Cost Code Summary

Use the Cost Code Summary to produce a list of costs, revenues or write offs for ranges of cost codes and cost types. You can choose whether to include the value of completed jobs and also jobs assigned to the cost codes.

To Print the Cost Code Summary

1. Open the Costing folder and click Reports or click the Financials tab on the Ribbon Bar and then click Costing - Reports.

2. Click Cost Code Summary.

3. Click to select which types are to be included. You can choose 'Costs', 'Revenues', 'Write Offs' or 'All' and then, under Cost Type Range, enter the range of types to be included in the report. If you have selected the 'All' option, the range applies to all cost types.

4. Under Cost Type Range, enter the range of cost code references that determine which records are included in the report.

5. Under Transaction Dates, enter the range of dates that determine which records are included in the report or leave the boxes blank to include all dates.

6. If you want to include jobs already completed in the report, select the Include Completed Job option.

7. If you want to show the jobs assigned to the cost codes, select the Show Job option.

8. On the Criteria tab, you can specify additional selection criteria. You can define ranges for department, sales account and project leader.

9. Click OK. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.