System Reports

• Payments, Permits & Parking Reports
• Detailed Permit Sales Report by Lot
• Permit Sales by Lot by Month
• Permit Sales Report
• Active Permit Report
• Company Permit Report
• Temp Permit Sales Report
• Lot Value Report
• Active Deposit Report
• Student Permit and Postal Export
• Subscription Verification Report
• Payroll Deduction Report
• Invoiced Permits Report - Billing Summary by Date by Lot
• Troubles & Violations Reports
• Violations by Location/Officer Report
• Paid Violations Summary by Type Report
• Violations by Officer Report
• Summary Report by Officer
• Violations by Pay Type by Month Report
• List Overdue Report
• Towed Vehicles Report
• PDF Report Generation Issues

Payments, Permits & Parking Reports

Detailed Permit Sales Report by Lot

The Detailed Permit Sales Report by Lot provides a granular view of permit transactions categorized by specific parking areas. Its primary purpose is to help administrators audit sales volume per lot and export individual permit records for external financial data analysis. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the reporting module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and financial viewing permissions assigned to their user role to access this page and generate the data.

Using this Feature

Administrators can use this report to audit permit distributions and accurately review financial intake across different physical locations.

This report is the recommended tool for administrators who need to understand exactly what was sold and which specific lots those sales are attributed to.

Generating the Report

1. Hover over Parking Management, click Reports, and select Detailed Permit Sales Report.

2. Enter the desired date range in the search fields to define the reporting period.

3. Click the List Payments button to generate the data on screen.

Key Information Displayed

The report displays data in two primary sections to help balance granular detail with high-level overviews:

• Lot Specific Payment Details: Groups transactions by lot. If an invoice contains multiple permits, each permit is displayed as an individual line item to ensure accurate lot-level tracking.

• Summary by Lot: Located at the bottom of the report, this section aggregates the total sales amounts for each lot within the selected date range.

• Data Columns: Includes specific payment details, permit types, and invoice associations for every transaction.

Available Actions and Buttons

• Export to Excel: Click the Excel icon or the Export to Excel button to download the raw data. This is useful for performing complex summations or creating custom pivot tables outside of the system.

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Best Practices and Considerations

• Track accurate quantities: To determine the exact number of permits sold within a specific timeframe, export the report to Excel and use the Sum function on the permit line items.

• Understand invoice transparency: Keep in mind that one line item represents exactly one permit. If a user purchased three permits on a single invoice, they will appear as three separate lines in this report to ensure the lot-specific data remains accurate.

• Reconcile regularly: Use the Summary by Lot section as a quick reference to cross-check total revenue against your financial deposits for specific parking zones.

Permit Sales by Lot by Month

The Permit Sales by Lot by Month report provides OPS-COM administrators with a detailed breakdown of permit revenue and volume. It allows users to analyze sales performance for specific months, categorized by parking lot and payment method.

Setup & Configuration

This report is a standard feature of the Permit Management module. No additional configuration is required to enable the report, provided the administrator has the necessary permissions to access Reports.

Instructions for managing the lots that appear in this report can be found on the Lot Administration page.

Using this Feature

The Permit Sales by Lot by Month report is used to track financial trends and volume across different parking areas within a specific timeframe.

1. Hover over Permit Management and click Reports then Permit Sales by Lot by Month.

2. Select the desired month from the Month drop-down menu.

3. Select the desired year from the Year drop-down menu.

4. Click the Retrieve button to generate the report.

Key Information Displayed

• Lot Name: The specific parking lot or zone associated with the sales.

• Payment Type: The method used for the transaction (e.g., Credit Card, Payroll Deduction, etc.).

• Amount: The total monetary value of permits sold, formatted as currency.

• Sold: The total count of individual permits sold within the selected parameters.

Available Actions & Buttons

• Copy: Copies the current table data to the clipboard.

• CSV: Exports the report data into a Comma Separated Values file.

• Excel: Downloads the report as an .xlsx spreadsheet.

• PDF: Generates a portable document format version of the report.

• Print: Opens the system print dialog to create a hard copy of the data.

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Best Practices & Considerations

• Reconcile regularly by comparing the Amount column against your financial processor reports to ensure all Payment Types are being recorded correctly.

• Use the Export features to archive monthly data, as this provides a helpful historical snapshot for year-over-year growth analysis.

• Verify Lot names periodically in Lot Administration to ensure that the data remains organized and easy for accounting teams to interpret.

Permit Sales Report

The Permit Sales Report allows administrators to generate a customizable summary of permit transactions based on specific user and allocation types. Its primary purpose is to help track revenue, monitor permit distribution trends, and audit both active and historical sales over a defined date range. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the Permit Management module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and permit management permissions assigned to their user role to access the page and generate the data.

Using this Feature

Administrators can use this tool to filter and review permit sales data based on specific operational parameters and export the results for external analysis.

Generating the Report

1. Hover over Permit Management, click Reports, and select Permit Sales Report.

2. Select the desired user types and allocation types from the provided lists to include in the report.

3. Enable the Show archived sales checkbox if you want the report to include historical data, such as released or switched permits.

