the type indicating how costs are billed for this request

Material Utilization

The Material Utilization report provides materials cost-related information about the selected work orders and is often used for budgeting or cost analysis.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Account String – This value is only displayed if NPFA (Non-Profit Fund Accounting) is enabled. Enter a value to run the report for work orders that have an associated NPFA account that contains the specified characters.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Material Class – Select a value to run the report for work orders that have materials of a particular material class associated with them.

Report Output

The generated report contains one row for each material cost entry. The results include:

• Date – the date on which the request was created
• ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Account Number – the number of the account that the cost entry is billed to
• Property – the name of the property at which the request was made
• Property Currency – the type of currency used at this property (for example, USD (US Dollars))
• If Include Location Detail = Yes, the following columns are included:

• Address 1 – the first line of the property's address
• Address 2 – the second line of the property's address
• City – the city where the property is located
• State – the state where the property is located
• Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes

• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Asset # – the asset number of any asset associated with the request
• Asset Name – the name of any asset associated with the request
• Cost Code – any cost code associated with the entry
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billable – Yes if the costs associated with this work request will be billed
• Item Add Date – the date on which the cost item was added
• Item – the name of the cost item
• Part Number – the part number associated with the cost item
• Description – any description entered for the cost entry
• Contra Account – the account where the cost item is credited
• Quantity – the number of items added to the request
• Unit Cost – the cost per item
• Adj Unit Cost – the unit cost adjusted by the markup percentage
• Total Cost – the total cost for all adjusted items
• If NPFA (Non-Profit Fund Accounting) is enabled, a separate row is included in the report for each work request/account association, and the following columns are included:
  • Account String – the account that the costs are allocated to
  • Percent – the percentage of the costs that are allocated to this account for this request
  • Billing Type – the type indicating how costs are billed for this request

Other Costs Utilization

The Other Costs Utilization report provides other costs-related information about the selected work orders and is often used for budgeting or cost analysis.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Account String – This value is only displayed if NPFA (Non-Profit Fund Accounting) is enabled. Enter a value to run the report for work orders that have an associated NPFA account that contains the specified characters.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each other cost entry. The results include:

• Date – the date on which the request was created
• Request ID – the unique identifier of the work request
• External Work Order # – any external work order number associated with this request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Property Name – the name of the property at which the request was made

• If Include Location Detail = Yes, the following columns are included:

  • Address 1 – the first line of the property's address
  • Address 2 – the second line of the property's address
  • City – the city where the property is located
  • State – the state where the property is located
  • Zip Code –the zip/postal code of the property's address, included only if Include Location Detail = Yes
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Date Closed – the date on which the work request status was set to Closed
• Asset # – the asset number of any asset associated with the request
• Asset – the name of the asset associated with the work order
• Cost Code – any cost code associated with the entry
• Bill Code – any billing code associated with the cost entry
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billable – Yes if the costs associated with this work request will be billed
• Assigned To – the name of the person the request is assigned to
• Other Cost Employee – the name of the employee who entered the cost
• Other Cost Date – the date on which the other cost was entered
• Other Cost Type – the type of other cost (for example, travel expense, or misc expense)
• Other Cost Description – the description entered for the other cost
• Account – the account that the cost entry is billed to
• Vendor – any vendor the other cost was associated with
• Payee – the name of the entity to which the other cost was paid
• Quantity – the number of items added to the request
• Unit Cost – the cost per item
• Adj Unit Cost – the unit cost adjusted by the markup percentage
• Tax – any amount added to the cost for taxes
• S&H – any amount added to the cost for shipping and handling
• Total Amount – the total amount of the other cost, including adjustments, taxes, shipping, and handling
• If NPFA (Non-Profit Fund Accounting) is enabled, a separate row is included in the report for each work request/account association, and the following columns are included:
  • Account String – the account that the costs are allocated to
  • Percent – the percentage of the costs that are allocated to this account for this request
  • Billing Type – the type indicating how costs are billed for this request

Labor Statistics

The Labor Statistics report provides a statistics about the amount of work performed by each employee. It provides information about the number of work orders closed and the number of hours worked ad well as information about the amount of work performed in each category.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each employee. The results include:

• Employee – the name of the employee
• Total WOs – the total number of work orders assigned to this employee
• Total Closed – the total number of work orders this employee closed
• Closed Avg/wk – the average number of work orders closed per week
• Total Hours – the total number of labor hours this employee worked
• Avg Hours/WO – the average number of hours this employee spent per work order
• Hours and Hours/wk – the remaining columns break the hours worked into the labor activities and provide a value for both total hours and total hours per week of each type

Labor Hours Budget By Account

The Labor Hours Budget By Account report compared actual labor hours to budgeted labor hours, sorted by account.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each account. The results include:

• Property – the property the hours were budgeted at
• Account – the account the labor hours were budgeted to
• Account Description – the description of the account
• Budget Hours – the number of labor hours that were budgeted to this account
• Actual Hours – the actual number of labor hours that were charged against this account
• Hours Balance – the remaining number of hours that can be charged against this account
• Budget Amount – the total labor cost that was budgeted to this account
• Actual Amount – the actual labor cost that was charged against this account
• Budget Balance – the remaining labor cost that can be charged against this account

Request Problem Resolution

The Request Problem Resolution report lists all work requests and provides information about the steps taken so far to resolve the issue. This report is an online report, in HTML format, and includes links to the request and the requestor's email address.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one entry for each work request. The results include:

• Date – the date on which the request was created
• ID – the unique identifier of the work request; this value appears as a link
• Initiated By – the name of the user who created the request; clicking this link composes an email to the user
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status - the status of the request before the change was made
• Priority – value indicating how high of a priority it is to complete the work
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request was assigned to before the change was made
• Date Closed – the date on which the work request status was set to Closed
• If Parent-Child Work Order functionality is enabled, the following columns are included:

• Top Level – Yes if this is a top-level parent work order
• Parent WO – the request ID of the parent work order of this request
• Child WO – the request IDs of all direct child work orders of this request

• Type – the type of update made (for example, Initial, Update, or Closed)
• Update Date – the date on which the change to the request was made
• Comments – the comments associated with the request change indicating what was modified; if the request is closed or reassigned, the reason code, if specified, is displayed
• Status – the status of the request after the change was made
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request was assigned to after the change was made
• Updated By – the name of the user who changed the work request
• If Parent-Child Work Order functionality is enabled, the following columns are included:

Request Job Ticket Queue (Open WOs)

The Request Job Ticket Queue (Open WOs) report lists all currently open work orders that match the specified criteria, sorted by date. This report provides a quick and easy "To Do List" of work requests that are currently in the job queue.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include Estimates – This criterion does not apply to this report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each open request. The results include:

• ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references, included if Include External Data = Yes
• Initiated By – the name of the user who created the request
• Property Name – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Original Message – the original statement of work indicating what is to be done to complete the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Priority – value indicating how high of a priority it is to complete the work
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Date Created – the date on which the request was created
• Respond By – the date and time by which this request should be acknowledged
• Complete By – the date and time the work should be completed by (as defined by SLA calculations)
• Age – the number of days that request has been open
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• If Parent-Child Work Order functionality is enabled, the following columns are included:

• Top Level – Yes if this is a top-level parent work order
• Parent WO – the request ID of the parent work order of this request
• Child WO – the request IDs of all direct child work orders of this request

Cost Summary by Account

The Cost Summary by Account report groups all work requests by account and provides financial information.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Labor/Material/O.C. Date – Enter two date values to run the report for work orders that have labor, materials, or other costs that were entered within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
• Include Estimates – Select Yes to include the estimated labor hours and costs in the report.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each combination of account and work order. The results include:

• Account Description – the description of the account
• Account – the account that the cost entry is billed to
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Property Currency – the type of currency used at this property (for example, USD (US Dollars))
• Request ID – the unique identifier of the work request
• Date Closed – the date on which the work request status was set to Closed
• Invoice Date – the date on which an invoice was sent for the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billing Status – indicated whether the request has or has not been billed for
• Bill Type – any billing type used to group costs
• Bill Code – any billing code associated with the cost entry
• If Include Estimates = Yes, the following columns are included:

• Est Labor Hours – the estimated number of hours this work request should take to complete
• Est Total Amount – the estimated total costs required to complete this request

• Labor Hours – the total number of hours entered
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• Total Amount – the total amount of labor, materials, and other costs entered on this work request

Request Summary Cost Breakdown

The Request Summary Cost Breakdown report displays the costs associated with a request and allows you to filter the request by cost type.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.

• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

  • Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to run the report for requests associated with a particular zone within the property.
  • Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
  • Floor – Select a value to run the report for requests associated with a particular floor within the property.
  • Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.
• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Include Labor Costs – Select this check box to include labor costs in the report output.
• Include Material Costs – Select this check box to include material costs in the report output.
• Include Other Costs – Select this check box to include other costs in the report output.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.

• Other Options – Click this link to define additional, less commonly used report criteria.

  • Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
  • Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
  • External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
  • Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
  • All Open WOs – Select Yes to run the report for work orders that have a status value indicating that the work order is not closed (for example, Open, In Progress, Waiting for Approvals). Selecting Yes from this drop-down menu is a shortcut to using the Advanced Report Criteria and SHIFT-selecting all status values that are not closed statuses. If Yes is selected, this value overrides any value selected in the Status drop-down menu or in the Advanced Repost Criteria Status list box.
  • Include Estimates – Select Yes to include the estimated labor hours and costs in the report.
  • Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
  • Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each request/cost combination. The results include:

• Request Create Date/Time – the date and time when the request was created
• Request ID – the unique identifier of the work request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Created By – the name of the user who entered the request into the system, which may or may not be the same as the Requested By user
• Property Name – the name of the property at which the request was made
• External Property ID 1 – the property ID associated with an external system
• Request Type – the type of work to be done
• External Request Type ID – the request type ID associated with an external system
• Sub Type – the work subType, which further classifies the type of work to be done
• External Sub Type ID – the request subtype ID associated with an external system
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Assigned To – the name of the person the request is assigned to
• External Assigned To ID – the external system employee ID for the Assigned To user
• Date Closed – the date on which the work request status was set to Closed
• Closed By – the name of the user who closed the request
• Initial Work Complete Comment – the contents of the comment entered when the request was first placed in a Work Complete (but not Closed) status
• Date Completed – the date on which the work request status was set to Work Complete
• Customer PO# – the external system customer purchase order number
• Original Message – the original statement of work indicating what is to be done to complete the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billable – Yes if the costs associated with this work request will be billed
• Cost Type – the type of cost, either Labor, Material, or Other
• Other Cost Type – the type of other cost (for example, travel expense, or misc expense)
• Total Base Cost – the cost of the item(s) excluding taxes and shipping & handling
• Tax – any amount added to the cost for taxes
• S&H – any amount added to the cost for shipping and handling
• Total Cost – the sum of the Total Base Cost + Tax + S&H

Work Order Reports

Work Order Reports provide financial information about the costs logged on work orders. The following Work Order Reports are available:

Work Order Summary By Account

The Work Order Summary By Account report provides a list of billable work orders and allows you to verify the account and billing information. This report is often run before billing is run to ensure that all billable work orders are associated with the appropriate account.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Pull From – This value is only displayed if Work Order Estimates functionality is enabled. Select Actuals to run the reports using actual costs. Select Estimates to run the report using estimated costs.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include the Ref WO (referenced work order) and Ext Cost Center (external cost center) columns in this report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for account/request combination. The results include:

• Account Description – the description of the account
• Account – the account that the cost entry is billed to
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Property Currency – the type of currency used at this property (for example, USD (US Dollars))
• Request ID – the unique identifier of the work request
• Date Closed – the date on which the work request status was set to Closed
• Invoice Date – the date on which an invoice was sent for the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billing Status – indicated whether the request has or has not been billed for
• Bill Type – any billing type used to group costs
• Bill Code – any billing code associated with the cost entry
• Labor Hours – the total number of hours entered
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• Total Costs – the total of labor, materials, and other costs entered on this work request

Work Order Review/Update

The Work Order Review/Update report lists all work orders that are closed and coded as billable in the defined date range, and allows you to verify the costs associated with each work order. This report is often run before billing is run to ensure that all billable work orders have the appropriate costs associated with them. If you run this report in Update mode, you update the billing status and invoice date for each work request.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Run In Update Mode – Run this report in update mode only after billing has been run. Running in update mode marks the work requests as having been billed for and locks the requests so that no further costs can be added.
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work request. The results include:

• Date Created – the date on which the request was created
• Request ID – the unique identifier of the work request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Created By – the name of the user who entered the request into the system, which may or may not be the same as the Requested By user
• Property Name – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Request Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Priority – value indicating how high of a priority it is to complete the work
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Date Closed – the date on which the work request status was set to Closed
• Closed By – the name of the user who closed the request
• Original Message – the original statement of work indicating what is to be done to complete the request
• Bill Type – any billing type used to group costs
• Bill Code – any billing code associated with the cost entry
• Asset # – the asset number of any asset associated with the request
• Asset Name – the name of any asset associated with the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Billable – Yes if the costs associated with this work request will be billed
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• Total Costs – the total of labor, materials, and other costs entered on this work request

Invoice Backup

The Invoice Backup report creates a backup copy for your records of invoices that will be/were exported to an external system using one of the Export routines. You can run this report before exporting to verify your data, and run it after exporting to create a back up.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – Select Yes to include exceptions at the top of the report. Exceptions are work orders that are marked as billable, but do not have any costs associated with them. You should correct these before running billing.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report is in HTML format, and contains one entry for each invoice. The results include:

• Exceptions – If you selected the Exceptions = Yes criteria, a list of work orders that had no costs associated with them, appear at the top of the report. You can click the request ID to modify the request, if needed.
• Account Description – the description of the account
• Account – the account that the cost entry is billed to
• Property – the name of the property at which the request was made
• Work Order Summary Date Range – the date range specified by the Date Closed fields
• Report Date – the date on which the report was run
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request as well as any Closing Comments, if entered
• Labor – the amount of labor costs entered on this work request
• Materials – the amount of materials costs entered on this work request
• Other Costs – the amount of other costs entered on this work request
• Total Costs – the total of labor, materials, and other costs entered on this work request

Work Order Invoicing

The Work Order Invoicing report generates invoices for all of the requests that match the specified criteria. You should preview this report before running it in Update Mode to verify the invoices that will be generated. Running in Update Mode generates the invoices, marks the requests as having been billed for, and locks the requests, preventing additional costs from being added.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Run In Update Mode – Run this report in Update mode only after you have previewed the results. Running in Update mode will generate invoices, mark the requests as having been billed for, and lock the requests preventing any further changes to the costs.
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – If you are running the report in preview mode, select Yes to include exceptions at the top of the report. Exceptions are work orders that are marked as billable, but do not have any costs associated with them. You should correct these before actually generating the invoices.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Invoice Format – Select a value to print the invoices using a custom invoice format. If no value is specified, the default simple invoice format will be used.
• Include No Charge WOs – Select Yes to create invoices for requests that have no charges.

Report Output

Running this report generates invoices for the included requests. It contains basic billing information and a separate line item for each charge.

If you selected the Exceptions = Yes criteria, a list of work orders that had no costs associated with them, appear at the top of the report. You can click the request ID to modify the request, if needed.

