Reports settings Charge back space usage report
 | The Planon administrator can configure the layout of the Settings dialog box in TSIs > Layouts . For details on configuring layouts, see the TSIs documentation. |
You can access the Report settings - Charge back space usage window by clicking Edit report settings in the Reporting window. Here, you can make these settings.
Title | Enter a report title. By default, the report name is populated. |
Subtitle | Enter a subtitle here, if required. |
Report start date & end date | Specify the reporting period by entering a start and end date. The ‘valid’ space usage between these dates is taken into account in the report. A ‘valid’ space usage must be specific as mentioned here. Space usage Start date less than or equal to the Reporting End date and the Space usage End date is greater than or equal to the Reporting Start date or the Space usage End date is empty. |
| | If you drill down from one floor only, the other floors and sub-properties in the building will automatically be taken into account, with regard to the indirectly chargeable spaces. For example if the reception is on a different floor than the one you selected and the users of the selected floor also have to pay for that reception). |
Report type
Surface area charged-back directly | This report type provides an overview of spaces that can be charged back directly (completely) to a department or a cost center. Only those space usages are included in the report which are linked to a space type with charge back type 1. |
Surface area charged-back indirectly | This report type provides an overview of spaces that can be charged back indirectly, which are in fact the spaces that are shared between several departments or cost centers. Only those space usages are included in the report which are linked to a space type with charge back types 2, 3, 4 or 5. |
Surface area charged-back directly & indirectly | All directly and indirectly chargeable areas are included in the report. That means that all space usages are included in the report which are linked to a space type with charge back types 1, 2, 3, 4 or 5. |
Reported surface area: The field Area type allows you to specify the area type used in the report such as Net area, Gross area, and Rentable area.
Net area | The calculation of the directly and indirectly chargeable areas is based on the Net area field from the space usage (database: NOPP). |
Gross area | The calculation of the directly and indirectly chargeable areas is based on the Gross area field from the space usage (database: BOPP). |
Rentable area | The calculation of the directly and indirectly chargeable areas is based on the Rentable area field from the space usage (database: HOPP). |
Display charge back costs: If you select Yes in this field, two extra columns are added in all report variants that display the calculated costs based on the linked Tariff group. The tariff group is linked at the associated space usage and in the Area field through the setting Report surface area. If you select No, only the area columns will be included in the report in all report variants. These are based on the ‘area’ field through the setting Report surface area. For more information, see Example of Charge back calculations.
| | Amounts can only be displayed if a tariff group is linked to the relevant space usage. |
Displayed grouping: The Displayed grouping field enables you to specify the grouping of items in the report. You have these options.
No grouping | The Properties, Floors, Space types, and Spaces are reported in ascending order, based on code. No clustering is applied. |
Cost center | Based on the linked Cost center of the directly back spaces (Charge back type 1). The report is grouped ascending, by cost center code. |
Department | Same functionality as grouping by cost center, but now based on the linked department of the directly charged back spaces. The report is grouped ascending, by department group code. |
Department (level 1, 2, 3, 4) | These options distinguish between departments at the highest, second highest or third highest level. All departments on lower levels are assigned to this group. Same functionality as for department, but totalized to the level 1, 2, 3 or 4 of the department structure. |
Displayed detail: The Displayed detail field enables you to specify the detailing of items in the report. You can select which type of detailing you want in the report. You can choose between these options.
• Rentable unit
• Whole report
• Hide details
• Totals only