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New Work Order Profit Report

This Help File Page was last Modified on 11/28/2016

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This new Work Order Profit dialog (which is actually presented as a data grid) may be populated based on the Requested On Date entered for Work Orders created within a specified Date Range

Each selected Work Order is listed with:

The (Retail) Charges and (Wholesale) Costs that were recorded

The Totals for those Charges and Costs, and

The calculated Profit (or Loss) resulting from them.

Grand Totals for those Charges and Costs are also provided.

The resulting data may be formatted, filtered, sorted and then Printed and/or Exported, as needed.

 

HelpFilesWorkOrderProfitReport

Work Order Profit dialog

 

Using the Work Order Profit dialog

Set Up the data as needed (e.g., establish a Date Range, select the columns to be included, choose the sorting order, set filters, etc.)

 

Once the desired Set Up is defined, there are four choices:

1.Print - View the Print Preview dialog which will display - as currently formatted - the Work Order Profit dialog's data grid in a printable format

 

HelpFilesWorkOrderProfitReport-PrintPreview

Work Order Profit report - Print Preview

 

2.Export - Save the the Work Order Profit dialog's data grid - as currently formatted - in a Spreadsheet file (XLS), text file (txt), or CSV file format

The Windows® Save As dialog will be presented, within which you may choose the location, file name and file type you want to be Exported (saved).

 

3.Email - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.

 

4.Go To Subscriber - To view the Subscriber Form associated with a specific Work Order:

Select that Work Order data line

Click the Go To Subscriber Icon.