Equipment Reports

Equipment Master List Report

Select this report to generate a list of all equipment in the system. The Equipment Master List can be found under Reports > Equipment > Equipment Master List.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose to sort by:

Equipment ID
Equipment Type
Acct Number
Install Date
Route
Rent Billing Frequency
Customer Owned Flag
Purchase Vendor

Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.

Equip. ID: The range of equipment serial numbers to include in the report, from the first to last equipment ID (up to 16 characters each).

Install Date: The date range of equipment installation.

Equip. Type: The range of equipment types to include in the report.

Charge Code: The range of Charge Codes to include in the report.

Equip. Manufacturer: The range of Equipment Manufacturers to be included on the report.

Acct No: The range of accounts to include in the report.

First Installed Date: With multiple installations and transfers, this date can be helpful in getting a full and useful report.

Equip Style: The range of equipment styles to include in the report.

Destroyed Equipment: Select one of the radio buttons to obtain a report with the proper listing of destroyed equipment.

Exclude Destroyed Equipment
Include Destroyed Equipment
Destroyed Equipment Only

Short Listing: Select this box to print the report in a single line per unit format.

Include Uninstalled: Select this box to include all uninstalled equipment on the report.

Equipment Type List

A list of all entered equipment types can be printed using this report option. Choose your output destination to print the list. The Equipment Type List can be found under Reports > Equipment > Equipment Type List.

Equipment Style List

A list of all entered equipment styles can be printed using this report option. Choose your output destination to print the list. The Equipment Style List can be found under Reports > Equipment > Equipment Style List.

Service Codes List

A list of all entered service codes can be printed using this report option. Choose your output destination to print the list. The Service Codes List can be found under Reports > Equipment > Service Codes List.

Equipment Faults List

A list of all entered equipment faults can be printed using this report option. Choose your output destination to print the list. The Equipment Faults List can be found under Reports > Equipment > Equipment Faults List.

Equipment Manufacturers List

A list of all entered equipment manufacturers can be printed using this report option. Choose your output destination to print the list. The Equipment Manufacturers List can be found under Reports > Equipment > Equipment Manufacturers List.

Equipment Service Ticket

You can print service tickets for drivers that will be servicing equipment. Each ticket includes the type of equipment, location, billing information, past service history, and the employee taking the call. These tickets are taken with the driver or service person to perform the required service on the customer’s equipment. The Equipment Service Ticket List can be found under Reports > Equipment > Equipment Service Ticket List.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Date
Equipment ID
Employee ID
ZIP Code

Request Date: This is the range of dates to include in the report. It is usually from a past date benchmark to the present date.

Equipment ID: The range of equipment ID to include on the report.

Employee ID: The range of employees to include in the report, from the first to the last employee ID number.

Equipment Types: The range of equipment types to include on the report.

Customer Types: The range of customer types to include on the report.

Zip Code: The range of Zip Codes to include on the report.

Archived Tickets: Check this option to reprint archived equipment service tickets.

NOTE:Equipment Service Tickets are archived when the ‘Service Call Complete’ option has been selected on the Service Follow-up tab within Transactions > Equipment Processing > Equipment Service Call and at least one transaction posting has occurred since.

Include Inactive Employees: This option will include customer service orders created by employees who are now marked as Inactive.

Default Equipment Service Ticket: Choose between the standard service ticket or a custom ticket (if applicable).

Equipment Service Orders

The Equipment Service Orders Report is used to track equipment and when it will require serving by your organization. The Equipment Service Orders Report can be found under Reports > Equipment > Equipment Service Orders.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose to sort by:

Account Number
Date
Equipment ID
Zip Code
Customer Type

Request Date: Specify the range of dates to be listed on this report.

Equipment ID: Select the range of equipment ID numbers that you want to include on this report.

Equipment Types: The range of equipment types to include in the report.

Customer Types: The range of customer types to include in the report.

Zip Code: The range of zip codes to include in the report.

Service Code: Select the range of Equipment Service Codes to include in the report.

Format:

Preview Report Format: Select this option to get a summary style report with the list of Equipment ID’s, Account # and name, Zip Code, Date of service, Reason and type.

Generate Unscheduled Service Orders: Select this option to generate Service Delivery Orders that have not yet been scheduled, and automatically assign them to a specified route, or their default route.

Assign to Route: Select this option to assign the Service Delivery Orders being generated to a specific route.

Assign to Default Route: Select this option to assign the Service Delivery Orders being generated to the customers default route.

No Schedule Date: Select this option to view those with No Schedule Date

Auto Schedule For: Select this option to automatically assign the Service Delivery Orders to a specific route date.

Next Delivery Date: Select this option to view the next delivery date

Service Schedules:

There are several options that you can choose to select a similar report with different options:

Equipment with Service Schedule
Equipment in place without Service Schedule
Both

Totals Only: Select this option to include only the totals in the report.

Exclude Customer Owned: Select this option to remove equipment marked as Customer Owned from the report.

