MKMS Help

Active/Passive Accounts Report

This Help File Page was last Modified on 03/11/2013

Active/Passive Accounts Report

This Help File Page was last Modified on 03/11/2013

Previous topic Next topic  

Active/Passive Accounts Report

This Help File Page was last Modified on 03/11/2013

Previous topic Next topic  
□This Active Accounts Report lists the total number of Active Accounts (those that are not Passive Accounts), which are being monitored - offering Detailed and Summary versions of this data.
►Note: This is a report required from those companies that are providing UL® Grade Monitoring Services.
•Active - Accounts are considered "Active" when the O&C Supervised? box is Checked on the Central Station Data Form, and/or at least two Events have been defined for that Subscriber.
•Passive - Accounts are considered "passive" when neither of the cases described (above) for Active Accounts are true.

 

□To print the Active Accounts Report
•From the Main Menu in MKMS, Select Reports and Choose the Central Station sub-menu.
•Click the Active / Passive Accounts option.

HelpFilesActivePassiveAccountsReportOptions

   Active Accounts - Options tab

 

•Report For - Which Accounts should be included?
•All - By default, All Subscribers that are - by definition - Active Accounts will be included.
•Specific Dealer(s) - To list only those Subscribers that are Active Accounts and who are being monitored for a specified set of one or more Dealers, Click this button.
▪Dealer(s) - The Dealer(s) field will be displayed.
▪Click the Ellipse to open the Select Dealers dialog.
•Select Dealers - To Choose the Dealer(s) required for this report, Check the Selected box for one or more Dealers on this Select Dealers dialog.

HelpFilesSelectDealersDialog

Select Dealers dialog

 

▪Click the OK übutton to Close the Select Dealers dialog.

 

HelpFilesActivePassiveAccountsReportOptionsDealers

▪The Selected Dealer Code(s) will be insert into the Dealer(s) field.

 

•Show Details - To see the list of each Subscriber - versus just the totals - Check this box.
•Group by Account Type - To include a sub-total of the number of Subscribers, which are Active Accounts, within each Account Type, Check this box
•Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Active Accounts Report.

 

□The Preview tab presents the report which resulted from the Options you've selected.
•Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.
•Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesPreviewTabReportOptions

Preview Tab's options

•Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.
•End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.
•Arrows - The arrows allow you to move back and forth, from page to page.
•Number - Indicates the page number you are viewing.
•You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
•If you enter an invalid page number, it will be ignored.
•Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
•Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
•Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
•Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

•When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
•You may then Click the Up  or Down ‚ arrows to set the exact amount of Zoom you want.
•Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Active Accounts Report.
•Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.
•To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab.

HelpFilesActivePassiveAccountsReportPreview

Active / Passive Report Preview

 

□Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesActiveAccountsDataView

Active / Passive Report Data View

•Arrows - Click the arrows to move through the record.
•Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):
•Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
•Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
•Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
•To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab.