The selection window allows you to filter the report by:

• Date Range: You can either select a pay period, or you can simply enter the start and end date directly into the selection criteria window. The Period selection is merely a short-cut for entering a date range, so you can always edit the start and end dates to be any date you choose. For example, you can pick a period defined as 8/1/2004 to 8/12/2004, and then extend the end date by three days to 8/15/2004. If you leave the end time blank, the program will assume you want the entire day for the end date. In the example below, the start date/time is 8/1/2004 00:00:00 (a blank is assumed to be time 00:00:00) and the end date/time is 8/15/2004 00:00:00. Because the end date time is blank (or 00:00:00), the program assumes you want the whole day of the 15th and makes the end date/time 8/16/2004 00:00:00. In the selection query, the program returns records whose start date/time is greater than OR equal to the start/date time and strictly less than the end date/time.
• Equipment Unit.  You can select any or all equipment units.  The equipment unit list is only for your equipment; contractor-owned equipment is not on the list.
• The report can be run in Summary mode by checking the "Summary Data Only" checkmark.  This version of the report will consolidate the daily detail into one row per equipment.
• The "Only Print Raw Data" option generates a report with the report detail, but with no subtotals or totals.

The selection criteria determine the date range and equipment that appear in the report. 

The report shows the utilization for all company owned equipment, by Pay Activity Type.  When time slips are entered, you are required to identify the activity that is performed by the worker/equipment (see below)

Each activity is assigned to a basic "Pay Activity Type," such as "REG PROD" or "EQ_MAINT".  These basic activity types are used to classify the more detailed pay activities.  The Pay Activity Types are shown below (and can be found under the menu item Setup | Pay Activity Types in the main program):

Note that although there are 13 pay activities above, they are all mapped into one of seven Pay Activity Types.

These Pay Activity Types are used to classify all time in the Equipment Utilization Report.  Each Activity Type will have its own column in the report.

The report shows the utilization for all company owned equipment.  The columns are:

• Equipment Unit:  The description (not code) field for the equipment unit
• Date.  The date of the time slip (not date paid)
• Equipment Type:  Equipment Category to which the particular unit has been assigned.
• Pay Activity Type Columns (Other Chargeable, Regular Production, Maintenance, etc...).  The columns show the time by type of pay activity.

At the bottom of each piece of equipment, there are a set of statistics:

• Production Hours:  Sum of hours belonging to a Pay Activity Type whose Production Flag is set to True.
• Budgeted Available Hours:  Pro-rated portion of the "Total Available Hours" entered for this equipment unit under the Setup | Equipment | Equipment Costing menu item.  (The value is set up in the first row of the worksheet that appears when you highlight the equipment unit in the grid from this menu item, and click the "Calc Cost" button.)  The pro-ration is based on the number of days in the date range you selected when you ran the report, divided by 365.  In the example below, unit BU07 has annual available hours of 2500.  The report was run for the 30 days of November, so the Budgeted available hours equals (30/365) * 2500 = 205.48.
• Utilization %:  Ratio of Productive Hrs to Budgeted Available Hours
• Budgeted Util %:  Budgeted Utilization Percentage taken from Row 2 of the Equipment Costing Worksheet set up for that machine.
• Budgeted Prod Hours:  Budgeted Productive Hours calculated by multiplying the Budgeted Utilization Percentage by the Budgeted Available Hours.  This figure shows how many productive hours the machine should have had if it were to reach its targeted utilization percentage.

• The report is based on the time entries for (1) Employees, (2) Equipment, and (3) Contractor Time, where the contractor is using your equipment.  (Note:  In release 4.1.x, the selection only worked against the time entries for (1) Employees and (2) Equipment.  Release 4.2 added (3) Contractor Time.)
• It is important to recognize that this report defines utilization in a very particular way:  it is the budgeted utilization percentage set up for each equipment unit in the Equipment Costing Worksheet.
• You do NOT need to run calculators in order for this report to work.
• You DO need to set up your Annual Available Hours and Utilization Percentage for Each Piece of Equipment.  (If you have more than one entry for each piece of equipment because you have multiple effective dates for the entries, the system will use the entry with the most recent effective date for this report.)

Example Report 1 shows the report where the selection "Summary Data Only " has NOT been selected  This version of the report is useful for seeing a day by day listing of the activity of the equipment unit. 

	Example Report 1

Example Report 2 shows the report where the selection "Summary Data Only" has been selected.  This version of the report is useful for comparing utilization percentages across equipment units.

	Example Report 2