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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.