Filter WO Summary by Open or Closed Status

One of the built-in report templates is the Work Order Summary, which provides a list of ALL work orders  and includes the fields WO #, Equipment, Date Issued, Date Completed, Vendor, and Assigned To.

You may wish to filter this report to display only Work Orders that are (Open) or (Closed) status.

1. Go to Reports > Work Orders > Work Order Summary

2. Click the " Additional Criteria" drop-down menu

3. Check the first box (a), set the " Field" drop-down to "WO Status" (b), enter the "Value" by typing "Open" (c)

4. Click " OK" (d), then "Apply" (e)

5. Replace " Open" with "Closed" to view only closed Work Orders!

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