Printing Standard Serialized Reports
Printing the Contract Totals Report
You can print the Contract Totals Report to review the profitability of your contracts before renewing them.
In the (EZW) screen, type C in the Enter Report field. The (EZWC) Contract/Meter Report Selection screen opens.
Use the Sort fields to specify how the report prints. You can accept the default sort by pressing Enter, or you can specify up the three different sorts.
To sort by customer name, press Enter and go to Step 4.
Type C to sort by contract.
Type S to sort by serial number.
Type # to sort by customer number.
Type B to sort by name.
Type Y to sort by service type.
Type I to sort by item number.
Type E to sort by equipment type.
Type N to sort by system and subsystem number.
Type A to sort by average volume.
Type M to sort by current volume.
Type Y to sort by territory.
Type O to sort by income.
Type T to sort by cost.
Type P to sort by margin.
Type F to sort by contract department.
Type D to sort by contract from date.
Type H to sort by contract to date.
For each sort that you specify, the cursor moves to the Break field. In this field, specify whether to start a new page each time the sort changes. For example, you could specify customer number as the first sort. In the Break field, you would enter Y to print the information for each customer number on a new page.
Type Y to start a new page for the specified sort.
Type N to print the report without page breaks for the specified sort.
Type S to print subtotals for the specified sort, with no page break.
Use the Contract/To fields through the Include or Exclude fields to limit the report using contract information.
If you are not setting limits using any of these fields, press Enter and go to Step 5.
To set limits for the report:
Tab to the fields by which to limit and enter a beginning and ending range. For example, to limit the report by contract dates, tab to the Contract Dates field and enter the beginning date in the range. In the To field, enter the ending date in the range. Only items with contract dates that fall within this range are included in the report.
In the Margin % field, enter the margins to include or exclude on the report.
In the Include or Exclude field:
Type I to include the range of margins you entered in the Margin % and To% fields.
Type E to exclude the range of margins you entered in the Margin % and To% fields.
Use the System # through Leasing Acct #/To # fields to limit the report using item information.
If you are not setting limits, press Enter and go to Step 6.
To set limits for the report, tab to the fields by which to limit and enter a beginning and ending range. For example, to limit the report by equipment type, tab to the Equipment Type field and enter the beginning range. In the To field, enter the ending range. Only items with an equipment type that fall within this range are included in the report.
In the Printer field, enter the name of the printer to use.
In the Copies field, enter the number of copies to print.
In the Records To Print field, enter the number of records to which to limit this report, or press Enter to include all records that meet the limits you set.
In the Totals Only field, specify whether to print totals only on the report.
Type Y to include totals only.
Type N to include both details and totals.
In the Current/Life/Both field, specify whether to report on the information for the current year, the life of the contract, or both.
Type C to print the information for the current year.
Type L to print the information for the life of the contract.
Type B to print both the information for the current year and the life of the contract.
At the Are You Sure prompt, type Y. The report prints.