Total
Recall™ Reports
Total
Recall Records
Management Software offers a comprehensive selection of reports to meet the reporting
and tracking needs of
the user. In addition to the standard reports, the user has the
ability to modify reports to meet their needs and print the custom
report.
The reports provided are grouped according to their related functions
and include the following areas: Management, Customer, Work Orders,
Department, Operations, Accounting and Month-end Reports.
The list below represents a sampling of the standardized reports
available:
Management Reports
Management reports are designed to assist in the overall operation
of your facility. Here you will have the ability to print the
following reports:
- Customers
List
- Service
Codes
- Facility
Inventory
- Relocation
Reports
- Removal
Reports
|
- Service
Profile Reports
- Monthly
Service
- Customer
Mailing Labels
- Items
not Returned to Container Reports
|
Customer
Reports
Customer Reports can be used to print Container or Indexed Item
Reports. These reports are designed to assist your customers in
tracking their inventory.
- Inventory
List of Containers in Inventory
- Containers
Scheduled to Expire
- Containers
Retrieved
- Containers
Removed
- Cubic
Feet
|
- Inventory
List of Indexed Items
- Indexed
Items Scheduled to Expire
- Indexed
Items Retrieved
- Indexed
Items Removed
|
Work Order Reports
Work Order Reports are designed to assist in printing reports related
to the work orders. Work Orders are used to track the records management
services you perform for clients. These include both current period
work orders and work orders that have been billed.
- Current
Work Order Status
- Current
Work Order Service Detail
- Current
Work Order Summary
- Work
Order History Detail
|
- Work
Order History Summary
- Work
Order History by Invoice
- Work
Order Audit
|
Department Reports
The Department Reports allow you to print out departmentalized
reports to send to a Customer. The user can select from a wide
range of reports.
- Department
Monthly Service
- Container
and Indexed Items Inventory List by Department
- Container
and Indexed Items Scheduled to Expire by Department
|
- Container
and Indexed Items Retrievals by Department
- Container
and Indexed Items Removed by Department
|
Operational Reports
The Operational Reports are designed to assist you with the day-to-day
operation of the facility.
- Pick
List by Location
- Put
Away List by Location
- Container
Labels
|
- Indexed
Item Labels
- Facility
Layout
- Available
Locations
|
Accounting Reports
Accounting reports are designed to assist you in viewing and printing
all reports related to billing, history transaction for services
and outstanding invoices.
- Cash
Receipt Journal
- Accounts
Receivable Listing by Customer
- Write-Off
Reports
|
- Sales
Detail by Service
- Customer
Statement
- Invoice
|
|
