Use the General tab to select report options for the Unit Detail report and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
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You can change the default report name.
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Time Frame
| Field | Description |
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| Period
|
Select one of the following time periods:
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Current: This includes posted records for the accounting period that you currently have open.
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Year-to-Date: This includes records posted in the current fiscal year through the current accounting period.
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Job-to-Date: This includes posted records from the start of the project through the current accounting period.
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| Period Range
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Select a range of accounting periods.
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| Dates
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Select this option and then specify a range of dates.
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Options
| Field | Description |
|---|
| Include Unposted Units
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Select this check box if you want unposted units included on the report.
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| Print Final Totals
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Select this check box to include a line at the end of the report that displays report totals for all amount columns.
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| Employee Lookup
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On the lookup, select one or more employees to include on the report.
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| Project Lookup
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On the lookup, select one or more projects to include on the report.
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Base Rollup
| Field | Description |
|---|
| Project Base Rollup
|
Use this option to summarize information for projects that use a standard numbering system. For example, if the first five characters of your project number represent a master contract, you can summarize (roll up) information for all projects that have a common master contract number. The
Project Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
- A phase total is the total of all occurrences of that phase across the base project.
- A task total is the total of all occurrences of that task across the base project.
To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Subtotal or Summarize on Base Number
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If you set a project base rollup, use this field to select how you want
DPS to display the project data:
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Subtotal on Base Number: Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total.
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Summarize on Base Number: Select this option to display totals for each group but no project detail.
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| Phase Base Rollup
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Use this option to summarize report information for phases that use a standard numbering system. The
Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if you use a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.
To display only phases and tasks, use the
Project Base Rollup slider to cover the project number completely.
To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Task Base Rollup
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Use this option to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The
Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if you use a 3-digit task number, the slider box displays
123.
This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number.
To show only tasks, use the
Project Base Rollup and
Phase Base Rollup sliders to cover the project number and phase number completely.
To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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