Purchases Report

ML Work Orders™ Users have the ability to run a Purchase Report.

This allows users to see a purchase transaction history for all work orders. The report displays for each individual Work Order:

• Work Order #
• Building/Space
• Transaction Date
• Qty
• Cost Each
• Total Cost
• Assigned To
• Transaction Description

This report also shows the Total Cost and Total Number of Purchase Transactions for all Work Orders in the Report.

To run this report, you will want to take the following steps:

1. Select Reports  > Purchases Report.

Date: You can Filter a specific time frame or Preset time frames based on the year.

Note: You can filter for different report dates such as Completed Date, Submitted Date, etc. 

2. Use the available filters to narrow down your report

• Space
• Building
• Assigned To
• Transaction Date
• Transaction Type
• Quantity
• Cost Each
• Total Cost
• Transaction Description

Sorting Columns.

1. Select the column header to sort all Work Orders based on that specific column.

Note: The column will be highlighted in blue when it is being sorted on. 

Filtering Purchases.

1. By selecting the three vertical dots within the header, each column can be filtered further.

A menu will be displayed that allows you to filter specific selections within the selected column. 

2. Select the checkbox next to each item you would like to filter on, and then select the Filter button at the bottom of the menu.

Adding Columns for filtering and sorting.

More columns can be added for additional filtering options. You can add columns by selecting the columns button ( ) at the top right of the page. Next, select a column you want to display and click the right arrow (in red).

If you need to remove a column, select the options you want to remove on the right-hand-side and choose the left arrow (in green)

Select Save to Update the Report.

You can print the report by clicking Actions > Print.

You can also export the file to .XLS by clicking Actions > Export to Excel.