Course Name: MANAGER for Dealers

Module Title: Tracking and Reporting

Tracking and Reporting

Table of Contents

Tracking and Reporting: Objectives ......................................................................2

Chapter One: Tracking Meter Log, Location, and Components ........................2
Objectives ......................................................................................................2
Tracking Meter Log........................................................................................2
Tracking Location ..........................................................................................3
Tracking Components....................................................................................3
Summary .......................................................................................................4
Chapter Two: Generating Reports.....................................................................4
Objectives ......................................................................................................4
Reports in MANAGER ...................................................................................4
Generating Reports .......................................................................................9
Summary .....................................................................................................10
Tracking and Reporting: Summary .....................................................................10

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

Tracking and Reporting: Objectives

Now that you have learned to work with MANAGER, let’s learn how to use it’s
tracking and reporting features.

The tracking feature of MANAGER allows you to track meter logs, customer
locations, and components.

The reporting feature of MANAGER allows you to generate and view a wide
range of reports.

In this module, you will learn how to perform these tasks.

At the end of this module on ‘Tracking and Reporting’, you will be able to:

• Identify the steps to track meter logs, customer locations and components
in MANAGER.
• Identify the reports that can be created in MANAGER.
• List the steps to generate and view a report in MANAGER.

Chapter One: Tracking Meter Log, Location, and Components

Objectives

At the end of this chapter on ‘Tracking Meter Log, Location, and Components’,
you will be able to:

• Identify the steps to track the meter log, a location and a component in
MANAGER.

Tracking Meter Log

As mentioned earlier, you can add and edit equipment details, including the
applicable SMU reading, using the Equipment Registration option of the Asset
Registration sub-menu, in the Configuration menu.

It is also possible to use the Meter Log option of the Tracking submenu in the
Service Delivery menu to view and update an equipment’s meter log.

The steps to update a meter log are displayed below.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

1. Open the List Meter Logs page:

First, select the Meter log option of the Tracking submenu in the Service Delivery
menu to display the List Meter Logs page.

2. Select a piece of equipment and update its meter log:

The List Meter Logs page allows you to view and edit all the meter log records
that exist in MANAGER.

To edit a meter log reading, you will first click the Search button to list the meter
log records, and then update the equipment’s SMU reading. Finally, click the OK
button to save the change.

Tracking Location

You have learned that you can view, add, and edit customer details using the
Customers option of the Contract Registration submenu, in the Configuration
menu.

It is also possible to track the different Job Site locations of existing customers by
selecting the Location option from the Tracking submenu of the Service Delivery
menu.

The Customers listing page will be displayed. This page is the same as the page
that is displayed when you choose the Customers option of the Contract
Registration submenu, in the Configuration menu.

This page can be used to search for, view, add, or edit customer details.

Tracking Components

The Component Tracking feature of MANAGER allows you to register

components and sub components in the system to track the repair history of the
components as well as the prime product.

It is possible to view, add, and edit component details by selecting the

Components Registration option from the Asset Registration sub-menu, in the
Configuration menu.

Additionally, you can track existing components by selecting the Component

Tracking option from the Tracking submenu of the Service Delivery menu.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

The Components listing page will be displayed.

As you can see, this page is the same as the page discussed earlier in the
Registering Assets chapter of the Configuring MANAGER module. By using this
page you can search for, view, add, or edit components details.

Summary

You have completed the ‘Tracking Meter Log, Location, and Components’
chapter. Let us recap what you have learned in this chapter.

First, you learned that the Meter Log option of the Tracking submenu in the
Service Delivery menu can be used to view and update an equipment’s meter
log.

Second, you learned that the Location option of the Tracking submenu in the
Service Delivery menu can be used to track the different Job Site locations of
existing customers.

Third, you learned that the Component Tracking feature of MANAGER allows
you to register components and sub components in the system, in order to track
the repair history of components, as well as the prime product.

Finally, you learned that the Component Tracking option of the Tracking
submenu in the Service Delivery menu can be used to track existing
components.

Chapter Two: Generating Reports

Objectives

At the end of this chapter on ‘Generating Reports’, you will be able to:

• Identify the reports that can be generated in MANAGER.

• List the steps to generate and view a report in MANAGER.

Reports in MANAGER

MANAGER allows you to generate several types of reports. Each of these

reports provides you with a pre-defined subset of data. You can use the data

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

provided in the reports to make informed decisions about the correct course of
action to be taken.

Reports, in MANAGER, are generated in Microsoft Excel. This allows you to

customize the reports and query data to produce additional reports, or charts and
graphs, as required.

Reports can be generated in MANAGER in the following two ways:

• Using listing pages

• Using the Reports & Analysis menu

Let’s first see how to generate reports using listing pages.

Every listing page in MANAGER has a report option that allows you to generate
various reports relating to one or more records listed on that page.

It is also possible for you to generate reports using the Reports & Analysis menu.

