Filing Type Tracking by Month Report

Filing Type Tracking by Month Report

In this article, we go over the Filing Type Tracking by Month report within CleanTelligent. As a pre-requisite to this article, please check out the article Using Filing Types

The Filing Type Tracking by Month report is used to track what filing types have been used over a period of time. The report will include all work orders viewable by a given employee and provide a line graph. The usefulness of this report is that you can easily view trends over a long period of time.

The Filing Type Tracking by Month report can be found by clicking on the Reports tab and scrolling down to the Work Order/Message section.

Before we get started, let’s familiarize ourselves with some terminology.


  1. Work Orders/Messages – Work Orders and Messages are a means of communicating with your employees and clients within CleanTelligent to request work to be done or to report on progress made. Work Order is the term used internally for HR users and Message is the term used externally for your clients’ contacts. Since this article is meant for HR users, we will be using the term Work Orders in this article.
  2. Output Type – Several of CleanTelligent’s reports include the option to select an output type. The most common options when this is available are PDF or MS Excel. 
  3. Selection Criteria – In many reports, you can customize the information provided in the report by utilizing the Selection Criteria. This allows you to limit the report by client, individual service locations, SP divisions, client divisions, employees, or just select all.

Report Settings

In addition to the standard selection criteria, the Filing Type Tracking by Month report requires some additional information to generate the report.

  1. Output Type – The only output type available for this report is PDF
  2. Message Filing Type – This will allow you to select all filing types or just one specific filing type.
  3. Employee/Contractor – You will need to select one person from whose perspective the report will generate. This means, if you want to see a report with all the work orders included then you will need to select someone who can see all the work orders in your SP. Usually, the admin user in the default level is a good one to select or Technical Support.
  4. Start Date and End Date – Since this report is broken out by month, it is a good idea to incorporate multiple months in your date range. Often this report is used for quarterly, semi-annually, or annual reporting.
  5. Display Service Location List – Usually left unchecked, selecting this option will print out a list of all the service locations included in the report.
Once you have made your selections for the settings, be sure to choose your Selection Criteria. In this example, we have selected the National Grocery Client.

Once this is complete you can click Save Report so you can easily run the report again at a later date and you can also click View Report to generate the pdf.
**Note** If the report includes a large amount of data, it may take some time to generate. If this is the case, only click view report once and let the system process the report.

    • Related Articles

    • Using Message Types

      Video Transcript Message Types are used to categorize work orders at creation. When you create a work order, you can assign one or more message types to it so that specific people can be notified of the different types of work orders. First, you need ...
    • Work Order Tabs

      Video Transcript When viewing a work order, you’ll notice that each one has several tabs, with sub-tabs on some. In this video, we’ll briefly go over each of the tabs you’ll see on your work order. We’ll begin with the General tab. The General tab ...
    • Work Order Actions

      Video Transcript When it comes to your work orders, there are plenty of actions that can be done with them. In this video, we’ll cover the Actions menu in the Work Order Inbox. When you hover over the action menu, depending on your permissions, ...
    • Work Order Mobile App Settings

      Transcript: In this video, I will be showing you how to change the settings for receiving work order notifications on your CleanTelligent mobile application. Enabling and changing settings to fit your needs is important so that you are able to stay ...
    • Custom Question Templates Overview

      Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...