Running a Work Order Activity Report is the best way to track a buyer company's productivity, analyze data, and improve work order processes. All fields in the work order can be included in a customized report, including Buyer Custom Fields. Here are just some data points that can be collected in work order activity reports:

• Work order volume
• Work order status
• Service pro & ratings given
• Pricing trends
• Service Locations
• Custom field information
• Resolutions and other closing data
• Tax information

In addition to the default settings, which run reports in Closed and Active status over a set period of time, a buyer can create and save custom reports. To create a custom report:

1. Navigate to Work Orders > Activity Report
2. Select Create a Custom Report 
3. Choose the work order status and the format for the report output (HTML, Excel, or Tab Delimited)
4. In Report Filters, include date ranges for various work order statuses and select the Service Location Country
5. Select the Information Groups to be included in the report (see breakout below)
6. Buyers have the option to name the saved report
7. Select Create Report

Work Order ID
Work Order ID

Buyer Information
Created By
Closed By

Service Pro Information
Pro ID
Pro Name
Pro Company Name

Work Order Status
Status
Sub-Status

Work Order Dates
Service Date
Appointment Date
Date Created
Date First Routed
Date Accepted
Date Completed
Date Closed
Date Cancelled

Work Order Description
Title
Tasks

Work Order Pricing
Pricing Method
Spend Limit (US$)
Initial Spend Limit (US$)
Hourly Rate (US$)
Parts Included

Work Order Location
End User Name
End User Phone
Location Name
Location City
Location State/Province
Location Zip/Postal Code
Location Country

Work Order Custom Fields
Buyer Custom Fields
Service Pro Custom Fields

Work Order Completion Information
Resolution Notes
On-Site Dates
Total Hours On Site (calc.)
Hours Worked

Work Order Service Fee
Access Fee (US$)
Parts Total (US$)
Labor Total (US$)
Other Total (US$)

Taxes (US)
Access Fee GST (US$)
Sales Tax (US$)
Service Tax (US$)

Taxes (Canada)
Access Fee GST (US$)
Nova Scotia HST (US$)
New Brunswick HST (US$)
Newfoundland/Labrador HST (US$)
British Columbia PST (US$)
Alberta PST (US$)
Saskatchewan PST (US$)
Manitoba PST (US$)
Ontario PST (US$)
Quebec PST (US$)
Prince Edward Island PST (US$)
OnForce GST Number
Pro GST Number

Feedback
Buyer Rating
Pro Rating
Buyer Comments
Pro Comments