Reports Spec

Updated on 21 Sep 2023
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Sr.No	ID	Report Title	Category
1	1045	All Customers	Customer
2	1046	All Sites	Site
3	1047	All Jobs	Job
4	1048	All Quotes	Quote
5	1049	All Invoices	Invoice
6	1050	Quotes Won_Lost	Quote
7	1052	Asset Register	Asset
8	1054	All Parts	Part
9	1055	Profitability	Cost
10	1056	Contacts	Contact
11	1084	Outstanding Jobs by Engineer	Job, Visit, Engineer
12	1199	Job Report With Engineers	Job, Engineer
13	1226	Timesheet Extract cost	Timesheet, Engineer
14	1227	Timesheet Actual	Timesheet, Engineer
15	1228	KPI Report	Job, Visit, Engineer
16	1249	Job Report with Visits	Job, Visit, Engineer
17	1268	Engineer Hours (Previous Week)	Timesheet, Engineer
18	1276	All in Reqs. Invoice	Job
19	1313	All in Job	Job
20	1412	Quickbooks - Sales Invoice Detailed	Quickbooks, Sales
21	1514	Sage Sales Export	Sage, Sales
22	1522	Rejected/Aborted Reasons	Visit
23	1598	Engineer Leave Site Reasons	Visit
24	1697	WIP Report	Job, Cost
25	1773	Xero Export	Xero, Sales
26	1800	Vehicle Checklist	Vehicle
27	1879	Sage Adept - Line Item	Sage Adept, Sales
28	1918	Kashflow Export	Sales
29	1962	Xero Export Canada	Xero, Sales
30	1980	Expense Report	Cost
31	2076	No activity last 6 months	Site, Job
32	2153	Parts Used/Required	Part/Equipment
33	2259	Plans due to expire in next 6 months	PPM
34	2260	Invoices due to expire in next 6 months	Invoice
35	2296	Engineer visits Past 14 days + Future Visits	Visit, Engineer
36	2330	Invoice Line Items	Job, Invoice
37	2337	Total Cost	Site, Cost
38	2338	Job Status per Site	Job, Site
39	2356	Job Report Inc Notes	Job
40	2357	Daily Run Sheet	Job, Visit, Engineer
41	2358	Parts Required	Part, Engineer
42	2361	Sage One Sales Invoice Export - No VAT	Sage, Sales
43	2373	Asset Catalogue not matching Asset description	Asset
44	2374	Asset not linked to asset catalogue	Asset
45	2376	Engineer Time Input Vs Actual Time	Timesheet, Engineer
46	2380	Current Month Profit Report	Job, Cost
47	2381	Daily Job Profit Report - Today	Job, Cost
48	2392	REFCOM - Gas Cylinder Report	Gas Cylinder Transaction
49	2393	REFCOM - Gas Cylinder Transaction Report	Gas Cylinder Transaction
50	2398	Total Site CO2 Tonnage	Asset, Refrigerant
51	2412	Weekly Mileage report	Engineer, Mileage
52	2413	Sage One Sales Export - VAT Inclusive	Sage, Sales
53	2416	Sage Purchase invoice Export	Sage, Purchase
54	2427	Daily Mileage Report	Engineer, Mileage
55	2436	Xero Purchase invoice export	Xero, Purchase
56	2450	Quickbooks Purchase Export	Quicbooks, Purchase
57	2455	Total Mileage - Previous month	Engineer, Mileage
58	2456	Engineer Hours previous month	Timesheet
59	2479	KPI Vs Arrival Time	Job, Visit, Engineer
60	2483	Mileage report by job & engineer	Engineer, Mileage
61	2500	Supplier List	Supplier
62	2524	Purchase order list - All Time	Purchase Order, Job
63	2525	Purchase order list - previous month	Purchase Order, Job
64	2526	Sage 200 Sales invoice export	Sage 200, Sales
65	2554	Previous 2 weeks profit report	Job, Cost
66	2558	Parts used previous week	Job, Part
67	2559	Parts used all Time	Job, Part
68	2561	Asset list including systems	Asset
69	2603	ALL PPM Invoices	PPM, Invoice
70	2632	Purchase Orders Current Month	Purchase Order, Job
71	2633	Job Status Audit	Job
72	2634	Payment Received vs Invoice Amount	Customer, Invoice
73	2646	User Permissions	User
74	2652	Asset History Report	Job, Asset
75	2657	Timesheet Previous Week (Include Travel Home)	Timesheet, Engineer
76	2663	Engineer Job Cost Report Previous week	Cost, Engineer
77	2667	All Time Expenses Report	Cost, Engineer
78	2681	Previous Month Profit Report	Job, Cost
79	2687	Outstanding Jobs logged today or before	Job
80	2688	Outstanding Jobs Past appointment Date	Job
81	2693	Outstanding Jobs with costs	Job, Cost
82	2697	Previous Week Timesheet (From first travel to last on site, completion or travel home each day)	Timesheet, Engineer
83	2727	All Purchase Invoices with Statuses	Invoice
84	2741	Site Asset Register Active only	Asset
85	2742	PPM Visits with Assets	PPM, Asset
86	2743	Plans due to expire in next month	PPM
87	2763	Sage 50 Sales Export	Sage 50, Sales
88	2764	Non Productive Time Report	Non Productive Time, Engineer
89	2779	Asset Register with Refrigerant details	Asset, Refrigerant
90	2793	Completed Visits per day by engineer	Visit
91	2795	KPI VS priority	Job
92	2804	Sales Invoice Payment Status	Invoice
93	2829	Adept Sage Purchase Export	Adept Sage, Purchase
94	2840	Planned Engineer Visits	Visit
