Equipment Usage by Job Report Equipment Usage by Job Report
This report lists equipment usage that has been charged to jobs in detail or summary for a user-defined range of dates or fiscal periods.
After selecting Equipment Usage by Job from the Job Cost Report Menu, the following screen comes into view.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change.
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports.
This button closes the program and returns to the main screen.
To Add or Change a report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of every equipment usage transaction in the Posted Transaction File is desired. Several limits may be set to narrow the list down to a very small range of transactions.
Following is a description of each of the limits. Check the appropriate boxes and enter the desired limits. When all desired limits have been set, press the OK button to save the settings. Press the Cancel button to return to the browse screen without saving the settings.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report.
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
Use this section to limit the report by Job. Use the Range setting to set a range of Job ID numbers. Use the List setting to specify a list of Jobs to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Job reporting limits. Select Range to enter a range of Jobs in the From and To fields. Select List to report on a list of selected Jobs.
These fields will be available if the Range radio button is selected.
From
Selects the first job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view.
To
Selects the last job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view. Highlight the desired record and press the Select button.
Edit Job List (button)
If the List radio button is selected, this button will be available. The following screen will come into view when the Edit Job List button is pressed.
Use the arrows to move Jobs from the Available list to the Included list. All Jobs in the Included Records section will be included on the report. Use the tabs to sort each section by Job Number or by Job Name.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Print Closed Jobs (check box)
If this box is checked, Closed Jobs will be included in the Report.
Print Inactive Jobs (check box)
If this box is checked, Inactive Jobs will be included in the Report.
This section allows for the selection of specific Cost Codes for which the report should be printed.
All, Range, List (radio buttons)
Select the All radio button to ignore Cost Code reporting limits. Select Range to enter a range of Cost Codes in the From and To fields. Select List to report on a list of selected Cost Codes.
These fields will be available if the Range radio button is selected.
From
Selects the first cost code in a range of codes or a single code. Enter the number or press the lookup button and the Cost Code screen comes into view. Highlight the desired code and press the Select button.
To
Selects the last cost code in a range of codes or a single code. Enter the number or press the lookup button and the Cost Code screen comes into view. Highlight the desired code and press the Select button.
Edit Cost Codes List (button)
Click the Edit Cost Codes List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.
Available Records
All Available Cost Codes that are not included in the list are displayed in these columns.
Included Records
All Included Cost Codes are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Usage for a particular Equipment ID or a range of Equipment IDs may be listed
All, Range, List (radio buttons)
Select the All radio button to ignore Equipment reporting limits. Select Range to enter a range of Equipment ID numbers in the From and To fields. Select List to report on a list of selected Equipment IDs.
These fields will be available if the Range radio button is selected.
From
Selects the Equipment ID in a range or a single Equipment ID. Enter the number or press the lookup button and the Equipment File Mainenance screen comes into view for selecting an existing Equipment ID. Highlight the desired record and press the Select button.
To
Selects the last Equipment ID in a range or a single Equipment ID. Enter the number or press the lookup button and the Equipment File Mainenance screen comes into viewfor selecting an existing Equipment ID. Highlight the desired record and press the Select button.
Edit Equipment List (button)
If the List radio button is selected, this button will be available. The following screen will come into view when the Edit Equipment List button is pressed.
Use the arrows to move Equipment IDs from the Available list to the Included list. All Equipment IDs in the Included Records section will be included on the report. Use the tabs to sort each section by Equipment ID or by Description..
If the Select Dates box is unchecked, all transactions will be selected for printing. Transactions may be listed for a single date or for a range of dates. If transactions are desired for a certain date, enter that date in both the From and To fields. To limit transactions to those from a particular period, enter the first and last dates of that period.
Select Dates (check box)
If this box is selected, it activates the ranges which are defined on the next lines.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
To
Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
If the Select Periods box is unchecked, all Fiscal periods will be selected. Transactions from one fiscal period or a range of periods may be printed. If transactions from only one fiscal period are desired, enter the number of that period in the From and To Fields.
Select Periods (check box)
Activates the ranges which are defined on the next lines.
From
Selects the first fiscal period in a range of periods or a single fiscal period. Enter the fiscal period or press the lookup button. Highlight the desired fiscal period and press the OK button.
To
Selects the last fiscal period in a range of periods or a single fiscal period. Enter the fiscal period or press the lookup button. Highlight the desired fiscal period and press the OK button.
Project Manager
This option allows the user to limit the report by Project Manager. Press the down arrow button to select from a list of Project Managers.
Superintendent
This option allows the user to limit the report by Superintendent. Press the down arrow button to select from a list of Superintendents.
Include Managers Marked Inactive (checkbox)
If this box is checked, then the pulldown lists for Project Manager and Superintendent will include Inactive employees.
Group by Cost Code (radio button)
The report will show each cost code on the job with its related equipment transactions itemized and subtotaled.
Group by Equipment (radio button)
The report show each piece of equipment, with its related transactions sorted by job and cost code, but subtotaled by equipment.
Summary (radio button)
The report will show just a summary total for each Job/Cost Code or each Equipment ID depending on the selected Report Format.
Detail (radio button)
The report will show each individual log entry transaction.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Readability Bars
Use this checkbox to indicate whether colored readability bars should be included on the report. Click the sample color rectangle and the following will appear:
Select the desired color and click the OK button.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.