Reports

Labor/Material Costs by Accounts

• Provides labor and material costs/totals for:
  • range of account codes,
  • range of cost centers, and
  • range of monthly period.

• Simple list of account codes.

• Lists all the valid cost centers by account code.

• List the labor and material costs by period. The user can select a range of account codes.

• Lists all asset transfers sorted by source site. The user is prompted for a date range.

• Lists all asset transfers sorted by destination site. The user is prompted for a date range.
  

• Lists all asset transfers sorted by source site. The user is prompted for a date range.

• Lists all the parts in a cycle count, sorted by bin location.

• This report lists active and/or demand work orders. The user is prompted for a list of trades and an option to select "U" (unissued) or "A" (active or both).

• This report is similar to the above but the work orders are grouped by site. The user is prompted for a site range, a random list of trades, and the status choice.
  

• This report list all active and unissued demand work orders for a range of specified shutdown codes. The user is prompted for a random set of trades.

• List all active and unissued demand work orders for a range of specified sites and shutdown codes. The user is prompted for a random set of trades.

• This report list all active and unissued demand work orders for a range of specified projects. The user is prompted for a random set of trades.

Active Work Orders by Date Required

• List all active and unissued work orders which are required before a user-specified date. The total estimated hours is shown.

• This work order, in a layout format, provides the following information:
  • Site and equipment,
  • Equipment details such as model, serial and location,
  • Warranty information,
  • Equipment notes (memo on equipment screen),
  • Details of work to be done,
  • List of parts required.

• This report totals up downtime hours for a specified equipment type such as "Pump".
• The user can request totals for specific reasons which may be specified when a work order is closed.
• The user also specifies a site range.

• This report is similar to the above except that the user can specify a range of equipment types instead of a specified type such as "Pump".
• The user can request totals for specific reasons which may be specified when a work order is closed.
• The user also specifies a site range.

• This report lists statistics of downtime hours broken down by year and month.
• The user can specify an equipment type and a site range and valid reasons for the equipment type.

• This report computes the depreciated value as follows:
  • It selects equipment flagged as assets.
  • It uses the number of years of depreciation according to the method specified (see equipment screen).
  • It uses the purchase date and purchase price.

• A list of equipment by site. A prompt for site range is shown.

• This report sorts the equipments sites by route code and order.

• This report lists the nameplate data for specified equipment and equipment types.
• The prompts are for site range. If one site is selected, the user may narrow the selection to an equipment range. Another prompt allows filtering by random equipment types.

• This report lists linked PM tasks by equipment. The user is prompted for a site range. If one site is selected, then it is possible to select a range of equipment within that site. Also, the user can filter by randomly selected equipment types.

• A suspect task is simply one that is overdue so this report lists all tasks overdue. Even though a PM task is due, it may not get issued for several reasons such as:
  • Season masked it.
  • It is flagged "Out of Service".
  • It wasn't selected for issue.
  • The date due is in the future.
  • This report is sorted by site.

• This report, sorted by site, simply lists all PM tasks due.

• This equipment list includes the equipment notes (memo).
• It is sorted by site and then user may use a random equipment type filter.

• This report list equipment counts by type. The prompts are random sites and random equipment types. If you just want the counts, summarize to 1 level instead of 2. Note that the counts are not broken down by sites.

• This report lists demand work orders from the history table (or PM work orders) and generates the total hours spent. The report is sorted by Site/Equipment. Optional filters used includes:
  • Date range,
  • Site/Equipment range,
  • Random trades.
• Users can include both PM and Demand by not using the work order type filter.
  

• This report lists PM work orders from the history table and generate the total hours spent. Filters used include:
  · Date range,
  · Site/Equipment range,
  · Random tables
  

Equipment History Details

• Lists the history details, sorted by site and equipment. It combines the history notes of both PM and demand work orders. The user is prompted for a date range.

• This report simply counts and sorts demand work orders by year and month. To include the actual work orders in this report, run the report to 3 levels instead of 2.

• This report simply counts and sorts PM work orders by year and month. To include the actual work orders in this report, run the report to 3 levels instead of 2.

• A report list of part classes.

• This report simply lists the inventory group codes and their descriptions.

• This report simply list the inventory group code. The user is prompted for a group code range.

• This report lists all parts sorted by group code. The user is prompted for a group code range.

• This report gives the net stock value for each item and group. It is based upon the QOH (Quantity on Hand) and the unit shelf value. You can run it for all classes (A,B,C, etc.) or just one class.

