Export Work Orders

Sign in to SeeClickFix 311 CRM, if necessary

Click the Work Orders tab

Set the filters as desired

• Created Date: The date the work order was created

• Due Date: The due date of the work order

• Closed Date: The date the work order was closed

• Assignee: The person the work order is assigned to

• Category: The category the work order is tied to

• Status: The status of the work order

  • To Do: Work order that needs to be completed

  • Done: Work order that is completed

Click the checkbox next to the ID to select the work order or work orders you'd like to export

Note:

Select the checkbox at the top of the list to check all boxes at once.

Click the Export Work Orders button

Select the Confirm button in the pop-up message

Select the desired file format, then select Continue

Notes:

• The recommended file type is the Excel format (.XLSX).

• Selecting a file type will automatically start the file download to your computer.