Performance measures are available to see a quick snapshot on how the department is doing.


There are three categories of “canned’ reports available to districts: Status Reports, Work Order Costs, and Workload Analysis. All three categories and specific reports contained therein were requested by one of our associated districts. We will examine these three categories and their preloaded reports available.


Available Status Reports:
  • Closed Work Orders by Employee (filters by closed date)

  • Closed Work Orders by Labor Hours (filters by closed date)

  • Closed Work Orders by Property (filters by closed date)

  • Closed Work Orders by Purpose (filters by closed date)

  • Open Work Orders by Employee by Property

  • Open Work Orders by Employee by Scheduled Date

  • Open Work Orders by Employee by Received Date

  • Open Work Orders by Priority

  • Open Work Orders by Purpose by Status

  • Open Work Orders by Trade

  • Open Work Orders by Over 30, 60, 90 Days Old

  • Open Work Orders by Over 30, 60, 90 Days Old by Date Range

  • Work Orders by Status By Trade

  • Work Orders Flagged for Follow Up - (Follow up toggle on WO itself)


Available Work Order Costs Reports:
  • Chargeback Report For Export - This filters by Received or Closed Date

  • Chargeback Report

  • Work Order Costs by Asset

  • Work Order Costs by Budget

  • Work Order Costs by Project

  • Work Order Costs by PO Number

  • Work Order Costs Report Generator - All filters available for creating a custom report which can be exported into the usual files: Excel, PDF and Word. 

  • Work Order Costs Summary

  • Work Order Costs Summary with Details

  • Site Funded Report - this is a report for charge backs to school sites for site funded improvements


Available Workload Analysis Reports:
  • Front Office Work Order Closed by Date - this report displays your front office closing of work orders by staff members.

  • Work Completed by Employee

  • Worker Hours by Property - Details

  • Worker Hours by Property - Summary

  • Workload by Employee

  • Workload by Property

  • Workload by Purpose

  • Workload by Trade

  • Worker Time on Task