Use this page to create, update, or run a report or spreadsheet
using the templates provided with this interface.
The templates provided with this interface enable you to choose the rate
codes that you want to appear in the report or spreadsheet. You can specify
that the report or spreadsheet display the resource usage per rate code, the
resource cost per rate code, or both usage and cost. All cost and usage is
displayed by account code and rate code. Once you have created a report or
spreadsheet, you can update the report or spreadsheet(for example, select
different rate codes) at any time.
Enter or update the parameters for the report or spreadsheet:
- Report or Spreadsheet
- Select New to create a new report or spreadsheet
or select an existing report or spreadsheet to update the report or spreadsheet.
- Type
- Select the report or spreadsheet type that you want to create:
- Resource (resource usage by account and rate code description)
- Cost (charges by account and rate code description)
- Both (resource and cost information)
- Name
- Enter a name that you want to assign to the report or spreadsheet. The
name is used to identify the report or spreadsheet in the list of published
reports or spreadsheets, search queries, or designated as a favorite report
or spreadsheet on the Home page.
- Description
- Enter a descriptive summary of the report or spreadsheet.
- Visible to all users
- Check to make the report or spreadsheet available to all Web users. Uncheck
to make the report or spreadsheet available only to you. This
check box is unchecked by default.
- Resource
- For each column box, select the rate code that you want to appear in that
column. You can enter up to four columns for Resource reports and eight columns
for Cost or Resource reports.
- Decimal Places
- Enter the number of decimal digits that you want to appear in the resource
units. For example, if you specify two decimal digits, the resource usage
amount is displayed as follows: 65.03.
- Create
- Click to generate a new report or spreadsheet.
- Update
- Click if you are updating a report or spreadsheet. The name and at least
one rate code for an existing report or spreadsheet must be displayed before
you click Update.
- Delete
- Click if you want to remove the report or spreadsheet from the system.
After you create a report or spreadsheet, the report or spreadsheet is
displayed on the Reports or Spreadsheets page under a group determined by
your administrator.