From the Report tab, you may configure the settings for View Open Tickets and View work History pages.
| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0E3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Modify Report settings |
|---|
|
- For all desired fields:
- Enter the desired details in related text fields
- Check/uncheck the boxes next to the desired options, and/or
- Select desired items from a drop-down list as necessary,
- Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.
|
List of Settings Under the Report Tab
- Show Caller: Caller name for each work order appears in the Description column of the report. Users will also be able to sort the list by caller name.
- Show Extended Status: The extended statuses of work orders appear in the Description column.
- Show Area: The name of the areas associated with work orders appear in the Description column.
- Highlight Pending Confirmation: Work orders in the Pending Confirmation status are highlighted in orange, and the corresponding legend appears on the View Work History screen.
- Allow Excel Download: Dashboard users may download an Excel report of the details of all the work orders.
- Show Additional fields in Excel Report: Additional fields appear in the downloaded Excel report, such as Assignee name and troubleshooting tips. See Allow Excel Download, above.
- Allow View Attachments: Attachments link appears in the View Open Tickets and View Work History pages, allowing dashboard users to view and download attachments.
- Linked Request: Provide dashboard users the ability to create a new work order that links to an existing work order; Area, Problem Type, Asset, and Problem fields automatically take the values as in the original work order.
- Show Resolution: Resolution added by the service provider appears in the Work Order Summary pop-up.
- Enable Time Tracker for Open Tickets: Dashboard For Open and In Progress work orders, dashboard users may add work hours for service providers, add a resolution, and/or change the status for open and in progress work orders.
- Enable Time Tracker for Completed Tickets: Dashboard For Completed work orders, dashboard users may add work hours for service providers, add a resolution, and/or change the status for completed work orders.
- Exclude Categories: Work orders with the categories selected here do not display for dashboard users in the View Open Tickets and View Work History pages.
- Exclude Trades: Work orders with the trades selected here do not display for dashboard users in the View Open Tickets and View Work History pages.
