Analyze Your Data Your Way with Reporting
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Transcript of Analyze Your Data Your Way with Reporting
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Analyze Your Data Your Way with Reporting
Presenter: Orton Baker
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Agenda Future of Reporting in Jonas Available Jonas Report Generators Common Functions Useful CalculationFunctions Sending to Excel Merging Multiple Reports Examples – Customer Revenue Analysis– Work Order Profitability
Using the Power of Excel
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Future of Reporting in Jonas
Reduce reliance on custom reporting– Add new fields to all report generators – Ensure all modules have a report
generator– Ensure ability to go to excel– Allow ability to pull data from data
warehouse– Build pre-defined excel templates– Create Business Intelligence tool
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Available Jonas Report GeneratorsAvailable in 12.3 Job Cost Work Order Payroll Purchase Order Accounts Payable Accounts Receivable Inventory Financial
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New Functions
Up to 99 Columns Right Click, Insert & Delete columns Ability to Preview Drag and Drop Compare to another report
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Useful Functions MAX(C1,C2)
– Take the maximum value from Column 1 or Column 2 MIN(C1,C2)
– Take the minimum value from Column 1 or Column 2 SUM(C2...C12)
– Add the value in Columns 2 to 12 inclusive TRU(C1,C2)
– If the value in Column 1 is zero, use it; but if it is not zero, then use the value in Column 2
USE(C1,C2) – Use the value in Column 1 is zero, use the value in Column 2
Conditions/Calc– = > < X functions … for example =TODAY on date column will
only choose details for todays date … useful for Silent Partner reporting
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Sending to Excel
Choose Spreadsheet Choose Tab When printing if filled in will automatically populate
and open excel spreadsheet If connected with Silent Partner, will update
spreadsheet only
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Sending to Excel
Change formatting and save, once data is back brought in it will recognize new format
Dates come in in excel friendly date format
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Merging Multiple Reports
Add Multiple reports to same spreadsheet Create Dynamic Reporting across modules or
companies as well as across other data sources
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Examples
Customer Profit Analysis
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Examples
Work Order Profitability
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Using Power of Excel
Pivot tables and Charts Group/Summarize Data Slicers Date Conditioning