Before You Begin

You must use TeleRoute for your business and have work orders in TeleRoute.

Creating the Report

1. From the Trash Flow tilebar, click Reports > Teleroute Reports > TR Work Order Report.

2. Select a Business and Billing Group to define which customers to include in the report.

3. Select a Driver and Truck or leave these fields set to ALL to include work orders regardless of driver or truck.

4. Select options from 1st Sort Parameter and 2nd Sort Parameter to determine how report results are organized.

5. Use the Customer drop-down menu to select which customers to include in the report. Select ALL to include all customers or NONE to exclude all customers.

6. Enter a Start Date and End Date, then select the Which Date option to specify which work order date the report uses.

   Tip: Right-click the arrows to sort through dates one week at a time rather than day by day.

7. Optional: Select Show Service Address, Show Work Order Notes, Show Placement Notes, and Show Report Criteria as needed.

8. Select a report Format to create the report as a PDF or toExport CSV.

9. Click OK. The TeleRoute Work Order Report will open.

See Also

For more information about TeleRoute reports, see the articles below:

Create A TeleRoute Activity Report

Create A Route Inactivity Report

Create a TeleRoute Route Report