Email Work Order Report as a PDF

Desire to send a PDF Report of the Work Orders via e-mail, not a link to them.

• UBCIS

• UB Work Order/Print

Informational

Navigate to: Property Revenues > Utility Billing > UB Work Order Management > UB Work Order/Print 

1. Select Search

2. If desired, limit the Work Orders by entering in information to limit the search.

   1. For example, to only send Completed Work Orders, select Completed under the Status section.

3. At the bottom of the page a number represents all included in the search and the and arrow keys may be selected to see all that will be included. 

   1. Selecting Browse will also show all included in the search.

4. When happy with the search results, select Output

5. Select Save

6. Change the save as type to PDF

   1. If desired, change the name of the file. 

7. Select Save.

8.  Once Saved, select the User Profile in the top right corner of the screen (often a colored circle with Initials of the User).

9.  Select My Reports

10. Find the PDF. 

    1. Clicking the date column header will sort by date to find the newest. 

11. Double-click the Report to bring up the PDF. 

12. Select Download

13. After downloaded, e-mail this PDF Report as an attachment.