If your installation uses a custom invoice format, different information may be displayed.

Work Order Invoicing by Account (Complex)

The Work Order Invoicing report allows you to generate invoices for extracted (billed) work order costs for emailing to internal accounts. This report is for clients using NPFA only.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Accounting Period – Select a month and a year to run the report for costs billed in the specified accounting period.
• Tracking Code – the tracking code classification entered on this work request

Report Output

Running this report generates invoices for the included requests. Each invoice contains the following information:

• Accounting Period – the month and a year for the specified accounting period
• Account Number – the number of the account that the cost entry is billed to
• Requested By – the name of the user who made the request, which may or may not be the same as the Created By user
• Department – the department name of the user that made the request
• Request ID – the unique identifier of the work request
• Type – the type of work to be done
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Summary of Charges – a separate line item for each labor, material, or other charge along with the export date and the total amount due.

Work Order Invoicing Markup Summary

The Work Order Invoicing Markup Summary report provides a summary of the total markup for labor, materials, and other costs entered on closed work requests.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – Specify a value to run the report for work orders that have a particular invoice date.
• GL Date – Specify a value to run the report for work orders that have a particular general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each invoice. The results include:

• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Account – the account that the cost entry is billed to
• Account Description – the description of the account
• Invoice Number – the invoice number assigned if invoices were generated
• Invoice Date – the invoice date if invoices were generated
• Labor Cost – the amount of the labor cost on the invoice
• Labor Markup – the amount of the labor markup for the invoice
• Material Cost – the amount of the material cost on the invoice
• Material Markup – the amount of the material markup for the invoice
• Other Cost – the amount of the other costs on the invoice
• Other Cost Markup – the amount of the other costs markup for the invoice
• Total Cost Markup – the total amount of markup for the invoice
• Total Cost – the amount of the total costs for the invoice

Work Order Labor/Materials/Other Cost Summary

The Work Order Labor/Materials/Other Cost Summary report provides a summary of all work order labor, materials, and other costs during the specified time period for all closed and billable work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains a summery of all costs, grouped by cost type. Each row in a section represents a single item of that type, for example, three rows under the Materials section might indicate the markup for three separate inventory items.

• Cost Type – the type of marked-up cost, either Labor -Internal (not billed), Labor - External, Materials, or Other Costs

• Contra Account – the account where the cost item is credited
• GL Account – any general ledger account number associated with the costs item
• Labor Hours/Quantity – the number of labor hours or quantity of items
• Base Cost – the pre-markup cost of the items
• Total Markup – the total amount of markup on all of the items
• Total Amount – the base cost plus the markup amount

At the bottom of the report is a summary of the labor hours included in the report. The following information is included:

• Labor – the property where the labor entry was made
• Name – the name of the user that made the labor entry
• Company – the name of the company the user is associated with
• Labor Hours – the number of labor hours per employee
• Base Cost – the pre-markup cost of the employee's labor hours
• Total Markup – the total amount of markup on all of the employee's labor hours
• Total Amount – the base cost plus total markup of this employee's labor hours

Work Order Summary By GL Account

The Work Order Summary By GL Account report provides a summary of all work order costs organized by both property account and general ledger account.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Chart of Accounts – Select a value to indicate the chart of accounts that you want to run the report for. The accounts in the chart of accounts will become column headings in the report.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one section for each property account, and one row for each charged cost. Costs that were not properly allocated to a general ledger account are displayed in red. The results include:

• Charge To – the property account the cost was charged to
• Request ID – the unique identifier of the work requestcontaining the costs
• Date Closed – the date on which the work request status was set to Closed
• GL Accounts – one column is included for each general ledger account, where each column contains the costs allocated to that account
• Total Amount – the total amount allocated to all general ledger accounts
• Comments – either the work request comments or comments about the entry
• Totals – at the bottom of each section of the report, the costs allocated to each general ledger account for that property account are totaled

Export Work Orders - JD Edwards

The Export Work Orders - JD Edwards report exports work orders to a text file that can be imported into the JD Edwards accounting system for billing purposes.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report is a text file that contains one row for each cost entry and looks similar to the following:

1. Property account number
2. External company ID of the property's default company
3. Cost amount
4. Request ID
5. The cost item description
6. A sequence number
7. Negative cost amount
8. Bill code

Export Work Orders - MRI

The Export Work Orders - MRI report exports work orders to a CSV file that can be imported into the MRI application. This report exports a different set of columns from the other MRI reports.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – the date on which an invoice was sent for the request
• GL Date – Enter a value to indicate the general ledger date.
• MRI Batch Number – Enter a value to provide a batch ID number for MRI.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• CMBATCHID – the supplied MRI Batch ID
• ITEM – the cost entry item number
• BLDGID – the property identifier
• LEASID – the lease ID
• TRANDATE – the transaction date
• INCCAT – the income category
• SRCCODE – the service or labor activity code
• DESCRPTN – the description, which includes the work order ID, work type, and work subType
• TRANAMT – the transaction amount
• CURRCODE – the currency code
• ADDLDESC – an additional description taken from the statement of work

Export Work Orders - MRI 2

The Export Work Orders - MRI 2 report exports work orders charges to a CSV file that can be imported into the MRI application. This report exports a different set of columns from the other MRI reports.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• MRI Batch Number – Enter a value to provide a batch ID number for MRI.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• CMBATCHID – the supplied MRI Batch ID
• ITEM – the cost entry item number
• BLDGID – the property identifier
• LEASID – the lease ID
• LEASE – the lease type
• SRCCODE – the service or labor activity code
• INCCAT – the income category
• TRANDATE – the transaction date
• TRANAMT – the transaction amount
• DESCRPTN – the description, which includes the work order ID, work type, and work subType

Export Work Orders - MRI 3

The Export Work Orders - MRI 3 report exports work orders charges to a CSV file that can be imported into the MRI application. This report exports a different set of columns from the other MRI reports.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• MRI Batch Number – Enter a value to provide a batch ID number for MRI.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• POSTORDER –  the posting order
• ARBTCHID – the supplied MRI Batch ID
• ARITEM – the cost entry item number
• ACCOUNTID – the account ID
• ENTITYID – the entity ID
• TRANDATE – the transaction date
• ARINCCAT – the income category
• DEPARTMENT – the billing department
• SRCCODE – the service or labor activity code
• DESCRPTN – the description, indicating that the cost entry was for work order charges
• TRANAMT – the transaction amount

Export Work Orders - MRI 4

The Export Work Orders - MRI 4 report exports work orders charges to a CSV file that can be imported into the MRI application. This report exports a different set of columns from the other MRI reports.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• MRI Batch Number – Enter a value to provide a batch ID number for MRI.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Estimates – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• BLDGID – the property identifier
• LEASID – the lease ID
• TRANDATE – the transaction date
• SRCCODE – the service or labor activity code
• INCCAT – the income category
• DESCRPTN – the description, which includes the work order ID
• TRANAMT – the transaction amount
• SUBTYPE – the work order work subType
• ADDLDESC – an additional description taken from the statement of work
• TENANT NAME – the name of the tenant

Export Work Orders - Skyline

The Export Work Orders - Skyline report exports work orders to a CSV file that can be imported into the Skyline application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• Account – the billing account
• Code – the billing code
• Work Order – the work order the cost entry was associated with
• Cost – the amount of the cost entry

Export Work Orders - Yardi (Charges Only)

The Export Work Orders - Yardi report exports work orders charges to a CSV file that can be imported into the Yardi application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each charge. The results include:

• Account – the Charge To account
• Date – the transaction date
• Import – Indication that the charges were imported
• WO# – the work order ID number
• Property – the property where the charges were incurred
• Cost – the amount of the cost entry
• GL Account – the general ledger account number

