P&L CPM summary report
Click here to see this page in full context

Enrich EMMS Online Help

P&L CPM summary report  

  1. At the EMMS main menu, select Administration | Reports | P&L CPM Reports | Run Summary Report.
    • The P&L CPM Report Run Options screen appears.
  2. Fill in the fieldsfields as required.

    Company is a specific company to report on. Leave blank for all. You can click on the Prompt button to select the company from a list.

    Contract Type is a specific type of contract to report on. Leave blank for all. Only one of Contract Type or Contract Type List should be entered. You can click on the Prompt button to select the contract type from a list.

    Contract Type List is a specific contract type list to report on. Leave blank for all. Only one of Contract Type or Contract Type List should be entered. You can click on the Prompt button to select the contract type list from a list.

    Copies is the number of copies of the report to print.

    Customer is a specific customer to report on. Leave blank for all. You can click on the Prompt button to select the customer from a list.

    Duplex identifies whether the report should print on both sides of the page.

    Equipment Group is a specific equipment group to report on. Leave blank for all. Only one of Equipment Group or equipment Group List should be entered. You can click on the Prompt button to select the equipment group from a list.

    Equipment Pool is a specific equipment pool to report on. Leave blank for all. Only one of Equipment Pool or equipment Pool List should be entered. You can click on the Prompt button to select the pool from a list.

    Equipment Type is a specific type of equipment to report on. Leave blank for all. You can click on the Prompt button to select the equipment type from a list.

    Facility is a specific facility to report on. Leave blank for all. You can click on the Prompt button to select the facility from a list.

    Group List is a specific equipment group list to report on. Leave blank for all. Only one of Equipment Group or Group List should be entered. You can click on the Prompt button to select the group list from a list.

    Hold identifies whether the report should be held in the output queue until released manually rather than being printed automatically.

    Manufacturer is a specific equipment manufacturer to report on. Leave blank for all. You can click on the Prompt button to select the manufacturer from a list.

    Model is a specific equipment model to report on. Leave blank for all. You can click on the Prompt button to select the model from a list.

    Output Queue identifies which output queue the report should be placed in. It defaults to your regular output queue.

    P&L CPM Report Definition is the P&L report definition to use. You can click on the Prompt button to select the definition from a list.

    Pool List is a specific pool list to report on. Leave blank for all. Only one of Equipment Pool or Pool List should be entered. You can click on the Prompt button to select the pool list from a list.

    Report Type is the type of report to create. You can click on the Prompt button to select the report type from a list.

    Save identifies whether the report output should be saved online after it has been printed.

    Unit Status is a specific equipment status to report on. Leave blank for all. You can click on the Prompt button to select the status from a list.

    Unit Year is a specific year of unit manufacture to report on. Leave blank for all.

    User Data allows you to set up an identifier for the print job that will show up on the output queue. It is optional.

    Year/Period From / To are the earliest and latest accounting periods/years to report on. You can click on the Prompt buttons to select the years/periods from a list.

  3. Click on the Reporting Options tab.
  4. Fill in the fieldsfields as required.

    Summary Level 1 identifies the first summary level to use. It defaults to Company and cannot be changed.

    Summary Level 2-10 identifies additional summary levels to include on the report. It is optional. You can click on the Prompt button to select the level from a list.

    Accumulate Unit History identifies how the unit history should be accumulated for the report: using current assignment or historical assignment.

    Create Download File identifies whether the report results should be placed into a file that can be downloaded to a PC.

    Exception Only identifies whether the report should be an exception report or not. This option is related to the Unfavorable Variance that is defined for the Unit P&L CPM reports. Unfavorable variance is at the line level. Exceptions are identified at a summary or page level. If this option is set to Exception Report, the report will only print pages that have at least one unfavorable variance line.

    Replace BOA Report File identifies whether or not the report results should also create or replace a work file for use with the BOA CPM reports. If Yes, the BOA file will be FExxCPP.

  5. Click Enter .
    • The Confirm prompt appears.
  6. Click Confirm.
    • The Summary Profit and Loss Statement (F6PYPFK) will print on your default printer.

Back to Reports and Inquiries