Power Reports for works orders

This guide has been reviewed against our global client base and classed as relevant to all regions

The ability to run Power Reports on works orders is available

From AgencyCloud 12.154+, the ability to add works order criteria to other report types is available as well as being able to add a saved works order report to the Organiser, as outlined here:
Power Reports for works orders - further enhancements
From AgencyCloud 12.157+, further updates have been made to include supplier invoice information in reports and works order grids, where configured - click here for more information:
Updates to works order reporting & grids to allow reporting on supplier invoices - configuration option

1. Select report type

From main menu:

2. Works order criteria

3. Example report criteria

This example will return works orders that have high priority, that were booked this month and have the status of pending approval

4. Report results grid

The report results are displayed in a grid - grid functions can be used to sort, group or filter the works orders

To sort the list, click the column heading
Click to the right of the column heading - depending on the column clicked, an option is offered to filter the works orders either by word or name, plus some columns offer the option to Group by…

Further columns can be added:

Right-click over the column headings and select Pick columns
Select the required columns to add
New columns are added to the right of the grid, click and drag the column headings to put them in the desired location
Right-click column headings again and select Save grid layout

For more information on building Power Reports, click here

Knowledge Base