JA Tutorial: Jobs by Transaction Type

In this tutorial, you will design a report that lists jobs, with the Transaction Types split into different columns.

1. Go to Navigator > Reports > Job Analysis > Analysis Report Designer.
2. In the Analyse grid, select Job then Transaction, to analyse information relating to Jobs at the top level, followed by Transactions.
3. In the Analysis Range section, change the Analysis to All Periods.
4. Go to the Fields tab. You will see that the first line is already populated with Job Job Code, and the second line with Transaction ID. 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 Job Code.
5. Insert a new line and select Source Job and Field Name JobName.
6. Select the JobName line you added, and click Move record up (Shift+Up), so that JobName is underneath JobCode.
7. Under the TransactionID, add the following rows.

   Source	Field Name	Display Label	Expression
   Transaction	TransactionType
   Summary	InvoicedSellBs	Invoiced
   Summary	ExtendedCost	Total Costs
   Calculated	<Custom>	Labour	IIF(Transaction_TransactionType = "T", Summary_ExtendedCost,0)
   Calculated	<Custom>	Materials	IIF(Transaction_TransactionType = "M", Summary_ExtendedCost,0)
   Calculated	<Custom>	Disburse	IIF(Transaction_TransactionType = "D", Summary_ExtendedCost,0)
   Calculated	InvoiceProfit
   Calculated	InvoiceMargin

8. Move the ExtendedCost field down so it is after the Disburse field.
9. Set the Total field for all the calculated fields to Selected (ticked).
10. Set the Visible field for the TransactionType field to Clear, so it won't be shown.
11. Go to the Report Preferences tab and set Totals only to Selected.
12. Go to the Job Selections tab. In the Job Status section, set Active to Selected. In the Transaction Type section, set Narrative to Unselected.
13. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.