A detailed cost report is an itemized, detailed report on your costs for a given period.
There are two ways to get to the Detailed Cost Reports screen:
(i) From the main screen, click on the clipboard icon
(ii) Click on Reports > Detailed Cost.
Like almost all other report screen, this interface has three (3) main sections that collectively affect the reports you run, modify and export.
The “Reports” section displays the list of available reports. The more predominantly used reports can be added to ‘favorites’ (right click report > Add to favorites).
The “Prepared data” section defines what data is loaded into the prepared database.
The “Filters” section controls what data is loaded and presented in the report.
Prepared Data
The “Select/Create” option allows a wide range of specifications and limitations to your prepared database. Simply click “New” or “Re-create” then construct your prepared database.
TIP: If you right click a checkbox in a section where there are several checkboxes, the system will automatically uncheck the other checkboxes in that section.
You can also use the “Quick Create” option to create a prepared database, however, it is not as sophisticated as the “Select/Create” option and only does what the name suggests – quickly create a prepared database (without making specific selection(s) or applying limit(s), etc.). Once you set the dates and shift, click “Update” and your database will be prepared.
After the prepared database is created, the “Details” will be displayed, showing the components that are included.
Filters
Before running your reports you can add filters in the “Filters” section to control what is displayed on the report. Just click “Add…” and select from the list of filters, then assign what condition to use.
You can also build custom filters by clicking the funnel in that field.
You’ll now see both the text and organized filter criteria and can edit using either mechanism.
NOTE: For the purposes of this exercise, the filters will be removed to incorporate other elements of the report below.
Reports
To run a detailed cost report simply double-click on the report or select the report and click Preview.
When the report opens, the “Document Map” to the left helps you to navigate between bookmarks within the report. This varies for each report set and allows expanding and collapsing each bookmark.
The report also shows a summary for:
(i) Each distinct item (employee, equipment item, etc.)
(ii) Each cost source (labor, equipment, material, etc.)
(iii) Each report.
Upon reviewing and confirming that the details of your report are correct, you can proceed to print and/or save the report.
To print, click on Print, Quick Print, or use the Ctrl+P combination on your keyboard.
To save:
(i) Click Quick PDF and the report will be saved in a ‘temp’ folder (one will be created in it doesn’t already exist) in your C: drive.
(ii) Close print preview, verify that the report is still selected and click Export to PDF. Here you will determine the output folder for the report.
