Material Summary Report

Description:

This report displays the usage amounts and costs for the materials that you have associated with your jobs.  "Estimated vs. Actual" comparisons are included in this report.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

• The Job Tracking field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• The Job field allows you to select which jobs will be included in this report.  By default all jobs are included.  Click on the down arrow icon located to the right of the Show Jobs header to select specific jobs.

1. All of your jobs are listed in the Unused Jobs box.  The Viewed Jobs box lists the jobs that will be reported on.  Select the desired jobs from the Unused Jobs box and click on the [>>] icon to assign them to the report.  The selected job profiles names are moved to the Viewed Jobs box.

2. To unassign jobs from a report, select the desired job names in the Viewed Jobs box and click on the [<<] icon.  The selected jobs are moved to the Unused Jobs box.
   Note: If you leave the Viewed Jobs box empty, the report will display all job profiles.

• If you would like the report to include data for jobs that are assigned to a specific group only, make the desired selection from the Group drop-down menu.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Job" is selected in the first field, and "Task" is selected in the second.  The report will be sorted first by the job that the equipment was used with, and then alphabetically by task.

• The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

• The Material column displays the name of the material that was used with the job.

• The Job column shows which job the material was used in conjunction with.

• The Job# column displays the number that employees' use to punch into this job at the time clock.

• The Job Description column displays the description of this job that was entered when the job profile was created.

• The Notes column displays any additional job notes that were inserted when the job profile was created.

• The Task column displays the name of the task that this material was used in conjunction with (if applicable).

• The Cost column displays the per-unit material cost, as defined in the "Equipment and Materials" section of the program.

• The Est Amt column displays the number of units that you estimated would be needed to complete this job.

• The Act Amt column displays the actual number of units that were used to complete this job.

• The Est Cost column displays the estimated material usage cost, as defined by the material per-unit cost and the estimated number of units used.

• The Act Cost column displays the actual material cost, as defined by the material per-unit cost and the actual number of units used.

• Estimated and Actual figures are totaled at the bottom of the report.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.