Work Order Reports

Report Title	Report Description	Location	Use Case Scenario

Report Title	Report Description	Location	Use Case Scenario
Campaign Details	The Campaign Details report provides a detailed view of active work orders associated with specific campaigns. It includes information on work order status, labor hours, costs, and completion percentages for various tasks under a campaign. This report is valuable for fleet managers to track the progress, labor, and costs associated with ongoing campaigns, ensuring efficient resource allocation and project completion.	Reports > RTA Standard Reports > Work Order > Campaign Details	Monitor the progress and completion rates of active campaigns across facilities Evaluate labor and part costs associated with each campaign Track and manage work orders tied to specific vehicle campaigns Identify areas where additional resources may be required to expedite campaign completion Optimize budget allocation by analyzing campaign-specific costs
Customer Accounting Report by Transaction Date	The Customer Accounting Report by Transaction Date details customer-related transactions within a specified date range, providing insights into various cost categories by vehicle, work order, and customer. This report is essential for fleet managers aiming to track and allocate costs, by the date they occurred, accurately across multiple customer accounts, vehicles, and service types, helping in budgeting and cost control.	Reports > RTA Standard Reports > Work Order > Customer Accounting Report by Transaction Date	Analyze total costs per work order, vehicle, and customer for accurate accounting. Monitor expenses by transaction categories such as parts, labor, and taxes to identify areas for cost reduction. Utilize the report for monthly or periodic customer billing and cost reconciliation. Verify and audit transactions to ensure alignment with customer invoices and internal records. Assess total expenses by facility and department for internal budgeting and forecasting.
Customer Accounting Report by WO Close Date	The Customer Accounting Report by WO Close Date provides a detailed breakdown of costs associated with customer vehicles and work orders, organized by facility and customer. This report allows fleet managers to analyze and summarize expenses across multiple cost categories, such as labor, parts, and other specific charges, facilitating improved budgeting and cost control based on the closed work order date.	Reports > RTA Standard Reports > Work Order > Customer Accounting Report (ROD)	Track and manage total repair costs for customer vehicles by department and facility Analyze expenses by individual cost categories (e.g., parts, labor, tires) for accurate billing Identify high-cost repairs or customers with significant outstanding balances Assist in end-of-month or quarterly financial reporting with itemized and totaled data Support customer billing accuracy by validating detailed costs per work order
Repair by Work Type	The Repair by Work Type report provides a comprehensive view of repair work categorized by work type for fleet vehicles. It displays a breakdown of repair tasks with associated costs, labor hours, and other relevant metrics. This report is essential for fleet managers to monitor repair types, manage expenses, and allocate resources effectively across different repair needs.	Reports > RTA Standard Reports > Work Order > Repair by Work Type	Identify recurring repair types and assess cost impact on the fleet Track labor hours and associated costs for different repair tasks Analyze repair types by specific vehicles or customers to optimize maintenance schedules Use cost data to support budgeting and financial planning for fleet repairs Evaluate repair trends to implement preventive maintenance strategies
Repair History by Facility	The Repair History by Facility report provides a comprehensive view of vehicle repairs segmented by facility, vehicle, and VMRS code. This report is valuable for fleet managers to monitor and analyze repair costs and frequency for better resource allocation and budgeting.	Reports > RTA Standard Reports > Work Order > Repair History by Facility	Track and manage repair costs by specific facilities or departments. Analyze repair history to identify high-maintenance vehicles or recurring issues. Assist in budgeting and forecasting repair expenses. Evaluate the efficiency of facilities by comparing repair frequencies and costs. Support decision-making for fleet expansion or reduction based on repair data.
Repair History by Single Vehicle	The Repair History by Single Vehicle report provides detailed data on repair history for individual vehicles. It includes information on parts, labor, and total repair costs, helping fleet managers keep track of vehicle maintenance expenses over specific periods. This report is valuable for fleet managers aiming to monitor repair costs per vehicle, aiding in budgeting and maintenance planning.	Reports > RTA Standard Reports > Work Order > Repair History by Single Vehicle	Track vehicle-specific repair costs to assess maintenance expenditures. Identify trends in repair frequency or costs over time. Support budgeting and forecasting for vehicle maintenance. Aid in decision-making about vehicle replacements based on repair history. Facilitate compliance and record-keeping by maintaining a detailed repair history for individual vehicles.
Repair History Totals by VMRS	The Repair History Totals by VMRS report provides a comprehensive summary of repair costs, categorized by VMRS codes, including labor hours, labor cost, parts cost, and total cost per repair type. Fleet managers can utilize this report to track repair expenses and identify high-cost areas across different facilities, aiding in cost control and maintenance efficiency.	Reports > RTA Standard Reports > Work Order > Repair History Totals by VMRS	Evaluate repair costs associated with specific VMRS codes to assess common repair needs. Track labor hours and labor costs for budgeting and resource allocation. Identify high-cost repairs and parts usage trends for maintenance planning. Compare repair costs across facilities to spot operational inefficiencies. Use the data to forecast future maintenance expenses based on historical trends.
WO Transaction by Vehicle	The WO Transactions by Vehicle report details all work order transactions associated with individual vehicles within a specified date range. This report helps fleet managers track the parts, labor, and associated costs for each work order by vehicle, allowing for effective cost tracking and maintenance planning.	Reports > RTA Standard Reports > Work Order > WO Transactions by Vehicle	Analyze work order costs on a per-vehicle basis to manage budgets effectively. Identify trends in vehicle maintenance expenses for preventative action. Track specific parts or services provided across multiple work orders. Assess labor hours and costs associated with each vehicle to optimize resource allocation. Support decision-making in vehicle repairs or replacements based on cost history.
WO Open-Close Reports	The WO Open-Close Reports collection provides insights into the status of work orders over specific time frames (30 days and 90 days). These reports include lists of open and closed work orders, as well as a summary report that visualizes work order counts with comparative graphs. This set of reports helps fleet managers monitor maintenance efficiency and respond to overdue work.	Reports > RTA Standard Reports > Work Order > WO Open-Close Reports	Track and manage open and closed work orders over designated time periods. Use data visualization to quickly assess the ratio of open versus closed work orders. Identify patterns in work order closure rates for operational improvements. Assist in resource planning by analyzing the distribution of open and closed work orders across facilities.