Issue/Symptom/Question

We need a report to track monthly expense (e.g. maintenance, fuel, depreciation) by Asset, does that exist in Penta?

Applies To

Fixed Asset Cost Control

EQ Equipment Profitability Trend

Resolution/Fix/Answer

To configure a report that shows monthly expense by Asset Id perform the following steps:

Step 1 Add/Configure the Panel

• Add the EQ: Equipment Profitability Trend Panel
  Note: If you cannot see this panel as an option in the Add Panel's pop-up please contact your system administrator and request security access to the panel.
• Edit the Parameters for the Equipment  Profitability panel
  • Select the Cog in the upper right portion of the panel
  • Select the "Edit" drop down
    Note: This should open the panel parameters pop-up
    
  • Alter the parameters as needed
    Note: These parameters will vary according to the reporting needs of the user, however, a legal entity is required in all instances.
  • Hit the "Submit" button on the Panel Parameters pop-up
    Note: This should close the pop-up and refresh the panel

Step 2 Access the Equipment Profitability Report

• Select the "Equipment Revenue" key on the face of the Panel, this should remove the green bars from the panel's graph.
  
  
• All that should remain on the graph at this point should be a dotted line
• Select the dot that corresponds to the period you would like to report on (E.g. select April if you would like to report on Pd. 4)
  
  
• This should open the "Equipment Profitability Detail" report

Step 3 Edit the necessary columns

• On the report: select the Cog located adjacent to the "Table" header
  Note: This should open a list of available Columns
  
  
• From the list  Select the following unselected columns:
  • Expense Category #
  • Expense Category Description
• From the same list unselect the following columns:
  • Unit of Measure Description
  • Preiod Profit/Loss
  • Period Revenue
  • YTD Revenue
  • YTD Profit/Loss
• Select "OK" to affect the change
  

Step 4 Group the Report by Asset

• Remaining under the "Table Header" Select the "Group" tab
• Select either "Asset ID" or "Asset Description" in the Grouping Column Dropdown
• Select the "Add" Button
  

Step 5 Filter out Non-Expense transactions

• Select the "Filter" button
• In the Filter Column dropdown select "Transaction Type"
• In the Comparison dropdown select "="
• In  "Value" column type "Expense"
• Select "Add" 
  
• This should remove all Non Expense Transaction Types

Step 6 Save this as your default layout

• On the bottom portion of the screen select the "Save Default Layout" button
  Note: This will allow you to retain all of the above formatting changes after you exit the report

Step 7 (Optional) Export to Excel

• Select the Export button (This should be located next to the Table Header)
• Select the Excel option (This will prompt you to download and save the file)