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Reports - Purchase and Work Orders
Reports - Purchase and Work Orders

See all Purchase and Work Orders in one place.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Navigation for all reports:

The overall search/filter section will be on the right hand side. At the top of this section is the "clear all" option if you want to reset any filters.

If you are on a smaller screen or if your browser window is condensed you may need to hover over the column headers to find the scroll bar to scroll to see all of the information.

You will be able to see 10 orders/invoices/packages at a time. You can use the arrows on the bottom right to continue to the next page.

If you wish to export a report, ensure you have the filters set to what you would like to export and then select "Export to CSV" at the top right. This will put the data into a spreadsheet.

Order Reports:

You will want to select the option for orders and it will open up a report of Purchase Orders and Work Orders you have created in Mydoma.

This should be similar to what you see when you first enter.

You are able to filter orders by:

  • Start Date: the oldest order you want to see

  • End Date: the newest order you want to see

  • Project: orders in a specific project

  • Type: Purchase Order, Work Order, or All

  • Status: based on the preset statuses that you have assigned to orders

Pro Tip: Want to give your Accountant or Bookkeeper access? Simply make them a users and set their permissions.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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