ID346 - Equipment Population Custom Report with Contract Rates Overview & Sample:

This custom crystal report will provide you with details for the equipment on contract in your system such as cost per copy rates. 

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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |

 

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Overview

Overview

This report provides you with an overview of details on the equipment within your database that is on a contract. The details on this report include customer, bill to customer, base rate and billing recurrence, renewal dates, copies covered, overage rates, average volumes, install date, service call count, and more. It is available within the Reports console of e-Automate in the Custom Reports section.

 

Run Schedule: On Demand

Type of Output: Custom Report

 

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Sample

Sample

Non-exportable version (could not be edited for sample, information has been blacked out):

Exportable version (edited for sample to show what each field contains):

 

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Variables

Variables

N/A

 

 

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Alert Functionality

Alert Functionality

1. Click Reports from your top toolbar in e-Automate.

2. Click on Custom Reports from the side bar options and you'll see the report "CEO Contract Rate Report". 

3. Double click to open the report filters and complete them as desired (see OnDemand Report Filters Section below for details).

4. Click OK on the filters box to run the report

5. The report can be exported by clicking the Export Report button on the upper-right hand side of the report window

 

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OnDemand Report Filters

OnDemand Report Filters

Select desired date range to run the report for

Select to include all customers or a specific From and To customer

Select to include all contracts or a specific From and To contract

Select to include all equipment or a specific From and To equipment

Select to include all sales reps or a specific From and To sales rep

Select if you are planning to export this report or not. When selected, the report will generate in an exportable format. 

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Best Practices & Tips

Best Practices & Tips

This report is a great resource for those who do not work in the service contracts within e-Automate on a regular basis and therefore do not know where to find pertinent equipment details. This report can be used by your C-level employees as well as service and sales managers to be in-the-know of the details of specific customer contracted equipment.

 

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Related Alerts

Related Alerts

None at this time. 

 

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