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Client Management Reports Listing
Below is a listing of all Client Management Reports currently available. Follow the Report Name link below for a definition of the report. RMR (Recurring Monthly Revenue) Reports
RAR Cancellation Detail* Recurring Analysis ...
Blanket PO Expiration
The Blanket PO Expiration Report is designed to print a listing of customers with Blanket Purchase Order Numbers and the date on which the PO will expire. The report provides a listing that may used to contact your customer to obtain a new PO numbe...
Central Station Reconciliation
The Central Station Reconciliation Report is designed to print a listing of monitoring services setup on a System Central Station Tracking Monitoring form for each Alarm Company as of the date the report is generated.
Two pages will be printed ...
Contract Expiration
The Contract Expiration Report is designed to print a listing of contracts which will expire within an Accounting Period range or a specific date range.
This report has an available branch option; if multiple branches are selected, a new report...
Customer Cancellations
The Customer Cancellations Report is designed to print a listing of recurring lines cancelled within an Accounting Period range or a specific date range. This is a detailed report which displays each recurring line cancelled.
This report has a...
Customer List
The Customer List Report is designed to print a listing of Customers by Customer Status. The report may be generated for Active Recurring, Non-Recurring or Cancelled Customers.
Once the desired options have been selected on the report options ...
Customer Notes
The Customer List Report is designed to print a listing of Customers Notes entered by Users.
Once the desired options have been selected on the report options form, click the OK button to display the report in Print Preview mode.
Repor...
Cycle PO Expiration
The Cycle PO Expiration Report is designed to print a listing of customer System records with Cycle Purchase Order Numbers and the date on which the PO will expire. The report provides a listing that may used to contact your customer to obtain a ne...
EFT Customer Listing
The EFT Customer Listing Report is designed to print a listing of customers setup with an ACH Bank and/or a Credit Card. This report may be generated to view Credit Cards which will be expiring in the near future so that your staff may take proact...
Geographic Sales
The Geographic Sales Report is designed to print a listing of invoicing and credit memo activity for a specific date range grouped by one of several geographic options.
Once the desired options have been selected on the report options form, cli...
Master Account RMR Roll-forward Report
The Master Account RMR Roll-Forward Report is designed to print Active Recurring amounts for subaccount recurring lines totaled by Master Account over a 12-month period of time. When selecting the date range for the report, this will be the ending ...
Master Account Snapshot
The Master Account Snapshot Report is designed to print information related to each Master Account as of the date the report is generated.
This report has two styles available - both styles contain general information regarding the Master Acc...
Master Account RMR Summary Listing
The Master Account RMR Summary Listing Report is roll-forward type report designed to print RMR beginning balances, increases, decreases and the ending RMR balance at the end of a particular Month/Year. This report displays totals by Master Account...
Master Account Subscriber RMR Changes
The Master Account Subscriber RMR Changes Report is a roll-forward type report designed to print RMR beginning balances, increases, decreases and the ending RMR balance for an Accounting Period range or a specific date range. A new page will begin ...
Master Commission Report
Someone will need to get a developer to tell us the source of this report. I believe this was a custom report for Rechenberg in Australia.
...
Monitored By
The Monitored By Report is designed to print a listing of Systems where the contract start date is within a specific Accounting Period range or Date range. If your company is using a wholesale monitoring company, this report is helpful in reconcili...
RAR Cancellation Detail
The RAR Cancellations Detail Report will print recurring lines cancelled for an Accounting Period range or specific date range. There are two options of date reporting; Effective Date and Created Date.
This report prints each recurring line...
Rate Increase
The Rate Increase Report is designed to print a listing of detailed information of customer recurring lines which are included in a posted Rate Increase Batch.
Once the desired options have been selected on the report options form, click the O...
Recurring Analysis
The Recurring Analysis Report is used to print Active Recurring amounts as of a particular date. This report may not be generated retroactively; the As of Date must be today's date or a date in the future. Once the desired options have been sel...
RMR 12 Month Roll Forward
The RMR 12 Month Roll-Forward and RMR Monthly Detail Reports were designed to work together.
The RMR 12 Month Roll-Forward is a snapshot of your recurring over a 12 month timeframe. When this report is run, you select a month, and the report ...
RMR at Risk
The RMR at Risk Report is designed to print Active Recurring amounts where customers are past due in a particular aging bucket. The past due amounts printed include all invoice types. This report has a branch option; if multiple branches are selec...
