Data Elements Tab (Summary Report)
On this tab, you specify the data that will be reported and how it will be presented on the project summary page. In the example below, a cost sheet report is being set up to display the value of total commits against CBS code.
In this field: | Do this: |
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1st Column | This determines the data element that will be used for each of the rows. In the example above, this is CBS code. Click Select and choose the data element. The list will depend upon the data type chosen. The data type will be listed before the data element, separated with a slash (/). For example: Funding/Funding Type, where Funding is the data type chosen on the General tab, and Funding Type is the data element. |
Heading | This field will automatically populate with the data element that you choose, but you can edit it as necessary. |
Width | You may specify a column width or leave it blank to use the default width. |
If the data element is a date type, you can specify time parameters |
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2nd Column | This determines what information is being presented. |
Record Count | Displays the total number of records. For example, for a report on a BP type, it will display the number of BP records. |
Summary Value | Displays a value. In the above example, the value is the total value of the commits (Contracts + Change Orders) for each CBS code. To enter a formula, click the Formula button. |
Summary Type | Choose one of the following:
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Heading | Type a heading for the 2nd column. |
Width | You may specify a column width or leave it blank to use the default width.
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Decimal Places | Select the number of decimal places to be used in the body data. |
Currency Format | Select from the Project or Base currency. |
Last Published Wednesday, June 26, 2024