• This report lists all parts sorted by bin location. The user is prompted for a range of bin locations.

• This report lists all parts grouped by distribution center. The user is prompted for a range of distribution centers. The QOH (Quantity on Hand) is given for each distribution group.

• This report lists all vendor transactions for a given date range. The user is prompted for a random set of vendors (or all vendors) and a date range. The transactions show parts, quantities, and unit costs. The report data is sorted by vendor and date. The data is taken from the inventory history

• This report lists all the short stock parts by vendor. The user selects a random set of vendors (or all the vendors). The user can filter by preferred vendors too. Data is taken from the linked vendor

• This report lists the purchase order occurrences by part. The user can select opened or closed POs or they can select all POs.

• This report lists all outstanding part reservations sorted by part number.

• This report may be useful for collecting meter readings. The user is prompted for a site range. All meters are listed.If a meter is attached to multiple equipment, the meter will be listed multiple times while meters that are attached to sub-equipment records are suppressed.

• This report lists all parts and quantities on a purchase order by MRR number. Users will be prompted for a PO number. This report is essential in tracking what is received, especially when the goods received are in separate shipments.Each shipment is assigned an MRR number, starting at 1.

• Provides a detailed parts list for any equipment or sub-equipment. The user is prompted for a site range. If a single site is selected, you can select a range of equipment or a single equipment. If a single equipment record is selected, the user can narrow the selection to a range of sub-equipment.

• This report can be used as a model to generate any employee statistics (e.g. skills, courses, etc.). The user is prompted for a range of injury types and a date range.

• This layout report looks similar to the PM work order. However, it lists all tasks and their important parameters. It starts each equipment at the top of the page and prints even if there are no tasks linked. Its purpose is to evaluate the PM program and gives the user an idea of what the PM work order will look in advance. The user is prompted for a site range, an equipment range, if one site is selected and a single trade.

• This report is a simple list of all issued PM tasks for a set of trades. The report is sorted by trade, site, WO and task. The user is prompted for a set of trades.

• This report is a simple list of all issued PM work orders and their estimated hours for a set of trades. The report is sorted by trade, site, WO and task. The user is prompted for a set of trades.

• This report is used after running the PM forecast program under the "PM Forecast" tab. It reports total estimated hours by site for the time period specified in the forecast.

• This is the basic PM work order layout report. Information includes equipment, equipment number, model, site information, meter readings, task descriptions, priority, overdue factor, associated parts information, location, and more.

• This report is the standard purchase order. It may be customized for local needs and easily modified to suit client's needs. If the client's needs for blanket PO arises, they can be easily created with IGOR. Information included in the standard PO are vendor information, payment methods, tax information, requisition number, detailed order information (quantity needed, unit cost, description, manufacture number), account information, and more.

• This report is the standard purchase order request.

• This report lists outstanding PO items. Total value of unreceived goods is shown. The user is prompted for a filter. The default is to exclude "closed" or received items.

• This report summarizes purchases by account and vendor. User is prompted for a "date received" range, vendor range, and account range.

• This report lists all outstanding good not received by vendor. The user can specify a "promised date" so only late goods are reported. The report filters out goods that have been received.

• Lists the selected projects showing their budget amount, amount committed and amounts under budget. Users have the option to select only active projects.

• This report lists the selected projects showing their budget amounts, amount committed, and amount under budget. Unlike the Budget Summary report, the detail amounts are shown for each phase of the project. The user has the option to select only active projects.

• This report list current work requests sorted by site. The user may select one status filter such as A (Active) or U (Unissued).

• This report lists all PM tasks flagged for shutdown (i.e. they are only issued when shutdown is specified). This report is sorted by site and equipment.

• This report counts all main equipment records by site. The user is prompted for a site range. Although sub-equipment records are not counted, the report is easily modified to include them.

• This report can be used to verify tasks before committing them to work orders. The user is prompted for a task range and a filter for trades. Information printed includes priority number, associated trades, task period, detailed task information, time estimates, etc.

• This report can be used to verify time-sheet entries. User is prompted for a random selection of personnel and a date range. The total hours worked is also printed on this report.

• This report prints total hours spent on demand work orders. The user is prompted for a work order range. If the user requires the total for each work order, then run the report using 1 level of detail instead of the default 2 levels.

• This is a list of all parts supplied by a specified vendor. The user is prompted for a single vendor and a range of part groups. The last cost charged by the vendor for each part is listed on the report.

• This is a single page layout report of a work request. Information printed includes date requested, date required, request reason, memo, equipment information, etc.

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