JA Tutorial: Cost Variation - Component by Job

In this example, you will design a report showing the Estimated Costs, Actual Costs, Cost Variation, Costs approved to Invoice and Costs that are invoiced for each Job, grouped by Job Component.

1. Go to Navigator > Reports > Job Analysis > Analysis Report Designer.
2. Set the Analysis Type to Transactions And Estimates.
3. In the Analyse grid, select JC Components to analyse information relating to Job Components, then select Job to analyse information relating to Jobs.
4. In the Analysis Range, change the Analysis to All Periods, to see results for the entire Jobs, regardless of Period.
5. Go to the Fields tab. This is where you select the fields to be shown on the report. You will see that the first line is already populated with JC Components Analysis Code and Job Job Code. These are the primary keys for these Analysis Groups. Because the report has two levels of grouping, Accredo puts a 1 in the Group field for the first group. 1 is the outer-most level and means this report will be grouped by Analysis Code.
6. Insert a new line and select Source JC Components, Field Name AnalysisName.
7. Select the AnalysisName line you added and click Move Record Up (Shift+Up), so that AnalysisName is listed under AnalysisCode.
8. Add new lines, with the following Details:

   Source	Field Name
   Job	JobName
   Summary	ExtendedCostEsti
   Summary	ExtendedCost
   Summary	ApprovalInvoiceCost
   Summary	InvoicedCost
   Calculated	ExtendedCostVariation

9. To make the report easier to read at the top level:

• Clear the Display Label for Analysis Code.
• Change the Display Label for Analysis Name to a dash -.
• Select the Blank Zero column for each Summary field. This stops zeros printing if the field has no value, and makes the report easier to read.
• Change the Summary fields Display Labels as shown below to make them clearer, and use the Pipe Character (|) between words so they are word wrapped.

  Field Name	Display Label
  Extended Cost Esti	Cost|Estimated
  Extended Cost	Cost|Actual
  Approval Invoice Cost	Cost|To Invoice
  Invoiced Cost	Cost|Invoiced
  Extended Cost Variation	Cost|Variation

1. Go to the Output Selections tab and enter a Report Title to be displayed on the report. such as Cost Variation - Component by Job. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
2. Go to the Job Selections tab. Click beside From so that appears. This means the Job selections will be available when the report is run, allowing a product range to be specified.
3. Click beside Job Status so that appears. This means the Job selections will be available when the report is run, allowing a product range to be specified.
4. Go to the Job Selections tab and select Job Status Active, so that both Active and Complete jobs will be included in the report.
5. Unselect Transaction Type Narrative, so that narratives will not be included.
6. Click beside Component so that appears, allowing the Component to be selected when the report is run.
7. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.