Work Request Report provides information about your Work Request.
The Work Request Report has many filters available to give an accurate picture of the current Work Request situation in your business.
This article explains how to use the Work Request Report.
The quick shortcut is: /?index.php?open_wr_report
Click on Work Request Report icon under JOB REPORTS in the REPORTS heading to access the Work Request Report.
The Work Request Report opens showing filter options and a graph reflecting the Summary Budget.
Scrolling down you can view the From User, To User, Modules break down, Status breakdown, Tags Used breakdown, and Due Date breakdown graphs.
At the bottom is a list view of the WORK REQUEST REPORT displaying a summary of the CUSTOMER, PROJECT, PM (BA) – Project Manager, and WR Due date age summary. 0 represent today as the Due Date.
To view only certain users, click the down arrow in the From field to see a report of user “From WR” and the same for To. Click SHOW REPORT to execute the filter option in the report.
- Click Include selected user as copy users to display the Work Request where the selected user was “copied” when the WR was assigned to other users.
- Select Drafts, Work Requests or All to show which form of Work Request to report on.
- Select either Active, Archived or All Projects to be displayed.
- If the Project Name is unknown, it is possible to type a string of letters that is contained in the Project Name.
Type the first two letters of any Project to use a specific Project filter.
Click the down arrow in the Tags field to select only certain Work Requests that have been assigned the selected Tag.
Click the down arrow in the Excluded Tags field to exclude the Work Requests that have been assigned the selected Tag.
Click the down arrow in the Types field to select only certain Work Requests that is of a certain Type.
Click on the date field to use the date picker for specific dates in the report.
Click the down arrow in the Month filter field and select a month that is required for the report.
Click the down arrow in the Workflow field to select only certain Work Requests with the selected Workflow.
Click the down arrow in the WR Priority field to select only certain Work Requests with the selected Priority.
Click the on any underlined record in the WORK REQUEST REPORT to view the detailed List view of the Work Request that can be accessed from.