The Docket Summary Report can be downloaded either as a Excel spreadsheet or a PDF. If downloading PDFs, you can choose to attached all supporting dockets to the report. 

• You can download dockets and summary reports by going to Dockets
• Click the Reports icon on the top right of the Dockets screen

The report can be prepared with the following filters:

• Customer
• Supplier
• Order Number
• Date Range
• Status
• Operator Name

Further, you can elect to export the data as a PDF.  If you click include supporting dockets, the report will be prepared as a background process and sent to you via a linked email.

PDF Report

The resulting report will be similar to the image below with:

1. Summary Quantities across the entire docket set
2. Detailed line item information 

Excel Output

The data can also be extracted as Excel.  The default columns are:

• Date
• Docket Number
• Status
• Order
• Customer
• Customer Reference Number
• Supplier Reference Number
• Operator - creator of the docket
• Item - The Resource on the docket
• Action - The line item type (e.g. worked, or delivered)
• Description - The resource description (from the order)
• Quantity
• Units of Measure

Excel Output with Custom Docket Fields 

If you also want to include Custom fields on the line items in the spreadsheet, then you need to de-select "Aggregate line items" so that each line item is shown in a separate row along with any custom fields pertaining to that line item: