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Reports Spec
21 Sep 2023
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Reports Spec
Updated on 21 Sep 2023
7 Minutes to read
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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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