Units

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This report lists your equipment and/or spaces, sorted by any of a variety of criteria. To begin printing such a report, select Units —> Reports —> Units from the menu. MainBoss opens a window that contains the following:

• Display Options: The options in this section specify how the report is to be sorted and what information the report should include.
  • Grouping: The options in this area specify how the report should be sorted.
    • Building: The report is broken into sections, one section for each building.
    • Location: The report is broken into sections, one section for each location. The first section shows units that do not have an associated location.
    • Cost Center: The report is broken into sections, one section for each cost center. The first section shows units that do not belong to a cost center.
    • System: The report is broken into sections, one section for each system. The first section shows units that do not belong to a system.
    • Vendor: The report is broken into sections, one section for each vendor who supplied the original equipment. The first section shows units that do not have an associated vendor (for example, spaces).
    • Asset Account: The report is broken into sections, one section for each asset account. The first section shows units that do not have an associated assect account.
    • Ownership: The report is broken into sections, one section for each owner. The first section shows units that do not belong to an owner.
    • Unit Category: The report is broken into sections, one section for unit category. The first section shows units that do not have an associated equipment or space type.
    • No Grouping: The report is not broken into sections. Units are listed in order by unit code.
  • Detail: This section specifies the information that will be included to describe each unit.
    • Full Identification: Provides identification information for each unit including make, model, serial number, system, and drawing number.
    • Spare Parts: Provides information about spare parts associated with each unit.
    • Summary Value: Provides a summary of value information for each unit, including purchase date, vendor, ownership, and asset account.
    • Summary Service: Provides a summary of service information for each unit, including cost center, warranty expiry date, and service company.
    • Summary Specifications: Lists the names of any specifications (templates) associated with each unit.
    • Detailed Value: Provides the same information as given with Summary Value plus replacement cost, typical life, scrap value, and scrap date.
    • Full Service: Provides the same information as given with Summary Service plus the requestor and access code associated with each unit.
    • Full Specifications: Provides the same information as given with Summary Specifications plus all the values on each existing specification template associated with each unit.
    • Meters: Provides meter information about each unit.
    • Suppress costs: If this is checkmarked, the report will not contain the costs of the equipment. (This is useful if you intend to give the report to personnel who need equipment lists but who don't need cost information.)
• Unit Criteria: This section lets you set criteria restricting which units actually appear in the report.
  • Building: Lets you restrict the report to units in a given range of buildings.
  • Unit: Lets you restrict the report to a given range of units (equipment and/or spaces).
  • Unit Category: Lets you restrict the report to a given range of equipment and/or space types.
  • System: Lets you restrict the report to a given range of systems.
  • Ownership: Lets you restrict the report to units owned by a given range of owners.
  • Asset Account: Lets you restrict the report to units belonging to a given set of asset accounts.
  • Cost Center: Lets you restrict the report to units belonging to a given range of cost centers.
  • Purchase Vendor: Lets you restrict the report to equipment sold by a given range of vendors.
  • Location: Lets you restrict the report to equipment in a given range of locations. The "From" and "To" fields are used alphabetically; for example, if you specify A for "From" and F for "To", the report will include equipment whose "Location" field falls in the range A through F. (Note that a location that starts with FA comes after the letter F, so the report would not include such a location. If you want all locations beginning with the letters A through F, specify G in the "To" field; that way, the report will include all F locations.)
  • Purchase Date: Lets you restrict the report to equipment purchased in a given range of dates.
  • Warranty Date: Lets you restrict the report to equipment with warranty expiration dates in a given range.
  • Unit Type: These options let you specify which types of units should be included in the report.
    • Equipment: Includes equipment in the report.
    • Space: Includes spaces in the report.
• Preview: Displays the report on the screen. This gives you a chance to see what will be printed out when you click Print.
• Print: Prints the report on the current printer. (The name of the current printer is shown above the row of buttons.)
• Print Setup: Lets you change printers if your computer is connected to more than one printer. It also lets you change the page setup for the printer, including paper size, margin size, and so on.
• Export: Writes the information of the report to a file, in a format that can be used by other programs. There are two possible formats:
  • Text format writes the information as plain text.
  • DBF format writes the information as a DBF database. This can be opened by programs like Microsoft Excel and Access. For more information, see Exporting Data.
• Close: Closes the print window.

For general information on MainBoss reports, see Reports.

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