Generating Reports

Available Reports and Formats
Formats 
 
 Fixed Width Text File - Displayed as page 
 CSV File - Downloaded as file 
 
 Reports List 
 By default the resource management system provides the following reports to managers and administrators: 
 
 Master User List - All users accounts in the system by first and last name in alphabetical order 
 PI List  - The list of all Principle Investigators responsible for each active group 
 Active Account List - The list of all charge accounts currently available (active and un-expired) to be charged in the system 
 Group User List  - A time range bounded list of all users who have ordered from a given group 
 Group PI List - A time range bounded list of all pis who have ordered from a given group and which services they ordered. 
 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. 
 Group Revenue (Service)  - A time range bounded summary of all usage and billing for a given group categorized by Service. 
 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 
 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 
 Excluded Revenue - Excluded Revenue Report show all events that have been excluded during the given period 
 Pending Revenue  - Download a list of all pending events or line items. 
 Group Rates/Presets Sheet  - Download a list of all current rates / line presets for the selected group. 
 Group Sales Tax Summary - Download a summary of all sales tax for billed items in the range given. 
 Fiscal Year Summary - The sum of all charges to a facility grouped by fiscal year. 
 All Events  - Download all Events that occurred in the given time frame. Used if custom analysis is to be performed. 
 All Line Items   - Download all line items that occurred in the given time frame. Used if custom analysis is to be performed. 
 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.)