> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting Tool

> ### 💡 What is Reporting Tool
>
> The Reporting Tool is designed for generating complex reports. In the normal report documents, you create reports for a single record only. However, with the Reporting Tool, you can generate reports for multiple work orders or service locations simultaneously, and you can apply filters to these work orders or service locations.
>
> ***This tool is specifically for reports related to work orders and service locations.***

> ### ⚠️ Report Type
>
> ***It's very important to read the report type documentation to understand the entire process. The report type documentation is part of the Reporting Tool documentation, and it should not be overlooked.***

## Access To Reporting Tool

### 1. Reporting

From the side navigation, select **Reporting** .

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/a4b2f938-812b-4f32-a4e4-59b64a31c401.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=dd17b5078cee3fb56febaa5502699c04" alt="" width="414" height="554" data-path="images/a4b2f938-812b-4f32-a4e4-59b64a31c401.png" />

### 2. Click on Reports

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/b8a8f04e-bb0a-4270-b4fa-f64bb9a5bb16.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=d2b9592020afad56420eeb310228bde7" alt="" width="409" height="369" data-path="images/b8a8f04e-bb0a-4270-b4fa-f64bb9a5bb16.png" />

### 3. Reports Main Screen

Here, you can see all the reports you’ve created, and you can either edit them or create a new report.

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/a4793090-b293-486e-8b91-f590e830d5ff.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=bfe65c79a721a2b55df15a2b7f78b89b" alt="" width="1920" height="917" data-path="images/a4793090-b293-486e-8b91-f590e830d5ff.png" />

## What's Inside ?

### 4. Reports Main Screen

There are three sections in the Reports screen:

1. **Main Information**

2. **Report File**

3. **Work Orders**

The Work Orders section will not appear until you save the report.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/2f8c6852-b996-4888-86ec-475a0a0cfabd.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=98a40c6191014538abb5f9ba9544295a" alt="" width="1920" height="917" data-path="images/2f8c6852-b996-4888-86ec-475a0a0cfabd.png" />

## Information Section

### 5. Report Type

In the Report Type section, you need to select the report type you want to generate. You can refer to the documentation for the report types you created previously.

*We will select the* ***Monthly Report*** *as the report type for our example.*

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/38157930-1ab4-4195-b7cf-1731b7b5c4b8.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=a64937128829ef175fb2cf756063e178" alt="" width="638" height="622" data-path="images/38157930-1ab4-4195-b7cf-1731b7b5c4b8.png" />

### 6. Report Date

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/864f3ad5-ae93-4dee-a2a1-b74294eae943.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=85bd1502823c688aa5ffe7ab9041f5fd" alt="" width="630" height="786" data-path="images/864f3ad5-ae93-4dee-a2a1-b74294eae943.png" />

### 7. Customer

Here, you select the customer for whom you want to generate the report.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/30e08b54-a7c4-4826-a7f3-2959ebacf6cb.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=ec20e9437ea82cc77a3de94b9fa415f2" alt="" width="632" height="748" data-path="images/30e08b54-a7c4-4826-a7f3-2959ebacf6cb.png" />

### 8. Service Location

If the report type is for a service location, you will also need to select the service location you want to include.

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/999ff049-4d66-4741-8151-1f36e07f1025.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=9f0941a05745e7f541b2453fb1c58719" alt="" width="635" height="537" data-path="images/999ff049-4d66-4741-8151-1f36e07f1025.png" />

### 9. Date Range

If we selected a date range in the report type, we will also need to specify the date range.

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/56896458-24d3-4977-b954-da7f5f7257ec.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=6dd08a4736be8a7191f2a8ee6041abef" alt="" width="960" height="459" data-path="images/56896458-24d3-4977-b954-da7f5f7257ec.png" />

> ### ⚠️ Report Type
>
> ***It's very important to read the report type documentation to understand the entire process. The report type documentation is part of the Reporting Tool documentation, and it should not be overlooked.***

### 10. Save

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/943005c4-5669-4e86-87c5-72c7cf288738.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=d9b44486903b9b467f8e92503939fa6b" alt="" width="1920" height="917" data-path="images/943005c4-5669-4e86-87c5-72c7cf288738.png" />

## Selecting Work Orders

### 11. Work Orders

Once we have saved the report, as mentioned before, a new section for work orders will appear.

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/c1db9ba7-2957-44ee-886b-5771656c3f69.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=186b1d44a4616678b6822026ebea9618" alt="" width="1920" height="917" data-path="images/c1db9ba7-2957-44ee-886b-5771656c3f69.png" />

### 12. Click On Link Icon

To select the work orders you want to include in the report, you need to choose them from the available options.

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/47789532-4ca7-47e0-befc-058c5844a98c.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=b7a05b40b2931d693664a963860bed4c" alt="" width="1286" height="654" data-path="images/47789532-4ca7-47e0-befc-058c5844a98c.png" />

### 13. Select Work Orders

Once you click on the link icon, a new window will pop up for you to select the work orders. The selected work orders will be highlighted in green. After you finish selecting, click on **Next** .

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/3976125c-ce77-4158-b4e4-56bf594d9b9b.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=033b94a4a08641c3db60dcb5399221e9" alt="" width="1920" height="917" data-path="images/3976125c-ce77-4158-b4e4-56bf594d9b9b.png" />

### 14. Preview

As you can see, all the selected work orders now appear in the Work Orders section.

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/9c92f4ca-c4fb-45d4-b3ba-ef2dde4b5a34.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=fc74939bac9c7a079be6dae871e7019b" alt="" width="1293" height="659" data-path="images/9c92f4ca-c4fb-45d4-b3ba-ef2dde4b5a34.png" />

## Result

### 15. Click on Run Report

After setting up all the information and selecting your work orders, you can generate the report by clicking the **Run Report** button.

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/a1c81bfc-898f-402e-be60-31f93f3a0aa3.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=5005dfcb1f6e47cf4c0f2be130666dd8" alt="" width="1920" height="917" data-path="images/a1c81bfc-898f-402e-be60-31f93f3a0aa3.png" />

### 16. Generated Report

The generated report will appear in the Report File section, where you can download it from there.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/139363e0-1f2c-4bf1-9b1f-8f638cad936d.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=e84e0bbfb151a122b81b824fafa95175" alt="" width="1920" height="917" data-path="images/139363e0-1f2c-4bf1-9b1f-8f638cad936d.png" />

### 17. Don’t forget to save your changes!

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/576b6dcd-ee6c-485e-844b-52500a18d0e4.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=87ab3e5361054c94a8ae88a9d176f020" alt="" width="1920" height="917" data-path="images/576b6dcd-ee6c-485e-844b-52500a18d0e4.png" />�����������������������
