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Jim2® Business Engine Help File

Machine List Reports

machine list reports

 

Report

Explanation

Machine List - Action Templates

This will produce a spreadsheet of all machines listing all actions, source types, etc.

 

mps list action

Machine List - Card File Export

This will produce a spreadsheet of all card file information based on the filters below.

 

machine list cf export

 

Note: if Only Include Primary Contacts is unticked, all contacts will be listed.

Machine List - Cost Per Copy

This produces a spreadsheet listing all information on the cost per copy for the date range selected.

 

cost per copy

 

mps list cpc

Machine List - E-Meter Read Setup

emeter setup1

 

The first two allow you to change an individual machine's information for web account and web email. The last one will allow you email the list of machines for meter reads to be entered via the website.

Machine List - Meter Listing

Produces a spreadsheet of all meter information for all machines in the list.

 

meter listing

Machine List - Meter Profit

meter profit

 

After filtering Group By and dates from/to, this will produce a spreadsheet listing all meters from the list, showing profit based on the date range, and including total profit amounts.

 

meter profit1

Machine List - Meters Jobs Details

meter job det

 

After filtering as per above, this will produce a detailed spreadsheet of all jobs (and invoice numbers) for all machines.

Machine List - Page Request Form

This allows you to print/fax/email page count requests directly from the machine list.

 

pagerequest

Machine List - Page Request Test

Produces a spreadsheet listing all details for the machines in the list, including request by, counts, opening balances, rates, etc.

Machine List - eBusiness Transactions

Produces a spreadsheet listing all eBusiness transactions for all machines based on the dates selected.

 

jimscriptform

 

eb trans

Machine List - Email from Machine List

This allows you to easily send templated emails to a group of contacts from a machine list.

 

email from mac list

Machine List - Export (Jim Import Format)

Produces a spreadsheet in the Jim2 format. Useful when you wish to bulk update a number of machines, ie. change the report group for a list of machines.

Machine List - Machine

This will produce a machine report for each individual machine in the list.

 

machine report

Machine List - Machine Detailed

This will produce a fully detailed machine report for each individual machine in the list.

 

machine detailed report

Machine List - Machine Profit

After filtering, this will produce a spreadsheet detailing COGS, actual labour cost, sell price gross margin percentage and gross margin in dollars.

 

machine profit

Machine List - Service History by Month

After filtering by Machine/Item/Customer and including a date range, will produce a spreadsheet detailing all service visits for the period, including total visits and hours for the date range specified.

 

service history

 

serv hist by month

 

Machine Reports

project reports

 

Report

Explanation

Machine

Will produce a printable report of the selected machine.

 

machine report

Machine Action Templates

This will produce a spreadsheet listing all the Action templates associated with the selected machine.

Machine Detailed

This will produce a fully detailed printable report of the selected machine.

 

machine detailed report

Machine Profit

After filtering as per below, this will produce a printable report of the machine's profit.

 

machine profit1

 

machine profit2

Machine Sticker

Will produce a printed sticker for the machine.

 

project sticker

Machine Service History

project service history

 

After selecting a date range, this will produce a spreadsheet of the machine service history, including job and parts lists, number of visits in each month of the date range, total visits and total hours for each machine.

 

Note: if there are machines in the list that have no service history for the date range, they will not be included in the spreadsheet.

 

Further information:

Managed Print Services Edition

Overview

Setup

Machine Footer

Machine Header

Machine Lists

Meter Overview

Meter Reading Options

Operation

3 Tier Colour Coverage Billing

3 Tier Colour Coverage Reads Billed with Total Colour Rate

3 Tier Colour Coverage Reads Min Volume on Colour Total

Add Manual Meter Readings

Add or Remove a Child from a Master

Advanced Meter Examples

Base Charge and Minimum

Base Charge and Base Rate

Bill a Master Machine

Billing Exact Amount Using a Balancing Meter

Billing Using Prepaid Blocks

Billing Using Expiring Prepaid Blocks

Black A3 and Black A4 Meter with Minimum Volume Over the Two Meters

Black A3 and Separate A4 Meter

Clawback Meters

 

Create a Non Billing Template

Create a Machine Contract

Estimate Meter Reads

Fix Incorrect Meter Read

Machine Serviced by 3rd Party

Machine Serviced by 3rd Party with Base Charge

Machine Serviced by 3rd Party with Minimum Charge

Machine Serviced by 3rd Party with Minimum Volume Charge

Machine with Total Meter

Manage Invoicing Multiple Masters

Minimum Dollar Amount

Minimum Dollar Amount for Black Only

Minimum Volume for Black

PMP Plan Meter Setup

Prepaid Pages

Produce a Summary Invoice

Recommended Reports

Refurbish Machines Using Special Stock and Sales Kit

Refurbish Machines Using Special Stock and Manufacturing

Refurbish Photocopier Parts

Replace a Machine Part

Service and Finance Split Billed as Single Amount

Set up a Master Machine

Set up and Use Text Email Request

 

Set up and Use Web Meter Reads

Set up Consumable Coverage on 3 Tier Billing Stock

Set up Machine with Price Break Point

Set up Master with Average Billing

Set up Master with Clawback All Unders at Current Rate

Set up Master with Clawback all Unders at Historical Rate

Set up Master with Clawback All Unders Overs at Current Rate

Set up Master with Clawback Open Unders and Overs at Current Rate

Set up Master with Clawback Open Unders at Current Rate

Set up Master with Meters with Different Periodicities

Set up Master with Multiple Black with A3 and A4 Meter and Min Volume

Set up Master with Multiple Child Machines

Set up Master with Multiple Children and Minimum Volume

Set up Master with Multiple Children with Different Black Rate

Set up Master or Standalone with Free Pages

Set up Master or Standalone with Prepaid Pages

Set up QR Code

Simple Meter Examples

Skip Billing

Split Billing 2nd Party

Split Meter Setups

Terminate a Contract

Unders and Overs Meter Setup