4. Choose the desired timeframe using the start date and end date calendar fields.

5. Click the Create Report button to generate the data, which will display directly below the search criteria.

When selecting user or allocation types from the list menus, you can quickly highlight multiple non-consecutive options by holding the Ctrl key (or Cmd on Mac) on your keyboard while you click.

Key Information Displayed

Once generated, the report displays a data table summarizing the permit sales that match your selected criteria. This provides a quick on-screen review of the total transactions, grouped by the parameters you defined in the search fields.

Available Actions and Buttons

• Create Report: Click this button to execute your search query and populate the data table on the screen.

• View Details in Excel: Click this button to export the generated data into a spreadsheet for external formatting and granular financial analysis.

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Best Practices and Considerations

• Audit historical transactions: Always enable the Show archived sales checkbox when conducting comprehensive financial audits. This ensures that permits that were sold but subsequently released or switched are still accurately accounted for in your overall revenue reconciliation.

• Leverage Excel exports: Organizations should use the View Details in Excel feature for complex data manipulation. While the on-screen table provides an excellent quick overview, exporting the raw data allows administrators to build custom pivot tables and cross-reference sales with external accounting software seamlessly.

Active Permit Report

The Active Permit Report provides administrators with a comprehensive overview of all currently valid parking permits within the system. Its primary purpose is to help staff audit permit distribution, verify active revenue streams, and monitor permit lifecycle statuses. This article is intended for OPS-COM administrators.

Setup and Configuration

There are no specific configuration steps required to enable this report, as it is a core system feature. However, administrators should ensure that User Types and Allocation Types (lots) are correctly defined within the system to guarantee the filtering options return accurate data.

Instructions for these configurations can be found on the Pricing and Lot Admin and User Management pages.

Using this Feature

Administrators can use this report to filter and view active permits based on specific user types, lots, and date ranges.

Generating the Report

1. Hover over Parking Management, click Reports, and select Active Permit Report.

2. Select the user types and allocation types you want to include in the report from the provided lists. Hold the Ctrl key on your keyboard while clicking to select multiple items simultaneously.

3. Enable the Show Archived checkbox if you wish to include sales that are no longer active, such as permits that have been released or switched.

4. Choose a Start Date and End Date to define the timeframe for the permit records.

5. Click the Search button to generate the results.

The Active Permit Report reflects real-time data. If a permit is cancelled or expires during the business day, it will immediately move from the active list to the archived list.

Key Information Displayed

Once the search is executed, the report populates a table below the search criteria containing the following data points:

• User Name and ID: Identification of the permit holder.

• Permit Number: The unique identifier for the specific permit.

• Vehicles: The vehicle license plate(s) associated with the active permit.

• Lot/Allocation: The specific area where the permit is valid.

• Effective and Expiry Dates: The duration of the permit's validity.

• Status: Indicates if the permit is currently active or archived.

Available Actions and Buttons

• Search: Click this button to execute your search query and populate the data table on the screen.

• Export: Click this button to download the displayed report details into an Excel (.xls) file for further data analysis or sharing.

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Best Practices and Considerations

• Audit archived data regularly: When troubleshooting permit history, always enable the Show Archived checkbox to see the full paper trail of a user's previous permit switches or releases.

• Ensure date range precision: Always ensure your Start Date and End Date align exactly with your organization's fiscal or academic terms when running reports for specific billing cycles to avoid counting overlapping permits.

• Use multi-select efficiently: Use the Ctrl click method to run reports across multiple lots at once. This is highly useful for comparing the density of active permits between different campus zones.

Company Permit Report

The Company Permit Report allows administrators to quickly generate a list of permits assigned to specific corporate entities or business accounts. Its primary purpose is to help track company-issued parking allocations, audit active sales windows, and export data for external billing. This article is intended for OPS-COM administrators.

Setup and Configuration

The Company Permit Report is a standard reporting feature within the permit management module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and permit management permissions assigned to their user role to access this page. Ensure that company accounts and their associated permits are accurately configured within the system to yield reliable search results.

Using this Feature

Administrators can use this report to filter corporate permit data by date range or specific company name, and then export the results for spreadsheet analysis.

Accessing and Running the Report

1. Hover over Permit Management and click Reports then Company Permit Report.

2. Filter the report by entering specific dates in the Processed On or Active On date fields.

3. Enter the name of the specific organization you are looking for in the Company text box (e.g., "Jones Windows").

4. Enable the Show archived permits checkbox to include historical, expired, or inactive permits in your search results.

5. Click the Search button to execute the query and display the results on screen.

6. Click the Export button to download the generated report as a .CSV file for use in external spreadsheet software.

When filtering your search dates, note that the Active On field specifically represents the date that the permit sales window is active for, rather than the date the permit was processed by the system.

Available Actions and Buttons

• Search: Click this button to run the report based on your selected date, company, and archive parameters.

• Export: Click this button to instantly create a .CSV file of your on-screen results for external record-keeping or financial auditing.

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Best Practices and Considerations

• Leverage exports for corporate billing: Organizations should use the Export feature to generate .CSV files when invoicing corporate clients. This provides a clean, easily manipulated spreadsheet of all active permits currently billed to a specific company account for a given month or semester.

• Audit archived permits: Use the Show archived permits checkbox annually to review historical company permit usage. This data can help forecast future parking demand for your corporate clients and assist in negotiating future lot allocations.

Temp Permit Sales Report

The Temp Permit Sales Report allows administrators to review temporary permit sales data within a specified date range, categorized by parking lot. Its primary purpose is to help staff track revenue and temporary permit usage across different locations for auditing and reconciliation. This article is intended for OPS-COM administrators.

Setup and Configuration

No special setup is required to generate this report, as it relies entirely on the existing configuration of your organization's parking lots and temporary permit offerings. However, administrators must have the appropriate reporting and financial viewing permissions assigned to their user role to access this page.

Using this Feature

Administrators can generate this report to view high-level summary data across all properties, with the ability to drill down into lot-specific transactional details.

Accessing the Report

1. Hover over Parking Management and click Reports then Temp Permit Sales Report.

2. Select the desired timeframe using the Start Date and Up To and Including calendar pickers.

3. Click the Payment As drop-down menu and choose the payment status to filter by (e.g., Processed, Not Processed, or Any).

4. Click the Search button to generate the report.

Key Information Displayed

Once generated, the system displays a summary of temporary permit sales for each lot that had activity within the selected timeframe.

Summary Report Data:

• Lot Name: The name of the parking lot where temporary permits were sold.

• Total Permits: The total number of temporary permits sold for that lot.

• Total Amount: The total revenue generated from temporary permit sales for that specific lot.

Detailed Report Data (By Lot):

• Permit No: The unique permit number assigned to the transaction.

• Username: The account profile name of the purchaser.

• Amount: The financial cost of the permit.

• Date: The date the permit sale occurred.

• Type: The duration the permit is valid for (e.g., a specific number of hours, or 'daily' for a full day).

• Pay Method: The specific method of payment used during checkout.

• Processed Date: The date the payment was officially processed.

• Vehicles: The license plate number associated with the temporary permit.

Available Actions and Buttons

• Magnifying Glass: Click this icon located beside a specific lot's name on the summary page to navigate to the detailed report, which lists every individual temporary permit transaction for that location.

• CSV, Excel, PDF, Print: Click any of these export buttons located at the top of the report to download or print the on-screen data in your preferred format.

The export buttons are available on both the high-level summary screen and the lot-specific detailed screens. Ensure you are viewing the exact data level you wish to export before clicking the download buttons.

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Best Practices and Considerations

• Reconcile finances regularly: Organizations should use this report on a regular weekly or monthly basis to reconcile temporary permit sales against overarching financial records.

• Utilize data granularity: Export the main summary report for high-level administrative overviews, but always click the Magnifying Glass icon to investigate the detailed transactional data when auditing discrepancies within specific lots.

Lot Value Report

The Lot Value Report provides a real-time snapshot of permit utilization across all parking lots. Its primary purpose is to help administrators understand current lot occupancy and calculate the total value of all active permits currently assigned to their facilities. This article is intended for OPS-COM administrators.

Setup and Configuration

The Lot Value Report is a standard reporting feature within the permit management module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and permit management permissions assigned to their user role to access this page.

Using this Feature

Administrators can use this report to view live data reflecting the exact moment the report is generated. Because it tracks currently active permits rather than historical sales transactions, the figures will continually fluctuate as permits expire or are newly issued.

Accessing the Report

1. Hover over Permit Management, click Reports, and select Lot Value Report.

2. Review the data on the Lot Usage screen, which displays a breakdown of permit distribution.

3. Click the Export to Excel button if you require the data for further manipulation or external reporting.

Key Information Displayed

• Rented: The number of permits currently assigned to users within that lot. This includes all active permits, such as administrative, internal, complimentary, or temporary permits, regardless of whether a financial transaction occurred.

• Total Available: The maximum capacity or total number of permits allocated for that specific lot.

• Utilization: The relationship between rented permits and total capacity, expressed as a percentage.

• Total Value: The cumulative value of all active permits currently assigned to the lot.

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Best Practices and Considerations

• Avoid using this report for financial audits: Do not use this report for financial auditing of monthly sales. Because this report counts non-revenue permits (like internal or special access permits), the rented count will often be higher than the totals found in revenue-specific financial reports.

• Answer capacity inquiries: Use this report to answer capacity questions. This is the primary tool for administrators to definitively answer exactly how many permits are currently assigned to a specific lot at any given moment.

• Save historical data manually: Export data regularly if you need to track utilization trends over time. The system does not automatically store historical "snapshots" of this specific utilization screen.

Active Deposit Report

The Active Deposit Report provides a comprehensive overview of all security deposits currently held within the system. Its primary purpose is to help staff track outstanding funds, identify orphaned deposits without active permits, and manage financial rollovers during sales cycles. This article is intended for OPS-COM administrators.

Setup and Configuration

While the Active Deposit Report is a standard system feature, its accuracy depends on proper permit type configuration and financial mapping.

1. Hover over Permit Management and click Lot Administration.

2. Verify that permit types requiring a deposit have a value populated within the Deposit Amount field.

3. Ensure that your financial department has established a General Ledger (GL) code specifically for deposit accounts to allow seamless reporting between OPS-COM and your external accounting software.

Using this Feature

Administrators can use this report to audit current liabilities and ensure that deposits are appropriately refunded, consumed, or renewed when a user’s parking status changes.

