Overview
During a storm, you don't have time to rebuild the same filters every morning. A saved list lets you open exactly the tickets, issues, or costs you need in one click, all season long. You can share it with your team so everyone works from the same view.
This article shows you how to build a snow list, save it, and share it. For the lists we recommend, visit Recommended Reports for Snow.
Things to know
You can save lists in every module except Calendar and Scheduling, and on the details screens in the Reports module.
Filter work ticket lists by the Snow division. If your snow services aren't in a division named exactly "Snow," the lists won't find them.
A list only loads a set number of records at first. To load every record, select the database icon at the right end of the toolbar.
A list you save in one module doesn't appear in other modules.
Requirements
You need access to the module you're building the list in, such as Work Tickets or Purchasing.
Only users with the System Admin permission can share a list with a user role or set it as a role's default.
Steps
These steps use the T&M Pending Approval list as an example. Use the same steps for any list in Recommended Reports for Snow.
Set the filters
Go to the Work Tickets module.
Select the Filter icon.
In Select One, select Invoice Type.
Set the filter type to In, then select Contract | T&M.
Add a filter for Status in Pending Approval.
Add a filter for Division in Snow.
Select Apply.
Choose the columns
Select the Display icon.
Add the columns you need, such as Property Name, Work Ticket Number, Act Hrs, Material Cost Actual, and Earned Revenue.
Remove any columns you don't need.
Select Apply.
To change the column order, drag a column header to a new spot.
Group the results
Select the Group icon.
Select the field to group by, such as Service Lookup.
To group by a second field, add Completed Date.
Select Apply.
On a Per Service list, grouping by service puts every ticket at the same depth range together, so you can swap them in one bulk action.
Save and share the list
Select Save. The Advanced Search Save window opens.
In Name, enter a name your team will recognize, such as "Snow - T&M Pending Approval".
In Rows per Page, enter the maximum, usually "500".
To open this list every time you open the module, select My Default.
Under Share With, select the users or roles who need the list.
For each one, set Access to Edit or View.
Select Save.
The list appears in the list dropdown at the top of the screen. You see it under Created by Me. Everyone you shared it with sees it under Shared with Me.
Tip: Start every snow list name with "Snow". Your snow lists then sort together in the dropdown, and they're easy to find each season.
Note: Lists belong to the user who created them. To keep shared lists from being lost when someone leaves, create them while logged in as a general list-building user with the System Admin permission.
Change a saved list
Select the list from the dropdown.
Change the filters, columns, or grouping.
Select Save, then select Save in the Advanced Search Save window.
You can change a list if you created it or someone shared it with you with Edit access.
What happens next
Build the rest of your snow lists. For the filters, columns, and grouping for each, visit Recommended Reports for Snow.
Use your approval lists after each storm. For more information, visit Reviewing Snow Work Tickets Pending Approval.
Troubleshooting
For snow problems, visit Snow Troubleshooting.