WS: Work Ticket Profit Report

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

The WS Report Work Ticket Profit screen is part of the WS Reports and WS ALL Security Groups.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

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 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.

Select to group by Customers or Jobs.

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.

WinTeam looks at the Ticket Details check box in the Ticket Actuals grid when running the report for both billable and non-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.

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.

Customers

Select the Customers to include on the report.

Select All to include all Customers on the report.

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

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

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

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

Sales Rep

Use the Sales Rep category to select the sales representatives to include on the report.

Select All to include all Sales representatives on the report.

Select Pick to define specific Sales Representatives for the report. When you select Pick, a list of all Sales Representatives displays. Select the check box next to each Sales Representative 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.

Select Create to look up a Ticket r to include on the report. This allows you to include specific Tickets rather than only from a specific date or range.

Select Exclude to exclude Tickets from the report.

Ticket Supervisor

Use the Ticket Supervisor category to filter the report by Ticket Supervisors.

Select All to include all tickets on the report, regardless of who the Ticket Supervisor is.

Select Pick From List to define specific Ticket Supervisors for the report. When you select Pick From List, the Ticket Supervisor list displays. Select the check box next to each Ticket Supervisor to include on the report.

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.

Select to group the tickets by parent tickets.

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.

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.

Select to exclude budgets from the report. The source information for Actuals can be found on the WS: Ticket Details (Budgets, Billing, and Profit tab). The Ticket Actuals grid displays the source of the actuals for each line item. Ticket Actuals can come from: Schedules, User Entered, AP Invoices, AP Payments, Inventory, and Timekeeping. Please note that the Labor does NOT include calculated Overtime.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

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).