Accessing the Report

1. Hover over Parking Management and click Reports then Active Deposit Report.

2. Review the resulting Deposit Report By Lot page, which displays a breakdown of deposits categorized by their assigned parking area.

Key Information Displayed

• User Name: The account holder associated with the deposit.

• Permit Number: The specific permit linked to the funds.

• Lot Name: The physical location the deposit is secured against.

• Deposit Amount: The total financial value held by the organization.

• Date Added: The date the deposit was originally paid by the user.

Visual Cues and Status Indicators

• Yellow Highlighting: Indicates deposits that have been rolled over to a new permit cycle but have not yet been fully processed or reconciled.

• Red Highlighting: Indicates "orphaned" deposits where the user no longer has an active permit associated with the funds, or the sales window has closed without action.

Available Action and Button

When a user finishes parking or a permit expires, administrators must manage the physical deposit through the user's profile using one of the following actions:

• Refund: Click this button if the user is finished parking and the deposit item (e.g., physical gate key, transponder, or hangtag) is returned in good standing. This returns the original amount paid back to the user.

• Consume: Click this button when the user is finished parking but the deposit funds are being retained by the organization (e.g., the item was lost, damaged, or not returned).

• Renew: Click this button when a user intends to continue parking but their original deposit was forfeited due to damage or loss. This closes out the previous record and requires a new deposit payment for the upcoming permit period.

Consuming a deposit does not trigger a refund or generate a new charge. It simply moves the funds from a "held" status to an "earned" status for your organization.

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Best Practices and Considerations

• Audit regularly: Perform regular monthly audits of the Active Deposit Report to identify orphaned deposits (highlighted in red) and ensure your liability accounts match your physical inventory.

• Establish timeframes: Organizations should establish a clear business rule for the timeframe in which a deposit must be claimed. For example, outline a policy where a deposit is automatically consumed if a permit has been expired for more than 30 or 60 days.

• Check hardware: Always verify the physical condition of hardware (transponders, fobs, or keys) before clicking the Refund button to prevent financial loss to the organization.

• Document actions: Document the reason for consumption in the User Notes section of the user profile whenever a deposit is retained to provide a clear, historical audit trail.

Student Permit and Postal Export

The Student Permit and Postal Export is a reporting tool that allows administrators to extract a list of student permit records alongside the users' postal code data for a specified date range. Its primary purpose is to help organizations analyze student commuting demographics and geographical parking trends by exporting the data directly to a spreadsheet. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the Permit Management module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and permit management permissions assigned to their user role to access the page and generate the export. Ensure that postal code fields are set as mandatory during your student registration process to ensure the resulting report is populated with accurate data.

Using this Feature

Administrators can use this tool to quickly generate an Excel spreadsheet containing the requested permit and location data.

Generating the Report

1. Hover over Permit Management and click Student Permit and Postal Export.

2. Enter the desired timeframe into the start date and end date fields on the Student Permit and Postal Code Report page.

3. Click the Create Report button to automatically generate and download the data as an Excel spreadsheet.

Key Information Displayed

The exported Excel spreadsheet will contain a compiled list of student user data corresponding to the selected date range, specifically focusing on the intersection of their active permit information and their registered home postal or ZIP code.

Unlike some other system reports, the Student Permit and Postal Export does not generate a preview table on the screen. Clicking the Create Report button will immediately process the request and download the .xls file directly to your local computer.

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Best Practices and Considerations

• Analyze Commuter Data: Use this report prior to the start of a new semester to understand where your student parkers are commuting from. This geographic data can be highly valuable when planning alternative transportation initiatives, adjusting lot allocations, or targeting specific regions for parking availability communications.

• Maintain Clean Data: The value of this export relies entirely on accurate user profiles. If your organization allows users to register without a valid postal code, the resulting spreadsheet will contain blank fields. Consider reviewing your user profile configuration to make address fields mandatory.

Subscription Verification Report

The Subscription Verification Report automatically identifies users who have stored credit card information but are not enrolled in the automated permit rollover subscription. Its primary purpose is to provide administrators with a centralized view to proactively engage with these customers, encourage subscription enrollment, and streamline future permit renewals. This article is intended for OPS-COM administrators.

Setup and Configuration

Accessing and running the Subscription Verification Report requires specific administrator permissions. If you do not have access, you must update the permissions for your administrative role.

1. Hover over System Configuration, click Admin Management, and select Manage Roles.

2. Locate the specific role you want to update (e.g., Permit Manager or Billing Admin) on the Manage Administrator Roles page.

3. Click the Permissions button next to that role.

4. Click the Parking tab, which is represented by a car icon.

5. Enable the Access Subscription Report checkbox.

6. Click Save Permissions.

Using this Feature

Administrators can use this report to view the list of eligible customers and quickly navigate to their profiles to assist with subscription enrollment.

Accessing the Report

1. Hover over the Permits icon and click Subscription Verification Report.

As soon as you click the menu item, the report will load automatically, displaying the list of customers who have stored credit card information but lack an active permit rollover subscription.

Available Actions and Buttons

• Username: Click the hyperlinked username to navigate directly to that customer's profile page. This allows you to quickly view their details, access contact information, and enroll them in the rollover subscription.

