Simple Date Selector in Report Builder (Work Order & Asset Management)

You can quickly choose dates for reports!

Go to the Left Navigation Bar > Reports > Report Builder

After choosing the columns of information that you want to export,

you can use the Simple Dates feature to quickly choose a date

Choose the following:

• Today (default), Yesterday or Tomorrow
• This week, Next week, or Last week
• This month, next month, or Last month
• This year or Last year

If you prefer to enter a custom date range, you still can by clicking on Custom Dates.

Then click "Run Report" to export it.

In the next window, you can either export it to Excel in order to resize columns and rows...OR you can export it "as is" to PDF. Once you report it to Excel or PDF, then you can print it or email it.

You can also choose to "Save Report", which will save all the custom options and filters you have set so that way you can later come back to Report Builder and click on "Saved Reports" and then choose to LOAD the settings of a saved report. This allows you to quickly reset all the options and filters to the way you had previously customized so you then all you need to do is change the date range and you're ready to export again!

The Simple Dates feature is available in the other reports as well (WO Time, Tasks, Inventory Request)!