Reports

Running reports

Filter

Choose a filter to limit the tasks and.or resources printed in the report, or choose "(none)" for no filter. The filter defaults to whatever filter was selected when the report was created, which is conventionally the most appropriate one.

Date range

Choose a date range (you can modify the dates once you have chosen a range). Only bookings in this date range will be included in the report. Or choose "All dates" to include eveything.

Only include jobs starting in this range

Tick this box to only include jobs starting in this range. This is the usual setting for a report where you only want a particular job to appear in one report. For example, you may have an analysis code containing a numeric value ("miles travelled", perhaps). You want to print a monthly report showing the value, but if a job runs over the month end, you don't want the miles travelled to appear in both monthly reports, because it would then be counted twice.

Start and end dates

Enter a custom date range here. This is disabled if you choose "All dates".

Cancel

Pressing this button will return you directly to the previous screen.

Run

Pressing this button will run the report, showing the result on the screen.

Editing reports

Report name

This name appears at the top of the report. It must be unique.

Filter

Select the default filter to use for this report. You can choose a different filter when you run the report, but it is best to choose the filter here if one particular filter is particularly appropriate. Often filters and reports are related - for instance, if you wished to print a report of drivers hours worked, you would want a filter which only selected drivers, and ignored other resources such as cars.

Date range

Select the best default date range to use for this report (e.g. last month). You can change the date range, or choose custom dates when running the report, but the range will default to whatever you choose here.

Only jobs starting in this range

Tick this box to only include jobs starting in this range. This is the usual setting for a report where you only want a particular job to appear in one report. For example, you may have an analysis code containing a numeric value ("miles travelled", perhaps). You want to print a monthly report showing the value, but if a job runs over the month end, you don't want the miles travelled to appear in both monthly reports, because it would then be counted twice.

Subtotals

Choose the number of levels of subtotal you require - choose 1 to just show totals at the top of the report, choose 2 to include subtotals on the first sorted column, 3 to subtotal the first and second sorted columns, etc.

Choose a column to add

Choose a column to add to the report.

Columns

Sort on this column

Check this box to cause the report to be sorted on this column. Sorted columns are available for sub-totalling. If you sort on more than one column, they are sorted in left to right order.

Don't print a row if this column (and all others with this checked) is blank

Check this box if you are not interested in reporting on items which do not have any information in this column. For example, if you had some analysis fields, and you only wanted to see items which had something entered in them, then you would check the box on all the analysis fields in the report.

Leave cell blank if it is the same as the one above

This cleans up your report, so that identical information is not repeated in every row. For example, here are two report extracts - the second one has this box checked for the "Resource" column:

Resource	Job Name	Drivers hours
Taxi 1	Mr. Smith	6
Taxi 1	Mr. Jones	2
Taxi 1	On Call	0
Taxi 1	Subtotal	8
Taxi 2	Mrs. Walker	1
Taxi 2	Mr. McAdam	2
Taxi 2	Subtotal	3
Totals		11

Resource	Job Name	Drivers hours
Taxi 1	Mr. Smith	6
	Mr. Jones	2
	On Call	0
Taxi 1	Subtotal	8
Taxi 2	Mrs. Walker	1
	Mr. McAdam	2
Taxi 2	Subtotal	3
Totals		11

Update

Pressing this button will write any changed details back to the database, and return you to the previous screen.

Cancel

Pressing this button will discard any changes, and return you to the previous screen.

Apply

Pressing this button will write any changed details back to the database, but leave you in the same screen.

Delete

Pressing this button will delete the column from the report. You will always be asked to confirm a delete.