• CSV, Excel, Copy, Print: Click the respective export buttons located on the report page to save the data for offline use, copy it to your clipboard, or print the report for further analysis.

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Best Practices and Considerations

• Integrate the report into your permit renewal workflow: Run this report approximately a month before permit expirations to identify users for targeted outreach. Proactively contacting customers who are ideal candidates for automated permit rollovers can significantly improve renewal rates and overall customer satisfaction.

• Ensure data compliance: Always ensure any outreach or data usage complies with your organization's privacy policies and relevant financial regulations. When utilizing the contact information gained from the customer profile link, be sure your communications adhere to all local data protection guidelines.

• Run the report regularly: Make it a habit to check this report frequently during peak sales windows to keep your data current and ensure you are addressing all relevant customers promptly.

Payroll Deduction Report

The Processed Payroll Deduction Report provides administrators with a comprehensive list of all permit payments processed using the payroll deduction method. Its primary purpose is to generate a formatted file that can be submitted to an organization's finance or payroll department for processing. This article is intended for OPS-COM administrators.

Setup and Configuration

No specific configuration is required to access this report. However, the payroll deduction payment option must be enabled and configured within your system for transactions to appear in this list.

For detailed instructions on enabling payment options, please refer to the Managing Payment Types page.

Using this Feature

Administrators can use this report to view all processed payroll deductions, review individual transaction details, and export the compiled data for the finance department.

Accessing the Report

1. Hover over Payments and click Processed Payroll Deduction.

2. Review the refreshed page, which displays a list of all processed payroll deduction transactions.

Key Information Displayed

The report table includes the following key details for each transaction:

• Transaction Number: The unique identifier for the payment.

• User Information: The name and identifier of the user who made the purchase.

• Permit Details: Information about the associated parking permit.

• Transaction Amount: The total cost of the permit to be deducted.

• Date Processed: The date the transaction was recorded in the system.

If your organization has flex dollars enabled, a separate column will be added to the report. It displays the portion of the transaction, if any, that was paid for using a user's flex dollar balance. Refer to the Flex Dollars page to learn more about whether this feature may be useful for your workflow.

Available Actions and Buttons

• Transaction Number: Click a specific, hyperlinked transaction number in the list to navigate directly to the full transaction details screen for that payment record.

• Generate Excel Report: Click this button located at the top of the report to download the complete list of processed deductions in an Excel (.xlsx) file, formatted for easy submission to a payroll department.

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Best Practices and Considerations

Invoiced Permits Report - Billing Summary by Date by Lot

The Permit Invoice Management feature allows administrators to locate, review, re-send, and export billing records for user permits. Its primary purpose is to help staff efficiently manage financial transactions, track revenue generated by specific parking lots, and assist users who require a duplicate copy of their receipt. This article is intended for OPS-COM administrators.

Setup and Configuration

This feature is a standard component of the permit and financial management modules and requires no specialized system setup to operate. However, administrators must have the appropriate financial, reporting, and user management permissions assigned to their user role to search for invoices and trigger email communications.

Using this Feature

Administrators can use this tool to search for specific billing records, export financial data, or re-send lost invoices directly to a user's email.

Searching for an Invoice

Exporting Invoice Data

Re-Sending an Invoice

Administrators can re-send an invoice if a client requests a second copy or mistakenly deleted the original email. This can be done via the user's profile or the global invoice search tool.

Method A: From the User Profile

Method B: From the Invoice Search

When an invoice is re-sent using either method, the system automatically adds a prefix to the subject line of the email. This visual cue helps both the user and the administrator quickly identify that the message is a re-sent copy rather than a new charge.

Printing an Emailed PDF Invoice

If a user or administrator needs to print the physical PDF copy of an emailed invoice, specific steps should be followed to prevent formatting errors.

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Best Practices and Considerations

Troubles & Violations Reports

Violations by Location/Officer Report

The Violations by Location and Officer Report allows administrators to analyze enforcement activities by summarizing ticket data based on specific parking zones and the ticketing officers. Its primary purpose is to help management track citation volume, evaluate officer performance across different areas, and optimize patrol deployment over a selected date range. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and violations management permissions assigned to their user role to access this page. Ensure that your parking lots and field staff user profiles are accurately configured within the system so their activity is properly captured and categorized in the final report.

Using this Feature

Administrators can use this tool to filter violation data by specific timeframes and toggle between issuance dates and payment dates to review enforcement coverage.

Generating the Report

1. Hover over Violations, hover over Reports, and click Report by Location / Officer.

2. Enter the desired date parameters into the provided search fields to define the reporting period.

3. Select whether the date range applies to the violations Issued date or the violations Paid date.

4. Click the Display Summary button to generate the report at the bottom of the screen.

Key Information Displayed

Once generated, the report categorizes the data to help administrators visualize enforcement activity:

• Location Stats: The total number of violations issued within specific parking lots or designated enforcement zones.

• Officer Stats: The total number of violations issued by specific enforcement officers within those designated locations.

Available Actions and Buttons

• Display Summary: Click this button to execute your query based on the selected date range and display the results on the screen.

