How To: Your First Tabular Reports
Posted on: June 20th, 2012 by

It might be perceived that creating your first report in Kildrummy CostMANAGER is a difficult experience, but this is not the case. Depending on how your database is configured, creating a report in CostMANAGER is a simple process.

Creating a report using Express configuration

When creating a new database, this option within the database installer tool for either Express or Enterprise will give you a collection of tabular reports available.

In this screenshot, you can see that the Express configuration provides a series of simple and detailed pre-configured templates that can be run as soon as your data is uploaded. You’re also able to save these reports as Stored Reports so that you can return to certain configurations as you need them.

If you’re using CostMANAGER Enterprise, it is possible to amend these reports to your company’s needs.

Creating a report without Express configuration

Even without an Express configuration, creating your first set of reports in CostMANAGER is not difficult. CostMANAGER is a modular piece of software, so your report elements (date ranges, filters, templates, etc) can be re-used rather than needing to create everything from scratch when you produce a new report.

Before creating a report, I need to define a few of these elements. For this example, I’ll keep the report simple by using a only a few budget item value columns, a document value column and a calculated column (function). With a little more time it is possible to use more complex functions, date ranges, filters, reporting structures. The Advanced Reporting that was first introduced in CostMANAGER 2.6 provides further customisation options.

Before I create our report, I need to have performed the following actions:

  • Set up Budget Item columns
  • Entered some Projects and Budget Items data
  • Created a function
  • Created a ‘current month’ relative date range

If you’re unsure about the above topics and how to proceed, they will be covered in future articles.

Now that the elements of the report have been created, I can create the report template. To do this, I visit the Tabular Report Templates node under Reporting Setups.

To create a new report, I click the + button in the lower left of this screen, and double click the new report to open it.

I’ve added the following columns: Code & Description, two Control Budget columns, Contingency, Budget Change and the function ‘Current Budget’. I’ve also applied a date range to one of the Control Budget columns to reflect the current month and the other for all of the budget items in my database.

By selecting a column I can set certain parameters such as a date range, profile or exchange rate. I can also change the column header caption. Control Budget (Current Month) has been modified with a new caption and the ‘Current Month’ relative date range. It is also possible to modify the visual style of the template but, for now, I won’t change the presentation of the report.

Now that the template has been created, I can use it in a report. To do this, I visit the Run Report node. From here, I can run the report with its default criteria, or customise it further. For example, I can apply a filter, choose the levels I wish to see on the report, apply a reporting structure, set the number of decimal places, and choose the ‘now date’ for the report.

This time I’ve chosen to run the report with today’s date and view only the budget item level.

This is the result after clicking ‘Run report’. From here, I can return to the criteria tab and save the report. I can later revisit this report without needing to define the criteria again. I can also take a stored report, modify the criteria and save it as a different report. This allows me to change reports from month to month if required.

I hope this article has proven useful in creating your first tabular reports, if you have any issues in the meantime please feel free to contact us.