Contract Reports

Contract List – Action Templates

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

Contract List – Card File Export

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

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

Contract List – Cost Per Copy

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

Contract List – E-Meter Read Setup

The first two allow changing an individual contract's information for web account and web email. The last one will allow emailing the list of contracts for meter reads to be entered via the website.

Contract List – eBusiness Transactions

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

Contract List – Email from Contract List

This allows sending templated emails to a group of contacts from a contract list.

Contract List – Meter Charges Report

This can be further filtered to include meter total and can also e filtered by invoice dates to produce a report on meter charges for those dates.

Contract List – Meter Listing

Produces a spreadsheet of all meter information for all contracts in the list. This can be filtered to include job meters, purchase order meters and to only include non zero rate jobs and purchase order lines.

Contract List – 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 invoice date range, and including total profit amounts.

Contract List – Meter Reading Report

This can be further filtered to include note type and can also e filtered by invoice dates to produce a report on current and previous meter reads and dates.

Contract List – Meters Jobs Details

After filtering as per above, this will produce a detailed spreadsheet of jobs (and invoice numbers) for all contracts (based on what is chosen in Include Jobs). The Jobs Between (Inclusive) looks at the due date driven from the Next Bill Date in the header of the contract.

Contract List – Page Request Form

This allows printing/emailing page count requests directly from the contract list.

Contract List – Page Request Form (No Last Meter Read)

This allows printing/faxing/emailing page count requests directly from the contract list when there is no last meter read.

Contract List – Page Request Test

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

Contract List – Contract

This will produce a report for each individual contract in the list, based on the Asset choices made here:

Contract List – Contract Detailed

This will produce a fully detailed report for each individual contract in the list based on the Asset choices made here:

Contract List – Contract Profit

After filtering, this will produce a spreadsheet detailing COGS, actual labour cost, sell price gross margin percentage and gross margin in dollars based on the selections made here:

Tick Spreadsheet (Summary) only for less information.

Contract List – Service History by Month

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

This report also offers the ability to filter a list of contracts and report on those that have not received an onsite visit within the selected time frame.

Contract

Will produce a printable report of the selected contract.

Contract Action Templates

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

Contract Detailed

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

Contract Profit

After filtering as per below, this will produce a printable report of the contract's profit based on selections made here:

Contract Sticker

Will produce a printed sticker for the contract.

Contract – Meters Jobs Details

Based on selections here, this will produce a spreadsheet detailing stock, quantity, unders, overs, price, expired, returned and totals.

Contract – Page Request Form

This will produce a page request form requesting last and new meter read for printing/emailing.

Contract Page Request Form (No Last Meter Read)

This will produce a page request form requesting new meter read for printing/emailing.

Contract Service History

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

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

Contract Service History – Detailed

This will produce the same as above, but with more details.