Reporting Sets


Reports Menu -> Reporting Sets Menu -> Reporting Sets

To facilitate sorting of data, reporting sets provide a method of organizing and reporting inventory utilization by specific product classes, groups, or products.

e.g. Sets can be established to collect usage information about certain air compressors that need to be analyzed, as opposed to all compressors in your fleet.

The inventory sets can be defined in Reporting Sets to be used in reports generated from:

Return On Investment Report Detail
Time Utilization Reporting
Dollar Utilization Reporting By Group
Daily Status Code Summary Report
Customer Revenue Report
Product Revenue Report
Product Value Override Report
Commissions Report by Type
Rental Age Report Capture
Product Availability Report
Rental Simulation Spreadsheet

Optionally, owners setup in Set ID Owners can also be assigned sets in Assign Sets to Owners so that the reports can be generated by Owner.
This allows your managers to customize their set selections, and to generate utilization reports reflecting only their own equipment responsibilities.

The prompts to create utilization sets are:

SET ID
In 'Add' mode, enter a Set ID of up to 9 characters.

In 'Change' mode, enter an existing Set ID or select one from the Reporting Set Search window.


TYPE OF SET
Select one of the following product categories:

SET DESCRIPTION
Enter a defining description for this set.

Set Details:
SEQ#
The sequence number tracks the number of entries in this Set file.
Multiple items can be listed.

ITEM NUMBER
Enter the item number appropriate to theType of Set of product, class, or group, or search for it in the window provided.

DESCRIPTION
The corresponding product, class, or group description displays.

Finished?
Click ACCEPT when all the items have been added for this set.

These sets can be used to trigger various utilization, ROI, and revenue reports, or can be assigned to owners in Assign Sets to Owners to further customize the report selections.

ACTIONS:
Additional actions provided by buttons on the Reporting Sets screen include:


Topic Keyword: RSTG01
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