Report Name

Report Description

LEASES 

This report is a lease maturity report. It lists contract information, including the customer’s name, lease billing parameters, and machine information. This report sorts by location.

LEASE1

This report prints the same information as the LEASES report, but sorts by salesperson instead of location.

LEASE2 

This report lists all expired leases so you can easily determine which customer’s buy out options you need to bill.

RENTAL

This rental billing report lists your rental billing parameters and customer information. It also prints the next billing and contract billing dates.

RENTLS 

This report lists all the rental contract types and the machines rent under each type. It includes the next contract billing date and the last meter billing date. This report is limited to items with an R set in the Rent/Loan/Demo/Lease box in the Machine Detail Machine Other tab.

SOLDMA

This sold machines report prints machine and customer information, including the sold date.

TECHDY

This report provides a summary of the hours your technicians work.

EZ-LBL 

This report prints customer billing labels with the system number.

SER-CU

This report provides a list of the machines linked to non-existing customer records.

SER-OH

This report lists the on-hand quantities for each item from the Machine Detail Master tab, along with the system and serial numbers. Since this report compares the number of records for a serialized item in the serialized module versus the on-hand quantities for the same item in the inventory file, this report can also be used for inventory counts.

Z-CALL 

This report shows the open calls from the Work Orders window.

Z-CARD

This report allows you to print meter cards.

Z-CODE

This report lists all of the service codes set up in the system, including any call, problem, solution, reopen, and transfer codes. This report sorts by code type.

Z-CONT

This report lists all the serialized machines on a contract and sorts by contract type.

Z-CTYP

This report lists all the contract types set up in the Contract Types Types tab, along with their corresponding descriptions and extended descriptions. This report sorts by contract type.

Z-CU

This report lists the serialized machines and sorts by customer with the total number of machines listed for that customer.

Z-DEF 

This report provides a list of all the serialized machines that have a record set up in the Contract Detail Deferred Inc tab.

Z-DEPR

This report lists all the machines that have a record set up in the Machine Detail Depreciation tab.

Z-EV 

This report shows you information from the Contract Detail Meter tab. You can use this report to gather your customers’ meter readings. It eliminates the need to actually view this tab while speaking with your customers.

Z-EZP                

This report prints all the existing call information in the Monitor window.

Z-ITEM 

This report lists all the serialized items including the item number, item description, system number, and serial number. This report also shows the customer’s name and customer’s account number assigned to the item.

Z-JOUR

This supplies and parts journal report prints customer and machine information. It also lists those items, supplies, and parts used on service work orders. This report uses the item’s actual cost.

JOUR 

This report provides the same information as the Z-JOUR report selector but uses the item’s pricing cost instead of actual cost.

Z-METR

This report lists all the machines with meters and includes the meter readings.

Z-RPT

This report includes billing information and shows any meter and contract information.

Z-RSPN

This report prints a copy all the call responses in the Monitor.

Z-SHIP 

This report shows all the machines that have a shipping address in the Machine Detail Machine tab.

Z-TIME 

This time block contract usage report shows machine and contract information, and includes the call number and time used on each call. It also prints any time remaining on the time block contract.

Z-UMB 

This report lists all the machines under an umbrella contract and sorts by umbrella number.