Export Work Orders - Yardi Genesis (Charges Only)

The Export Work Orders - Yardi Genesis report exports work order charges to a CSV file that can be imported into the Yardi Genesis application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each charge. The results include:

• Account – the Charge To account
• Date – the transaction date
• Description – the work order ID number and statement of work
• Cost – the amount of the cost entry
• GL Account – the general ledger account number

Export Work Orders - MAS 90 (Detail Only)

The Export Work Orders - MAS 90 report exports work orders charges to a CSV file that can be imported into the MAS application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each cost entry. The results include:

• Order No – the work order request ID
• Location/Division – any location code
• Customer – the Charge To account number
• Order Date – the order date in MDDYYYY format
• Misc Code – the work order completion code
• Qty Ordered – the quantity of items ordered
• Unit Price – the price per item
• Extension – the quantity ordered times the unit price
• Order Total – the cost entry total, including any miscellaneous charges
• PO – any associated purchase order number
• Comments – the work order statement of work

Export Work Closed Orders - Simple

The Export Closed Work Orders - Simple report exports closed work orders to a CSV file that can be imported into any application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each closed work order. The results include:

• Ext WO# – the external system work order ID
• Close Date – the date on which the work order was closed
• Closing Comments – the comments entered when the work order was closed
• ID – the unique identifier of the work request
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Initiated By – the name of the user who created the request
• Create Date – the date on which the request was created
• Property – the name of the property at which the request was made
• Space/Floor – the specific location within the property where the work is done
• Original Comments – the original statement of work indicating what is to be done to complete the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request, including any closing comments

Export Invoices - Timberline

The Export Invoices - Timberline report exports invoices to a CSV file that can be imported into the Timberline application.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Invoice Date – Enter a value to indicate the date you want included on invoices generated from these work requests.
• GL Date – Enter a value to indicate the general ledger date.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each invoice. The results include:

• IMPORT FORMAT ID – a format ID for the import
• TENANT ID – the Charge To account
• LEASE ID – the lease ID
• REVISION NUMBER – the lease revision number
• UNIT – the space/floor
• CHARGE TYPE – the charge type, for example, work order or engineering
• CHARGE DATE – the charge date
• CHARGE AMOUNT – the amount of the charge
• DEPOSIT AMOUNT – the amount of the deposit
• TAX GROUP – the property's tax group
• ITEM ID / MISC CODE – the work order request ID
• TRANSACTION DATE – the date of the transaction
• ACCOUNTING DATE – this column is currently unused
• DESCRIPTION – the work order request ID
• REFERENCE – this column is currently unused
• ACCRUAL DEBIT ACCOUNT – this column is currently unused
• ACCRUAL CREDIT ACCOUNT – this column is currently unused
• PRINT ON INVOICE – this column is currently unused
• INVOICE NUMBER – this column is currently unused

Work Order Summary - Labor

The Work Order Summary - Labor report provides summary information about all regular, overtime, and double-time labor hours associated with the selected closed work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work order. The results include:

• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Ext Cost Center – the name of the external system cost center
• REG Hours – the number of hours paid at the regular rate
• OT Hours – the number of hours paid at the overtime rate
• DT Hours – the number of hours paid at the double-time rate
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request

Work Order Detail - Labor

The Work Order Detail - Labor report provides detailed information about the labor hours and labor costs associated with the selected closed work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Pull From – This value is only displayed if Work Order Estimates functionality is enabled. Select Actuals to run the reports using actual costs. Select Estimates to run the report using estimated costs.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each closed work order. The results include:

• Property – the name of the property at which the request was made
• Property ID – the external property ID
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Employee – the name of the employee the work was assigned to
• Vendor – the company that the employee performing the work works for
• Activity – the labor activity associated with this cost
• Description – any description entered for the cost entry
• Hours – the number of hours worked
• Hourly Rate – the applicable labor hourly rate
• Tax – any amount added to the cost for taxes
• Total Amount – the total amount calculated as the Hours Hourly Rate Taxes

Work Order Detail - Materials

The Work Order Detail - Materials report provides information about all material quantities and costs associated with the selected closed work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Pull From – This value is only displayed if Work Order Estimates functionality is enabled. Select Actuals to run the reports using actual costs. Select Estimates to run the report using estimated costs.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Employee Info – Select Yes to include the external employee ID in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each closed work order. The results include:

• Property – the name of the property at which the request was made
• Property ID – the external property ID
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Charge To – the account the materials were charged to
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Ext Cost Center – the name of the external system cost center
• Assigned To – the name of the person the request is assigned to
• Vendor – the company that the employee performing the work works for
• Item – the name of the cost item
• Material Class – the inventory classification of the item
• Description – the description of the item
• Quantity – the number of items added to the request
• Unit Cost – the cost per item
• Tax – any amount added to the cost for taxes
• S&H – any amount added to the cost for shipping and handling
• Total Amount – the total amount of the other cost, including adjustments, taxes, shipping, and handling

Work Order Detail - Other Costs

The Work Order Detail - Other Costs report provides information about the other costs associated with the selected closed work orders

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Pull From – This value is only displayed if Work Order Estimates functionality is enabled. Select Actuals to run the reports using actual costs. Select Estimates to run the report using estimated costs.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each closed work order. The results include:

• Property – the name of the property at which the request was made
• Property ID – the external property ID
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Ext Cost Center – the name of the external system cost center
• Assigned To – the name of the person the request is assigned to
• Vendor – the company that the employee performing the work works for
• Type – the type of the cost item
• Description – the description of the item
• Quantity – the number of items added to the request
• Unit Cost – the cost per item
• Tax – any amount added to the cost for taxes
• S&H – any amount added to the cost for shipping and handling
• Total Amount – the total cost of the material item, calculated as (Unit Cost Quantity) Tax S&H

Work Order Charges By GL Account

The Work Order Charges By GL Account report provides information about all work order charges, listed by general ledger account.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details - Select Yes to include the Billable and Not To Exceed Amount columns in the report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – This criterion does not apply to this report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.
• Include Asset Details – Select Yes to include details about the assets associated with the work orders in the report.

Report Output

The generated report contains one row for each work request. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• GL Account – the general ledger account associated with the costs
• Date – the date on which the request was created
• Date Closed – the date on which the work request status was set to Closed
• Requestor – the name of the user who made the request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Property ID – the external property ID
• Property ID2 – the second external property ID
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Address 1 – the first line of the property's address
• Address 2 – the second line of the property's address
• City – the city where the property is located
• State – the state where the property is located
• Property Sales Tax Group – the sales tax group specified for the property
• Sq Ft – the total number of square feet in the property
• Charge To – the account the costs are charged to
• Charge To Desc – a description of the Charge To account
• Service Type – the service type associated with the work type and subType
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Priority – value indicating how high of a priority it is to complete the work
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• If Include Asset Details = Yes, the following columns are included:

• Asset Name – the name of the asset
• Asset Number – the assigned asset number
• Serial Number – the serial number assigned to the asset
• Asset Class – the classification of the asset
• Manufacturer – the name of the company that manufactured the asset
• Model – the manufacturer's model number for the asset
• Room/Area – any room or area within the space, within the property where he asset is located

• REG Hours – the number of hours paid at the regular rate
• REG Rate – the hourly rate for regular hours
• REG Charge – the total amount charged for regular hours, calculated as REG Hours REG Rate
• OT Hours – the number of hours paid at the overtime rate

• OT Rate – the hourly rate for overtime hours
• OT Charge – the total amount charged for overtime hours, calculated as OT Hours OT Rate
• DT Hours – the number of hours paid at the double-time rate