Exclude Destroyed: Select this option to remove equipment marked as destroyed from the report.

Missing Service Tickets

This report will find any Service Tickets that have been printed but not entered into the system. The Missing Service Tickets report can be found under Reports > Equipment > Missing Service Tickets.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Ticket number
Account number
Date

Promised Date: Select the range of dates to include in this report.

Include All Customers on Route: Choose this option to include all customers scheduled on the promised day entered.

Equipment Location Report

This report allows the user to view equipment by the location it currently resides. This is useful in locating misplaced equipment as well as knowing what equipment you have available to rent. You may choose any or all of the default locations. The Equipment by Location report can be found under Reports > Equipment > Equipment by Location.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Account Number
Equipment ID
Equipment Type
Group Area Code
Purchase Date
Installed Date

Equipment ID: The range of equipment ID numbers to include in the report. You may select a single unit or a range.

Group Area: The range of group area codes to be included on the report.

Installed Date: The ‘Installed’ date range to include on the report.

ZIP Code: The range of ZIP Codes to include on the report. This will allow you to choose a smaller area than the entire database.

Equipment: The range of Equipment Styles to include in the report.

Type: The range of equipment types to include in the report.

Period Code: The range of Period Codes to include in the report. This will let you only include equipment that is rented on a quarterly basis, for example.

Location(s): This option allows you to select a range of locations. For example, to know what equipment is stored at the warehouse, check the Warehouse box and the report will print out the equipment at that location. Choose any or all of the boxes shown.

Destroyed Equipment: Choose one of the following options.

Exclude Destroyed Equipment
Include Destroyed Equipment
Destroyed Equipment Only

Include New Equipment: Choose this option to include equipment Sold to customers as New.

Include Used Equipment: Choose this option to include equipment Sold to customers as Used.

Identify Sold Equipment: Choose this option to identify all equipment marked as Sold in general.

Summary Only: Check this box if you wish to only have a summary of the report printed.

Equipment Movement Report

The Equipment Movement Report displays where equipment locations and the employee that placed it there. The Equipment Movement Report can be found under Reports > Equipment > Equipment Movement Report.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Type
Equipment ID
Account Number
Branch

Equipment ID: Input the range of equipment ID numbers to include on the report.

Installed Date: Enter the range of dates to include on the report.

Type: The range of equipment types to include in the report.

Location(s): These checkboxes allow you to select the location(s) where the equipment is located and have it listed on the report.

Exclude Sold Equipment: Check this box to complete the exclusion.

Equipment Reservation Report

The Equipment Reservation Report can be used to show the equipment that is marked as reserved, and when/who they are reserved for. The Equipment Reservation Report can be found under Reports > Equipment > Equipment Reservation Report.

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Serial Number
Start Reserve Date
End Reserve Date
Route

Equipment ID: Select a range of Equipment IDs to include in the report.

Start Reserve Date: The Reserved Start date range to be included in the report.

End Reserve Date: The Reserved End date range to be included in the report.

Equipment Type: The equipment type range to be included in the report.

Equipment Style: The equipment style range to be included in the report.

Route: The route range to be included on the report.

Equipment Sold

This report provides a list of units sold. It is useful for property tax assessments, sales tax reporting, and asset tracking. The Equipment Sold Report can be found under Reports > Equipment > Equipment Sold.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Serial Number
Customer
Date

Equip. Serial No: The range of serial numbers to include in the report. All pieces of equipment are included if no range is specified.

Date Sold: The range of dates to include in the report. This can be compared with the date sold in the equipment master file.

Acct No: The range of accounts to include in the report.

Equipment Warranty Report

As you service your equipment, you may optionally select that it was repaired under warranty. This report can be printed by manufacturer for all warranty repairs. The Equipment Warranty Report can be found under Reports > Equipment > Equipment Warranty Report.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Equipment ID
Type
Repair Date

Equip ID: The range of serial numbers to include in the report.

Install Date: Select the range of installation dates to include on the report.

Equip Type: Select the range of equipment types to include on the report.

Acct No: Enter the range of account numbers to include on the report.

Short Listing: Select this option to generate a summarized report.

Include Uninstalled: Check here to include uninstalled equipment on the report.

Equipment Warranty Expiration Report

This report can be used to show you details on each piece of equipment as they relate to the equipment warranty. This report will display the Equipment ID, what customer it has been assigned to, its repair history (including parts and labor costs) as well as its warranty start and end dates. The Equipment Warranty Expiration Report can be found under Reports > Equipment > Equipment Warranty Expiration Report.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Equipment ID
Type
Repair Date

Equipment ID: The range of serial numbers to include in the report.

Manufacturer: The range of manufacturers to include in the report.

Repair Date: The range of repair dates to include in the report.

Warranty Expiration Date: The range of warranty expiration dates to include in the report.

Equip Type: The range of equipment types to include in the report.

