ID586 - Monthly Sales Report of Host Equipment by Make for Warranty Setup with Manufacturer Overview & Sample:

A client needed a list of Lexmark machines sold for the month to send to Lexmark for warranty registration. This alert runs as an alert and sends a csv file attachment as well as the information manufacturers typically require on "HOST" equipment only. You can list the Make (manufacturer) that you want this alert to run for in Variable W. You will receive one email for each make specified. Variable X specifies the cycle you'd like this report to run. Variable Y is where you specify if you want to include or exclude your customer's name the equipment was sold to on the report. If you're sending this to your manufacturer, unless they specify that you have to include your customer's name, we recommend you select 'Exclude' and the report will insert your company name in that column.

ID586 is a custom report run from the e-automate console, Reports/Custom Reports/ID586.  The sample report shows the report header:  Date Range the report is for, date report was run, your option as to whether or not to include the customer name, and how you want the report formatted.  It also contains your company logo.  

Output contains Make, Item and Item Description, Serial Number, Invoice Number, Customer Name and Install Date as shown below:


This report has 3 Variables:

Variable W = Make(s) to report (enter in the list of Make's separated by a comma that you want to report)

Variable X  = Report Cycle (Monthly, Weekly, Daily)

Variable Y  = Include/Exclude (whether you want the report to include your customer name to report to manufacturer)

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