The Reports & Analysis menu lists the various reports that can be generated in
MANAGER. The advantage of using the Reports & Analysis menu is that all the
reports are listed in one common place, and you do not have to navigate to
different listing pages to generate them.

The Asset Registration Reports Æ Component Installation History: The

Component Installation History report displays the list and details of all the
equipment on which the selected component has been installed.

The Asset Registration Reports Æ Component Life Cycle: The Component

Life Cycle report displays the details of each lifecycle (SMU).

The Asset Registration Reports Æ Component Listing: The Component

Listing report displays the list of components based on search criteria, such as
manufacturer, model, and so on.

The Asset Registration Reports Æ Component Wear Out: The Component

Wear Out report displays the average duration of components at the equipment,
fleet and model levels.

The Asset Registration Reports Æ Consumables Cost: The Consumables

Cost report provides a listing of the total costs associated with any consumable
that was used or installed in a piece of equipment. The results will be grouped
first by Equipment and then by Consumable Type/Consumable Unit combination.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

The report will also total the quantity of each consumable and then calculate the
total cost using the unit cost.

The Asset Registration Reports Æ Consumable Listing: The Consumable

Listing report provides a printable version of the Consumables tab within Asset
Registration. The report will display consumables for all the equipment displayed
in the Search or Advanced Search page. The resulting data will be grouped by
Equipment.

The Asset Registration Reports Æ Consumable Trends: The Consumable

Trends report displays the consumables trend data for a selected piece of
Equipment.

The Asset Registration Reports Æ Equipment Listing: The Equipment Listing

report provides a list of equipment based on user-defined search criteria, such as
customer and equipment.

The Asset Registration Reports Æ Meter Log: The Meter Log report lists the
meter log entry for selected equipment.

The Asset Registration Reports Æ Budget Vs. Actual: The Budget Vs. Actual
report lists the budget of each planned event for selected fleet/equipment against
the actual dollar amount from the Work Order Financial tab. It also shows the
expected cost per hour of operation versus the actual cost per hour of operation.

The Asset Registration Reports Æ Model Listing: The Model Listing report
lists equipment models based on search criteria, such as family and serial
number prefix.

The Configuration Table report: The Configuration Table report is a detailed

report of selected configuration tables with the code and description.

The Contract Registration report: The Contract Registration reports list the
details of contracts, customers, and fleets, based on the various search criteria.

The Application Event Log report Æ Application Event Log: The Application
Event Log report lists application events based on selected criteria. It lists event
time, event ID, event type, event category, user, source, and description for each
event.

The Human Resources report Æ Employee Time Off: The Employee Time Off
report displays a list of all the time off recorded for the selected employee.

The Human Resources report Æ Labor Shift Listing: The Labor Shift Listing
report displays the details of selected labor shift patterns, days off, exceptions,
and holidays.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

The Human Resources report Æ Personnel Profile: The Personnel Profile

report provides a listing of employees and their labor information, such as labor
rate code and labor class.

The Human Resources report Æ Total Labor Hours Available: The Total
Labor Hours Available report charts the total available labor for each day, in a
given date range, grouped by Labor Shift. The Labor Shift Advanced Search
page will allow you to enter a date range for the report.

The Parts Management report-> Parts Listing: The Parts Listing report
displays a detailed list of all the parts registered at a site.

The Repair Events reports: The Repair Events reports displays the fleet and
equipment plans.
This report will provide a printable version of the Repair Event Fleet Plans page.
You can select the report criteria for the report using the advanced search fields.

The Scheduling reports Æ Event Forecast: The Event Forecast report displays
all the events due for selected criteria by a specified date range.

The Scheduling reports Æ Gantt Chart Schedule: The Gantt Chart Schedule
is a report of the Equipment/Employee Schedule using the graphics (Gantt Chart)
based on the selected criteria in Scheduling module.

The Scheduling reports Æ Labor Forecast: The Labor Forecast report

provides a listing of all planned repair events / work orders that meet the criteria
entered. You can also use the Scheduling Advanced search page to select /
enter the report criteria for the report.

This report will calculate planned work orders (repair events) based on repair
event frequency, date range selected, and estimated usage. This report will also
display the expected labor hours necessary to complete the events.

The Scheduling reports Æ Parts Forecast: The Parts Forecast report provides
a listing of parts required for planned repair events / work orders that meet the
criteria entered. You can use the Scheduling Advanced search page to select /
enter the report criteria for the report.

This report will calculate planned work orders (repair events) based on repair
event frequency, date range selected, and estimated usage, and list parts
required for the entire work order.

The Scheduling reports Æ Shutdown Work Plans: The Shutdown Work Plans
report provides a listing of committed work orders based on the criteria entered
by the user, and a fixed criteria of a total estimated hours greater then 24.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

The report will allow you to view and print a report showing equipment that is
scheduled to be worked on, and will require more then 24 hours to complete.
You can use the Scheduling Advanced search page to select the report criteria
for the report. This report is a wide report that will require printing on legal size
paper.

