Maintenance Order List

Reports

Print a report to view maintenance orders by date, status, user ID, department, and action code. For example, City XYZ prints a Maintenance Order List to view maintenance orders that have been partially completed for the admin department.

Printing Maintenance Order List

1. Open the Connect Maintenance > Reports > Maintenance Order List.

2. Set up the Report Dates.

 

3. Select the Dates Based On.

Generate the report using dates based on the action completed date, assigned date, canceled date, completed date, create date, or due date.

Dates Based On

4. Select the Statuses.

Filter the report contents based on the maintenance order status: canceled, completed, and pending. You can select more than one status.

Statuses

5. Select the Assigned To.

Filter the report contents based on the user who is assigned to the maintenance order. The Personnel list will include the user ID for every user that is included in the Personnel table (Organization > Personnel).

Assigned To

6. Set up the Additional Options.

These options are located on the Additional Options tab.

Additional Options tab

Set up the Departments.

Select the checkbox next to a department to include maintenance orders that have been created by the department.

Departments

Set up the Action Codes.

Select the check box next to an action code to include maintenance orders that are assigned to it.

Action Codes

 

7. Set up the Selection Criteria.

 

8. Set up the Report Order.

 

9. Set up the Report Sections.

What is a report section?

Can I print the report section title?

How do I add a header/footer to a report?

How do I insert a page break between report sections?

How do I print the selection criteria on the report?

How do I total the columns in a report section?

 

10. Click Print (CTRL+P).

The report prints.

Updated 07May2018

 

 

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