Apply Filters to Workflow View

How to apply filters to your Workflow Manager View in Report Pro

Things To Note

Workflow Manager filters can be adjusted as needed

How To

Open your Report Pro software
Select the Workflow tab at the bottom of your Report Pro software
From the Workflow Manager
1. Select the WorkFlow Filters footer to expand filtering options
2. Filter By Repair Phase
  1. Deselecting any of the three repair phases will not display those repair orders in your Workflow Manager window.
  2. For example, you can prevent invoices from appearing in the window since they are effectively finished. If the invoice is printed, the customer called, and now it’s waiting on customer to pick up; why should you take up precious real estate in your workflow window? Deselect the invoice icon to not show the invoices to declutter your workflow.
  3. Select a Phase to display
3. Filter By Technician
  1. If your shop works with teams or you have specific technicians to monitor, deselect the checkbox next to the technician's name you do not need to watch. This allows you to focus only on those that you want to watch.
  2. Select a checkbox next to the technicians name to watch their status
4. Filter By Service Advisor
  1. Each advisor can monitor their own workload simply by deselecting any other advisors that may be working along with them, keeping their workflow display as simple as possible.
  2. To Monitor more than one Service Advisor select the checkbox next to the Service Writers names
5. Filter By Status
  1. Deselect any status by deselecting the checkbox next to the status that you have no need to monitor.
  2. For example, you may have a Sublet status but there are no sublets being currently used. Deselect Sublet to free up your workflow view and then reselect when a sublet is being used.
  3. To Monitor a status select the checkbox next to the appropriate status