WS: Work Tickets Report

The WS Report Work Ticket Profit screen has its own Security GroupWS Report Work Ticket Profit.

The WS Report Work Ticket Profit 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.

The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies for which you have security permissions to view. If you have permission for only one company, that will be the only one displayed in the list. If you have permissions to multiple companies, the list will display those companies PLUS the default reporting company.

When discernible, WinTeam will print the appropriate company name and logo on each page; otherwise the Default Company Name will print. That is, if a Company level is included in the tiered section and is displayed in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.

If there is not a Company identified in the tier area of the page, then the Default Company Name for Reports is used. The default Company Name and Logo is also used for the Total Enterprise report. For more information see Learning about WinTeam Reports.

Use the Output Type option group to select the type of report.

• Report - Select Report to print a Work Ticket Report. When you select this option, the Calendar button is unavailable.
• Work Ticket - Select Work Ticket to print individual Work Tickets based on the report criteria. When you select this option, the Calendar button is unavailable.

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 this option group to select specific types of schedules to include on the report.

• Recurring - Select Both to include recurring and non-recurring schedules on the report. Select Yes to include only Recurring schedules. Select No to exclude recurring schedules.
• Billable - Select Both to include billable and non-billable schedules on the report. Select Yes to include only billable schedules. Select No to exclude billable schedules.
• Complaints - Select Both to include schedules with and without complaints. Select Yes to include Schedules with complaints. Select No to exclude schedules with complaints.

Use the Order To Print options to select criteria for printing the report. These options fields are only available when the selected Output Type is Report or Work Tickets.

Use the Group By option to select how you want the selected Output Type grouped. For example, if you select Group By Route the report will be grouped by Route ID. All of the schedules for Route 1 will list together, followed by Route 2, etc.

Use the Sort By option to select the order you want the schedules listed within the Group By option. For example, if you select Group By Route and Sort By Crew, the report will be grouped by Route ID with the schedules listed in order by Crew within each Route.

Completion Dates

Select All to include all Completion Dates for the report.

Select Range to define a range of Completion Dates for the report. When you select Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

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.

Recurring Frequencies

Use the Recurring Frequencies category to select the Frequencies to include on the report.

Select All to include all Frequencies.

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

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.

Schedule Types

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

Select All to include all Schedules, regardless of Schedule Types.

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

Tasks

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

Select All to include all Tasks.

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

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

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

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

Ticket Numbers

Use the Ticket Numbers category to select the Ticket Numbers to include on the report.

Select All to include all Tickets.

Select Range to define a range of Ticket Numbers for the report. Type the beginning Ticket Number in the From field and the ending Ticket Number 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.

The Print Company Totals check box is available to users who have only one company, and may be selected to print company totals on the report.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

Select the Allow Reprints check box to allow work tickets to be reprinted. This check box is available if the selected output type is Work Ticket. It is not applicable for the Work Ticket Report.

This option is available if the Output Type is Report. Select this check box to include only those days with Priority Override on the report.

Select the Include Scheduled Hours check box to print the Schedules Hours for the Schedule on the report.

Select the Include Invoice Details check box to include the invoice details (Customer # and PO #) on the report.

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.

Preview

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

Print

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

Export

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, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).