The Scheduling reports Æ Opportune Maintenance: The Opportune

Maintenance report provides a listing per week of planned stoppages and the
actual stoppage of a piece equipment to provide a percentage calculation of
opportune maintenance of the equipment.

The Scheduling reports Æ Overtime Required: The Overtime Required report

provides a listing of work order segments that meet specified criteria. You need
to use the Scheduling Advanced search page to select the report criteria for the
report. This report will only include work order segments with a status of ‘Open’.

The Security report Æ Roles by Task: The Roles by Task report lists all the
roles defined in a site by the tasks that are associated with each role.

The Security report Æ Roles by User: The Roles by User report lists all the
roles defined in a site by the users that are assigned to each role.

The Security report Æ Tasks by Role: The Tasks by Role reports lists all the
tasks that are associated with a role in a site.

The Security report Æ User by Role: The Users by Role report lists all the
users in a site that are associated with each role.

The Security report Æ User by Task: The Users by Task report lists all the
users defined in a site by the task that they are associated with.

The Standard Jobs report Æ Standard Job Detail: The Standard Job Detail
report provides a printable version with all the details of a single standard job
record.

The Standard Jobs reportÆ Standard Job Listing: The Standard Jobs Listing
report provides a printable version of the Standard Jobs Listing page with all the
standard jobs listed on the page at the time the report is run.

The Work Orders report Æ Asset – Component Repair History: The Asset –
Component Repair History report provides a printable version of equipment
repair history based on work orders. The report will group equipment together by
serial number or PIN and list financial information.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

The Work Orders report Æ Component Code Ranking: The Component Code
Ranking report provides a listing of component codes ranked from highest to
lowest. This report will also be filtered automatically to list closed work orders
only. You can select a date range using the Advanced Search option of the Work
Order listing page, to display the report based on a start and end date.

The Work Orders report Æ Job Site Analysis: The Job Site Analysis report
provides a data and chart report to show the total amount of work orders
completed by work order type and job type. You can select the dataset using the
Advanced Search option of the Work Order listing page.

The Work Orders report Æ Labor-Material Consumption History: The Labor-

Material Consumption History report provides a printable version of labor and
material consumption history based on work order data.

The Work Orders report Æ Planned Event Variance: The Planned Event
Variance report provides variance data on planned work orders. It shows the
variance of when the work order was planned to when the work order was
actually completed.

It also provides a summary of the average time for which the work orders listed
were open in MANAGER (that is, the length of time from open to close). You can
use the Advanced Search option on the Work Order listing page to select the
report criteria for the report.

The Work Orders report Æ Work Order Detail: The Work Order Detail report
provides a printable version of a single Work Order.

The Work Orders report Æ Work Order Listing: The Work Order Listing report
provides a printable version of the Work Order listing page.

Generating Reports

You have learned about the different types of reports that can be generated in
MANAGER. You have also learned that in MANAGER, reports can be created
either by using the listing pages or by using the Report & Analysis menu. Let’s
now see how to generate a report using the Report & Analysis menu. As an
example, we will use the Work Order Details report. Note that the procedure for
generating the other reports is similar.

The steps to generate a report in MANAGER are displayed below.

1. Select the report to be generated:

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

First, select the Work Order Details option in the Work Orders sub menu of
the Report & Analysis menu to display the Work Orders listing page.

2. Select a record and view the report:

As mentioned earlier, the Work Order listing page can be used to search for and
view existing work orders. Click the Search button to view all the existing work
orders.

Next, click the work order whose details you want to view. Then, select the report
you wish to view from the drop-down list in the lower right corner of the screen.

Finally, click the View button to view the Work Order Details report. The Work
Order Details report will open as an Excel sheet in a new browser window.

Summary

You have completed the ‘Generating Reports’ chapter. Let us recap what you
have learned in this chapter.

First, you learned that MANAGER allows you to generate several types of
reports, each of which provides you with a pre-defined subset of data.

Second, you learned that MANAGER reports are generated in Microsoft Excel.

Third, you learned that a report can be generated by opening the corresponding
listing page, selecting the sub-set of data, then selecting the report from the drop-
down list, and clicking the View button.

Finally, you learned that the reports can also be generated using the Reports &
Analysis menu. This menu lists the various reports that can be generated. These
options can also be used to generate the reports.

Tracking and Reporting: Summary

You have completed the ‘Tracking and Reporting’ module. Let’s recap what you
have learned in this module.

First, you learned that the Tracking submenu of the Service Delivery menu can
be used to track and edit meter logs, track customer locations, and components.

Second, you learned that MANAGER allows you to generate several types of
reports, each of which provides you with a pre-defined subset of data.

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Course Name: MANAGER for Dealers
Module Title: Tracking and Reporting

Third, you learned that a report can be generated by opening the corresponding
listing page, selecting the sub-set of data, then selecting the report from the drop-
down list, and clicking the View button.

Finally, you learned that the reports can also be generated using the report
options listed in the Reports & Analysis menu.

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