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I am looking for some insight on how to narrow down custom Lists and Reports. For example, I would like take my customized Work Ticket List (showing our Sched Var on Hours) and reflect the 10 worst Work Tickets from the list. My hope is to have a Dashboard Metric for Managers to click into, that way they can see what 10 Properties went over the most on their hours. I know that I can sort it for a certain value, such as Greater than, less than, Equals to, etc. - but I am trying to avoid determining the value and just seeing the 10 highest/lowest values. 

My favorite work ticket list is what I call “WTs to Fix”

Filters:

 - Status aIN] Open, Scheduled (could also include Pending Approval, if you want all in one list)

 - Future Visits iEQUALS] 0

 - Total Cost (Actual) cGREATER THAN] 0

I love this because of the simplicity of the solve tracks - very easy to train on.

The list theoretically should stay empty (simple “what done looks like” for training) - each WT on the list needs a story and an action, and there are only three scenarios:

  1. If the work is complete - review/complete/approve the ticket (clears off list due to status filter)
  2. If the work is not complete - reschedule the ticket (clears off list due to Future Visits filter)
  3. If costs were incorrectly assigned to the ticket - swap the WT costs to correct (clears off list due to Total Cost (Actual) filter)

If you have multiple people handling different branches/divisions/service types, you can apply additional filters so they can see only the WTs that they need to fix. Furthermore, if you use the “Ops Manager” field on Opps, you can use the dynamic “Current User” filter (not commonly useful for full-service co’s, as multiple divisions/service types may live on a single opp).

Also, it makes a great dashboard metric - the default display I use is WT count, as it provides the most info at a quick glance.

Above and beyond being a great “catchall” list for solid work ticket management, it also makes it easier for division/company leaders (and people that perform the EOM close) to have a general pulse on how the WTs are moving through the system, and know who to talk to if the numbers are off.

 

I have a TON more I could add to your post - this was the first relevant thought I had after reading.

Hope this is useful - good luck to you!

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