Analysis Type

Select documents to analyse, Transactions or Transactions And Estimates. Job information will be derived from the analysis type selected.

Analysis Grid

Click below Analyse.

In the Analyse grid choose the analysis groups to report on and determine their ordering. Reports will be summarised for the groups. For detailed, non-summarised reporting, analyse by Job or Transaction as the final analysis group.

Job and Transaction refer to the Analysis Type selected, either Transactions or Transactions And Estimates. These can be used for detailed non-summarised reporting. When these are included, the JobCode or TransactionID will be added to the Fields tab as non-visible to give a unique field.

To analyse one analysis group, select the group that applies, for example Job for a Customer only report, or IC Products for a Product only report.

To analyse by more than one analysis group, select the groups that apply and put them in order you want them grouped and summarised.

For example, for a Job by Cost Centre report, both Job and JC Cost Centre must be selected and Job must be above JC Cost Centre. For a Cost Centre by Job report, JC Cost Centre must be above Job. You can use the Move buttons or arrow keys to move the fields up and down.

If you select an Analysis Category that is blank for the data you are reporting on (for example, if you select JC Cost Centre, but some records do not have a JC Cost Centre assigned) an Analysis code and Description (none) will be displayed to analyse records where the Analysis Category is empty. If you want these records omitted from the report, apply selections or a filter from the Data Selections tab.

The following examples are of uses for selected Analysis Groups:

• Job Only, To summarise estimate vs actual vs invoiced for Jobs completed.
• Component by Job, To review cost variation per Component by Job.
• Job by Product, To create a report of Product Cost Variation per Job.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (4)

Insert a line.

Move up / Move down

(Shift+Up)

(Shift+Down)

Move a line up or down the grid.

Delete (F3)

Delete a line.

Analysis Range

Controls the range of data the report is generated from.

Analysis, Select period, year, all periods, or a range of periods.

To include your analysis range selection in the report selections toggle next to the selection. The Analysis Range is saved with the report definition relative to the current period for Job Costing, or the system date for a range of dates.

• Period or Year - gives access to Period to Date (PTDThis), Last Period to Date (PTDLast), Year to Date (YTDThis), Last Year to Date (YTDLast), Full Year (FullYearThis), Last Full Year (FullYearLast) figures.
• Range of Periods - gives access to Range of Periods this Year (RangeThis) and Range of Periods Last Year (RangeLast) figures.

Crosstab

Selected, will include periodic columns across the report. You can specify the number per column and the unit (Periods, Days, Weeks, or Months, Years) for the columns.

If the Analysis Range is not evenly divisible by your crosstab unit and count (for example, Period based on calendar months, cross-tabbed by weeks), use Count from to determine how the range is divided.

Advanced Analysis

Selected, the summary fields are also available at the Document or Line level. All fields from your analysis groups are available. These amounts and quantities will return the current values stored on the master file or analysis code, regardless of your Analysis Range.

Clear, the Document or Line source excludes fields that are available from the summary.

Amount and quantity fields from your analysis groups are not available.