• DT Rate – the hourly rate for double-time hours
• DT Charge – the total amount charged for double-time hours, calculated as DT Hours DT Rate
• Labor Cost – the total labor cost, calculated as REG Charge + OT Charge + DT Charge
• Other Cost – the amount of other costs entered on the work request
• Taxable Labor – the total labor cost subject to taxes
• Sales Tax Rate – the sales tax rate applied to labor
• Sales Tax Labor – the amount of labor sales tax, calculated as Taxable Labor Sales Tax Rate
• Total Cost – the total costs, calculated as Labor Cost + Material Cost + Other Cost + Sales Tax Labor
• Failure Code – the cause of any asset failure, if appropriate
• If Include Cost Details = Yes, the following columns are included:

• Billable – Yes if the costs associated with this work request will be billed
• Not to Exceed Amount – the cost limit for this request

Work Order Charges Spend Report

The Work Order Charges Spend Report provides a detailed breakdown of costs associated with a work order, including accounts payable information. This report includes only work requests that include billable hours.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each cost item on each work order. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Date Created – the date on which the request was created
• Complete By – the date and time the work should be completed by (as defined by SLA calculations)
• Date Closed – the date on which the work request status was set to Closed
• Vendor Name – the name of the company that the person performing the work works for
• Vendor Code – the unique code associated with the vendor
• AP Batch ID - the batch ID of the batch export this work order was included in, if applicable
• AP Invoice # – the number on the invoice received from the vendor
• AP Invoice Date – the date on the invoice received from the vendor
• Property – the name of the property at which the request was made
• If Include External Data = Yes, the following columns are included:

• External Property ID – the external property ID
• External Property ID2 – the second external property ID
• Customer PO# – the external system customer purchase order number

• Spend Category – the spending category used with external systems
• Request Sub Type – the work subType, which further classifies the type of work to be done
• Commodity Code – the commodity code for cost values used with external systems
• GL Account – any general ledger account number associated with the costs item
• Service Type – the service type associated with the work type and subType
• Requestor – the name of the user who made the request
• External Cost Center – the name of an external system cost center
• Employee – the name of the employee the work was assigned to
• Title – the employee's title
• Labor Hours – the number of labor hours associated with this cost item
• Labor Activity – the labor activity type (for example, travel, on-site work)
• Hourly Rate – the applicable labor hourly rate
• Labor Type - the type of labor, for example RT (regular time), OT (over time), or DT (double time)
• Labor Cost – the labor cost of this cost item, calculated as Labor Hours Hourly Rate
• Material Item – a description of the material item associated with this cost item
• Material QTY – the number of material item associated with this cost item
• Material Cost – the total material cost
• Other Type – a description of the type of other cost
• Other Cost QTY – the quantity of other cost items
• Other Cost – the total other cost
• Markup – any markup amount included in the cost
• Pre-Tax Cost – the total costs before taxes, calculated by Labor Cost + Material Cost + Other Cost
• Tax Amount – the amount of tax charged for the cost item
• Total Amount – the total cost, calculated by Pre-Tax Cost + Tax Amount
• AP Invoice Amount – the amount on the vendor invoice
• Estimated Amount – the estimated costs required to complete this request
• Billable Flag Changed – Y if the billable flag was changed after the request was created
• Failure Code – the cause of any asset failure, if appropriate
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request

Work Order Charges To AP

The Work Order Charges To AP report allows work order charges to be updated with an AP Due Date and an AP Invoice Status for use in AP processing. The update will ensure that the AP Invoice Amount matches the Total Amount for the charge minus any markup, and that the vendor is filled in (will default to Assigned To Vendor if blank)

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Run In Update Mode – Run this report in update mode to update the Ap Due Date and AP Invoice Status for all work orders in the specified date range.
• AP Due Date – If running in update mode, enter a value to mark the selected work orders with the specified AP Due Date.
• AP Invoice Status – If running in update mode, select a value to mark the selected work orders with a specific AP invoice status, for example, open or pending.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each work request. If run in Update mode, the selected work requests are updated with the specified AP Due Date and AP Invoice Status. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Date Created – the date on which the request was created
• Vendor Name – the name of the company that the person performing the work works for
• Property – the name of the property at which the request was made
• If Include External Data =Yes, the following columns are included:

• External Property ID – the external property ID
• External Property ID2 – the second external property ID
• Customer PO# – the external system customer purchase order number

• Spend Category – the spending category used with external systems
• Request Sub Type – the work subType, which further classifies the type of work to be done
• GL Account – the general ledger account associated with the costs
• Contract Manager – the name of the contract manager for any contract documents associated with this work request
• Contract Manager ID – the ID of the contract manager
• Requestor – the name of the user who made the request
• Charge To – the account the costs are charged to
• External Cost Center – the name of an external system cost center
• Employee – the name of the employee the work was assigned to
• Title – the employee's title
• Labor Hours – the total number of hours entered
• Labor Activity – the labor activity type (for example, travel, on-site work)
• Hourly Rate – the applicable labor hourly rate
• Labor Cost – the labor cost of this cost item, calculated as Labor Hours Hourly Rate
• Material Item – a description of the material item associated with this cost item
• Material QTY – the number of material item associated with this cost item
• Material Cost – the total material cost
• Other Type – a description of the type of other cost
• Other Cost QTY – the quantity of other cost items
• Markup – any markup amount included in the cost
• Pre-Tax Cost – the total costs before taxes, calculated by Labor Cost + Material Cost + Other Cost
• Tax Amount – the amount of tax charged for the cost item
• Total Amount – the total cost, calculated by Pre-Tax Cost + Tax Amount
• AP Invoice Amount – the amount on the vendor invoice
• Description – any description entered for the cost entry
• Billable Flag Changed – Y if the billable flag was changed after the request was created
• Failure Code – the cause of any asset failure, if appropriate
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request

WO Charges By Vendor, AP Invoice

The WO Charges By Vendor, AP Invoice report provides vendor invoice detail by work order.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user. This field only appears if you have security rights to one or more user groups.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Cost Details – This criterion does not apply to this report.
• Exceptions – This criterion does not apply to this report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Include External Date – This criterion does not apply to this report.
• Vendor – Enter a value to run the report for work orders that were assigned to a specific vendor.

Report Output

The generated report contains one row for each work order. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Vendor Name – the name of the company that the person performing the work works for
• Charge To – the account the costs are charged to
• AP Invoice Amount – the amount on the vendor invoice

Work Order Material Charges - AR Invoice Review

The Work Order Material Charges - AR Invoice Review report shows detailed charges for material items by work order. This report allows you to review un-invoiced material charges to ensure there are no errors and to consolidate charges for processing under a single AP due date.

This report includes material item charges only, not charges for labor or other costs and includes charges from Closed and Cancelled work orders.

Note:

Successfully running this report requires database modifications. For more information, contact technical support.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• AP Due Date – Enter two date values to run the report for work orders that have an AP due date that falls within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Include Invoiced Items – Select No to run the report for work orders containing charges that do not have an AR Invoice Date and AR Invoice number.
• AR Invoice Number – Enter a value to run the report for work orders that have the specified AR invoice number associated with them.
• AR Invoice Date – Enter a value to run the report for work orders that have the specified AR invoice date associated with them.

Report Output

The generated report contains one row for each charge. The results include:

• Total Invoice Amount – the sum of all charges associated with a particular invoice number; all charges where the invoice number is unspecified are totaled together
• Invoice Date – the AR invoice date if a date has been stamped on the charge
• Invoice # – the invoice number if a date has been stamped on the charge
• Expense Type – the GL account description of the charge, or Tax if the item is a tax entry
• Service Completion Date – the SLA completion date for the work order
• Amount – the pre-tax amount of the charge
• Account – an account number compiled from the following segments, separated by periods:

• Segment 1 – characters 1 through 3 of the customer GL account number
• Segment 2 – characters 5 through 9 of the customer GL account number
• Segment 3 – the location ID or territory associated with the property; the value selected depends on whether the property type is associated to location ID or territory
• Segment 4 – the property subType
• Segment 5 – characters 11 through 14 of the customer GL account number
• Segment 6 – characters 16 through 20 of the customer GL account number

• Work Order Information – the Request ID and the work SubType of the work order the charge was associated with
• Approver – the name of the user who approved the charges
• AP Due Date – the AP due date from the AP Invoice Detail
• AP Vendor – the name if the AP vendor from the AP Invoice Detail
• AP Invoice Amount – the invoice amount from the AP Invoice Detail
• AP Invoice Date – the invoice date from the AP Invoice Detail

In addition, the following rows are included for each work order:

• Vendor Charges Pre-Tax – for each Work Order Detail record that has AP Vendor Information, there will be a row for vendor charges
• Taxes – for every Work Order Detail record, there will be a separate row for the taxes on Vendor Charges unless no taxes were charged
• Channel Partner Fees – for every Work Order Detail record, there will be a separate row for the channel partner fees

Work Order Material Charges - AR Invoice

The Work Order Material Charges - AR Invoice report is a pipe-delimited text file containing detailed charges for material items by work order and AP/AR information. This report can be run in Update mode which stamps the work order with an invoice number and invoice date, and changes the work order billing status to Billing Sent.

Before running this report in Update mode, you may want to compare the results of this report with the results of the Work Order Material Charges - AR Invoice Review report.

Note:

Successfully running this report requires database modifications. For more information, contact technical support.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Run In Update Mode – Run this report in update mode only after billing has been run. Running in update mode marks the work requests as having been billed for and locks the requests so that no further costs can be added.
• AP Due Date – Enter two date values to run the report for work orders that have an AP due date that falls within the specified date range.
• AR Invoice Number – Enter a value to run the report for work orders that have the specified AR invoice number associated with them.
• AR Invoice Date – Enter a value to run the report for work orders that have the specified AR invoice date associated with them.

Report Output

The generated report contains one row for each charge. The results include:

• Batch Source – this value is hard-coded as CASSIDY-FAC
• Invoice Number – the value specified as the AR Invoice Number when running the report
• Invoice Date – the value specified as the AR Invoice Date when running the report
• Invoice Type – INV if the total invoice amount is positive, CM if the total invoice amount is negative
• Amount – the invoice total of all charges included in the file
• Invoice Currency Code – this value is hard-coded as USD
• Vendor Number – this value is hard-coded as 265048
• Description – this value is hard-coded as SERVICE
• Line Amount – the line item charge amount
• Line Date – the SLA completion date on the work order containing the charge
• Description – for non-tax charges, the request ID-request subType; for tax charges, the request ID-Tax
• Line Number – a unique sequential number for each charge
• Line Type – this value is hard-coded as ITEM
• Segment 1 (Company) – characters 1 through 3 of the customer GL account number
• Segment 2 (Account) – characters 5 through 9 of the customer GL account number
• Segment 3 (Cost Center) – the location ID or territory associated with the property; the value selected depends on whether the property type is associated to location ID or territory
• Segment 4 (Revenue Code) – the property subType
• Segment 5 ( Activity Code) – characters 11 through 14 of the customer GL account number
• Segment 6 (Product Code) – characters 16 through 20 of the customer GL account number

The final line of the report contains the following values:

• T – this value is hard-coded as T
• Number of Lines – the number of rows in the file
• Total Amount – the total amount of all charges in the file

Work Order Material Charges - AR Invoice 2

The Work Order Material Charges - AR Invoice 2 report is an additional pipe-delimited text file containing detailed charges for material items by work order and AP/AR information. This report is similar to the Work Order Material Charges - AR Invoice report, but is configured differently to interface with a particular third-party system.

This report can be run in Update mode which stamps the work order with an invoice number and invoice date, and changes the work order billing status to Billing Sent.

Before running this report in Update mode, you may want to compare the results of this report with the results of the Work Order Material Charges - AR Invoice Review report.

Note:

Successfully running this report requires database modifications. For more information, contact technical support.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Run In Update Mode – Run this report in update mode only after billing has been run. Running in update mode marks the work requests as having been billed for and locks the requests so that no further costs can be added.
• AP Due Date – Enter two date values to run the report for work orders that have an AP due date that falls within the specified date range.
• AR Invoice Number – Enter a value to run the report for work orders that have the specified AR invoice number associated with them.
• AR Invoice Date – Enter a value to run the report for work orders that have the specified AR invoice date associated with them.

Report Output

The generated report contains a header row at the top and one row for each charge. Each detail row contains the following values:

Detail	Content	Size (characters)
Record Type	D	1
Input Vchr Number	incremental number
Fiscal Year		6
Voucher Line	incremental by vendor	6
Account	AP account	15
Org	External Property ID 2	20
Project	External Property ID 2R	30
Ref1	Blank	20
Ref2	Blank	20
Line Amt	Line Item Amount (2 decimals)	15
Taxable Code	N	1
Tax Code	Blank	6
Sales Tax	Always 0	15
Discount Amount	Always 0	15
Use Tax	Always 0	15
Ap 1099 FI	Blank	1
1099 Misc Type Code	Blank	6
Voucher Line Description	Vendor Name - Invoice# - InvoiceDate - Charge Type	30
Org Abbrv	Blank	6
Proj Abbrv	Blank	6
Proj Acct Abbrv	Blank	6
Recovery Percent	Blank	6
Notes	Request ID - Request Type - Material Description - Initial Comment	254

WO Estimates and Actuals by Request

The Work Estimates and Actuals by Request report displays estimated costs and actual costs for all closed work requests. This report allows you to compare actual costs to estimated costs for labor, materials, and other costs and examine the variance between the estimates and actuals.

Note:

For this report to return meaningful data, Work Order Estimates functionality should be enabled.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Billing Status – Select Billed to run the report for work orders that have been billed to a third party, Not Billed to run the report for work orders that have not yet been billed to a third party, or All to run the report for all work orders regardless of billing status.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Billing Type - Select a value to run the report for work orders that have the specified type of billing (for example, services or retail).
• File Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Include Location Detail – Select Yes to include the property address information in the report.
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each closed work request, regardless of whether estimates or work order financial data have been entered for the request. The results include:

• Property – the name of the property at which the request was made
• Property ID – the external property ID
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Date Closed – the date on which the work request status was set to Closed
• Request ID – the unique identifier of the work request
• Statement Of Work – the current statement of the work indicating what is to be done to complete the request
• Not to Exceed Amount – the cost limit for this request
• Total Estimate Labor – the estimated labor cost as entered on the Work Order Estimate page
• Total Actual Labor – the actual labor cost as entered on the Work Order Financial page
• Total Estimate Materials– the estimated materials cost as entered on the Work Order Estimate page
• Total Actual Materials – the actual materials cost as entered on the Work Order Financial page
• Total Estimate Other Costs– the estimated other cost as entered on the Work Order Estimate page
• Total Actual Other Costs – the actual other cost as entered on the Work Order Financial page
• Total Estimates – Total Estimate Labor + Total Estimate Materials +Total Estimate Other Costs
• Total Actuals – Total Actual Labor +Total Actual Materials + Total Actual Other Costs
• Total Difference – Total Actuals -Total Estimates; where an underage appears in red text

AP Work Order Charges Report

The AP Work Order Charges report displays detailed information about work order charges along with additional invoice and account information. You can run this report in Update Mode for AP processing. This allows work order charges to be updated with an AP Due Date and AP Invoice Status and ensure that the AP Invoice Amount matches the Total Amount for the charge minus any markup, and that the Vendor is filled in (will default to Assigned To Vendor if blank)

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

Report Output

The generated report contains one row for each closed work request, regardless of whether estimates or work order financial data have been entered for the request. The results include:

Performance Reports

Performance Reports provide statistical information about the types of work requests processed during a period and how well the worker performed on those requests. The following Performance Reports are available:

Count By Type By Month

The Count By Type By Month report lists the number of work orders by work type sorted by month.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each month in the period. The results include a column for each type of work request type and contains a count of the number of work orders of that type.

