Analyze Your Data Your Way with Reporting
Presenter: Orton Baker
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
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
Available Jonas Report Generators
Available in 12.3 Job Cost Work Order Payroll Purchase Order Accounts Payable Accounts Receivable Inventory Financial
New Functions
Up to 99 Columns Right Click, Insert & Delete columns Ability to Preview Drag and Drop Compare to another report
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
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
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
Merging Multiple Reports
Add Multiple reports to same spreadsheet Create Dynamic Reporting across modules or
companies as well as across other data sources
Examples
Customer Profit Analysis
Examples
Work Order Profitability
Using Power of Excel
Pivot tables and Charts Group/Summarize Data Slicers Date Conditioning