File Code Report

When the Filing area of dockets is selected, the standard Docket Summary Report is replaced by the Filing Report.

There are two options when preparing the File Code report:

1. 
   Quantities by File Code - this sums all the line items by resource and file code.  Includes the following columns with totals for the filtered range.
   
   
   
   • File Code
   
   
   • Description
   
   
   • Resource
   
   
   • Activity
   
   
   • Quantity
   
   
   • Units
   
   
   
   


2. 
   Line Items - this displays each line item and the file code that has been allocated to it.  includes the following columns:
   
   
   
   • Docket Number
   
   
   • Customer
   
   
   • Supplier
   
   
   • Date
   
   
   • Customer Ref
   
   
   • Supplier Ref
   
   
   • Resource
   
   
   • Line Reference
   
   
   • Activity (Line Type)
   
   
   • Quantity
   
   
   • Unit
   
   
   • File Code
   
   
   • Description
   
   
   
   

After selecting your report format, you can then apply the following filters:

• Customer


• Supplier


• Date Range


• Docket Status


• Whether the item is flagged as 'Billable' or not

Finally select the report format: PDF or Excel.