Work Order Reports

Work order reports track production activities, manufacturing costs, component usage, and assembly operations across your manufacturing workflow. These reports support production planning, cost analysis, BOM validation, and profitability assessment for manufactured goods.

Access: Reports → Type: Work Order Reports (Type 4)

Understanding Work Order Reporting

Work order reports provide visibility into your manufacturing and assembly operations from multiple perspectives:

Production Status Reports answer “What work is in progress?” by showing active work orders, completion status, and production schedules across warehouses.

Component Tracking Reports answer “What materials are being consumed?” by analyzing BOM accuracy, component usage rates, and material costs for manufactured items.

Cost Analysis Reports answer “What does production cost?” by tracking labor hours, equipment utilization, material expenses, and total manufacturing costs per work order or assembly.

Assembly Reports answer “What finished goods are we producing?” by monitoring assembly operations, yield rates, and inventory updates for manufactured products.

BOM Validation Reports answer “Are our bills of materials accurate?” by comparing planned component usage from BOMs against actual consumption during production.

Most work order reports can be filtered by date range, work order status, warehouse, or assembly item to focus on specific manufacturing activities or cost analysis needs.

Production Tracking Reports

Open Work Orders

Shows all active work orders that have not been completed or closed. Use this report to:

• Monitor production schedules and in-progress manufacturing
• Track work order status and completion progress
• Identify delayed or stalled production activities
• Plan labor and equipment allocation
• Review work orders before period-end closing

Typical Columns: Work Order Number, Description, Type, Warehouse, Status, Created Date, Required Date, Assembly Item, Quantity Ordered, Quantity Completed, Total Cost

Filters: Warehouse, Status (Open, Started, Requested), Date Range, Work Order Type, Assembly Item

When to Run: Daily for production planning, weekly for status reviews, monthly before closing manufacturing periods

Work Orders by Status

Groups work orders by current status (Requested, Open, Started, Completed, Canceled) for production workflow management. Helps you:

• Track work orders through the production lifecycle
• Identify bottlenecks in manufacturing workflow
• Balance workload across production stages
• Review requested work for approval and release
• Audit canceled work orders for pattern analysis

Typical Columns: Status, Work Order Number, Description, Created Date, Last Modified, Warehouse, Assembly Item, Components Required, Total Cost

Grouping: By Status, then by Warehouse or Date

Use Cases: Production meeting reviews, workflow optimization, capacity planning

Work Orders by Type

Organizes manufacturing activities by work order type (Assembly, Rework, Prototype, Custom Orders) for category-specific analysis:

• Analyze production mix across manufacturing types
• Track time and cost by production category
• Identify patterns in custom vs. standard manufacturing
• Plan resources based on production type requirements
• Report on manufacturing capabilities

Typical Columns: Work Order Type, Count, Total Assembly Units, Total Material Cost, Total Labor Cost, Total Equipment Cost, Average Cost per Unit

Grouping: By Work Order Type, optionally by Warehouse or Date Range

Component Analysis Reports

Work Order Component Detail

Lists all components consumed by work orders with quantities, costs, and assembly relationships. Use this report to:

• Validate BOM accuracy against actual component usage
• Track material consumption for manufactured items
• Analyze component costs across production runs
• Identify component substitutions or overages
• Audit component inventory reductions

Typical Columns: Work Order Number, Assembly Item, Component Item, Description, Quantity Required, Quantity Issued, Unit Cost, Extended Cost, Warehouse Location, Issue Date

Filters: Work Order Number, Assembly Item, Component Item, Date Range, Warehouse

When to Run: After production completion, for cost variance analysis, during BOM reviews

Use Cases: BOM validation, cost accounting, component usage trending

BOM Variance Report

Compares planned component quantities from bill of materials against actual components issued during production. This variance analysis helps you:

• Identify BOM inaccuracies requiring correction
• Track yield loss or material waste in production
• Discover component substitutions during manufacturing
• Improve cost estimating for future production
• Monitor production efficiency and material handling

