Difference between revisions of "Reports"

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(Created page with "{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;" |- | colspan="1" id="Top" style="width: 1538px;" | <div class="fieldHeader">Reports</div> |- | <div id="j...")
 
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
 
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|-
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| colspan="1" id="Top" style="width: 1538px;" | <div class="fieldHeader">Reports</div>  
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| <div id="InvoicesMTD">&nbsp;</div>  
 
|-
 
|-
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| <div id="job_acctmanager">&nbsp;</div>
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Invoices $ MTD</div>  
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|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Account Manager</div>  
 
 
|-
 
|-
 
|  
 
|  
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     Account managers are responsible for the customer relationship.
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     List of new invoices created in the current month to the current date.
  
 
|-
 
|-
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| colspan="1" style="width: 1538px;" | <div id="activestatus">&nbsp;</div>  
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| colspan="1" style="width: 1538px;" | <div id="JobsInProgress">&nbsp;</div>  
 
|-
 
|-
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Active Status</div>  
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Jobs In Progress</div>  
 
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|  
 
|  
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     Indicates that the record can be used to produce results.
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     List of jobs that are assigned to a job status code that is identified as in progress.
  
 
|-
 
|-
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| <div id="AgreementAutoRenew.25">&nbsp;</div>  
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| <div id="JobsMTD">&nbsp;</div>  
 
|-
 
|-
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Auto Renew%</div>  
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Jobs MTD</div>  
 
|-
 
|-
 
|  
 
|  
−
     Indicates the amount percent of increase for the renewal.
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     List of new jobs created for the current month to the current date.
  
 
|-
 
|-
−
| <div id="agreements_Billable">&nbsp;</div>  
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| <div id="JobsNotDisptached">&nbsp;</div>  
 
|-
 
|-
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Billable Checkbox</div>  
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Jobs Not Dispatched</div>  
 
|-
 
|-
 
|  
 
|  
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     When checked, indicates that the agreement can be billed.
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     List of jobs that are assigned to a job status code that is identified as not dispatched.
  
 
|-
 
|-
 
| <div id="AgreementBillingTotal">&nbsp;</div>  
 
| <div id="AgreementBillingTotal">&nbsp;</div>  
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Billing Total</div>  
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">New Agreements MTD</div>  
 
|-
 
|-
 
|  
 
|  
−
     The total contract amount.
+
     List of new agreements created for the current month to the current date.
  
 
|-
 
|-
−
| <div id="AgreementCommissionRate">&nbsp;</div>  
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| <div id="NewJobsToday.7C">&nbsp;</div>  
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Commission Rate</div>  
+
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">New Jobs Today</div>  
 
|-
 
|-
 
|  
 
|  
−
    The commission rate that will be used when billing the agreement.
+
  List of jobs created today.  
  
 
|-
 
|-
−
| <div id="AgreementContact">&nbsp;</div>  
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| <div id="NewSitesMTD">&nbsp;</div>  
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Contact</div>  
+
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">New Sites MTD</div>  
 
|-
 
|-
 
|  
 
|  
−
     The customer or site contact that handles the agreement.
+
     List of new sites created in the current month to the current date.
  
 
|-
 
|-
−
| <div id="AgreementDefRevenuesTotal">&nbsp;</div>  
+
| <div id="WorkforcePerformance">&nbsp;</div>  
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Deferred Revenues Total</div>  
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Workforce Performance</div>  
 
|-
 
|-
 
|  
 
|  
−
     The total deferred revenues posted to date.
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     Performance indicators by servicer.  
  
 
|-
 
|-
−
| <div id="AgreementFrequency">&nbsp;</div>
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| &nbsp;
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Frequency</div>
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| &nbsp;
 
|-
 
|-
−
|  
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| &nbsp;
−
    The billing frequency.
 
−
 
 
 
|-
 
|-
−
| <div id="AgreementGrossProfitContactBilledtoDate">&nbsp;</div>
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| &nbsp;
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Gross Profit Contact Billed to Date</div>
 
−
|-
 
−
|
 
−
    The agreement's gross profit based on billings to date.
 