95	2841	All Purchase Invoices with supplier name	Purchase, Invoice
96	2842	PPM Visits including Engineers	PPM, Engineer
97	2848	Job Based MAT Report	Job, Cost, Invoice
98	2850	Customer - Default Document Templates	Document Template
99	2851	Site - Default Document Templates	Document Template
100	2857	Gas Cylinder Leak check report	Gas Cylinder Transaction
101	2858	Gas Cylinder Addition report	Gas Cylinder Transaction
102	2859	Gas Cylinder removal report	Gas Cylinder Transaction
103	2860	Gas Cylinder correction report	Gas Cylinder Transaction
104	2867	Engineer Hours with Non Productive Time (Previous Month)	Non Productive Time
105	2869	Timesheet Actual Previous Week	Timesheet, Job, Engineer
106	2888	First time fix percentages	Job
107	2895	Aborted Visits report	Visit
108	2926	Sage 50 Purchase Export	Sage 50, Purchase
109	2958	All Equipment	Equipment, Refrigerant
110	2989	Engineer visits Past 21 days + Future Visits	Visit
111	3001	All Contacts (Customer and site contacts)	Contact
112	3005	Timesheet Actual Previous Day	Timesheet, Engineer
113	3023	Purchase order Line item list	Purchase Order, Job
114	3031	PPM Contract values	PPM, Cost
115	3051	Unpaid invoices	Invoice
116	3056	Supplier & Subcontractor Invoices	Invoice
117	3059	Timesheet Previous week including overtime	Timesheet, Job, Engineer
118	3078	WIP Report - Detailed	Job, Cost
119	3080	Monthly Mileage report	Engineer, Mileage
120	3096	All Tags report	Tags
121	3180	Parts used previous month	Part/Equipment, Engineer
122	3181	Parts used current month	Part/Equipment, Engineer
123	3252	PPM Visits Due Next 30 Days	PPM, Visit
124	3429	WIP Cost Line item Report	Job, Cost
125	3439	Suspended/Failed assets	Asset
126	3454	Plans due to expire in next 3 months	PPM
127	3508	Job Status per Customer	Customer, Job
128	3693	COVID-19 Engineer Daily Form	Covid, Engineer
129	3694	COVID-19 Engineer Daily Form	Covid, Engineer
130	3706	User audit	User
131	3725	Nominal Codes	Nominal Codes
132	3820	Upgraded Quote Tracker	Quote, Job
133	4063	Non Productive Time breakdown	Non Productive Time, Engineer
134	4139	Contract Performance	PPM, Cost, Invoice
135	4147	Staff List - Active Users with License	User
136	4191	Contract Performance Excluding Drafts	PPM, Cost, Invoice
137	5705	All Assets	Asset
138	5760	All Jobs Report (Standard)	Job, Cost, Invoice, Engineer
139	5765	Refcom Asset Audit Report	Asset, Refcom
140	5766	Engineer Timesheet Including Overtime (Standard)	Timesheet, Job, Engineer
141	5805	All Vehicles Info	Stock, Vehicle
142	5852	Engineers Timesheet last 30Days NonProdTime (Standard)	Timesheet, Engineer
143	5874	Service Type Report	Service Type, Asset
144	5875	Tasks Report	Task
145	5917	All Stock Report	Stock, Part, Equipment, Engineer
146	5931	SOR Items	Schedule of Rates
147	5941	Engineer Timesheet Previous 30 Days Including Overtime (Standard)	Timesheet, Engineer
148	5952	My To-Do List	To-Do
149	5988	Completed Jobs	Job
150	6006	All Subcontractors	Subcontractor, Documents
151	6023	Company Documents Report	Documents
152	6100	All PPM Quotes	PPM
153	6324	Live Stock Inventory	Stock
154	6506	Batch Invoices	Invoice
155	6507	Batch Invoices Per Line	Invoice
156	6540	New Pegasus Sales Transaction Export	Pegasus, Sales
157	6541	Pegasus Opera Sales Analysis Export	Pegasus, Sales
158	6542	Pegasus Opera Sample Purchase Analysis	Pegasus, Purchase
159	6543	Pegasus Opera Sample Purchase Transaction	Pegasus, Purchase
160	6657	KPI VS priority with business hours	Job, Engineer, Timesheet
161	6872	Job KPIs with Remaining Time	Job, KPIs
162	6944	Users Audit Report - Last 12 Months	User
163	6960	JLWeb - Stock Take Report	Stock
164	6961	All Customer & Site Contacts with Event Notifications	Contact
165	7012	Sage 200 Purchase Invoice Export	Sage 200
166	7014	User Roles and Permissions	User
167	7042	All Service Contracts	Site, Asset
168	7102	Recurring Non Productive Time Setting	Non Productive Time, Engineer
169	7171	Stock Adjustment Report	Stock
170	7172	Stock Reorder Report	Stock
171	7173	Stock Valuation Report	Stock
172	7378	Cancelled Visits Report	Visit
173	7408	Pay Bands	Pay Band
174	7410	Pay Band Times	Pay Band
175	7520	Service Jobs Library	Service Jobs
176	7521	Customer Service Job Library	Service Jobs, Customer
177	7489	Contract Purchase Orders	Purchase Order, PPM
178	7490	All Contract Purchase Invoices	Purchase, PPM
179	7491	Service Job Letters	Service Jobs, Job
180	7543	Sites Service Job List	Service Jobs, Site
181	7421	Moved Visits Report	Visit

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