Count By SubType Over Time

The Count By SubType Over Time report lists the number of work orders by work subType for the specified type, sorted by month.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. You must select a work type to run this report.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each month in the period. The results include a column for each subType of work for the selected work request type and contains a count of the number of work orders of that subType.

Count By Status Over Time

The Count By Status Over Time report lists the number of work orders by Status, sorted by month.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each month in the period. The results include a column for each work status value and contains a count of the number of work orders of that status.

Count By Origin Over Time

The Count By Origin Over Time report lists the number of work orders by Originated From value, sorted by month.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each month in the period. The results include a column for each work Originated From value and contains a count of the number of work orders of that origin.

Count By Type - By Property

The Count By Type - By Property report lists the number of work orders by type for each property.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each property. The results include a column for each work type and contains a count of the number of work orders of that type.

Response Time - Detailed

The Response Time - Detailed report provides work order details so that users can analyze and interpret detailed data specific to response and completion. It provides information similar to the Request Summary report but shows more detail pertaining to response time, completion time, and Service Level Agreement (SLA) information.

The report returns information for all work orders except for those Entered in Error, regardless of whether they have estimated response or completion information or if they have been completed. See also, the Response Time General report for summary counts specific to only completed work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Include SLA Calculations – Select Yes to include additional columns that contain SLA calculations in the report.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for work request. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Priority – value indicating how high of a priority it is to complete the work
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Start Date – the date on which work was started on the request
• Completion Date – the date on which the work was completed
• Close Date – the date on which the work order was closed
• Actual Response-Hrs – triggered when there is an initial change in the status of the work order, this value is calculated Actual Response Date - Start Date, taking the property service hours into account; this value is negative when the request status is changed before the scheduled start date
• SLA Response-Hrs – triggered when there is an initial change in the status of the work order, this value is calculated as Actual Response Date/Time - SLA Response Time, taking the property service hours into account; this value is negative when the request status is changed before the scheduled start date (included only if Include SLA Calculations = Yes)
• Actual Completion-Hrs – triggered when the status of the work order is changed to Work Complete or Closed, this value is calculated as Actual Complete Date - Start Date, taking the property service hours into account
• SLA Completion-Hrs – triggered when the status of the work order is changed to Work Complete or Closed, this value is calculated as Actual Complete Date - SLA Complete Date, taking the property service hours into account; this value is negative if the request is completed on time and positive if it is overdue (included only if Include SLA Calculations = Yes)
• Actual Response Days – the value of Actual Response Hours divided by the total number of service hours for the property
• SLA Response-Days – the value of SLA Response Hours divided by the total number of service hours for the property (included only if Include SLA Calculations = Yes)
• Actual Completion-Days – the value of Actual Completion Hours divided by the total number of service hours for the property
• SLA Completion-Days – the value of SLA Completion Hours divided by the total number of service hours for the property (included only if Include SLA Calculations = Yes)
• Est Response Date – the calculated response date based on system configuration
• Act Response Date – the date on which the request is first responded to, that is, changed from Open to another status
• Est Completion Date – the calculated completion date based on system configuration
• Act Completion Date – the actual completion date where the request's status is changed to Work Complete or Closed
• Service Hours in Day – the number of service hours per day as defined for the property
• Response Past Due – Y if the request was responded to after the expected response date
• Completion Past Due – Y if the request was completed after the expected completion date
• Ever On Hold – Y if the request was ever on hold
• SLA Open-Days – the difference between the Start Date of any open request and the date the report was run (included only if Include SLA Calculations = Yes)
• Exclude From SLA Reporting – Y if the request has been excluded from SLA reporting
• SLA Changes – The number of time the SLA value was overwritten

Response Time - General

The Response Time - General report provides a quick count of work requests and a general summary of average completion and response time in a specified time frame. Only completed work requests are included in the report. However, requests that are Excluded from SLA or Entered in Error are not included.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each month in the specified period. The results include:

• Count Of – the number of work orders in the month
• Avg Actual Response – the average actual response time for all requests in the month; this calculation excludes work orders where the response time is negative (completed before the actual scheduled date)
• Avg Actual Completion – the average actual completion time for all requests in the month

SLA Overdue Work Orders

The SLA Overdue Work Orders report lists overdue work orders.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each overdue work order. The results include:

• Request ID – the unique identifier of the work request
• Ref WO – any other work order ID that this request references
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Priority – value indicating how high of a priority it is to complete the work
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Crew – if Crews functionality is enabled, the name of the crew the request was assigned to
• Assigned To – the name of the person the request is assigned to
• Start Date – the date on which work was started on the request
• Close Date – the date on which the work order was closed
• Actual Response-Hrs – triggered when there is an initial change in the status of the work order, this value is calculated Actual Response Date - Start Date, taking the property service hours into account; this value is negative when the request status is changed before the scheduled start date
• SLA Response-Hrs – triggered when there is an initial change in the status of the work order, this value is calculated as Actual Response Date/Time - SLA Response Time, taking the property service hours into account; this value is negative when the request status is changed before the scheduled start date
• Actual Completion-Hrs – triggered when the status of the work order is changed to Work Complete or Closed, this value is calculated as Actual Complete Date - Start Date, taking the property service hours into account
• SLA Completion-Hrs – triggered when the status of the work order is changed to Work Complete or Closed, this value is calculated as Actual Complete Date - SLA Complete Date, taking the property service hours into account; this value is negative if the request is completed on time and positive if it is overdue
• Actual Response Days – the value of Actual Response Hours divided by the total number of service hours for the property
• SLA Response-Days – the value of SLA Response Hours divided by the total number of service hours for the property
• Actual Completion-Days – the value of Actual Completion Hours divided by the total number of service hours for the property
• SLA Completion-Days – the value of SLA Completion Hours divided by the total number of service hours for the property
• Est Response Date – the calculated response date based on system configuration
• Act Response Date – the date on which the request is first responded to, that is, changed from Open to another status
• Est Completion Date – the calculated completion date based on system configuration
• Act Completion Date – the actual completion date where the request's status is changed to Work Complete or Closed
• Service Hours in Day – the number of service hours per day as defined for the property
• Response Past Due – Y if the request was responded to after the expected response date
• Completion Past Due – Y if the request was completed after the expected completion date
• Ever On Hold – Y if the request was ever on hold
• SLA Open-Days – the difference between the Start Date of any open request and the date the report was run
• Exclude From SLA Reporting – Y if the request has been excluded from SLA reporting
• SLA Changes – The number of time the SLA value was overwritten

SLA Performance By Property

The SLA Performance By Property report provides information about metrics related to completion time and general performance by property. This report provides information on all work orders, but calculations are based only on Completed requests.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work request. The results include:

