Rental Utilization Report Setup

Reports Menu -> Utilization -> Rental Utilization Reporting Menu -> Daily Status Code Summary Report -> SETUP button -> Rental Utilization Report Setup

This utility can be used to customize the Rental Utilization Report by Status Code and the Daily Status Code Summary Report for your firm.
It is important to be aware that changes to this configuration impact both reports.

The report headings can be defined and specific product Product Status Codes can be assigned to each column.

The report prints product totals and utilization percents by Group within Product Class, broken down by the product status codes specified in each of 6 columns. Status codes to be excluded can also be stipulated.

The prompts are:

ON RENT STATUS CODES

This field can be used to assign a column heading for the first of six columns that print on the report and to define up to six Product Status Codes to be reflected in that first column.
The heading and a total product quantity for each Group having products with these status codes, then prints on the Rental Utilization Report by Status Code.

When selecting the Product Status Codes for this column, only list 'On Rent' type status codes because the Group totals in this column are used in the Rental Utilization calculation for the Group.
The utilization percent formula by Group is this column total, divided by the quantity in the "Rental Units" column.

Setup the heading and status codes for On Rent Status Codes products as follows:

DESC 1

Enter a brief heading (maximum of 6 characters) to become the label for the each column.
If 6 characters provide insufficient space, the DESC 2 field can also be used.

DESC 2

If the column header on the report requires two words the column heading can be defined over two lines.
Enter the additional word to print below Desc 1 in the column heading.

Note: If only one word is required it will be reflected by this field and even if it was entered as DESC 1 it will be moved to the DESC 2 field so that it is correctly aligned on the report output.

CODES

Up to 6 Product Status Codes can be assigned in the On Rent Status Codes column.
Products having these status codes are considered to be out on rent, and will be included in the total and in the rental utilization percent calculation.

Select a product status code or a reserved status code from the Product Status Codes Search window.

Leave any extra Code fields blank if not required in the On Rent column total.

Note: If any status codes are entered more than once, they will only be included once in the first position entered.

COLUMNS 2 TO 6

Each of the records labelled Column 2 to Column 6 on this setup screen, also prints separate totals per Group.
The quantities in these columns are considered to be currently NOT available, but are NOT on rent either.
e.g. In for Service, In Transit, on Work Order, etc.

The following fields need to be setup for each column that is to be included:

DESC 1 and DESC 2

Define the applicable column heading for each of these 5 "Not Available" columns, as outlined for the On Rent Status Codes field.
Examples include: Not Avail, Ship

CODE

Up to 6 product status codes can be assigned to each of these 5 column records.
The status codes entered in these 5 column records represent products that are NOT available, but are NOT on rent either.

Select a product status code or a reserved status code from the Product Status Codes Search window.

Leave any Code fields blank if not required in the column total.

Note: If any status codes are entered more than once, they will only be included once in the first position entered.

Any non-bulk rental products with status codes NOT included in Columns 1 to 6, and NOT on either of the Exclude lists, are considered to be available, but NOT rented.
These are then included in the totals in the "Qty Avail" and "% Avail" columns.

EXCLUDE COLUMN

This column can be used to list status codes assigned to the equipment that should NOT be considered as available for rental.
Any quantities in this column are NOT included in the "Rental Units" totals for the Groups.
The following fields need to be setup for the Exclude Column. This is similar to the setup of Columns 1 to 6.

DESC 1 and DESC 2

Define the applicable column heading for each of the Exclude column.

CODE

Up to 6 product status codes can be assigned to this column.
The status codes entered in these 5 column records represent products that are NOT available, but are NOT on rent either.

Select a product status code or a reserved status code from the Product Status Codes Search window.

Leave any Code fields blank if not required in the column total.

Products having these status codes are NOT out on rent, and are NOT available for rent.
These products will be excluded from the rental utilization and availability percents.
However they will be included in the final column labelled "Total Units" along with the rented units and the available units.

STATUS CODES TO EXCLUDE

This field can be used to list any status codes that should be ignored totally by this report.
Products having these status codes are not reflected in any of the totals or percent calculations.

Select the relevant product status code or a reserved status code from the Product Status Codes Search window, as outlined in Exclude Status Codes.

LOCATIONS EXCLUDED

This field can be used to list any locations that should be ignored totally by this report.
Product quantities at these locations are not reflected in any of the totals or percent calculations.

Select the relevant locations to exclude in the report, in the Exclude Locations window.

EMAIL ADDRESSES

The report can be emailed directly from Rental Utilization Report by Status Code, or it can be emailed automatically by the system as a CRONJOB from Automatic Job Scheduling.
If the report results are to be emailed using either method, enter the email address of each recipient with the appropriate location in the Email Addresses window.

ALTERNATE PRINTERS

In Linux systems the report can be printed directly from Rental Utilization Report by Status Code, or it can be printed automatically by the system as a CRONJOB from Automatic Job Scheduling.

Note: This window does not apply in Windows environments as the report output cannot be generated to divisional Windows printers, either from the menu option or from the CRONJOB.
In Windows environments this Alternate Printers table must be empty so as not to cause failures in the Automatic Job Scheduling.

In Linux systems if the report output is to be printed using either method, define the report device names for each location in the Report Device Names window as follows:

DIV

Enter the location to print the report for that specific location, or select a location from the drop-down list.
Enter ALL, if the summarized report for all locations should be printed.

REPORT DEVICE DESCRIPTION

Enter the printer name or select a printer from the window, as setup in System-Wide Printers.

DEVICE NAME

The corresponding printer name displays.

TYPE

The device type number displays. This can be changed if required. Types can be viewed in the window.

PRINTER TYPE

The printer type name and description display. This can be changed if required. Printers can be viewed in the window.

Note: On Linux systems when the report is generated from Rental Utilization Report using the "Divisional Printing" option, and a printer is not listed here for a location, then the default printer designated at the time is used.
When the report is generated from Automatic Job Scheduling, and a printer is not listed here for a location, then the default printer for the CRONJOB is used.

CRONJOB SETUP

Cronjob parameters to apply when the utilization report is generated from Automatic Job Scheduling can be defined in the window as follows:

REPORT TYPE

Select one of the following reporting data sources:

• Select Current to print the report using the status codes currently assigned to the non-bulk products.
  This could take several minutes to accumulate and summarize the data.
  The date and time printed on the report represent the actual date and time of the analysis.
  The rental total includes the total number of items rented in the selected range.

• Select Recorded to generate the report using the saved recorded "Snapshot" of the information as of the selected date.
  This "Snapshot" must have been previously generated by the CRONJOB from Automatic Job Scheduling.
  Using this method speeds up processing time, as the information is already summarized.
  A more detailed explanation of the automatic scheduling feature for the Rental Utilization Report is provided at the end of this section

  AVERAGE FROM RECORDED DAYS

  This prompt only applies when the Recorded "Snapshot" option is used.

  Check this box to print the average number of units rented in a day.
  This average rental total is the daily average number of rentals based on the number of snapshots days in the range.

  Uncheck this box if a daily average is not required.
  The rental total then includes the total number of items rented in the selected range per the snapshot information.

NEW PAGE PER UTIL GROUP

Utilization groups can be setup in Class Utilization Groups and in Group Utilization Groups to organize the productivity of equipment.

Check this box to print each of the utilization groups of products on a separate page.
Uncheck this box if utilization groups do need to be printed on separate pages.

Finished?

Click OK to accept and exit the cronjob setup window.

Finished?

Click ACCEPT to accept the screen information and continue.