Reporting Sets

Reports Menu -> Reporting Sets Menu -> Reporting Sets

To facilitate sorting of data, reporting sets provide a method of organizing and reporting inventory utilization by specific product classes, groups, or products.

e.g. Sets can be established to collect usage information about certain air compressors that need to be analyzed, as opposed to all compressors in your fleet.

The inventory sets can be defined in Reporting Sets to be used in reports generated from:
 

Return On Investment Report Detail
 Time Utilization Reporting
 Dollar Utilization Reporting By Group
 Daily Status Code Summary Report
 Customer Revenue Report
 Product Revenue Report
 Product Value Override Report
 Commissions Report by Type
 Rental Age Report Capture
 Product Availability Report
 Rental Simulation Spreadsheet

Optionally, owners setup in Set ID Owners can also be assigned sets in Assign Sets to Owners so that the reports can be generated by Owner.
 This allows your managers to customize their set selections, and to generate utilization reports reflecting only their own equipment responsibilities.

The prompts to create utilization sets are:

SET ID

In 'Add' mode, enter a Set ID of up to 9 characters.

In 'Change' mode, enter an existing Set ID or select one from the Reporting Set Search window.

TYPE OF SET

Select one of the following product categories:

•Select Class for a set that is defined by Rental Product Class.

•Select Group for a set that is defined by Group.

•Select Product for a set that is defined by Rental Inventory.

SET DESCRIPTION

Enter a defining description for this set.

Set Details:

SEQ#

The sequence number tracks the number of entries in this Set file.
 Multiple items can be listed.

ITEM NUMBER

Enter the item number appropriate to theType of Set of product, class, or group, or search for it in the window provided.

DESCRIPTION

The corresponding product, class, or group description displays.

Finished?

Click ACCEPT when all the items have been added for this set.

These sets can be used to trigger various utilization, ROI, and revenue reports, or can be assigned to owners in Assign Sets to Owners to further customize the report selections.

ACTIONS:
 Additional actions provided by buttons on the Reporting Sets screen include:

•Export/Import Items
 

oGenerate a Spreadsheet list of the Set Details (G/C/P):
 Click the EXPORT ITEMS button to output the existing Set Details in this table by Set ID, Set Type of Group/Class/Product, Set ID Description and the Product/Group number, to an Excel spreadsheet.

When making changes to the data, only the Item Number column representing the Product or Group can be changed and new items can be added to a Set but only if the 'Set ID' already exists.
 A new 'Set ID' can be added manually in this "Reporting Sets" maintenance utility or added using the Import IDs action.
 Items deleted from the spreadsheet data are only deleted in the import file and are not permanently removed from the Reporting Set.

When the changes to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file in preparation for uploading it to the server and then importing the data.

oUpdate the new Data to the Set Details table:
 Click the IMPORT ITEMS button to upload the revised 'Set Detail' data for Group, Class, and/or Product that has been saved as a "tab-delimited" text file to the server using the Select a File to Upload tool, and to import the data back into the 'Set Details' table in SRM.

A report on the number of items updated is triggered and confirmation is required before the update to the Set Details table is executed.

•Export/Import IDs only
 

oGenerate a Spreadsheet list of the Set IDs:
 Click the EXPORT IDS button to output the existing Set IDs in this table with the Set ID, Set Type of Group/Class/Product, and Set ID Description, to an Excel spreadsheet.
 Only the Set IDs can be added using the Import IDs action.
 Changes or deletions of other data fields are not processed.

When the additions to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file in preparation for uploading it to the server and then importing the new Set IDs.

oUpdate the new Data to the Set IDs table:
 Click the IMPORT IDS button to upload any new 'Set ID' records that have been saved as a "tab-delimited" text file using the Select a File to Upload tool and to import the new records back into the Set ID table.

A report on the number of items updated is triggered and confirmation is required before the update to the Set ID table is executed.

Topic Keyword: RSTG01