  
 
|-
 
|-
−
| <div id="AgreementGrossProfitContractTermtoDate">&nbsp;</div>
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| &nbsp;
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Gross Profit Contract Term to Date</div>
+
| &nbsp;
 
|-
 
|-
−
|  
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| &nbsp;
−
    The agreement's gross profit recorded on the contract to date.
 
−
 
 
 
|-
 
|-
−
| <div id="AgreementLaborBudgetBalance">&nbsp;</div>
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| &nbsp;
 
|-
 
|-
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Balance&nbsp;%</div>
+
| &nbsp;
 
|-
 
|-
−
|  
+
| &nbsp;
−
    Percentage of labor budget balance to date.
 
−
 
 
 
|-
 
|-
−
| <div id="AgreementLaborBudgetUsed">&nbsp;</div>
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| &nbsp;
 
|-
 
|-
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Used&nbsp;%</div>
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| &nbsp;
 
|-
 
|-
−
|  
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| &nbsp;
−
    Percentage of labor budget used to date.
 
−
 
 
 
|-
 
|-
−
| <div id="AgreementLaborBudgetHoursUsedtoDate">&nbsp;</div>
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| &nbsp;
−
|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Hours Used to Date</div>
 
−
|-
 
−
|
 
−
    The number of budgeted hours billed to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementHoursBalance">&nbsp;</div>
 
−
|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Hours Balance</div>
 
−
|-
 
−
|
 
−
    The remainder of the budgeted hours to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementLaborHoursBudget">&nbsp;</div>
 
−
|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Hours Budget</div>
 
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|-
 
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|
 
−
    The number of labor hours budgeted for the contract's term.
 
−
 
 
−
|-
 
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| <div id="AgreementLastIncrease">&nbsp;</div>
 
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|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Last Increase</div>
 
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|-
 
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−
    The increase amount from the last renewal.
 
−
 
 
−
|-
 
−
| <div id="agreements_Number">&nbsp;</div>
 
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|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Number</div>
 
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|-
 
−
|
 
−
    Agreement numbers are used the identify agreements. On the Job forms it indicates the agreement that may be used to cover transactions. On the PM Schedule form it indicates the agreement that is attached to the schedule.
 
−
 
 
−
|-
 
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| <div id="AgreementPartsBilledtoDate">&nbsp;</div>
 
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|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Billed to Date</div>
 
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|-
 
−
|
 
−
    The amount billed to date for parts.
 
−
 
 
−
|-
 
−
| <div id="AgreementPartsBudget">&nbsp;</div>
 
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|-
 
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| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget</div>
 
−
|-
 
−
|
 
−
    The total amount budgeted for parts on the agreement contract.
 
−
 
 
−
|-
 
−
| <div id="AgreementPartsBudgetBalance">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Balance</div>
 
−
|-
 
−
|
 
−
    The remainer of the amount budgeted for parts to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementPartsBudgetBalance.25">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Balance&nbsp;%</div>
 
−
|-
 
−
|
 
−
    Percentage of parts budget balance to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementPartsBudgetUsed">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Used&nbsp;%</div>
 
−
|-
 
−
|
 
−
    The amount of the parts budget billed to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementPriceLevel">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Price Level</div>
 
−
|-
 
−
|
 
−
    The price level that will be used when billing the agreement.
 
−
 
 
−
|-
 
−
| <div id="agreements_PricingMethod">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Pricing Method</div>
 
−
|-
 
−
|
 
−
    Agreements can be priced based on the different methods. 
 
−
        Blanket: One price covers all items on the agreement. 
 
−
        By Site: Each site can have a different price.
 
−
        By Equipment: Each equipment record can have a different price.
 
