Cost Report

Use the Cost Report to produce a list of all costs for the ranges selected, optionally with totals for cost codes and cost types. You can choose ranges for contracts, job and phase numbers, costs, revenues and write offs, transaction dates and periods. You can choose whether to include the value of any commitments on the report, completed jobs and transaction details or cost code totals.

When specifying a range under Year/Period on the Cost Report form (having selected the Period Range option), your selections are validated against the current year and period defined on the Set Options form and you are not allowed to select periods or years greater than the current ones. If you want to include forward transactions, you can do this by selecting a date range. To do this, select the Date Range option and specify the range under Transaction Dates.

To Print the Cost Report

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 Report.

3. Under Sequence, click to select the sequence for the report. You can select 'Contract' or 'Job/Phase' from a list. The default is 'Contract' which provides for a range of contracts to be specified under Contract Range. For either option, you can choose the range of job or phase records to be included under Job/Phase Range.

4. Click to select which budgets 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.

5. Select the transaction range options you want. You can produce the report for today's or this period's transactions only, or for a range of dates or periods. If you select the Date Range option, under Transaction Dates, enter the range of dates required. If you select the Period Range option, under Year/Period, enter the range of periods required.

6. If you want to include commitments in the report, select the Include Commitments box. If you want to include jobs already completed in the report, select the Include Completed Job option. If you want to show transaction details for the cost types, select the Show Transactions box and if you want totals per cost code, select the Show Cost Code Totals option.

7. On the Criteria tab, you can specify additional selection criteria. You can define ranges for cost code, department, sales account and project leader. Note that specifying a cost code range effects actual costs rather than budgets.

8. Click OK.

9. 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.

When specifying a range under Year/Period on the Cost Report form (having selected the Period Range option), your selections are validated against the current year and period defined on the Set Options form and you are not allowed to select periods or years greater than the current ones. If you want to include forward transactions, you can do this by selecting a date range. To do this, select the Date Range option and specify the range under Transaction Dates.