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 search button   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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.