Usage Reports

How to Create a Report

Usage ReportsThe usage report creation screen in the resource scheduler. 

Visit the “Usage Reports" page of the scheduler (click the "Usage Reports" link indicated in the screenshot).

  1. Select your Start Date/End Date
  2. Select your Resource from the list
    • To select more than one resource, hold down the “CTRL” button while clicking more than one resource in the list.
  3. Select your Report Type
    • The fields generated in each type of report are listed in the table below.
    • Click on the name of the report (in the "Report Type" column) to download an example of that report
  4. Select the Report Format.  The possible formats are:
    • Excel 2007/2010
    • Excel 2003
    • Tab Separated RTF (This just opens in your browser window)
    • HTML Table (Again, this just opens in your browser window)

Report Type

Description

Fields

Oracle Billing

This report can be directly uploaded into Oracle for billing after review by the Resource Administrator.

record type

batch organization

batch source

batch date

batch sequence #

accounting date / journal category

total debits / accounting date

je name

je description

project

task

award

expenditure type

organization

balancing segment

debit amount

credit amount

je line description

delivery date

service request number

approver name & number

isp long name

initiator name & number

order date

invoice number

total invoice amt/bill status

submitted name & number

Usage by Booking

This report shows booking information by user.

resource

booking

dtstart

dtend

cancelled

comments

hours

initiator_user

User Fields

initiator_first

initiator_last

initiator_mail

owner_first

Owner/PI

owner_last

owner_cn

owner_ou

owner_mail

owner_phone

split

type

number

Usage by PI

This report rolls usage up to the PI or Account Owner level.

resouce

owner_cn

owner_ou

owner_mail

owner_phone

type

number

cost

hours

Charge Report

This report details every individual charge.

resource

booking

dtstart

dtend

cancelled

comments

summary

initiator_user

initiator_first

initiator_last

initiator_mail

owner_first

owner_last

owner_cn

owner_ou

owner_mail

owner_phone

type

number

unit_type

unit_quantity

unit_cost

split

cost