Steps in the screenshots correspond to the numbers in the headings
This report runs on the Power BI server which means it is only refreshed overnight. You will not be able to see data from the current day on this report.
If you need to print more than just an individual work order, the Work Order report gives you the ability to print a range of Work Orders or Tasks and to customize the report parameters to your liking.
As always, you should run the report from the ATS Internet Reporting Server and NOT from the CLIENT. https://ssrs.advancedtech.com/Reports Accessing reports through the EFP CLIENT may not give you access to all the fields visible in the web version. Additionally, when you run reports through the CLIENT, you impact the performance of the system. Running the report through the Internet has little impact to system performance.
1. Go to the ATS Reporting Server. If you are in the Work Module, this can be accessed by clicking on Links and then choosing the first drop-down selection: Reports.
If you are not in the Portal, you can access the Reporting Server directly through this link: https://ssrs.advancedtech.com/Reports/browse
2. Click on ATS_FMS_Reports folder.
3. A list of all available reports populates. Find the Work Order Report from the list below and click on it.
4. If you will be running this report on a regular basis, you might want to add it to your favorites. To do this, right click on the report. Click the Star to move the report to your Favorites folder.
5. By default, the Task Created From Field is one month from the current date and time but this can be changed by typing in another date or by using the calendar. If you enter just a date without time, the entire day is pulled.
6. The Task Created To Field shows the current date and time. If you want to show an entire day, be sure to enter 11:59 PM.
7. Enter your four-digit site number.
By default, the report will run "wide open", pulling all task types, all statuses, all teams and technicians, etc. You have the option to narrow the criteria before running the report, or you can easily filter the data later.
8. Click View Report.
9. One enhancement is that you can run the report for a range of Tasks. This will pull only the tasks within that range that are associated with your site.
10. You will know the report is processing properly when you see the bar below the criteria load.
11. Click on the floppy disc icon to export the report to a format of your choosing.
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