Analyze Your Data Your Way
with Reporting
Presenter: Orton Baker
Agenda
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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
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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
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Pivot tables and Charts
Group/Summarize Data
Slicers
Date Conditioning