I would like to create a Generic Inquiry that list Service Orders - not completed up to a specific time <= 7days, <=30 but >7days; <=60days but > 30 days; <=90days but > 60days ..... and can be filtered by supervisor. Would eventually like to turn into a dashboard.
Best answer by Connor Morse
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A Service Orders Aging report would be nice to have. Can you provide an idea of what your preferred output would look like?
Hi
Hope this Helps!
Hello
Thanks for the response. I’ve implemented this but was having some issue with the filer settings as it relates to greater than or less than. I think i have it working at this point. I’ve included this formula to give me an actual number next to the Service Order =DateDiff( 'day', [FSServiceOrder.CreatedDateTime], today() ). Would that be correct in getting an actual number of days opened?
Below is a sample of the filters.
Only note is that if you use Greater/Less than or Equal To @Today-30 on both filters, you will get Orders that fall on the same 30 day mark for both saved filters. You might want to change the date to 31-60, or change it to Less Than (without Equal To) if you don’t want orders to show on both filters.
Thanks for the response. Is there a way to get a grand total for each category. I would like to turn this into a dashboard and would want to display the “Total Estimated Amount” on the widget for each category.
Thanks again. Will implement and wait on some feedback.
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