Work Order Reporting for Residential Properties

Work Order Reporting for Residential Properties

Work Order Reporting for Residential Properties

From your Admin Portal, you're able to view work order reports based off of status, billing, date or category. In this article you will learn:
  1. How to filter all Work Orders to generate a report
  2. The Work Order Reports under Advanced

Filtering Work Orders to Generate a Report

Step 1
After logging into the Admin Portal, select Operations from the left side menu and select Work Orders.



Step 2
Select Filters next to the Service Number search towards the top of the screen.



Step 3
Choose the filtering options you are looking to apply to the data, and then select Apply filters.


  1. Unit: Allows you to filter Work Orders from a specific Unit.
  2. Status: You are able to filter by status: Pending Approval, To Be Started, In Progress, Completed, and Closed. (Completed will only appear if it is in your work flow).
  3. Billing: Can Filter by Billed or Unbilled Work Orders.
  4. Type: Type allows you to filter by Normal, Emergency, and Preventive Maintenance.
  5. Category: Allows you to filter Work Orders showing only specified Category.
  6. Assigned To: Allows you to view Work Orders assigned either to a specific Assignment Group or Individual Staff.
  7. Date Range: Can use the calendar to designate date range of Work Order data you are looking to collect.
Step 4
After the Work Order data is filtered the way you would like, select More in the upper right corner, then Export as CSV or Export as PDF from the drop-down. This will download the report.



Additional Reports can be generated under Reporting

Step 1
In the left navigation, select Advanced then Reports. This will open a drop-down with the additional reports available to you.



Step 2
Each Report will have a filter at the top of the screen that allows you to select a specific start and end date, categories, or even use a predefined date range.



Step 3
To download the report, select the hamburger menu in the right corner of the report graph. You are able to print the chart or download as a PNG, JPEG, SVG vector image, or PDF.



Work Order Closed Per Staff

This report will show how many Work Orders each of their staff members have closed. This report can help provide insight into how who is closing out Work Orders at the property and how many they are closing. 



Total Work Orders Created By Unit

This report will show the total amount of Work Orders submitted by a unit based on filtering at the top. This is a great way for Property Admins to quickly see how many Work Orders a unit at the property is submitting. 



Total Work Orders By Location

This report will show the total number of Work Orders submitted by location at the property based on the filtering at the top. This provides the Property Admin with great data on what locations at the property have needed the most service by their maintenance team. 



Created VS Closed Work Orders

This report will show the amount of Work Orders that are closed versus open at the property. This report provides great data to see how many Work Orders are sitting in an open status versus a closed status. 



Work Orders Per Category

This report will show the Work Orders submitted per category based on the filtering options at the top. The data in this report can show the property admin what Work Order categories have the most request submitted for work to be completed by the maintenance staff. 



Chargeable Work Orders

This report will show all of the chargeable Work Orders. Property admins can export this data as invoices or download it as a CSV. Additional information can be view for an individual Work Order charge by selecting the Service ID. 




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