The Show Reports function in SapphireOne allows users to configure and generate various report styles for Job Projects. This feature enhances user convenience by providing easy access to multiple report types. The steps are as follows:
- Navigate to Job Projects > Job Projects > Reports and then select the Show Reports item. SapphireOne will display the Select Report alert allowing the user to make a selection from a list of reports.
- There are a number of reports available however from a Job Projects point of view the reports of interest would be reports such as Project Cost & Billing, Project Cost & Billing by Activity Class, and Project Activity Summary.
- Alert – Once a report has been selected SapphireOne will display an Are You Sure alert alert asking if it is to,’Run Report now with initial settings’. Select as required.
- Data Entry – When the show report screen is displayed the user enter data in to the Query and Display areas as follows:
- Range – The option are from This Period through to Last Financial Year to Period.
- Range Options – These will alter base upon the Range option selected so enter as required.
- Depart – Select the Department that this report is to be generate for.
- Grouping – The options for this are from None through to Project Parent.
- Recalculate – If any options are altered above the user must click on the blue recalculate button to enable SapphireOne to reprocess the report.
- Reviewing – Review the report details entered and click on the blue Recalculate button again if required.
- Exporting the Report – Click on the Export to HTML or Export to CSV buttons to save the report as a file.
- Printing – Click the Print button to sent the report immediately to a local printer.
For more detailed instructions, please refer to the Job Projects > Job Projects > Show Reports article.