PS Report: Job Post

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature.

The Default Company Name for Report is populated from the Company Setup screen.

The list contains all companies that the User has Rights for.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

The default company prints on every page of the report.

For more information see Learning about WinTeam Reports.

Use the Sort By option to sort report data by Job Number or Job Name.

Click Number to sort report data by Job Number.

Click Name to sort report data by Job Name.

Dates

Use the Date Range to display Active Posts.

The Date Range defaults to the current week.

To change the report dates, type the beginning date in the From field and the ending date in the To field.

If you want to run the report for the Master Schedule, leave the Date Range blank.

Note:  If you do not select a Date Range, it will display all posts active and inactive.

Job Supervisors

Use the Job Supervisors category to filter the report by Job Supervisors.

Select All to include all Supervisors.

Select Pick to select the Job Supervisor(s) to include.

Job Types

Use the Job Types category to select the Job Types to include on the report.

Select All to include all Job Types.

Select Pick to define specific Job Types for the report. When you select Pick, the Job Types list displays. Select the check box next to each Job Type to include on the report.

Jobs

Use the Jobs category to select the Jobs to include on the report.

Select All to include all Jobs.

Select Range to define a range of Jobs for the report. When you select Range, the range fields display. Type the beginning Job Name or Number in the From field and the ending Job Name or Number in the To field.

Select Pick to define specific Jobs for the report. When you select Pick, the Jobs list displays. Select the check box next to each Job to include on the report.

Select Create to define your own list of Jobs. When you select Create, a small grid displays to the right. Enter the Job Numbers you want to include in the list, or use the Lookup to locate the Job Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Job Numbers you want to exclude in the list, or use the Lookup to locate the Job Numbers.

PO Numbers

Use the PO Numbers category to select to include ALL POs or a Range of POs on the report.

Post Activity

Use the Post Activity category to select a date range of Post Activity to include on the report.

Select All to include all dates.

Select Date Range to define a range of dates to include.

Companies

The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick, WinTeam will truncate company names that exceed the maximum number of characters.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

This check box is available to users who have more than one company.

Select the Group By Company check box to group the report criteria by company.

This check box is NOT selected by default.

Select the Include Notes check box to print the Notes from each Job Post record on the report.

This check box is selected by default.

Select the Include Logo on Report check box to print the company logo on the report.

This check box is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select the Include Report Criteria check box to include a list of the report options selected for this report.

The Report Criteria page includes any ranges specified and each Category/Record selection made for the report.This check box is NOT selected by default.

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Click the Print button (or press ALT + P) to send the report to your default printer.

Click the Export button (or press ALT + X) to export the report to a specified format.

Reports may be exported to Adobe Acrobat (PDF), Excel (*.xls 97-2003), Excel (*.xlsx 2007-2010), Comma-Separated Values (CSV), Grid View, and E-mail (available for non-ASP Clients only).