When filtering your search, selecting the Paid date option will automatically exclude all unpaid violations from the generated report. If you are attempting to audit an officer's daily patrol productivity, it is highly recommended to search by Issued date.

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Best Practices and Considerations

• Keep date ranges concise: When selecting your date parameters, keep the range concise (e.g., monthly or quarterly). This helps identify specific seasonal or operational trends accurately and ensures the report generates quickly without overloading the system.

• Conduct performance reviews: Use this report during performance reviews to discuss enforcement coverage with officers. It provides concrete data on where individual staff members are spending their time and issuing citations.

• Optimize resource allocation: Analyze location data regularly to determine if specific parking zones require more or less enforcement frequency. A consistently high violation volume in a particular lot may indicate the need to assign dedicated patrol units to that area.

Paid Violations Summary by Type Report

The Paid Violations Summary by Type Report provides a consolidated financial overview of all paid parking citations, categorized by the specific payment method used. Its primary purpose is to help administrators audit revenue streams, track collection trends, and reconcile violation payments over a defined date range. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard system feature within the violations module and requires no specialized setup to generate. However, administrators must have the appropriate reporting and financial viewing permissions assigned to their user role to access this page. Ensure that your system's payment types (e.g., cash, credit card, payroll deduction) are accurately configured to guarantee reliable categorization in the final report.

Using this Feature

Administrators can use this tool to quickly review violation revenue broken down by payment method for a specific time period.

Generating the Report

1. Hover over Violations and click Reports then Paid Summary By Type.

2. Select the desired timeframe by entering your date parameters into the provided search fields.

3. Click the Display Summary button to execute the query and generate the report at the bottom of the screen.

Key Information Displayed

Once generated, the on-screen report displays a summary table containing:

• Payment Type: The specific method used by the violator to settle the citation (e.g., online credit card, cash, check).

• Totals: The cumulative financial revenue collected and the total number of violations processed for each respective payment type during the selected timeframe.

Available Actions and Buttons

• Display Summary: Click this button to run the report based on your selected date parameters and display the results on the screen.

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Best Practices and Considerations

• Reconcile finances regularly: Organizations should run this report at the end of each billing cycle to reconcile violation revenue against their primary accounting software or bank deposits.

• Understand the reporting date: Keep in mind that this report pulls data based on the date the violation was paid, not the date the violation was issued. This is critical for accurate financial tracking, as a ticket issued in October but paid in November will correctly appear on the report run for November.

Violations by Officer Report

The Violations by Officer Report allows administrators to generate a detailed list of citations issued by specific patrol staff within a defined timeframe. Its primary purpose is to help management audit individual officer performance, review ticket categories, and track specific violation details like warnings or spoiled tickets. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and violations management permissions assigned to their user role to access this page. Ensure that your field staff are accurately configured as ticket writers within their user profiles so their activity is properly captured in the report.

Using this Feature

Administrators can use this tool to filter violation issuance data by specific personnel, date ranges, and ticket statuses, and then export the results for performance reviews or external audits.

Generating the Report

1. Hover over Violations and click Reports then Report by Officers.

2. Select the desired officer from the Ticket Writer drop-down menu, or choose to list all violations grouped by officer.

3. Select a specific spoiled state from the Spoiled drop-down menu, if applicable.

4. Select a specific citation type from the Ticket Category drop-down menu (e.g., Private Property).

5. Enable the Include Archived Categories checkbox to apply this filter to your search.

6. Select the appropriate option from the Warnings drop-down menu to hide, include, or strictly show warning tickets.

7. Enable the Show Only Due checkbox if you only want to see unpaid, active violations.

8. Select either Due Date or Issued Date from the Date Search By drop-down menu.

9. Set the reporting date range using the Start Date and Up To and Including calendar fields.

10. Click the Search button to view the report onscreen.

Selecting to search by Issued Date rather than Due Date is generally recommended when strictly auditing an officer's daily patrol productivity, as ticket due dates can fluctuate significantly based on appeal statuses and grace periods.

Key Information Displayed

The generated onscreen report displays a data table listing each ticket that matches your search criteria. It includes critical details such as the violation number, license plate, user description, fine amount, appeal status, and issued date.

Available Actions and Buttons

• Violation Number: Click the hyperlinked ticket number within the report table to open a detailed view of that specific violation.

• Camera Icon: Click the camera icon associated with a violation to view any evidentiary pictures attached to the ticket by the issuing officer.

• Search: Click this button to execute your query and display the results at the bottom of the screen.

• Export: Click the Export button to download the onscreen report data as a .CSV file, allowing you to manipulate and format the data in Excel.

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Best Practices and Considerations

• Audit spoiled tickets regularly: Management should routinely run this report filtered by the Spoiled state. This helps identify officers who may be frequently voiding tickets or making entry errors, which could indicate a need for additional system training.

• Preserve historical productivity data: Always use the Export button to save historical enforcement data for performance reviews. Saving these files externally ensures you maintain accurate records for personnel files or legal auditing purposes, even if an officer's system profile is later modified or deactivated.

Summary Report by Officer

The Summary Report by Officer provides administrators with a high-level overview of parking violations issued by specific ticket writers within a defined date range. Its primary purpose is to help management track officer productivity, monitor enforcement trends, and audit ticket issuance volume across the patrol team. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and violations management permissions assigned to their user role to access this page. Ensure that your field staff are accurately configured as ticket writers within their user profiles to guarantee their activity is properly categorized in the final report.

