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Customizable Quote Listing Rep…
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Last modified on 5/12/2016 1:44 PM by User.

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Customizable Quote Listing Report Example

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The Customizable Quote Listing report provides quote-level report information about OASIS projects.  
The report is located under Projects2 in the Reports menu.  
The menu item name is “(New) Customizable Quote Listing”.

Selecting the menu option launches this screen.

Customizable Features

The five major customizable points of the report are:
       •  Selection
       •  Grouping
       •  Sort
       •  Filter
       •  Layout
 

Selection

Selection defines the list of projects to use in the report.  
The default setting is projects with a bid date for the current month with a status of Prebid/Design, Quoted, or Submitted.
To update Selection, click the Selection button.  
 
 
The standard OASIS selection criteria screen for Projects is launched.  
Use this window to define the list of projects that should be included in the report.
 

Grouping

By default, the report is a simple listing of projects.  
Grouping defines sections for the report by collecting projects with the same values into their own section.
Use the Grouping option to create these sections by clicking the Grouping button.
 
This is the window used to define groups.  
Use this window to define what project data should be used to group projects.
 
 
On the right is a list of the fields that can be used to group project data.  Select the field(s) to use for grouping.  
Then click Add or drag and drop the selected field(s) to move the field(s) to the list on the left.
More information on Adjusted Values
 
To remove fields from grouping, select the field(s) in the list on the left.  
Then click Remove or drag and drop the selected field(s) to move the field(s) to the list on the right.
 
Grouping Order
The order chosen for the fields does matter.  The report will generate the groups based on the values from top to bottom.  
Select the field(s) and use Move Up, Move Down, or drag and drop the selected field(s) to define the desired order for grouping.  
Each group is listed in in the report in ascending order.
 
Here is an example of how changing the order of grouping changes the report.
Example Grouping by Quoter/Manufacturer:

 

Example Grouping by Manufacturer/Quoter:

 

Grouping Values
Grouping does affect the data content.  The values within a group will only contain information pertaining to that group.  
Here is an example:
The quote as shown below has a Sell value of $60,700.  That is the total sell value for the quote.  
There are however, two manufacturers for this quote.
 
 
If we group by manufacturer, the Sell value (and other values like it) will be adjusted to show the correct value for the manufacturer:
 
The Grand Total still comes to $60,700, but each individual group shows the amount belonging to that particular manufacturer.

Page Breaks
The Grouping fields can be used to define page breaks for the report.  See Page Breaks for more information.
 

Sort

By default, the report will list the projects in the order that they were found based on the criteria set by Selection.  
Use Sort to define a sort order.
Use the Sort option to define a sort order by clicking the Sort button.  
 
This is the window used to define the sort order.                                   
 
On the right is a list of the fields that can be used to sort project data.  Only fields that are selected to be in the report are listed.  
If you need to sort based on a field that is not listed, use Layout to add the field needed to the report.  
Select the field(s) to use for sorting.  
Then click Add or drag and drop the selected field(s) to move the field(s) to the list on the left.
 
To remove fields from the sort, select the field(s) in the list on the left.  
Then click Remove or drag and drop the selected field(s) to move the field(s) to the list on the right.  
 
As a field is added to the sort list, ascending and descending options are made available.  
Ascending is chosen by default.
 

 
Any number of fields can be added to a Sort.  
 
Sort Order
The order chosen for the fields does matter.  The report will generate the sort based on the values from top to bottom.  
Select the field(s) and use Move Up, Move Down, or drag and drop the selected field(s) to define the desired order for sorting.
 
Grouping and Sort
Grouping has its own inherit sort.  The groups are listed in ascending order.  Sort does not change this.  
If a report contains grouping and sorting, the report is grouped as usual.  
Then the Sort is used to order the data within that group’s section within the report.
 
 

Filter

Selection determines what projects are to be included in the report.  
Filter defines what data within those projects are to be included in the report.
 
As an example, assume Selection was used to find all projects that include manufacturer Brand A.  
OASIS contains a set of projects that meet the Selection criteria chosen.
Example listing all quotes that include manufacturer Brand A:
Within these projects is information for not only manufacturer Brand A; but also information for manufacturers Brand B and Brand HQ.
 
Filter is used to specify that the content of the report should only include information associated with manufacturer Brand A.
Example listing all quotes that include manufacturer Brand A and filtered to only include data associated with Brand A:
 
Must Define in Grouping
Only the fields that are chosen in Grouping are eligible to be used as a filter for the report.  
Therefore, to filter the report based on certain values for a field, the field must be chosen in Grouping first.
 
Use the Filter option to define filter values by clicking the Filter button.  
   
This is the window used to define filters.  Use this window to define what project data to filter.  
In this snapshot, manufacturer was chosen in Grouping.  
Therefore, the GUI includes a control to allow manufacturer values to be chosen.
 
The function of the GUI will vary based on the field chosen in Grouping.  
Each field will be listed in the Filter window.
 
At this time, only these fields are eligible to be used in Filter:
  • Manufacturer
  • Quoter
  • Sales Account
  • Specifiers
  • Workgroup
 
 

Layout

Layout defines a quick way to organize the look of a report.
 
Layout defines:
  • What fields to include in the report
  • The position of the fields in the report
    • Column
      • Which column lists the field’s data on the report
      • How wide the column is
    • Row – place the field’s data on its own row on the report (useful when the field contains a list of values or a single long value)
  • Report Orientation
    • Portrait
    • Landscape
 
Use the Layout option to define the look of a report by clicking the Layout button
 
 
This is the window used to define the layout of the report.
 
