# Generating Reports

# Available Reports and Formats

#### Formats

- Fixed Width Text File - Displayed as page  
    [![ExampleFWFReport.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2021-04/scaled-1680-/examplefwfreport.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2021-04/examplefwfreport.png)
- CSV File - Downloaded as file  
    [![ExampleCSVReport.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2021-04/scaled-1680-/examplecsvreport.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2021-04/examplecsvreport.png)

#### Reports List

By default the resource management system provides the following reports to managers and administrators:

1. **Master User List** - All users accounts in the system by first and last name in alphabetical order
2. **PI List** - The list of all Principle Investigators responsible for each active group
3. **Active Account List** - The list of all charge accounts currently available (active and un-expired) to be charged in the system
4. **Group User List**  - A time range bounded list of all users who have ordered from a given group
5. **Group PI List** - A time range bounded list of all pis who have ordered from a given group and which services they ordered.
6. **User Service Revenue**  - A time range bounded list of all users who have ordered from a given group and grouped by service used, account charged, and total revenue charged.
7. **Group Revenue (Service)** - A time range bounded summary of all usage and billing for a given group categorized by Service.
8. **Group Revenue (PI)** - A time range bounded summary of all revenue for a given group categorized by the Principle Investigator/Owner of the account charged. Ordered by most to least charged
9. **Group Active Accounts** - A time range bounded summary of all revenue for a given group categorized by the title of the account charged and sub-categorized by the users who created those charges
10. **Excluded Revenue** - Excluded Revenue Report show all events that have been excluded during the given period
11. **Pending Revenue** - Download a list of all pending events or line items.
12. **Group Rates/Presets Sheet** - Download a list of all current rates / line presets for the selected group.
13. **Group Sales Tax Summary** - Download a summary of all sales tax for billed items in the range given.
14. **Fiscal Year Summary** - The sum of all charges to a facility grouped by fiscal year.
15. **All Events** - Download all Events that occurred in the given time frame. Used if custom analysis is to be performed.
16. **All Line Items** - Download all line items that occurred in the given time frame. Used if custom analysis is to be performed.
17. **Event Attached Items Report** - Download all line items that are attached to events (e.g., service charges, etc.),. May be modified to include selected non-event line item results as well. Used for generating tracking reports (Staff Time, etc.)