This button allows you to view/save a work order detail report by entering a single work order, single invoice #, or by selecting from a list of search criteria to identify the report you want to view/save.
When using the advanced search criteria you will be required to select a company and one of the date ranges.
Work Order # Search
To report on a single work order, simply enter the number here. If you enter a number none of the other advanced search fields can be used
You can fill in as many fields as you like (aside from work order and invoice number) to limit the results of your search for reporting purposes. Keep in mind that after the search results are returned you can still use the filter buttons in the grid to limit the records viewed.
Searching by week ending date will only work for new invoices created after 6/22/24. Legacy invoices will not show up in this search as they don't have an actual week ending date.
Click the filter next to any column on the report and you will be able to filter the rows on your report based on your filter selection. This works the same as a filter in Excel,