Work Order Overview

Updated on 08 Jan 2025
2 Minutes to read

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Work order dashboards are visual tools used to manage and track work orders across various organizations. They provide a centralized view of all active and completed tasks, enabling managers to efficiently allocate resources and prioritize work. By presenting key metrics such as status, deadlines, and workload distribution in an easy-to-understand format, dashboards enhance decision-making and operational efficiency. The use of these dashboards leads to improved communication and coordination among teams by highlighting potential bottlenecks and areas requiring attention. Ultimately, work order dashboards support better time management, cost control, and productivity in managing work orders.

To view the Work Order Overview Dashboard, perform the following steps:

Navigate to Service Management > Reports.
Select Dashboards. Select the module as Work Order.
Figure: Work Order overview Dashboard
Click and open the Work Order overview Dashboard. You can select from the various filters such as tenant, classification, status, workgroup, priority, category, and date.
Figure: Work order overview dashboard details

The following table explains the reports available in the dashboard.

Dashboard	Description
Metric dashboard	Displays the count of work orders open, resolved, assigned, in progress, pending along with the total.
Graphical Dashboard
Status Wise Summary	Displays the summary of all the work order statuses.
Workgroup Wise Work Order Trend	Displays the count of work orders by statuses for all the workgroups.
Analyst Wise Work Order Trend	Displays the count of work orders by statuses for all the analysts.
Classification Wise Work Order Trend	Displays the count of work orders by statuses for all the classifications.
Category Wise Work Order Trend	Displays the count of work orders by statuses for all the categories.
Priority Wise Work Order Trend	Displays the count of work orders by statuses for all the priorities.
Customer Wise Work Order Trend	Displays the count of work orders by statuses for all the customers.
Location Wise Work Order Trend	Displays the count of work orders by statuses for all the locations.

The color legend for chart is

Inspect Data

The inspect data option is available on the data item in the dashboard.
Figure: Inspect data

The Inspect data opens a window that displays raw or aggregated data.

Aggregated data - It displays the aggregated data retrieved from the dashboard item's data storage.
Raw data - It displays the underlying raw data from the dashboard item.

Export To

The entire dashboard or a single card in the dashboard can be exported. The available options to export are:

PDF - You can export the dashboard or a single card to PDF format.
Image - You can export the dashboard or a single card to Image format.
Excel - You can export the dashboard or a single card to Excel format. Figure: Export to

To maximize the card, click icon.
Figure: Maximize

To minimize the card, click icon.
Figure: Minimize

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