• "How do I view a list of all work orders, their details, and statuses within a selected timeframe?"

Resolution Steps

  1. Go to Reports → Service → Work Order List.
  2. Select your desired Start Date and End Date for the reporting period.
  3. Use the available filters as needed:
    • Filter by Work Order Creation Date or Invoice Dates.
    • View by specific Job Templates.
    • Include jobs containing specific text in their details.
    • Include Internal Work Order Comments.
  4. Click Run Report to generate results.
  5. The report will display:
    • List of all work orders within the selected timeframe.
    • Customer and vessel information.
    • Status of each work order.
    • Location (if set).
    • Progress of the work order.
    • Total amount of the work order.

Verification: The report will populate all work orders in a list with details on status.