Fixed Costs
- Andrew Finch
Summary/Use Case
Report Summary
The Fixed Costs report provides an overview of fixed costs associated with vehicles in a fleet, categorized by customer, department, and/or class. Fleet managers can use this report to track expenses such as depreciation, insurance, licensing, and administrative fees, ensuring accurate budgeting and financial planning.
Use Case
Monitor and analyze fixed costs associated with each vehicle in the fleet
Identify trends in recurring expenses to optimize budgeting and financial decision-making
Ensure accurate allocation of costs to customers, departments, or classes for reporting and billing purposes
Compare costs across different vehicle classifications to assess financial efficiency
Identify discrepancies in fixed cost reporting and ensure compliance with accounting practices
Location: Where to Find It
Reports > RTA Standard Reports > Vehicle > Fixed Costs
Data Filter Prompts
You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.
Parameter List
Parameter Name | Value (Default) | Value (Notes) |
|---|---|---|
Please select Customer or Department for grouping (None to skip grouping) | Customer | Allows grouping by Customer or Department If None is selected, Customer and Department groupings/sorts will be ignored and will move to sorting by either Class or Vehicle (dependent on the Class grouping option below) |
Show totals only? | No | This will remove any detail and only include totals; group totals will be determined by the other parameter fields |
Include Class grouping and totals? | False | Determines whether class-level grouping and totals are included If False, the report will default to a list sorted by vehicle If True, the report will contain groupings and totals by Class |
Data Filter List
Filter Name | Recommended Filter Condition(s) | Value (Options) | Value (Default) | Value (Notes) |
|---|---|---|---|---|
Facility | Equal To | Any Facility Number | 1 | Single Facility |
Customer Number | Is Between | Any Customer Number Range | blank - “zzzzzzzzzzzzzzzz” | Filters by customer number range |
Department Number | Is Between | Any Department Number Range | blank - “zzzzzzzzzzzzzzzz” | Filters by department number range |
Class Code | Is Between | Any Class Code Range | blank - “zzzzzzzzzzzzzzzz” | Filters by vehicle class code range |
Transaction Date | Is Between | Any Date Range | First to Last Day of Previous Month | Filters data by the transaction dates |
Report Output and Data Elements
Report Output
The Fixed Costs Report provides a tabular summary of fixed costs per vehicle, categorized by customer, department, and class. The report includes columns for depreciation, capitalization, insurance, licensing, ER&R, overhead, revenue, admin fees, and total costs. It also contains a note clarifying that admin fees here do not include those set in the Recurring Charges report.
*If Customer / Department grouping IS included, Class grouping IS included, and Totals Only IS NOT Selected
*If Customer / Department grouping IS included, Class grouping IS NOT included, and Totals Only IS NOT Selected
*If Customer / Department grouping IS included, Class grouping IS included, and Totals Only IS Selected
Report Data Elements
Column Number | Column Title | Data Notes |
|---|---|---|
1 | Vehicle | Unique identifier for each vehicle |
2 | Customer | Customer associated with the vehicle |
3 | Department | Department assigned to the vehicle |
4 | Class | Vehicle classification |
5 | Depreciation | Fixed depreciation cost of the vehicle |
6 | Capitalization | Capitalization cost associated with the vehicle |
7 | Insurance | Fixed insurance cost of the vehicle |
8 | License | Licensing fees for the vehicle |
9 | ER&R | Equipment Replacement and Renewal cost |
10 | Overhead | Overhead costs assigned to the vehicle |
11 | Revenue | Revenue generated from the vehicle |
12 | Admin | Administrative fees associated with the vehicle |
13 | Total | Sum of all fixed costs for the vehicle |