Novated Driver

Overview

Reports on basic Budget and FBT information for contracts that are active within the chosen FBT year, and the following conditions are met:

Contract Types / Details "FBT Statutory Template" is 'Pdf Novated Driver'
Contracts / FBT "Benefit Type" is 'statutory'

This report is one of eight Driver Reports that are designed for emailing to drivers with a PDF attachment.

The emails can be sent in bulk from this screen, or individually from the Contracts / FBT tab.

In PDF form, this report is limited to FBT details only and provides details of the estimated annualised mileage for the chosen FBT year.

Novated Driver Operations

Reports on basic FBT information for contracts that are active within the chosen FBT year and the following conditions are met:

Contract Types / Details "FBT Operating Template" is 'Pdf Novated Driver Operating'
Contracts / FBT "Benefit Type" is 'operating'

Novated Driver Budgeted

Reports on basic Budget and FBT information for contracts that are active within the chosen FBT year and the following conditions are met:

Contract Types / Details "FBT Statutory Template" is 'Pdf Novated Driver Budgeted'
Contracts / FBT "Benefit Type" is 'statutory'

Novated Driver Budgeted Operating

Reports on basic Budget and FBT information for contracts that are active within the chosen FBT year and the following conditions are met:

Contract Types / Details "FBT Operating Template" is 'Pdf Novated Driver Budgeted Operating'
Contracts / FBT "Benefit Type" is 'operating'

Novated Driver Budgeted With Funds

Reports on basic Budget and FBT information for contracts that are active within the chosen FBT year and the following conditions are met:

Contract Types / Details "FBT Statutory Template" is 'Pdf Novated Driver Budgeted With Funds'
Contracts / FBT "Benefit Type" is 'statutory'

Novated Driver Budgeted Operating With Funds

Reports on basic Budget and FBT information for contracts that are active within the chosen FBT year and the following conditions are met:

Contract Types / Details "FBT Operating Template" is 'Pdf Novated Driver Budgeted Operating With Funds'
Contracts / FBT "Benefit Type" is 'operating'

Report Filters

Filter	Type	Description
Left Column
Delivery	Drop List	Choose from '--All--', '--Blank--', 'Email' or 'Post'. If 'Email' is chosen, the "Print Format" defaults to 'Email', in all other cases the, "Print Format" defaults to 'PDF'.
As at	Date	Only contracts with a "Start Date" on or prior to this date will be included.
Manager	List	Select a manager to limit the report selection to the selected Clients / Contact A/C Manager. An Account Manger can use this field run reports for all the clients they manage.
Group	List	Select a group to limit the report selection to the selected "Client Group".
Client	List Box	Leave as '--All--' or select the Client or Clients you want to report on. You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items. To select a range of clients, hold down “Ctrl” and “Shift” keys and use either your mouse or arrow keys to select the range.
Contract Type	List Box	Leave as '--All--' or select the Contract Type or Types you want to report on. You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items you want.
Report Queue	Check Box	Uncheckecd by default. The report will be generated for you on this screen for downloading when complete. Select this checkbox if you want to send the report to the Report Queue screen to be downloaded later. If configured, you will receive an email when the report has been processed and is ready to be downloaded. If the report take takes a long time to run and exceeds the allowable time, then the report will be sent to the Report Queue. You will be alerted if this is going to happen.
Right Column
Cost Centre	List	The default selection is '--All--' (returns all records). You can also blank '--Blank--' (records have no cost centre), or you can select a specific cost centre. When a "Group" or "Client" is selected, only the cost centres that belong to them are shown.

Output Options

Screen Name	Type	Description
Print Format	Drop List	Choose from Email, PDF, Office(xls) or Text(CSV).
Print	Button	The print button creates the report in the chosen format. If the selected "Print Format" is 'Email', the Send Email pop-up will be launched.