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