Typical Columns: Assembly Item, Component Item, BOM Quantity, Actual Quantity, Variance, Variance %, Unit Cost, Variance Cost, Work Order Count

Highlights: Variances exceeding thresholds, frequent substitutions, consistent overages/shortages

Action Items: Update BOMs for consistent variances, investigate cost impacts, train production staff on accurate component handling

Component Usage by Assembly

Summarizes component consumption grouped by assembly item across all work orders. Use for:

• Understanding total material requirements by finished good
• Tracking component costs for manufactured items
• Planning component purchasing for production schedules
• Analyzing cost trends for assembly materials
• Validating average component costs per assembly

Typical Columns: Assembly Item, Description, Units Produced, Component Item, Total Quantity Used, Average Quantity per Unit, Total Cost, Average Cost per Unit

Grouping: By Assembly Item, then by Component

Use Cases: Production planning, component purchasing, cost analysis, BOM maintenance

Cost Analysis Reports

Work Order Costing Summary

Provides complete cost breakdown for work orders including materials, labor, equipment, and overhead. This comprehensive report helps you:

• Calculate total manufacturing cost per work order
• Analyze cost components (material, labor, equipment)
• Compare estimated vs. actual production costs
• Track profitability of manufactured items
• Support job costing and financial reporting

Typical Columns: Work Order Number, Assembly Item, Quantity Produced, Material Cost, Labor Cost, Equipment Cost, Overhead Cost, Total Cost, Cost per Unit, Status

Filters: Date Range, Work Order Status, Warehouse, Assembly Item, Work Order Type

Calculations: Cost per Unit = Total Cost / Quantity Produced

When to Run: After work order completion, monthly for cost accounting, quarterly for profitability analysis

Labor Cost by Work Order

Details labor hours and costs associated with production activities. Use this report to:

• Track employee time spent on manufacturing
• Calculate labor cost per work order or assembly
• Analyze labor efficiency and productivity
• Identify high-cost production activities
• Support payroll verification and job costing

Typical Columns: Work Order Number, Assembly Item, Employee, Date, Hours Worked, Hourly Rate, Labor Cost, Notes

Grouping: By Work Order, by Employee, or by Assembly Item

Filters: Date Range, Employee, Work Order, Assembly Item

Use Cases: Payroll processing, cost accounting, productivity analysis, labor budgeting

Equipment Utilization Report

Tracks asset usage and costs for manufacturing equipment assigned to work orders. Helps you:

• Monitor equipment utilization rates
• Calculate equipment cost per work order
• Identify underutilized or over-allocated assets
• Plan maintenance based on production usage
• Analyze return on asset investment

Typical Columns: Asset ID, Description, Work Order Number, Date Used, Hours Used, Cost per Hour, Total Equipment Cost, Utilization Rate

Grouping: By Asset, by Work Order, or by Date

Metrics: Utilization Rate = Hours Used / Available Hours

Use Cases: Asset management, cost allocation, equipment scheduling, capacity planning

Manufacturing Cost Trends

Analyzes production costs over time to identify trends, variances, and cost control opportunities:

• Track cost changes across production periods
• Compare manufacturing costs between assemblies
• Identify cost inflation or deflation patterns
• Monitor impact of process improvements
• Support budgeting and cost forecasting

Typical Columns: Period (Month/Quarter), Assembly Item, Units Produced, Average Material Cost, Average Labor Cost, Average Equipment Cost, Total Cost per Unit, Trend

Grouping: By Time Period, then by Assembly Item

Visualizations: Cost trend lines, cost component breakdowns, variance charts

Assembly Operations Reports

Assembly Production Report

Summarizes finished goods produced through assembly work orders with quantities, dates, and costs. Use this report to:

• Track production output by assembly item
• Monitor manufacturing volumes over time
• Analyze production costs for finished goods
• Support inventory planning and sales forecasting
• Validate inventory receipts from production

Typical Columns: Assembly Item, Description, Work Order Count, Total Units Produced, Total Material Cost, Total Labor Cost, Total Cost, Average Cost per Unit, Date Range