−
 
 
−
|-
 
−
| <div id="AgreementPurchaseOrder">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Purchase Order</div>
 
−
|-
 
−
|
 
−
    The purchase order provided by the customer for the agreement.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewable">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewable</div>
 
−
|-
 
−
|
 
−
    Indicates that the agreement is eligible for renewal.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewalAmount">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Amount</div>
 
−
|-
 
−
|
 
−
    The amount that will be billed on agreement renewal.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewalMethod">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Method</div>
 
−
|-
 
−
|
 
−
    The renewal method field is used when determining the renewal contract amount.  The contract amount can be a fixed amount, or changed based on a change percentage.
 
−
        Fixed Amount: The renewal will use the exact amount in this field.
 
−
        Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewalMonths">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Months</div>
 
−
|-
 
−
|
 
−
    The contract months to use on the renewal.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewalText">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Text</div>
 
−
|-
 
−
|
 
−
    The text that will be displayed on the agreement renewal invoice.
 
−
 
 
−
|-
 
−
| <div id="AgreementRenewAs">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renew As</div>
 
−
|-
 
−
|
 
−
    Used to indicate the type of invoice that will be created upon renewal.
 
−
 
 
−
|-
 
−
| <div id="AgreementRevenuesTotal">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Revenues Total</div>
 
−
|-
 
−
|
 
−
    The total amount billed for the contract to date.
 
−
 
 
−
|-
 
−
| <div id="AgreementSalesperson">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Salesperson</div>
 
−
|-
 
−
|
 
−
    The salesperson that should be assigned to the invoices when billing occurs.
 
−
 
 
−
|-
 
−
| <div id="AgreementStatusCode">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Status Code</div>
 
−
|-
 
−
|
 
−
    The status code is used to track the agreements progress through the renewal process.
 
−
 
 
−
|-
 
−
| <div id="AgreementType">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type</div>
 
−
|-
 
−
|
 
−
    Used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.
 
−
 
 
−
|-
 
−
| <div id="agreeType_Code">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Code</div>
 
−
|-
 
−
|
 
−
    The code used to identify the agreement type.
 
−
 
 
−
|-
 
−
| <div id="agreeType_Desc">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Description</div>
 
−
|-
 
−
|
 
−
    The description used to identify the agreement type.
 
−
 
 
−
|-
 
−
| <div id="agreeType_coveredMths">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Contract Months</div>
 
−
|-
 
−
|
 
−
    The number of months for new agreements.
 
−
 
 
−
|-
 
−
| <div id="agreeType_coverparts">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Cover Parts Checkbox</div>
 
−
|-
 
−
|
 
−
    When checked, the parts covered by the agreement will have no charge.
 
−
 
 
−
|-
 
−
| <div id="agreeType_coverLabor">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Cover Labor Checkbox</div>
 
−
|-
 
−
|
 
−
    When checked, the parts covered by the agreement will have no charge.
 
−
 
 
−
|-
 
−
| <div id="agreeType_SLA">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: SLA Checkbox</div>
 
−
|-
 
−
|
 
−
    Check this box, if the agreement qualifies for SLA service.
 
  
−
|-
 
−
| <div id="agreeType_SLAPC">&nbsp;</div>
 
−
|-
 
−
| colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: SLA Priority Code</div>
 
−
|-
 
−
|
 
−
    The SLA qualified priority code to use for new agreements.
 
−
|-
 
−
| &nbsp;
 
 
|}
 
|}

Latest revision as of 08:31, 27 November 2023

 
Invoices $ MTD
   List of new invoices created in the current month to the current date.
 
Jobs In Progress
   List of jobs that are assigned to a job status code that is identified as in progress.
 
Jobs MTD
   List of new jobs created for the current month to the current date.
 
Jobs Not Dispatched
   List of jobs that are assigned to a job status code that is identified as not dispatched.
 
New Agreements MTD
   List of new agreements created for the current month to the current date.
 
New Jobs Today
  List of jobs created today.
 
New Sites MTD
   List of new sites created in the current month to the current date.
 
Workforce Performance
   Performance indicators by servicer.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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