Running the Service Order Work Order Report

Use the Service Order Work Order Report to generate transaction information for SROs. Follow these steps to run the report:

  1. Open the Service Order Work Order Report.
  2. For these fields, select a range of values to include in the report:
    • SRO
    • Line
    • Operation
    • Customer
    • Unit
    • SRO Type
  3. Select whether the Transaction Type is planned or actual. If you select Planned, posted and unposted transactions are included in the report. If you select Actual, only posted transactions are included.
  4. Select the SRO status: open, closed, or estimate.
  5. Use the check boxes to select the Print Options to include in the report output.
  6. Click Preview to view the report output before printing.
  7. Click Print to run the report and print the output.
Related topics
Adding Service Order Transactions