  1. Use these buttons to set the report to portrait, landscape, or legal orientation
  2. Report Width – Shows the current report width based on the portrait/landscape option chosen.  
  3. Used – Displays how much report width is currently taken by the fields being displayed in columns.  
    Note: This is not just a sum of the column widths for each field.  
    It also includes the space between each column of the report.
  4. Available -  Displays the amount of space available to add more fields in a column to the report.
    Note:  This calculation accounts for the space that will be allocated between the newly added field and the other columns of data in the report.  If the report becomes too wide, the value changes to red and indicates how much too wide the report now is.
  5. These are the fields displayed in columns on the report.
  6. Each field has a defined width.  The width is editable. Double-click on the value to change it to the desired width. If the field causes the report to become too wide, the value changes to red.
  7. These are the fields displayed in their own row on the report.
  8. These are the fields that can be added to the report.
 
The standard report body shows these fields in columns:
  • Quote Number
  • Project Name
  • Status
  • Quoter
  • Bid Date
  • Sell
  • Sell Commission
  • Sell Commission Percentage
  • Sell Earnings
 
The standard report body shows these fields in their own row:
  • Manufacturer
  • Direct Customer
 
Example:
 
There are three lists in the Layout window:
  1. Fields Displayed in Columns - Indicates the fields displayed in columns on the report.
  2. Fields Displayed in Their Own Row - These are the fields displayed in their own row on the report.
  3. Fields That Can Be Included in the Report - These are the fields that can be added to the report.
 
Adjusting List Content
Fields Displayed in Columns and Fields Displayed in Their Own Row:
        • Move Up, Move Down, or drag and drop can be used to rearrange field(s) within the lists.  
                This will change the order in which the fields are displayed in the report body.  
        • Remove or drag and drop can be used to remove field(s) from the report and place them
                in Fields That Can Be Included in the Report list. 
        Note:  If drag and drop is used to add field(s) to one of these lists, the field(s) is inserted
                   into the list at the point specified by the drop action.
Fields That Can Be Included in the Report
        • Add in Column will add the selected field(s) of the Fields That Can Be Included in the Report list to the Fields Displayed in Columns list.  
                The field(s) will be added to the bottom of the list.
        • Add in Row will add the selected field(s) of the Fields That Can Be Included in the Report list to the Fields Displayed in Their Own Row list.  
                The field(s) will be added to the bottom of the list.
 
Note:  Drag and drop can be used to move field(s) from any of the three lists to another list.
Note:  When fields are moved to the Fields That Can Be Included in the Report list,
            the field is automatically reordered into the list to maintain alphabetical order of the fields.
 
Order Matters
Move Up, Move Down, or drag and drop can be used to rearrange field(s) within the lists.  
This will change the order in which the field(s) is displayed in the report body.  
 
The first field of the Fields Displayed in Columns list will be in the left-most column of the report.  
Each succeeding field in this list is added to the next available column to the right in the report.
 
The first field of the Fields Displayed in Their Own Row list will be the first field displayed in its own row
below the report column content.  Each succeeding field in this list is added below the previous report row field.
 
Currency Amounts 
Any column that contains a currency amount will cause a Totals row to be added to the report.  
For each grouping defined for the report, a Totals row will be displayed.  
At the end of the report, a Grand Totals row will be displayed.
 
Lists of Values
Fields that contain more than one value are shown in a list separated by semi-colons:
            Value A; Value B; Value C; etc.

New Feature - Row Breaks
There is a new feature in Layout.  A "***** Row Break *****" entry is now available.  See Row Break for more information.
 

Current Selection

The Current Selection column of the report window indicates the current settings of each of the
customizable options.  This provides a convenient way to see the settings for each option
without having to open each option’s window.
 
 

Totals Check Box: 

When this box is checked it will show ONLY totals affiliated with the selection you make. 

*Note: The gross profit percentage does not show when this checkbox is checked. 

Other Report Features

 

Print:

Print begins the report process.  OASIS gathers the project information as specified and creates the resulting report.  
The report displays based on the setting chosen by Output to.  See Output to for more information about its use.
 
There are three options available to print the report.
From the File menu, choose Print…
 
Use the Print command button on the toolbar.
 
Use the Print command button at the bottom of the window.
 

Report Generation

As the report generates, the progress of the report displays in the report status area.
 
Some reports can take a significant amount of time to generate.  
To cancel report generation, press the Cancel command button in the report status area.  
This will stop the report generation process.
 

Output to

This option indicates where the report is written.  The standard OASIS output options are available.
 

Reset

Reset sets the report back to the original settings that are defined when the report is first opened.
 

Report Title

Report Title is shown on the report as its title:
 
It also is used as the report name if the report is saved.  See Save for more information about saving a report.
 

Transaction Counts

Now has a report counts feature to indicate the number of transactions are present within the respective sections of a report.

 

Save

The report can be saved for future use.  Any changes to Selection, Grouping, etc. are preserved.  
The value used in Report Title is used as the saved report’s name.  Duplicate naming is not allowed. 
 
There are three options available to save the report.
From the File menu, choose Save
 
Use the Save command button on the toolbar.
 
Use the Save command button at the end of the Report Title.
 

Save As

A saved report can also be copied and saved as a new report using the Save As menu option.  The value used in the Report Title is used as the new saved report’s name.  Duplicate naming is not allowed.

The Save As options is available in the File menu.

 

Reporting Periods

The report can be saved for future use.  Likewise, a saved report can keep a historical record of its content at differing times.   See Reporting Periods for more information.
 
 

(Advanced) Edit XML Form

The custom report form builder of OASIS is also available.  To acess it, from the Edit menu, choose Edit Form…
 
The Edit Form window will open…