RMR Cancellation %
The RMR Cancellation % Report will print recurring lines cancelled for a calendar year by month. The report is grouped by Residential and Commercial customer types; within the customer type group totals are printed by RMR Reason Code. The last col...
RMR Cancellation Amounts
The RMR Cancellation Amounts Report will print recurring lines cancelled for a calendar year by month. The report is grouped by Residential and Commercial customer types; within the customer type group, totals are printed by RMR Reason Code. The l...
RMR Cancellations Detail
The RMR Cancellations Detail Report will print recurring lines cancelled for an Accounting Period range or a specific date range. There are two options of date reporting; Effective Date and Created Date. This report prints each recurring line t...
RMR Cancellations Summary
The RMR Cancellations Summary Report will print total recurring line amounts cancelled for an Accounting Period range or a specific date range. This report is grouped by customer type; Commercial and Residential. Within each customer type group...
RMR Changes Detail Report
The RMR Changes Detail Report prints a detailed listing of all new, cancelled, invoice item changes, and branch changes of recurring lines. This report also lists the Job Number if the recurring line was activated through a Job.
This report pr...
RMR Customer Detail
The RMR Customer Detail Report prints a listing of all active Recurring Lines grouped and subtotaled by Billing Cycle as of a particular date. This report may be generated for a specific Next Cycle Date. The last page of the report will include a...
RMR Customer List
The RMR Customer List Report prints a detailed listing of all active Recurring Lines for each customer. Once the desired options have been selected on the report options form, click the OK button to display the report in Print Preview mode. Repo...
RMR Cycle Analysis
This is a custom designed report for a specific SedonaOffice customer.
There are two Report Styles available for this report; Next Cycle Date and In Force. When selecting the Next Cycle Date report style, all active recurring lines with a...
RMR Cycle Distribution Analysis
This is a custom designed report for a specific SedonaOffice customer. This is a summary report of all active recurring lines as of a particular Next Cycle Date. Recurring amounts by Invoice Item and/or Item Type are displayed in a columnar fashio...
RMR Distribution
The RMR Distribution Report is a snapshot in time report which will display the total active recurring line amounts by Cycle Date and Billing Cycle. This report is calculated from the monthly recurring amount on each active recurring line. If...
RMR Increase %
The RMR Increase % Report will print recurring lines that were increased for a calendar year by month. The report is grouped by Residential and Commercial customer types; within the customer type group totals are printed by RMR Reason Code. The la...
RMR Increase Amounts
The RMR Increase Amounts Report will print recurring lines increased for a calendar year by month. The report is grouped by Residential and Commercial customer types; within the customer type group totals are printed by RMR Reason Code. The last p...
RMR Increase Summary
The RMR Increase Summary Report will print total recurring line amounts increased for an Accounting Period range or a specific date range. This report is grouped by customer type; Commercial and Residential. Within each customer type group, amount...
RMR Increases Detail
The RMR Increases Detail Report will print recurring amounts increased for an Accounting Period range or specific date range. There are two options of date reporting; Effective Date and Created Date. This report has a branch option; if multiple...
RMR Monthly Detail
The RMR Monthly Detail and RMR 12 Month Roll-Forward reports were designed to work together. The RMR Monthly Detail Report lists the changes for any given month. This report shows the previous month’s RMR for each invoice item, the changes in ...
RMR Reason Code Summary
The RMR Reason Code Summary* Report will print active recurring line amounts totaled by RMR Reason, AR Item or Item Type for an Accounting Period range or a specific date range. This report also prints a count of recurring lines and annualized RMR ...
RMR Reconcile
The RMR Reconcile Report is an RMR roll-forward type report. This report is generated for a calendar year; the beginning RMR amounts for each month is listed then followed by totals in each month by RMR Reason Code or Item Type. The ending balance...
RMR Tracking
The RMR Tracking Report is designed to print the increases, decreases and the net change in recurring line amounts for an Accounting Period range or a specific date range. There are many options for generating this report; samples of several report...
Summary of RMR Changes
The Summary of RMR Changes Report is a roll-forward type report designed to print increases, decreases and changes in recurring line amounts during a particular Month/Year. The report begins with the beginning RMR total amounts followed by detaile...
Summary of RMR in Force - User Columns
The Summary of RMR in Force-User Columns Report is designed to print Active Recurring amounts and or counts based on several criteria items. This report has a branch option; if multiple branches are selected, a new report will print for each unique...
Warranty Expiration
The Warranty Expiration Report is designed to print a listing of customers where the System Warranty will expire within a specific Accounting Period range or Date range.
This report has a branch option; if multiple branches are selected, a new ...