• Property – the name of the property at which the request was made
• Total SLA Completed – the total number of closed work orders that have an SLA assigned
• Avg Actual Response (days) – the average actual response time in SLA Days and fraction thereof
• Avg Actual Completion (days) – the average actual completion time in SLA Days and fraction thereof
• % Completed On-Time – the percentage of SLA-applicable completed work orders that were on time
• % Completed Past Due – the percentage of SLA-applicable completed work orders that were past due
• % Completed Same Day – the percentage of all completed work orders that were completed on the same calendar day as the work order Start Date
• Total WOs – the total number of work orders
• Total Completed – the total number of work orders with a status of Complete or Work Complete
• Completed Avg/wk – the total number of completed work orders divided by the number if weeks as calculated by the selected date range
• Total Labor Hours – the total number of labor hours entered for each work order
• AVG Labor Hours/WO – the total number of labor hours divided by the number of work orders with a status of Closed or Work Complete
• AVG Cost/WO – the total amount of labor hour costs divided by the number of work orders with a status of Closed or Work Complete

SLA Performance By Employee

The SLA Performance By Employee report provides information about metrics related to completion time and general performance by employee. All data in this report is based on the employee a work order was last assigned to. This report is most useful when requests are typically assigned to one and only one person within an organization.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work request. The results include:

• Employee – the name of the employee the work was assigned to
• Company – the name of the company the employee works for
• Total SLA Completed – the total number of closed work orders that have an SLA assigned
• Avg Actual Response (days) – the average actual response time in SLA Days and fraction thereof
• Avg Actual Completion (days) – the average actual completion time in SLA Days and fraction thereof
• % Completed On-Time – the percentage of SLA-applicable completed work orders that were on time
• % Completed Past Due – the percentage of SLA-applicable completed work orders that were past due
• Total WOs – the total number of work orders
• Total Completed – the total number of work orders with a status of Complete or Work Complete
• Completed Avg/wk – the total number of completed work orders divided by the number if weeks as calculated by the selected date range
• Total Labor Hours – the total number of labor hours entered for each work order
• AVG Labor Hours/WO – the total number of labor hours divided by the number of work orders with a status of Closed or Work Complete
• AVG Cost/WO – the total amount of labor hour costs divided by the number of work orders with a status of Closed or Work Complete

SLA Compliance

The SLA Compliance report lists compliance for response, completion, and an aggregate of both response and completion. This report is primarily used by installations that set completion and response based on labor versus status. This report is not automatically available at all installations; your system administrator may need to grant you access to it.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
• Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
• Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.

• Space/Floor – Select a value to run the report for requests associated with a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
• Zone – Select a value to run the report for requests associated with a particular zone within the property.
• Tower/Wing – Select a value to run the report for requests associated with a particular tower or wing within the property.
• Floor – Select a value to run the report for requests associated with a particular floor within the property.
• Space – Select a value to run the report for requests associated with a particular space within the property. You cannot select a space until after you select a floor.
• Sub-Space –Select a value to run the report for requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

• Activity – Select a value to run the report for all work types/subTypes within a particular activity group. If you select an activity value, the values displayed in the Type drop-down menu are narrowed to those within the selected activity group.
• Type – Select a value to run the report for a specific type of work request. If a type is selected, the SubType drop-down menu appears.
• SubType – Select a value to run the report for a specific subType of work request. The subType drop-down menu only appears after a type is selected. You are not required to select a subType.
• Status – Select a value to run the report for requests that are in a specific status (for example, Open, In Progress, or Closed).
• Priority – Select a value to run the report for requests that are of a specific priority (for example, High, Medium, or Low).
• Requestor Company – Enter a value to run the report for work orders that were requested by a person from a company that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Requestor's Last Name – Enter a value to run the report for work orders that were requested by a person whose last name contains the specified characters. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• User Group/Crew – If Crews functionality is enabled, this drop-down menu contains a list of crews; otherwise it contains a list of user groups. Select a value to run the report for work orders that were assigned to a user that belongs to the specified user group or crew. This field only displays if you have security rights to one or more user groups or crews.
• Assigned To – Click the Select link to run the report for work orders that were assigned to a particular user.
• Asset Class – Select a value to run the report for work orders that have an asset of a particular asset class associated with them.
• Asset – Click the Select link to run the report for work orders that have a particular asset associated with them.
• Date Requested – Enter two date values to run the report for work orders that were created within the specified date range.
• Search Filter – Select a value to indicate whether you want to run the report for All Requests, Unscheduled Requests Only, Scheduled Requests Only, or Product Work Only.
• Date Closed – Enter two date values to run the report for work orders that were closed within the specified date range.
• Complete By Date – Enter two date values to run the report for work orders that have an SLA-calculated completion date within the specified dated range.
• Billable – Select Yes to run the report for work orders that will be billed to a third party, No to run the report for work orders that are not billed to a third party, or All to run the report for both billable and non-billable work orders.
• Include External Data – Select Yes to include additional columns that contain billing information used by external systems in the report.
• Top Level – This value is only displayed if Parent-Child Work Order functionality is enabled. Select Yes to run the report for work orders that are top-level parent work orders, No to run the report for work orders that are not top-level parent work orders, or All to run the report for all work orders.
• Advanced Report Criteria – Click this link to display list boxes that allow you to select one or more Types, Status values, Asset Classes, or Priorities. Either SHIFT-Select multiple contiguous values, or CTRL-Select multiple individual values.
• Other Options – Click this link to define additional, less commonly used report criteria.

• Asset Rank – Select a value to run the report for work orders that have assets of a particular rank associated with them. Asset rank values define the relative importance of the asset (for example, Critical or Standard).
• Failure Code – Select a value to run the report for work orders that have specified the cause of asset failure.
• External WOs Only – Select Yes to run the report for work orders that were originally created by an external system.
• Ext. Cost Center – Enter a value to run the report for work orders that are associated with a cost center that contains the specified characters in the company name. This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.
• Origination Code – Select a value to run the report for work requests that originated from a particular source (for example, phone, or email).
• Search Text – Enter a value to run the report for work orders that contain the specified characters anywhere in their request history (for example in the original statement of work, in entered comments, or in system-generated messages). This criterion is not case-sensitive but will only return requests that contain the entire word or phrase entered.

Report Output

The generated report contains one row for each work request. The results include:

• Request ID – the unique identifier of the work request
• Ext WO# – the external system work order ID
• Property – the name of the property at which the request was made
• Location – one or more columns indicating the Tower/Wing, Floor, Space, and SubSpace within the property where the work was done.
• Type – the type of work to be done
• Sub Type – the work subType, which further classifies the type of work to be done
• Priority – value indicating how high of a priority it is to complete the work
• Status – the current status of the work request (for example Open, In Progress, Complete, or Closed)
• Assigned To – the name of the person the request is assigned to
• Origination Code – indicator of where the request originated from, for example, Phone Call or Support Team
• Start Date – the date on which work was started on the request
• Est Response Date – the calculated response date based on system configuration
• Act Response Date – the date on which the request is first responded to, that is, changed from Open to another status
• Response Compliance

Evaluation Criteria	SLA Response Status
Est. Response Null	No SLA
Exclude SLA Response = YES	Excluded
Est. Response >= to Act. Response	On Time
Est. Response < Act. Response	Overdue
Est. Response not Null, Act. Response = Null	Pending

• Est Completion Date – the calculated completion date based on system configuration
• Act Completion Date – the actual completion date where the request's status is changed to Work Complete or Closed
• Completion Compliance

Evaluation Criteria	SLA Completion Status
Est. Completion Null	No SLA
Exclude SLA Complete = YES	Excluded
Est. Completion >= to Act. Completion	On Time
Est. Completion < Act. Completion	Overdue
Est. Completion not Null, Act. Completion = Null	Pending

• Overall Compliance

Response and Completion	Overall Status
If any value is "Excluded"	Excluded
If any are "Pending" and the other is not "Excluded"	Pending
BOTH "No SLA"	No SLA
One value "On Time" and the other is any one of the following: "On Time" or "No SLA"	On Time
One value is "Overdue" and the other is any one of the following: "Overdue", "On Time", "No SLA" or "Pending"	Overdue