Report: Aero Group Summary List

A list of all Aero Groups, defaulting to open Aero Groups including the number of open Aeros for each Aero Group. 

Report Defaults

• Filtered for Open Aero Groups (everything that is neither completed nor canceled)
• The date range is All. The dates used for the date range is the Aero Group start date.
• The information is grouped by Aero Group Manager.
• Clicking on the Aero Group Name will take you to the Edit Aero Group screen
• Default Columns:
  • Aero Group Name
  • Aero Group Type
  • Company
  • Aero Group Start Date
  • Aero Group End Date
  • Aero Group Status
  • Open Aeros (number of Aeros that are neither completed not canceled)

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 one starting point.

• Date Ranges- you can choose from a wide variety of date ranges: Today, Yesterday, Tomorrow, This Week, This Week To Date, Last Week, Next Week, This Month, This Month to date, Last Month, Next Month, This quarter, This quarter to date, Last quarter, Next quarter to date, This year, This year to date, Last year, Next year
  • Aero weeks run from Saturday to Sunday
  • Quarters are standard quarters
  • If none of the pre-defined date ranges work for you, you can enter a custom range.
• Filter Options
  • Company - one specific Company or All
  • Aero Group Manager - one specific Aero Group Manager or All
  • Aero Group Type - one specific Aero Group Type or All
  • Aero Group Status - Open, Not Started, InProgress, Completed, Canceled, or All
• Grouping Options- Grouping gives you subtotals for that specific group.
  • Aero Group Manager (Default)
  • Company
  • Aero Group Type
  • Status
• Optional Columns
  • Aero Group Manager
  • Estimated Time
  • Actual Time
  • Estimated Cost
  • Amount Billed to Date
  • Billable
  • Fixed Fee
  • Comments

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.