System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function RSUS01 -> runs Rental Utilization Report by Status Code
This rental utilization analysis by product status code, can be
generated from this option as a report, as a spreadsheet, or as
emailed output.
The analysis can also be generated by a CRONJOB and run
automatically by the software at a designated later time. More
detailed information about the Automated Job Scheduling
feature, is provided at the end of this page.
Before running this utilization report for non-bulk rental equipment by status code, click the SETUP button to define the report parameters and status codes in Rental Utilization Report Setup.
The prompts to generate the utilization report are:
Select Detail to print each of the selected locations in
a separate report.
If the report is being distributed by email, the detailed output
will be emailed to the address setup for the each Loc in the
Utilization Report Email Addresses
window.
Check this box to list the product details on the spreadsheet
output, listing the products within each Group with the product
status code, source document, and an exclude from totals
indicator.
Uncheck this box if the product details is not required on the
spreadsheet.
Note: The product details are not reflected when this report is initiated from Automatic Job Scheduling.
Select Recorded to generate the report using the saved
recorded "Snapshot" of the information as of the selected date.
This "Snapshot" must have been previously generated by the CRONJOB
from Automatic Job Scheduling.
Using this method speeds up processing time, as the information is
already summarized.
A more detailed explanation of the automatic scheduling feature for
the Rental Utilization Report is provided at the end of this
section
Check this box to print the average number of units rented in a
day.
This average rental total is the daily average number of rentals
based on the number of snapshots days in the range.
Uncheck this box if a daily average is not required.
The rental total then includes the total number of items rented in
the selected range per the snapshot information.
Uncheck this box if the report is to be printed.
Check this box to utilize the printers by location option, as
setup in Rental Utilization Report Setup
in the "Alternate Printers" window.
If no printer is assigned for a location, then the current default
printer is used.
Uncheck this box if the report is to be printed entirely to the printer selected for this session.
This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Using Automated Job Scheduling to Report on
Utilization
Certain maintenance and reporting jobs, including this Rental
Utilization Report based on product status code, can be setup to
run automatically at specific times as a CRONJOB.
The listing of these jobs can be maintained in Automatic Job Scheduling, assigning the
occurrence, time, and printer. The last date and time that the job
was run is also displayed here.
A "Snapshot" must first be recorded of the availability status
code of each non-bulk rental product.
This can be setup in the schedule under jobname RSUS01.
It is important that this "Snapshot" be recorded daily, at an
earlier time than the print or email jobs are to be generated. This
ensures that the summarized data is ready.
The "Snapshot" job does not require a printer, as a file is created
but no output is actually produced at that time. The output can
then later be generated as a report or email from Rental Utilization Report Setup using the Recorded
option, or as a report or email from other CRONJOBS setup in
Automatic Job Scheduling.
The Rental Utilization Report itself can be setup in the
schedule under jobname RSUS02E, to print to designated location
printers. Location printers can be assigned in the "Alternate
Printers" window in Rental Utilization Report
Setup . If no printer has been assigned, the default printer
from Automatic Job Scheduling for the
job record, is used.
The printed report is always generated for the current day.
The Rental Utilization Report can also be setup in the
schedule under jobname RSUS02D, to email the report output to
certain addresses. The email distribution list can be setup in the
"Email Addresses" window in Rental Utilization
Report Setup.
The printed report is always generated for the current day.
ACTIONS:
Additional actions provided by buttons on the Rental Utilization
Report by Status Code screen include:
Note: Any changes made in this setup window also impact the Daily Status Code Summary Report that also uses this configuration information.
Customize the Utilization Report:
Click the GROUPS button to define the Groups to be
reflected in the report output by assigning a category or grouping
code as outlined in Group Utilization
Groups.
Customize the Utilization Report:
Click the CLASSES button to define the Classes to be
reflected in the report output by assigning a category or grouping
code as outlined in Class Utilization
Groups.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |