Table of Contents Sample Reports

Table of Contents – Sample Reports Budgets & Expenses ...................................................................................................
Author: Poppy McBride
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Table of Contents – Sample Reports Budgets & Expenses ......................................................................................................................................................................................................... 3 Chart of Accounts.............................................................................................................................................................................. 3 Transaction Register ......................................................................................................................................................................... 4 Monthly Expense Recap .................................................................................................................................................................... 5 Budget Variance Report .................................................................................................................................................................... 6 Expenses VS Budgets VS Variance Report ......................................................................................................................................... 7 Comparative Budget Report ............................................................................................................................................................. 8 Budget Progress Report .................................................................................................................................................................... 9 Budget History Report .................................................................................................................................................................... 10 Budget SnapShot Report ................................................................................................................................................................. 11 Expense Summary Report ............................................................................................................................................................... 12 Budget Summary Report ................................................................................................................................................................. 13 Inventory & Purchasing .................................................................................................................................................................................................. 14 Inventory Expense Classifications ................................................................................................................................................... 14 Vendor List ...................................................................................................................................................................................... 15 Vendor Parts List ............................................................................................................................................................................. 16 Vendor Purchase Report ................................................................................................................................................................. 17 Purchase Order ............................................................................................................................................................................... 18 Open Purchase Order Report .......................................................................................................................................................... 19 Inventory File Listing ....................................................................................................................................................................... 20 Inventory With Vendor Cross Reference......................................................................................................................................... 21 Items on Order Report .................................................................................................................................................................... 22 Inventory Requirements Report ..................................................................................................................................................... 23 Inventory Valuation Report............................................................................................................................................................. 24 Physical Inventory Report ............................................................................................................................................................... 25 Inventory Usage Report .................................................................................................................................................................. 26 Inventory Transactions With Value Change .................................................................................................................................... 27 Personnel & Labor .......................................................................................................................................................................................................... 28 Employee Address & Phone Listing ................................................................................................................................................. 28 Personnel File Listing with Notes & Training Records ..................................................................................................................... 29 Employee Vacation Status Report ................................................................................................................................................... 30 Hours & Earnings Report ................................................................................................................................................................. 31 Hours & Earnings Report – Budget/Expense Transfer Summary .................................................................................................... 32 Project/Labor Codes – Common Labor Codes NOT Selected .......................................................................................................... 33 Project/Labor Codes – Common Labor Codes Selected .................................................................................................................. 34 Detailed Project/Labor Activity Report – Pay Period Activity Detail ............................................................................................... 35 Detailed Project/Labor Activity Report – Activity Summary Totals ................................................................................................. 36 Consolidated Project/Labor Activity Report – Pay Period Activity Detail........................................................................................ 37 Consolidated Project/Labor Activity Report – Activity Summary Totals ......................................................................................... 38 Pay Period Activities Report ............................................................................................................................................................ 39 Employee Project/Labor Summary ................................................................................................................................................. 40 Employee Labor Activity Summary ................................................................................................................................................. 41 Employee Time Sheets .................................................................................................................................................................... 42 Paid Time Off Report....................................................................................................................................................................... 43 Equipment Usage Activity Summary ............................................................................................................................................... 44 Training Class Sign-Off Form ........................................................................................................................................................... 45

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Accident/Injury Report.................................................................................................................................................................... 46 Equipment & Property Maintenance.............................................................................................................................................................................. 47 Equipment Detail Report ................................................................................................................................................................ 47 Equipment File Listing ..................................................................................................................................................................... 48 Equipment Utilization Report ......................................................................................................................................................... 49 Maintenance Scheduling Report ..................................................................................................................................................... 50 Scheduled Maintenance Work Order ............................................................................................................................................. 51 Scheduled Maintenance Check List................................................................................................................................................. 52 Completed Work Order................................................................................................................................................................... 53 Work Orders in Process Report ....................................................................................................................................................... 54 Equipment Maintenance History – Maintenance Records Only ..................................................................................................... 55 Equipment Maintenance History - Consolidated ............................................................................................................................ 56 Equipment Maintenance History – Work Order Detail ................................................................................................................... 57 Equipment Maintenance History – Fuel & Usage Detail ................................................................................................................. 58 Chemicals & Fertilizers ................................................................................................................................................................................................... 59 Grounds Dimension File .................................................................................................................................................................. 59 Chemical Toxicity Statement........................................................................................................................................................... 60 Chemical Estimate – Materials Required ........................................................................................................................................ 61 Chemical Estimate – Application Costs ........................................................................................................................................... 62 Chemical Work Sheet – Sprayer Application ................................................................................................................................... 63 Chemical Work Sheet – Spreader Application ................................................................................................................................ 64 Chemical Application Report – Detailed ......................................................................................................................................... 65 Chemical Application Report – Summary Totals ............................................................................................................................. 66 Chemical Application Summary – Costs .......................................................................................................................................... 67 Chemical Application Summary – Notes ......................................................................................................................................... 68 Chemical Application Plan Budget .................................................................................................................................................. 69 Chemical Application Compliance Report ....................................................................................................................................... 70 Nutrient Application Summary – Costs ........................................................................................................................................... 71 Nutrient Application Summary – Notes .......................................................................................................................................... 72 Fuel Inventory ................................................................................................................................................................................................................. 73 Pump Summary Report ................................................................................................................................................................... 73 Fuel Summary Report ..................................................................................................................................................................... 74 Fuel Usage Report ........................................................................................................................................................................... 75 Telephone Directory ....................................................................................................................................................................................................... 76 Telephone Directory ....................................................................................................................................................................... 76 Incident Log .................................................................................................................................................................................................................... 77 Incident Log..................................................................................................................................................................................... 77 Tree Inventory ................................................................................................................................................................................................................ 78 Tree Inventory File Listing ............................................................................................................................................................... 78 Tree Work Schedule ........................................................................................................................................................................ 79 Tree Work Request ......................................................................................................................................................................... 80 Tree Statistics - Diameter & Height ................................................................................................................................................. 81 Tree Statistics - Species ................................................................................................................................................................... 82 Tree Statistics – Relative Age & Tree Size Rating ............................................................................................................................ 83

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Budgets & Expenses Chart of Accounts

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Transaction Register

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Monthly Expense Recap

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Budget Variance Report

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Expenses VS Budgets VS Variance Report

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Comparative Budget Report

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Budget Progress Report

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Budget History Report

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Budget SnapShot Report

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Expense Summary Report

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Budget Summary Report

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Inventory & Purchasing Inventory Expense Classifications

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Vendor List

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Vendor Parts List

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Vendor Purchase Report

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Purchase Order

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Open Purchase Order Report

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Inventory File Listing

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Inventory With Vendor Cross Reference

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Items on Order Report

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Inventory Requirements Report

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Inventory Valuation Report

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Physical Inventory Report

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Inventory Usage Report

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Inventory Transactions With Value Change

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Personnel & Labor Employee Address & Phone Listing

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Personnel File Listing with Notes & Training Records

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Employee Vacation Status Report

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Hours & Earnings Report

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Hours & Earnings Report – Budget/Expense Transfer Summary

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Project/Labor Codes – Common Labor Codes NOT Selected

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Project/Labor Codes – Common Labor Codes Selected

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Detailed Project/Labor Activity Report – Pay Period Activity Detail

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Detailed Project/Labor Activity Report – Activity Summary Totals

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Consolidated Project/Labor Activity Report – Pay Period Activity Detail

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Consolidated Project/Labor Activity Report – Activity Summary Totals

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Pay Period Activities Report

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Employee Project/Labor Summary

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Employee Labor Activity Summary

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Employee Time Sheets

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Paid Time Off Report

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Equipment Usage Activity Summary

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Training Class Sign-Off Form

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Accident/Injury Report

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Equipment & Property Maintenance Equipment Detail Report

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Equipment File Listing

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Equipment Utilization Report

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Maintenance Scheduling Report

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Scheduled Maintenance Work Order

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Scheduled Maintenance Check List

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Completed Work Order

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Work Orders in Process Report

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Equipment Maintenance History – Maintenance Records Only

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Equipment Maintenance History - Consolidated

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Equipment Maintenance History – Work Order Detail

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Equipment Maintenance History – Fuel & Usage Detail

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Chemicals & Fertilizers Grounds Dimension File

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Chemical Toxicity Statement

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Chemical Estimate – Materials Required

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Chemical Estimate – Application Costs

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Chemical Work Sheet – Sprayer Application

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Chemical Work Sheet – Spreader Application

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Chemical Application Report – Detailed

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Chemical Application Report – Summary Totals

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Chemical Application Summary – Costs

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Chemical Application Summary – Notes

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Chemical Application Plan Budget

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Chemical Application Compliance Report

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Nutrient Application Summary – Costs

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Nutrient Application Summary – Notes

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Fuel Inventory Pump Summary Report

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Fuel Summary Report

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Fuel Usage Report

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Telephone Directory Telephone Directory

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Incident Log Incident Log

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Tree Inventory Tree Inventory File Listing

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Tree Work Schedule

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Tree Work Request

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Tree Statistics - Diameter & Height

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Tree Statistics - Species

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Tree Statistics – Relative Age & Tree Size Rating

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