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Analyze Your Data Your Way with Reporting

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

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Analyze Your Data Your Way with Reporting

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  1. Analyze Your Data Your Way with Reporting Presenter: Orton Baker

  2. 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

  3. 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

  4. Available Jonas Report Generators Available in 12.3 Job Cost Work Order Payroll Purchase Order Accounts Payable Accounts Receivable Inventory Financial

  5. New Functions Up to 99 Columns Right Click, Insert & Delete columns Ability to Preview Drag and Drop Compare to another report

  6. 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

  7. 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

  8. 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

  9. Merging Multiple Reports Add Multiple reports to same spreadsheet Create Dynamic Reporting across modules or companies as well as across other data sources

  10. Examples Customer Profit Analysis

  11. Examples Work Order Profitability

  12. Using Power of Excel Pivot tables and Charts Group/Summarize Data Slicers Date Conditioning

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