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ID900 - Instructions for Running SSRS Report

Like the mapping application ID900 is a SQL Reporting services report and will be available in a folder at a web address.

Click here for instructions on launching the report.

You must have eAutomate security rights to be able to view GLReports in eAuto.

All our SQL Reporting Services (SSRS) reports will be located in this folder, look for ID900.

1.PNG

Report Filters:

ID900SBA2020.PNG

1. Month: Note when selecting the date range that our report runs by period, but we show the date as Month - Year so it's easier to understand. 

Please also note each time you access the report it will be set with dates where you left off last time you ran the report. So...

A-if you find discrepancies go back to mapping to fix and update again

and/or

B-if it has been some period of time you still must go back to mapping and review for any new account AND update the mapping to get newest info brought in.  
 
To see last years total numbers, then run thru December of last year:

ID900Fiscal.PNG

2. Model - Only select ONE (SBA2020 or BM2019):

SBA2020 

ID900SBA2020.PNG

BM2019 is Bering McKinley Model - nothing new for 2020, so still same as 2019:

ID900BM2019.PNG

3. Refresh data - if any changes to mapping (ID893 Financial Mapping App) or to refresh totals for new month you haven't run for before:

ID900Refresh.PNG

4. Annual Target - you select, default is 2,000,000 

ID900Target.PNG

 

5. Financial Divisions - pulled from ID893 Financial Mapping App

For dealer group survey, be sure only Imaging is checked off

ID900Divisons.PNG

 

If you are using the BM2019 Model, then you will only see one option:

ID900BMDivisions.PNG

 

6. GL Branches - select from Drop Down

ID900Branches.PNG

 

THEN SELECT VIEW REPORT!

SBA 2020 Sample

SBA 2020 Sample:

**The Model TARGET% for GP, OP, etc. does not include anything for the Managed IT 'DIVISION'. If you are truly wanting to see how your % stack up to the model targets, then you will need to run the report only for the 'Imaging' division

ID900Sample.PNG

FYI CY (Current Year To Date) / PY (Prior Year To Date):

CYPY.PNG

Page 2 shows

Employee Headcount Page from ID893 Employee Mapping Portion, see THIS LINK for that set up 

ID900HeadCount.PNG

Employee1.png

 

AND COGS Inventory Turns per ID806:

ID900COGS.PNG

 

Bering McKinley Model Sample

Bering McKinley Model Sample:

 

ID900BMSample.PNG

 

 

 

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