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 GeneratorsAvailable 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