WS: Daily Itinerary Report

The WS Report Daily Itinerary screen has its own Security Group: WS Report Daily Itinerary.

The WS Report Daily Itinerary screen is part of the WS Reports and WS ALL Security Groups.

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 you have permission to access. The default company prints on every page of the report.

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. For more information see Learning about WinTeam Reports.

Use the Status Filter check boxes to select the Schedules to include on the report.

Select Done to include completed Schedules on the report.

Select Open to include schedules that have not been completed on the report.

Select Skipped to include schedules assigned a "Skipped" status on the report. "Skipped" means that the work was not completed AND Budgeted Hours were not included in the total budgets for the Job.

Select Waived to include Schedules assigned a "Waived" status on the report. A "Waived" status means the work was not complete, but the Budgeted Hours were included in the total budgets for the Job.

Select Pending to include tickets that are pending and need to be reviewed by a Supervisor before being billed.

Use the Group By option group to select how the Itinerary reports will print.

Select the Route Only to print separate pages for each assigned route.

Select the Route/Crew to group by Route and then by Crew. Each Crew's route will print on a separate page.

Select the Rte/Crew/Employee option to group by Employee, then Crew and Routes. The system will print a separate itinerary for each employee based on the assigned Crew and Route.

Use the Include Itinerary Options check boxes to customize the information for the printed itinerary.

• Select Address To Print to include the service location addresses on the report.
• Select Scheduled Hours to include the Scheduled Hours for the schedules on the report.
• Select Customer Signature to include a Signature line on the report.
• Select Work Ticket Description to include the Work Descriptions (Task Descriptions) on the report.
• Select Work Ticket Notes to include the Ticket Notes from the schedules on the report.
• Select Allow Reprints to allow the itinerary to be reprinted after it is printed. If unchecked, the system will not allow reprints.

Crews

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

Select All to include all Crews on the report.

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

Employees

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

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

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

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

Note:  When you filter Employees by Range, itineraries only print for employees who are assigned to the crew in the schedule.

Routes

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

Select All to include all Routes on the report.

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

Schedule Dates

Use the Schedule Dates category to select the Schedule Dates to include on the report.

Select Range to define a range of Schedule Dates for the report. Type the beginning date in the From field and the ending date in the To field.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

Select the Print Enterprise Level check box to print the report at the highest level.

This check box is selected by default.

If you clear this check box, you must select at least one Tier to print.

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.

Note:   Multi-Company—WinTeam looks to the Job's Company logo to determine which Company logo to use on the Work Ticket Report and Work Tickets.

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

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

Click the Export button (or press ALT + X) to export to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values(CSV), Grid View, and E-mail (for premise-based clients only).