Using this Feature

Administrators can use this tool to filter violation issuance data by specific personnel and export the results for performance reviews or team audits.

Accessing and Generating the Report

1. Hover over Violations, hover over Reports, and click Summary Report By Officer from the drop-down menu.

2. Select the desired Ticket Writer from the drop-down menu on the Violation Summary by Officer screen. You can search for an individual officer, or select one of the full list options: Summary Only (for a cumulative total) or By Officer (to group the data by individual staff members).

3. Enter the desired date parameters for the search.

4. Click the Display Summary button to generate the report at the bottom of the screen.

Key Information Displayed

• Ticket Writer: The name of the enforcement staff member who issued the violations, or a consolidated summary depending on the dropdown selection.

• Issuance Totals: The data table will display the total number of violations recorded by the selected user(s) during the defined date range.

Available Actions and Buttons

• Display Summary: Click this button to execute the query and view the results on the screen based on your criteria.

• Export: Click this button to download the generated report as an Excel spreadsheet for external formatting, analysis, and record-keeping.

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Best Practices and Considerations

• Monitor team performance: Organizations should use the By Officer group setting on a monthly basis to compare enforcement productivity across the entire team. This helps management quickly identify highly active officers and those who may require additional deployment guidance.

• Leverage exports for reporting: Always use the Export button to save historical productivity data. Because this report is frequently used for staff performance reviews, having an archived Excel spreadsheet ensures you retain an accurate record of activity if an officer's system profile is later modified or deactivated.

Violations by Pay Type by Month Report

The Violations by Pay Type by Month Report allows administrators to generate a financial summary of parking violations paid during a specific month, categorized by the payment method used. Its primary purpose is to assist with financial reconciliation and help staff track how users are settling their citations. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and financial viewing permissions assigned to their user role to access this page. Ensure that your system's payment gateways and manual payment types are accurately configured to guarantee reliable categorization in the final report.

Using this Feature

Administrators can use this report to quickly review monthly violation revenue broken down by specific payment methods (such as cash, credit card, or check) and export the data for external auditing.

Accessing the Report

1. Hover over Violations and click Reports then List By Type By Month.

2. Select the specific month and year you wish to report on from the drop-down menu.

3. Click the Retrieve button to generate the report data on the screen.

Key Information Displayed

The resulting on-screen report displays a summary table containing:

• Payment Type: The specific method used by the violator to settle the citation (e.g., online credit card, cash, check).

• Totals: The total number of violations processed and the cumulative financial revenue collected for each respective payment type during the selected month.

Available Actions and Buttons

• Retrieve: Click this button to execute the query for your selected month.

• Export: Click the Excel icon to download the generated report as a spreadsheet for offline formatting and analysis.

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Best Practices and Considerations

• Reconcile finances monthly: Organizations should run this report at the end of each billing cycle to reconcile violation revenue against their primary accounting software or bank deposits.

• Understand the reporting date: Keep in mind that this report pulls data based on the date the violation was paid, not the date the violation was issued. This is critical for accurate financial tracking, as a ticket issued in October but paid in November will correctly appear on the November report.

List Overdue Report

The List Overdue Report allows administrators to identify and track unpaid parking violations within a specific date range. Its primary purpose is to assist in the collection of outstanding fines by providing quick access to offender details and built-in bulk email capabilities. This article is intended for OPS-COM administrators.

Setup and Configuration

This feature is a standard reporting tool within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and violations management permissions assigned to their user role to access this page.

To fully utilize the integrated emailing functions, ensure that your user profiles mandate valid email addresses during registration.

Using this Feature

Administrators can use this tool to search for overdue records, directly contact offenders, and export financial data for reconciliation.

Accessing and Generating the Report

1. Hover over Violations and click Reports then List Overdue.

2. Enter your desired date range into the search criteria fields on the Overdue Violation Payments screen.

3. Click the List Overdue Records button to generate the report at the bottom of the screen.

Key Information Displayed

Once generated, the report provides a detailed table containing the following data points:

• Violation Number: The unique, system-generated identifier for the ticket.

• Details: Specific information regarding the nature and location of the offense.

• Amount: The outstanding financial balance owed for the violation.

• Offender Details: Identifying information for the user or vehicle associated with the overdue ticket.

Available Actions and Buttons

• User Email Address: Click an individual user's hyperlinked email address within the report table to send a direct message regarding their specific overdue violation.

• Email Listed Users: Click this button at the bottom of the report to automatically send a mass email to all users currently displayed in your search results.

• Generate Excel Report: Click this button to create and download an Excel document containing the on-screen data.

When you click an individual user's email address, the system will open your default email client (e.g., Outlook, Gmail) to compose the message, allowing you to manually tailor the communication to that specific offender.

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Best Practices and Considerations

• Verify search results before bulk emailing: Organizations should establish a clear business rule regarding mass communications. Before clicking the Email Listed Users button, carefully review your date range and search results to ensure you are not accidentally contacting users whose violations are actively in the appeals process or pending manual payment clearance.

