Slide 1

Slide notes: At the Management Reports, at the Job Costing section, we have an option to define Reports. This option leads to the definition of a Job Performance Report, and this type of Report can be executed from the 'Perform' option also provided here, but more commonly may end up being included in the Publication Report Library.

 

 

 

Slide 2

Slide notes: We can design our own unique Report Keys, and a numbering system is a good call.

 

 

 

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Slide 4

Slide notes: When we use a new Key, we are defining a new Report. When we use a Key that is already present, then we can maintain that Report definition. The Report Header will be used as the Header on the Report when it is performed, and it also doubles as the Lookup Header that we recognize the Report by.

 

 

 

Slide 5

Slide notes: The rest of the definition is very similar to the writing of Quick Reports.

 

 

 

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Slide 7

Slide notes: Standard Columns may be selected from the Job Dictionary of Names.

 

 

 

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Slide 18

Slide notes: Measurement Columns are selected from the Measurement Types that have been custom defined as additional intelligence for Job Costing Names.

 

 

 

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Slide 23

Slide notes: Since this is a Fuel Performance Report, we select the appropriate column names that will reveal Current, Year to Date and Life to Date Fuel Performance for the Vehicle Jobs.

 

 

 

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Slide 25

Slide notes: We can also select Breaks, Totals and Sorts, but none of those are really required for this Report.

 

 

 

Slide 26

Slide notes: The Data Selector we will use is the one that will select all the Vehicles from the Jobs portfolio.

 

 

 

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Slide notes: We can also check the 'Meters' option since we are really only interested in Jobs that are Vehicles and have Odometers, for this particular Report.

 

 

 

Slide 30

Slide notes: Now we have a valid Report Definition and we can use SAVE to establish it.

 

 

 

Slide 31

Slide notes: That is an example of how we define a Job Costing Performance Report.