Filters: Date Range, Assembly Item, Warehouse, Work Order Type

Grouping: By Assembly Item, by Warehouse, or by Time Period

When to Run: Weekly for production tracking, monthly for inventory planning, quarterly for cost accounting

Assembly Yield Report

Tracks assembly yield rates comparing planned production quantities against actual finished goods received. This efficiency report helps you:

• Measure production efficiency and quality
• Identify yield loss or waste in manufacturing
• Compare actual vs. expected production output
• Improve process control and quality management
• Adjust cost estimates for yield factors

Typical Columns: Assembly Item, Work Orders Count, Planned Quantity, Actual Quantity Produced, Yield Rate %, Yield Loss, Yield Loss Cost, Average Yield

Calculations: Yield Rate = (Actual Produced / Planned Quantity) × 100

Filters: Date Range, Assembly Item, Warehouse, Minimum Yield Threshold

Action Items: Investigate low yield rates, update BOMs with yield factors, improve production processes

Finished Goods Received from Production

Lists all finished goods received into inventory through work order completion with full audit trail. Use for:

• Validating inventory increases from production
• Tracking finished goods by manufacturing date
• Supporting inventory reconciliation
• Auditing production receipts
• Analyzing production patterns

Typical Columns: Receipt Date, Work Order Number, Assembly Item, Description, Quantity Received, Unit Cost, Total Cost, Warehouse, Location, Received By, Completion Date

Filters: Date Range, Assembly Item, Warehouse, Work Order

Sort Options: By Date, by Assembly Item, by Work Order, by Warehouse

Historical and Audit Reports

Completed Work Orders

Shows all work orders marked as completed or closed with full cost and production details. This historical report supports:

• Production history review and analysis
• Cost accounting for completed manufacturing
• Trend analysis of production activities
• Compliance documentation and audit trails
• Historical cost reference for estimating

Typical Columns: Work Order Number, Completion Date, Assembly Item, Quantity Produced, Material Cost, Labor Cost, Equipment Cost, Total Cost, Cost per Unit, Completed By

Filters: Completion Date Range, Assembly Item, Warehouse, Work Order Type, Cost Range

Sort Options: By Completion Date, by Cost, by Assembly Item

When to Run: Monthly for accounting close, quarterly for trend analysis, annually for historical review

Work Order History by Assembly

Provides complete production history for specific assembly items across all work orders. Use this report to:

• Review all production runs for a manufactured item
• Compare costs across production batches
• Identify cost trends for specific assemblies
• Support cost estimating for new production
• Track production frequency and volumes

Typical Columns: Assembly Item, Description, Work Order Number, Production Date, Quantity Produced, Material Cost, Labor Cost, Total Cost, Cost per Unit, Yield Rate

Filters: Assembly Item (required), Date Range, Warehouse

Grouping: By Assembly Item, chronologically ordered

Analysis: Cost per unit trends, average production costs, volume patterns

Work Order Audit Trail

Complete transaction log of all work order activities including creation, modifications, component issues, and completion. This audit report provides:

• Full documentation of work order lifecycle
• Change tracking for compliance and quality control
• User activity audit for production transactions
• Problem investigation and troubleshooting
• Historical record of manufacturing decisions

Typical Columns: Work Order Number, Transaction Date, Action (Created, Modified, Component Issued, Labor Added, Completed, Canceled), User, Field Changed, Old Value, New Value, Notes

Filters: Work Order Number, Date Range, User, Action Type

Use Cases: Compliance audits, quality investigations, training review, security audits

Manufacturing Analysis Reports

Work Order Cycle Time Report

Analyzes the time required to complete work orders from creation through completion. Use for:

• Measuring production lead times
• Identifying bottlenecks in manufacturing workflow
• Improving production scheduling
• Setting realistic customer expectations
• Benchmarking production efficiency

Typical Columns: Work Order Number, Assembly Item, Created Date, Started Date, Completed Date, Time to Start (days), Cycle Time (days), Total Time (days), Status

