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Report Wizard


The purpose of this payroll action is to provide you with the maximum possible flexibility in creating your own unique custom job cost reports based upon all job cost numbers you have setup and are using in your job cost system. For Job Cost Accounting users, this is a powerful tool you can use to prepare different kinds of specialized reports that might be applicable in your business. 
In order to design your report, first layout the design of a custom report to determine the data needed for each column and each row. Each job cost number will display up to four lines of information in each column of the report. For example, if one of your columns is Customer Information, you can have four rows of information displayed in that column.
Customer Information 
Row One Customer Name: 
Row Two Telephone #: 
Row Three Fax: 
Row Four Contact: 
You can setup as many columns as you need, providing the total width of all visible columns does not exceed 11 inches. Based upon the total width of all columns the system will automatically determine if the report needs to be printed in portrait or landscape. You may have to experiment to find out what will look best and still fit.
When you enter the Module step, the Design Job Cost Reports form will be displayed.  The cursor will be in the Select the Report field. You can either select an existing report you have previously designed and edit that report, or press the [ New] button on the toolbar to design a new report.
When entering a new report you will be asked to enter the title for this report. 
First you will select which row in the column you are entering data for. Remember each column can contain up to four rows. Each column can contain a different number of rows. For example, your first column could be Job Number (which would only take one row) the next column might be Job Address (which would take all four rows). 
The next set of fields determines where on the report the column and row will print. You will enter the position and width of the column, then the position and width for the label of the row. In our Customer Information example we have four rows in our column. Say we want the column to start at 1 inch and be 1.5 inch wide and we want the labels for the row to be to the left of the information displayed. Our column position would be 1 and column width would be 1.5. Our row position would be .5 (so that the row label will print to the left of the information) and width would be .5. On the report we would see the label to the left of the information printed in the column.
Next you will enter the heading. If you are on row one this will be the heading of the column, if you are on rows two through four this will be the label on the row. 
Then choose the format of the information. The choices are Text, Currency, Number, Percentage, Date, Date & Time or Check Box. If you select currency, number or percentage, enter the number of decimal places you want to display.
When you enter the contents field, a selector will be displayed so that you may choose the information to print in this column. Choices include any information entered about this job such as job number, job address, customer name and address, telephone and fax numbers, permit numbers, start and completion dates, owner, manager, estimated and budgeted amounts.
You may also select if the column is to be visible or is to be totaled. If you check the total box, a total for that column will be calculated. If you uncheck the visible box, the information will not print on the report but can be used to calculate payment amounts on the payee tab.
Please note: Since this portion of the system is so flexible, with any number of possible combinations of fields of data, calculations, totals, and report formats, we recommend you email us at support@etek.net with any specific questions you might have. 
To print the report you have designed, go to the Job Cost Reports tab and run the Reports Available Via Design Wizard Module step.