New Reports: Part one

New Reports

Every month we get suggestions from clients regarding reporting. As such, we often develop brand new reports or make changes to existing ones in order to enhance the information presented.

There have been five key developments to reports over the past several months:

1. Subcontractor Retention Reports

A new report is available called ‘Subcontractor Retentions Summary for selected jobs as at Date To’.  If you change the “to date” at the top of the screen, this report displays retentions to the specified date and ignores any claims with retention after that date.

2. Supplier Quotes – Additional Column

A new column has been added to the email grid produced when using the Supplier Quotes function. This is a total field at the end of the grid.

3. New Report – Unapproved Variation Reports

From the Reports/Jobs option, there are 2 new reports for Unapproved Variations. Highlight the Jobs you want to report on in the Jobs List, go to Reports/Jobs and select either of these reports, and a report like the following will be displayed.

4. New Report – Unlinked transactions for selected Jobs by Period

This report allows you to highlight multiple jobs in the jobs list and then reports on the items not linked to MYOB by Job.   In the screen shot below, there are 2 jobs with transactions in Buildlogic but not linked to MYOB. Useful at end of month to check to make sure all transactions that should be in MYOB have been sent.

5. Budget Vs Actual with Movement

The report is available from the Forecast screen reports dropdown – Cost Report by Trade & Reference with Movement (highlighted in RED).

For this to work correctly you need to adhere to the following process: Run the forecast, fill in your cost complete, ensuring all your costs for the month are included and select the Save button (highlight in RED). This saves a copy of the forecast as at that date.

On an agreed date in the following month do your Cost to Complete and ensure all the costs have been included and select the Cost report. The report will look at the last information saved in History from the previous month and compare it to the data in the forecast this month and provide you with the movement.

Here is a sample of the report highlighting the Movement column.

Leave a Reply

Your email address will not be published. Required fields are marked *