Create a Report or Spreadsheet

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.