Whether you need the report in Excel or PDF format or save your own template for future use.
1. Click "Operations"
2. Click "Work Orders"
3. Click on the "Work Order Number" to go the Work Order Details page
4. Click "Download Report"
5. Click on the Arrow next to "Trip"
6. This will expand all options that you want to be in the Trip Report.
You can uncheck to exclude any below options in "Trip Report"
7. Click on the Arrow next to "Forms and Reports"
8. This will expand all options that you want to be in the Trip Report.
You can uncheck to exclude any below options in "Trip Report"
9. Click on "Generate Report by" and choose either "Work Order" or "Site"
10. Click "SAVE AS TEMPLATE" if you want to have your own template
11. Add Template Name and Click "Save"
This Template will appear in all Work Orders Trip Report
12. Select the format of Report - "Excel" or "PDF"
13. Click "EXPORT" and the "Trip Report" will be downloaded
