Summary

The Query Manager window is used to generate a Query Manager report using a template previously created in the Reporting Tools palette (PM> Reporting Tools> Query Manager).

Step by Step

1     Open the Query Manager report window (PM> Reports> Query Manger).

2     Configure the report.

• The Report Name drop-down menu is used to select the report template you would like to generate. Only Query Manager report templates that have been created using the Reporting Tools palette will display in the drop-down menu (PM> Reporting Tools> Query Manager).
• The Date From and Date To fields are used to filter the transactions that display on the report by transaction date.
  • If the Transaction Date detail column was added to the selected report, you can include the transaction date on the generated report by checking the Print Detail toggle below.
• The Fiscal Period From, Fiscal Period To and Fiscal Year fields are used to filter the transactions that display on the report by fiscal period and fiscal year.
• Use any combination of the Project, Task, Type and Miscellaneous fields to filter the transactions included in the report by those details.
  • The Project, Task and Miscellaneous field labels are user-defined and specified on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• The Object Type drop-down menu is used to filter the transactions included in the report by Employee, Object or Vendor.
  • The Object Type selected will determine which label is displayed for the field below. Click the field label to select the employee, object or vendor that will be used to filter the report.
• Check the Print Detail toggle to include the detailed information columns specified on the Detail tab of the template selected in the Report Name field above.
  • If you would prefer to create a summary report, do not check this toggle.
• Check the Include detail lines with zero total amounts and zero hours toggle to include those zero amount/hours line items in the report.
  • By default, this toggle will not be checked in order to improve the readability of the report.
  • This toggle will only be enabled if the Print Detail toggle is checked above.
• Check the Include uncommitted journal entries toggle to include uncommitted journal entries in the report.
• The included information and layout of the generated report is determined on the Query Manager Maintenance window (PM> Reporting Tools> Query Manager).

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).