Generating a Report

Many reports require a From date and a To date. These define the span of time the report covers.

1. Open a report you wish to generate.

2. Click the From field.

   

3. The calendar screen opens.

   

4. Repeat the steps above to specify a To date.

In a number of reports, a year-to-date (YTD) comparison is provided. The date for the YTD figures is dependent on the company's year end, which is specified in System Setup. See System Options.

For example, suppose that you run a report on December 31, and the company year end is March 31.

The YTD figures will cover the period from April 1 to December 31.

The right-hand side of the header bar contains a checkbox.

Selecting this checkbox specifies that the generated report should be displayed in a separate full-screen window.

If the checkbox is deselected, the report is displayed in the Coretime window.

Most report option screens contain a set of analysis group filters that enable you to restrict the information that will be included in the report. Sage Coretime enables you to set up analysis groups of three types:

• Client Analysis Groups.
• Project Analysis Groups.
• Employee Analysis Groups.

1. Click a filter bar to access the set of filter selection options for the relevant analysis group type.
2. Select an analysis group in the drop-down list.

3. The pane under the drop-down list now lists the members of the analysis group you have selected. Select the members you want to include in the report.

   Most filters enable you to make a group selection, such as a group of clients.

   To make a group selection, you can use the Shift key or the Ctrl key.

   • You can use the Shift key to select a continuous block. For example, you can select a group of clients by holding down the Shift key and clicking the first and last client in the block.
   • You can use the Ctrl key to select a number of individual items. For example, you can select a number of individual clients by holding down the Ctrl key and clicking each client you want to select.
4. Click ADD.

The selected members are now added to the bottom pane. This signifies that when you click Submit the report will include information relating to these members.

Repeat Groups enable you to run a particular report repeatedly, once for each member of an analysis group.

For example, suppose that you have set up a project analysis group called 'Department'. Each department of the organisation is a member of this group. You can run a separate Aged WIP Report for each department, by specifying Department as a repeat group.

To use a repeat group, carry out these steps.

1. Open the Report Options window of the relevant report.
2. Select Repeat Groups. This expands the Repeat Groups section.
3. Select the relevant analysis group in the drop-down list.
4. Select the Separate Reports checkbox if you want a separate report for each member of the repeat group. Otherwise a single report will be generated.
5. Select Summarise if you would like summary totals of all the generated reports to be printed at the end of the report run.
6. Select Summary Only if you only want the summary totals to be printed.
7. Click Submit to run the report.