Ignore Repairs: Select this option to include equipment on the report that have not had a repair, as the report defaults to only showing equipment that have been repaired at least once.

Customers Without Equipment

This report will print a listing of all customers who do not have equipment listed on their account. You may print it by a range of starting dates. The Customer Without Equipment report can be found under Reports > Equipment > Customers Without Equipment.

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose from the following categories:

Date
Account Number
Account Name

Acct No:The range of account numbers to include in the report.

Customer Start Date: The range of customer start dates to include in the report.

Only Non-Terminated Customers: This option will only include customers who do not have an end date on their customer record.

Equipment History Report

This report will display each piece of equipment that has been removed within the date range provided. Giving you a quick, easy to follow history of the various accounts equipment has been assigned to, including their install and removal dates. The Equipment History Report can be found under Reports > Equipment > Equipment History Report.

Fields:

Sort Option 1 : The primary and secondary fields to sort by. You can choose from the following categories:

Acct No.
Serial No.

Equip. ID: The range of equipment serial numbers to include in the report.

Acct. No:The range of account numbers to include in the report.

Removed Date:The range of equipment uninstalled dates to include in the report.

Equip. Type:The range of equipment types to include in the report.

Equipment Service History Report

This report will display the equipment service history for each piece of equipment matching the search criteria. It will display the date, service type, parts and labor costs, as well as the comment that was entered upon servicing the equipment. The Equipment Service History Report can be found under Reports > Equipment > Equipment Service History Report.

Fields:

Sort Option 1: The primary fields to sort by. You can choose from the following categories:

Acct No.
Serial No.

Equip. Id: The range of equipment serial numbers to include in the report.

Acct. No:The range of account numbers to include in the report.

Service Date:The range of equipment service dates to include in the report.

Equip. Type:The range of equipment types to include in the report.

Employee: Select the range of Employees to include in the report.

Equipment Status Reports

The Equipment Status Report includes information related to Equipment Status Codes assigned to each piece of equipment. The Equipment Status Reports can be found under Reports > Equipment > Equipment Status Reports.

Fields:

Sort Option 1: This report is automatically sorted by Equipment Status Code.

Report Type:Select the type of report output from the following choices:

Consumption
By Customer
By Status
Status Summary

Account No: Enter the range of account numbers to include in the report, along with one of the following account choices:

Active
Inactive
Both

Show Stop Detail: Select this option to include multiple account stop detail on the report.

Last Status Change: The date range for the equipment status changes to be included on the report.

Customer Type: Enter the range of Customer Types to include in the report.

Area: Enter the route areas to be included in the report.

ZIP Code: Enter the range of ZIP Codes to include in the report.

Invoice Date: Enter the range of invoice dates to include in this report.

Charge Code: Enter the range of charge codes to be included on this report.

Min Qty: Enter the minimum quantity per charge code that must be met to include the item on the report.

Available Status Codes: This list displays all Equipment Status Codes that can be included on the report.

Click this button to move the selected status codes from the list of Available Status Codes to Selected Status Codes.

Click this button to move all of the status codes in Available Status Codes to Selected Status Codes.

Click this button to move the selected Status Codes from Selected Status Codes to Available Status Codes.

Click this button to move all of the Status Codes in Selected Status Codes to Available Status Codes.

Selected Status Codes: This list shows which Equipment Status Codes will be included in the report.

Equipment Depreciation Report

The Equipment Depreciation report can be used to pull up equipment depreciation values for tax purposes. The Equipment Depreciation Report can be found under Reports > Equipment > Equipment Depreciation Report.

Fields:

Sort Option 1 & 2:The primary fields to sort by. You can choose from the following categories:

Equipment ID
Type
Acct No.

Equip. ID: The range of equipment serial numbers to include in the report.

Account No: The range of account numbers to include in the report.

Equip. Type: The range of equipment types to include in the report.

Equipment Not Serviced Report

The Equipment Not Serviced Report will display a list of equipment that has not been serviced. The Equipment Not Serviced Report can be found under Reports > Equipment > Equipment Not Serviced Report.

Fields:

Sort Option 1 & 2:The primary fields to sort by. You can choose from the following categories:

Equipment ID
Type
Acct No.

Equip. ID: The range of equipment serial numbers to include in the report.

Account No: The range of account numbers to include in the report.

Last Serviced Date: The range of dates the equipment was last serviced to include in the report.

Equip. Type: The range of equipment types to include in the report.

Rental Equipment Report

The Rental Equipment Report includes the equipment installed on customers’ accounts that are marked for rent. The Rental Equipment Report can be found under Reports > Equipment > Rental Equipment Report.

Fields:

Route: Enter the range of routes to include in the report.

Customer Type: Enter the range of customer types to include in the report.

Acct #: Enter the range of account numbers to include in the report.,

Purchase From: Enter the range of purchased from manufacturers to include on the report.

Period Code: Enter the range of billing period codes to be included on the report.

Install Date: Enter the range of equipment install dates to be included on the report.