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:

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.)