Reports
Timecard Reports
Employee calendar
Pay Period Summary
Project Time Report
Road & Bridge Reports
TIPS: Use Guided Screens setting
By default, your application uses guided screens for report generation. This allows you to create the report in a step-by-step format, turning off this setting globally allows you to select all report options from a single screen. You can turn off the guided screens by changing the value of the system setting 'USE_GUIDED_SCREENS' to 'NO.' If the system setting is off, employees will be able to choose if they want to use guided screens or not in the User> Preferences menu instead.
Reports are generated using live data, as soon as a purchase is added to asset management, or an entry made to the timesheet, the reports will contain that data.
With the proper setting change, reports can be exported into excel from Internet Explorer 11.
Jump to: Export Settings, Inventory, Equipment & Labor (MDMS), Repair Order, Pit Location Status, Accounts Receivable, Parts
Export Reports to Excel
This feature only works with Internet Explorer 11 with Javascript and ActiveX enabled for this site.
To Change the Security Settings for Internet Explorer:
- Click on Settings Wheel in the upper right of the browser
- Select Internet Options in the menu
- Click the Security Tab
- Select the Trusted Sites icon
- Click the Sites button
- Type in the address of your application site, if it is not already in the "Add..." text box
- Click the Add button.
- Click OK to return back to the security tab.
- Click the Custom Level button
- Reset the security settings to Low using the combo box and the Reset button.
- Manually Enable the settings for 'Initialize and script ActiveX controls not marked as safe'
- Click the OK button
- Click the OK button (settings window will close)
Inventory
Run the Inventory Reports to track, for a specified date range, all purchases and uses entered into the employee's timesheet.
Found under Reports> Inventory
Step-by-step:
- Select the Sub Group
- Select the Item
- Select the start/first date for your report
- Select the stop/last date for your report
- Check the box if you would like to see inventory based on Pit Locations
- Click Generate Report
Equipment & Labor
Run the Equipment & Labor Report to filter out billable/customer costs related to employee labor, equipment usage, and inventory, part, and material usage. Can be used to help create storm reports.
Found under Reports> Equipment & Labor
Step-by-step:
- Select the start/first date for your report
- Select the stop/last date for your report
- Select Employees you want to see
- Choose All
- Choose a Single Employee
- Hold Ctrl to select Multiple Employees
- Select Equipment you want to see
- Choose All
- Choose None
- Choose a single piece of Equipment
- Hold Ctrl to select multiple pieces of Equipment
- Select Roads you want to see
- Choose All
- Choose None
- Choose a Single Road
- Hold Ctrl to select Multiple Roads
- Select Road Segments you want to see
- Choose All
- Choose None
- Choose a Single Road Segment
- Hold Ctrl to select Multiple Road Segments
- Select Activities you want to see
- Choose All
- Choose None
- Choose a Single Activity
- Hold Ctrl to select Multiple Activities
- Select Overhead Activities you want to see
- Choose All
- Choose None
- Choose a Single Overhead Activity
- Hold Ctrl to select Multiple Activities
- Select Materials you want to see
- Choose All
- Choose None
- Choose a Single Material
- Hold Ctrl to select Multiple Materials
- Select Inventory you want to see
- Choose All
- Choose None
- Choose a single piece of Inventory
- Hold Ctrl to select multiple pieces of Inventory
- Select Projects you want to see
- Choose All
- Choose None
- Choose a single Project
- Hold Ctrl to select multiple Projects
- Select Departments you want to see
- Choose All
- Choose None
- Choose a single Department
- Hold Ctrl to select multiple Departments
- Check the box to show Timecard Notes in this report
- Click Generate Report
Chosen selections will display at the top of your report, the entries that matched those selections would fill your report with labor, material, and equipment costs at the billable/customer rates.
Repair Order
Track all repair costs, attributable to a specified piece of equipment, within a selected date range. Report shows labor and part costs and outside repairs can be linked to the order when applicable.
You can use this report to show how much maintaining a piece of equipment is costing you, to possibly justify purchasing a new one.
Found under Reports> Repair Order
Step-by-step:
- Create the Invoice
- Select the Department the repair was for
- Select the piece of equipment that was repaired
- Select the start/first date
- Select the stop/last date
- Click Add Invoice
Your Repair Order will be added to the Repair Work Invoices at the top of your screen.
You can change the number that displays in this table as well as filter the results by date range, department, and equipment. Select your filters and click 'Refresh.'
- View the Repair Order Invoice
- Click View to see a summary screen for the date range selected
- Each repair will be listed with an Order No. Click to see details for this single repair. (See Links to link repairs into one document.)
- A more detailed summary will display.
- Repair Descriptions from the timesheet display here (See Add Repair Descriptions to your application)
- Information regarding any Outside Repair Work displays here (See Outside Repair Work)
- Click the Total Parts link to view costs per part used. (See add part prices)
- Modify a Repair Work Invoice
- Click Modify on the Invoice you need to change
- Update any incorrect information from creating the Invoice
- If desired, you can set an approver and also the date it was approved
- Click Modify Invoice
- Links for Repair Order Invoices
- Click Links
- Link repairs found to one repair order number
- Click Save
This consolidates all repairs made to that piece of equipment, in the selected date range, into one Repair Order Report.
- Add Outside Repair Work to a Repair Order Invoice
- Click Add Outside Repair Work
- Enter a Description for the Repair
- Select the Repair Order Number it was associated with
- Choose the Vendor who did the work (Vendor not listed?)
- Enter the Vendor's invoice number
- Enter the dollar amount for the repair
- Click Add Outside Repair Work
- Delete the Repair Order Invoice
- Click Delete
- Verify the information that displays is the one you want to delete
- Click Delete Invoice
Pit Location Status
Show inventory and material levels, by pit location, with purchases and usages for a selected date range.
Found under Reports> Pit Location Status
Step-by-step:
- Choose the Pit Location
- For 'On or After' choose the first date
- For 'On or Before' choose the last date
- Click Generate Report
Accounts Receivable
Run this report to see work that has been done for a customer. No costs come into this report.
Found under Reports> Accounts Receivable
Step-by-step:
- Select the Customer you want to view
- Select All
- Select individual customers
- Hold Ctrl to select multiple customers
- For 'On or After' choose the first date
- For 'On or Before' choose the last date
- Click Generate Report
Parts
See Part inventory purchase and usage amounts, as well as remaining quantities and warnings for parts that are in need of reorder.
Found under Reports> Parts
Step-by-step:
- Select the Sub Group
- For 'On or After' choose the first date
- For 'On or Before' choose the last date
- Choose if you want to see any Minimum Quantity Warnings
- Show Minimum Quantity Warning - shows if the part quantity is at or below the minimum quantity (See Parts)
- Show Only Parts With Minimum Quantity Warnings - shows only parts with the warning
- Remove any unneeded fields from your report
- Click Generate Report