Export Work Orders

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This article will detail how to export work orders so you can track your resources.

Instructions

  1. Sign in to your site if you have not done so already

  2. Navigate to the Work Orders tabWork Orders tab.

  3. Select the filtersWork Order filters.

    • 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

  4. Select the checkbox next to the ID to select the word order(s) you'd like to exportWork order checkboxes.

    Note:

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

  5. Select the Export iconExport button.

  6. Select the Confirm button in the pop-up messageContinue confirmation pop-up Confirm button.

  7. Select the desired file format, then select ContinueExporting Data pop-up Continue button.

    Notes:

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

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