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From the Report tab, you may configure the settings for View Open Tickets and View work History pages.

⦿ How to Modify Report settings
  1. For all desired fields:
    1. Enter the desired details in related text fields
    2. Check/uncheck the boxes next to the desired options, and/or
    3. Select desired items from a drop-down list as necessary,
  2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

Report tab

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:  For Open and In Progress work orders, dashboard users may add work hours for service providers, add a resolution, and/or change the status.
  • Enable Time Tracker for Completed Tickets: For Completed work orders, dashboard users may add work hours for service providers, add a resolution, and/or change the status.
  • 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.

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