Report: Recurring Aeros List by Company

A list of all active Recurring Aeros, grouped by Company, with the number of remaining occurrences noted. 

Report Defaults

• Filtered for only active Recurring Aeros
• The information is grouped by Company
• Remaining Aeros are occurrences of the Recurring Aero that have a status of NotStarted
• By default, each Company's Recurring Aeros are listed by the number of remaining occurrences (lowest to highest)
• Each Recurring Aero has a View button that will take you to the Edit Recurring Aero screen. The button will be red if there are no remaining occurrences, orange if there are two or fewer occurrences, blue if there are three or more occurrences, and white if the Recurring Aero is inactive.
• Default Columns:
  • Assigned To
  • Recurring Aero Subject
  • Aero Group
  • Aero Type
  • Estimated Duration
  • Remaining Aeros

Print

Click the Print link in the upper right corner to save the report as a pdf or to send it to a printer.

Customize

Click the Customize link to see all your customization choices. The customization options give you the ability to create many unique reports based on this starting point.

• Filter Options
  • Assigned To
  • Company
  • Aero Type
  • Manager
  • Active Status (Active, Not Active, All)
• Grouping Options - Grouping gives you subtotals for that specific group.
  • Manager
  • Aero Type
  • Assigned To
• Optional Columns - you can optionally see the following columns:
  • Hat
  • Manager
  • Company Name
  • Contact
  • Aero Category
  • Priority
  • Billable
  • Fixed Fee
  • Active (yes/not)

Export

Click the Report to CSV button to export the report to CSV. Data will be exported according to your filter options. All columns will be included and the data will not be grouped in any way.

Memorize

After you have customized a report, you can click the Memorize link in the upper right corner to save your custom report so you can run it again. You'll be given a chance to name your report and even give it a description. The next time you want to run your custom report, click the Memorized tab, find your custom report, and click Run Report.