Reports for Core Administration
Accessing Reports:
1. From HOME >> select REPORTS tab
2. Select a Category* of reports to utilize:
-
- Customer Email Lists
- Convenient email lists of active customers in your facility
- Financial Reports
- Reports detailing revenue
- Instrument Reports
- Reports specific to instrument usage
- Inventory
- Reports about inventory and stock levels
- Invoicing Reports
- Reports about external invoices and payments
- Lists
- Convenient lists of services, systems, etc. within your platform
- Maintenance
- Reports about maintenance and incidents related to your instruments
- Orders
- A breakdown of all orders from your Orders Tab in a report
- Projects
- Reports on project details
- Publications
- Reports about submitted publications
- Training
- Reports on instrument trainings
- Usage Reports
- Reports detailing usage and key performance indicators
- Customer Email Lists
*Some report categories may not apply to your facility and may not appear in the list on your Reports Tab.
3. Select a report
Available Reports:
- Email List Report
- Mailing List of Users and PIs
Financial Reports
- Comparative Revenue per Month
- Core revenue by resource and by month (per fiscal year)
Instrument Reports
- Efficiency per Instrument
- Hours Booked by Month by System
- Instrument Booking versus Usage
- Instrument Income
- Instrument Usage by Department
- Instrument Usage by Group
- Instrument Usage by Type
- Instrument Usage Overview
- Instruments Usage Heatmap per month
- Login for Tracker
- Most popular day of the week by systems
- Unauthorized Access List of Sessions
- Usage and revenue for Off-Peak hours of each instrument
- Usage per group
- User rights
Inventory
- Last 50 Stock Operations
- Stock Check
Invoicing Reports
- IOC Invoice Summary Report
- AR Invoice Tracking Report
- Activity per invoice
- Invoice event details
- KFS Invoice number lookup
Lists
- List of Incidents
- List of Reports
- List of Services
- List of Systems
- List of training requests
Maintenance
- List of incidents and interventions per system
- Maintenance and Incident Overview
- Systems that let you down
Orders
- Order details report
Projects
- Inactive Projects
- List of Projects
- Project Activity
- Project Summary with Charges
- Projects Revenue by Type
Publications
- Publication Production by System
Training
- Top 10 Trainers
- Training ROI
- Training sessions per month
- Training details by training type
Usage Reports
- Department Revenue Report
- Overall Core Usage by Invoiced Date
- Overall Core Usage Report
- Overall Core Usage Report with comments
- Quantities completed per service consumable per month
- Top 5 Users Report
- Usage Report for Core Status Report
- User Charges by Month per Fiscal Year
- User Distribution Core wise
- User Distribution per affiliation Core wise
*Some reports may not be applicable to your facility and therefore do not appear on your reports tab.
*If you do not have access to a listed report above OR wish to request a new report be created, please contact ppms@ucdavis.edu with details.
Examples of reports:
Financial Report: Comparative Revenue per Month
Compares the revenue per month between three given years.
- Enter the 3 years you with to compare
- Select “Run/refresh report”
- Review graph comparison
- Hovering over bars will tell you $ amount
- Select “Show raw data” below the graph to see a table of data
Instrument Reports: Instrument Usage by Department
Number of hours booked and used by departments in the facility between two dates.
- Enter your start and end date
- Select “Run/refresh report”
- Review graph
- Hovering over bars will tell you hours
- Select “Show raw data” below the graph to see a table of data
Usage Reports: User Distribution per Affiliation
User distribution by affiliation (UCD, EXT-UC, EXT-NP, EXT-FP) in %
- Enter your start and end date
- Select “Run/refresh report”
- Review chart
- Hovering over pie sections will tell you % of users per affiliation
- Select “Show raw data” below the chart to see a table of data
Usage Reports: Overall Core Usage Report
Provides all core usage details within a selected date range.
- Enter your start and end dates
- Select “Run/refresh report”
- Select “Export as a spreadsheet”
- Wait for the export to download, Open
- Review and manipulate the spreadsheet as needed
- Filter date or create pivot tables