• Utilize exports for external collections: Use the Generate Excel Report function to export data when working with external collections agencies or performing financial audits. This provides a clean, easily manipulated spreadsheet of all outstanding debts for the selected timeframe.

Towed Vehicles Report

The Towed Vehicles Report allows administrators to generate a detailed list of all parking violations that resulted in a vehicle being towed within a specific date range. Its primary purpose is to help management track towing activities, review associated fees, and audit enforcement locations where tows frequently occur. This article is intended for OPS-COM administrators.

Setup and Configuration

This report is a standard feature within the violations module and requires no specialized system setup to run. However, administrators must have the appropriate reporting and violations management permissions assigned to their user role to access this page. Ensure that your field staff are trained to properly enable the vehicle towed flag when issuing citations so the data accurately populates in this report.

Using this Feature

Administrators can use this tool to filter violation data to isolate towing incidents, view specific citation details, and export the results for external reconciliation.

Accessing and Generating the Report

1. Hover over Violations and click Reports then Towed Vehicles.

2. Set the desired reporting timeframe using the Start Date and End Date calendar fields.

3. Select a specific lot or area from the Offense Location drop-down menu, or choose All Locations to run a system-wide search.

4. Choose the appropriate option from the Warnings drop-down menu to hide, include, or strictly show warning tickets that resulted in a tow.

5. Select a specific status from the Spoiled drop-down menu to include or exclude nullified records from your search.

6. Select a specific status from the Appeal State drop-down menu to filter the report based on whether the ticket is pending, upheld, or canceled.

7. Click the Search button to view the report results at the bottom of the screen.

This report exclusively filters and displays violations where the vehicle towed flag was explicitly set by the issuing officer. Tickets without this flag enabled will not appear in these search results, even if a physical tow occurred.

Key Information Displayed

Once generated, the report displays a data table containing the following details for each towed vehicle:

• Ticket Number: The unique system identifier for the citation. Click the ticket number to open and view the full violation details.

• Issued Date/Time: The exact timestamp the violation was recorded by the officer.

• Towing Charge: The specific financial fee associated with the tow.

• Offense Location: The parking zone or lot where the vehicle was towed from.

• Plate Number: The license plate of the towed vehicle.

• State/Province: The registered region or jurisdiction of the vehicle.

• Drivers: The name of the user associated with the vehicle plate, provided an active account exists in the system.

Available Actions and Buttons

• Copy: Click this button to copy the raw table data directly to your computer's clipboard.

• CSV: Click this button to download the results as a comma-separated values file.

• Excel: Click this button to download the results as a formatted Excel spreadsheet for offline analysis.

• Print: Click this button to open a clean, printer-friendly version of the generated report.

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Best Practices and Considerations

• Reconcile towing invoices: Organizations should regularly export this report to Excel to reconcile external towing company invoices against the towing charges recorded in the system. This ensures financial accuracy and helps identify any undocumented tows.

• Audit field enforcement: Use the Offense Location data to identify high-frequency towing zones. If specific lots consistently generate a large volume of tows, management may need to evaluate the clarity of signage in those areas or adjust patrol routes.

PDF Report Generation Issues

The PDF Report Generation troubleshooting guide provides instruction on identifying and resolving common problems related to generating and downloading PDF documents, including system reports, incidents, emails, and notices. Its primary purpose is to help staff resolve broken downloads, unopenable files, and malformed text layouts to maintain consistent document exports. This article is intended for OPS-COM administrators. 

Setup and Configuration

There are no specific system configurations required to enable PDF generation. However, administrators should understand that many download-related issues are tied directly to the web browser being used.

Chromium-based browsers (such as Google Chrome, Microsoft Edge, Brave, and Opera) handle security verifications during file transfers differently than non-Chromium browsers (such as Mozilla Firefox or Safari). A failed security verification that occurs after a download starts, but before it completes, can result in a file that appears finished but remains blank or unopenable.

Using this Feature

Administrators may occasionally encounter issues when the system generates PDF files for incidents, emails, printable hangtags, or notice letters. If you encounter a malformed or failed PDF, follow these steps to resolve the issue:

1. Click the Download or Generate button again to retry the request, as a second attempt will often successfully pass the browser's security verification.

2. Open the system in a non-Chromium browser, such as Mozilla Firefox, if the issue persists across multiple different files.

3. Review the source text formatting in the Email Template or Incident Description fields, as complex formatting pasted from external word processors can sometimes interfere with the PDF generator's layout.

4. Remove any hidden HTML or unusual characters from the text input field and click the Save button before re-attempting the export.

Switching browsers is typically not required for everyday use. If the downloading issue is infrequent, it is likely a temporary communication glitch between your current browser and the server.

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Best Practices and Considerations

• Keep software updated: Regularly update your browser to the latest version to ensure the highest compatibility with PDF generation engines.

• Verify document layouts: Test new templates by generating a sample PDF immediately after creating a new notice letter or email template to ensure the layout appears exactly as intended.

• Clear hidden formatting: Seek technical support if text remains shifted or malformed after clearing your formatting, as this may indicate a need for a generator adjustment on the server side.

If you continue to experience downloading issues after trying a secondary browser and clearing your text fields of hidden HTML, please reach out to the OPSCOM Support team for further investigation.