Using Department Lease Summary

The Using Department Lease Summary Report shows all units leased by a using department in a given fiscal period including the unit status and category, using department, lease and cost information.

 

In the Report Prompts area select the From Period and Organization Level. Select the Group and Sort By option if desired. In the filters area enable any fields you would like to use for filtering the data to be included on the report. Note that selecting a field for a filter does not cause that field to appear on the report. It becomes a search filter only to qualify which records are included. The fields that appear on the report are shown below. To save your parameters for repeated use enter a Parameter File Name under the report title and click on Save Parameters.

 

Click on schedule to run your report. Select your Run Interval and any associated Dates and Times. Next define your Output Destination options, save them if desired and click on Schedule. A Report Schedule Confirmation screen will appear with the Job Number Id and other output information. Proceed to the Report Bin to retrieve and view the report when it's completed.

 

 

Database Tables

Data Fields/Columns

Grouping/Sorting

 

 

 

Company_Main Unit No Group 1
Lease_Type Status     Defaults to Organization
Vendor Category Group 2
View_Lease_Payment Owning Dept    User Selection
View_Organization Using Dept Sort By
View_Udc_Main Vendor No    User Selection
  Lease Type  
  Lease Start  
  Expiration Date  
  Acquisition Cost  
  Unamort Balance  
  Lease Payment  

 

For more information see Anatomy of an M5 Report and the FleetFocus M5 Department Reports Guide.

 

 

 

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

 

Additional training and technical documents on this subject may be available in the Resource Files area.