Calculations:

• Time to Start = Started Date - Created Date
• Cycle Time = Completed Date - Started Date
• Total Time = Completed Date - Created Date

Filters: Date Range, Assembly Item, Warehouse, Work Order Type

Grouping: By Assembly Item, by Work Order Type, by Warehouse

Metrics: Average cycle time, minimum/maximum cycle times, on-time completion percentage

Production Capacity Report

Analyzes work order volumes and resource utilization to assess production capacity and identify constraints:

• Measure current production throughput
• Identify resource bottlenecks (labor, equipment, space)
• Plan capacity expansion or reduction
• Balance workload across warehouses
• Support production scheduling

Typical Columns: Time Period, Work Orders Completed, Total Units Produced, Labor Hours Used, Equipment Hours Used, Capacity Utilization %, Bottleneck Resource

Grouping: By Time Period (Daily, Weekly, Monthly)

Metrics: Production volume trends, resource utilization rates, capacity constraints

Work Order Profitability Analysis

Compares manufacturing costs against sales prices or standard costs to assess profitability of production activities:

• Calculate gross margin on manufactured items
• Identify profitable vs. unprofitable production
• Compare actual vs. standard manufacturing costs
• Support pricing decisions
• Optimize production mix

Typical Columns: Assembly Item, Units Produced, Total Manufacturing Cost, Cost per Unit, Standard Cost, Sales Price, Gross Margin per Unit, Total Gross Margin, Margin %

Calculations:

• Gross Margin per Unit = Sales Price - Cost per Unit
• Margin % = (Gross Margin / Sales Price) × 100

Filters: Date Range, Assembly Item, Minimum Margin Threshold

Highlights: High-margin products, low-margin products, negative margin items

Using Work Order Reports Effectively

Daily Operations

• Review Open Work Orders to plan daily production activities and resource allocation
• Check Assembly Production Report to track output and validate inventory receipts
• Monitor Work Order Cycle Time to identify delayed production requiring attention

Weekly Management

• Run Work Orders by Status to manage production workflow and identify bottlenecks
• Review Labor Cost by Work Order to track employee productivity and project costs
• Analyze Assembly Yield Report to identify quality issues or process inefficiencies

Monthly Accounting

• Generate Work Order Costing Summary for complete manufacturing cost accounting
• Run Completed Work Orders for financial reporting and cost allocation
• Review Manufacturing Cost Trends to monitor cost control and variance analysis

Strategic Planning

• Analyze Production Capacity Report to plan resource allocation and expansion
• Review Work Order Profitability Analysis to optimize production mix
• Use Component Usage by Assembly to improve purchasing and inventory planning
• Run BOM Variance Report to maintain accurate bills of materials

Continuous Improvement

• Compare cycle times across periods to measure process improvements
• Track yield rates to identify quality enhancement opportunities
• Analyze cost trends to validate cost reduction initiatives
• Monitor labor and equipment utilization for efficiency gains

Report Filtering and Customization

Most work order reports support common filters:

• Date Range: Filter by work order creation, start, or completion dates
• Warehouse: Limit to specific production locations
• Assembly Item: Focus on specific finished goods
• Work Order Status: Filter by Requested, Open, Started, Completed, or Canceled
• Work Order Type: Analyze specific categories of production
• Cost Range: Identify high or low-cost manufacturing activities
• Employee: Track work orders by production staff

Column Customization: Add or remove columns, adjust widths, change sort order to match your analysis needs.

Export Options: Export to Excel, PDF, or CSV for further analysis, distribution, or archival.

Scheduled Reports: Automate recurring reports for regular production tracking and cost accounting (Admin → Report Scheduling).

Related Topics

• Work Orders - Creating and managing production work orders
• Bill of Materials - Defining component lists for assemblies
• Assembly Operations - Kit assembly and finished goods production
• Labor Management - Recording employee time for production
• Equipment Management - Asset tracking and utilization
• Inventory Reports - Stock impact from production activities
• Cost Accounting - Manufacturing cost methods and accounting