Nexus User Guide
×
Menu
Index

Work Order Detail

 
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 Detail
1

Work Order # Search

1. 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
2

Advanced Search

2. Advanced Search
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.
3

Clear Button

3. Clear Button
Click the Clear button if you want to clear all search entries so you can start a new search
4

Search Button

4. Search Button
Once you have entered your search criteria, the Search button will be enabled and you can simply click Search to start the search for your report
5

Dump to Excel

Once your results grid is filled in, you can export the report to Excel by clicking this button
NOTE:  If you set any filter on the grid, then only the filtered results will be exported to Excel.
6

Filter Grid

6. Filter Grid
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,