The Work Ticket Item Sourcing Report displays work ticket item purchasing information, with in-line modifications for Job Tags, Source, and Notes. Select the substitution icon to view substitution history. The report supports bulk updates and individual item modifications, enhancing item tracking and organization before job start.
Additionally, you can export and print a landscape orientation of the report after you apply the report filters you need to build out the list you want to display.
Requirements
- You must have the following permissions turned on under your user role to view this report:
- View Revenue
- View Work Ticket Item Sourcing to view and customize the Work Ticket Item Sourcing Report.
Manage a Work Ticket Item Sourcing Report
After you have the right permissions turned on under your user role, you'll find this report by taking the following steps:
- Go to the Reports module.
- Select Standard Reports.
- Select Work Ticket Sourcing under the Production report header.
Navigating a Work Ticket Item Sourcing Report 
- Title Header - the Work Ticket Item Sourcing header appears as the general title for all reports printed or exported.
- Report Fields/Filters
- OPP # - opportunity number to which the work ticket purchasing items belong.
- OPP Name - opportunity name to which the work ticket purchasing items belong.
- Work Ticket # - work ticket number.
- Item Name - the name of the item.
- Unit - measurement type of the item.
- QTY - (quantity) the number of units of the item.
- Scheduled Date - work ticket scheduled date.
- Sales Associate - sales representative for the opportunity.
- Estimating Notes - estimating notes pulled from the Estimating Notes section on the item's Service Item Details screen. Estimating notes refresh overnight, so a note added today appears on the report the following day.
- Modifiable Report Fields
- Job Tag - text field that allows you to mark a work ticket based on a specific attribute.
- Source - enables you to indicate whether an item will be pulled from an inventory location or needs to be purchased by a vendor.
- The dropdown only displays active vendors and inventory locations from the same branch as the opportunity if the branch override feature is turned on, or from the property that the opportunity is under if the branch override is turned off.
- Notes - list additional information to associate with a purchasing item.
- Select Save changes.
- More Actions Menu
- Update Report Filters
- Export to Excel
- Expand or collapse the opportunity section
Keep in mind
- Within modifiable fields, all items within one opportunity can be updated in bulk by making changes in the section header. This header line also contains the option to collapse or expand an opportunity section.
- To change an individual opportunity section, expand the section and enter data in the correct cell that corresponds with the entry line of the item.
- Any information that you add or change in one of the modifiable report fields appears in front of a yellow highlighted background that disappears once the changes are saved.
- Use the report filter to customize the information that you want to see displayed in your report.
Updating Report Filters
Use the Report Filters modal to customize the information that you want to see displayed in your report to best reflect the needs of your company.
Printing a Work Ticket Item Sourcing Report
- Go to the More Actions menu and select Print to see a landscape PDF preview of the report that you have filtered and displayed in Aspire.
- The option to print is unavailable when there's no data on the report.
- In addition to the default layout for this report, you can create and use report layouts you have created if you have access to the Web Report Designer.
- Turn off pop-up blockers so that you can view a print preview.
Exporting a Work Ticket Item Sourcing Report
You can export the reports you curate so that the data can be displayed in an Excel format. All sections on the report, expanded or condensed, are included in the Excel spreadsheet.