The Employee Tracking by Line Item Report show sales information by inventory item sold for items with employee tracking, including transaction number and up to three employee IDs.
Printing the Report
Use the following steps to print an Employee Tracking by Line Item Report:
- On the Main Menu, select Lubrication Menu.
- Select Employee Menu (5).
- Select Other Employee Reports Menu (3).
- Select Employee Tracking by Line Item Report (3).
- Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the parameters on this screen.
Field |
Definition |
Date |
Select the date or range of dates you want this report to cover by typing the beginning date in the Low field and ending date in the High field. If you leave this field blank, it defaults to today’s date. |
Employee |
Type the employee ID or range of employee IDs you want to print in the Low and High fields. If you only select one employee, type the employee ID in both fields. Leave blank to print all employees. |
Duplex |
This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.
Note: |
This will only function on printers that support Duplex mode. |
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Landscape |
This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper. |
Number of Printed Lines per Page |
This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.
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If you type 0 (zero) in this field, the report header does not print and the form feeds do not work. |
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Total Number of Lines per Page |
This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended. |
Print Report To |
This field tells the computer where to send the report. The following list contains the different selections available for this field.
- 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
- 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
- 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
- If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
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Command Line Options |
The line at the bottom of the screen contains commands to print the report and to save or change the report settings.
- Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
- Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
- Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
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- Press [F7] to start the Employee Tracking by Line Item Report. When the processing is complete, you return to the Other Employee Reports Menu.
Report Contents
Item |
Description |
Today’s Date |
Date report was created. Located below the name of the report. |
Report Criteria |
Range of invoice date and/or employee ID included in the report. |
Date |
Date of invoice. |
Transaction |
Transaction number. The first six digits identify the date in the YYMMDD format (for example, 030930 refers to 09/30/2003). The remaining figures identify the invoice number. |
Cat |
The category ID of the inventory item. |
Item # |
The part number of the inventory item. |
Description |
The first line of the item’s description. |
Quantity |
The quantity of the item sold on the invoice. |
Amount |
The dollar amount (quantity x price) of the item. The amount will be zero if the item was included in a job, for example, when an oil filter is included in the price of a full service. |
Emp 1 |
The position 1 employee ID. |
Emp 2 |
The position 2 employee ID. This field will be blank if the item is set to only track one employee position. |
Emp 3 |
The position 3 employee ID.This field will be blank if the item is set to only track one or two employee positions. |