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  • Report Designer - NEWDATE to generate LM(Last Month) and MTD(Month to Date)

    I am really stuck, have spent too much time spinning my wheels on this. I have created a new report with values coming from Job cost, Contracts, Billings etc all coming from transactions using Accounting Dates. I am using a Prompt so I have a "Cut-off…

  • Report Designer - Job Cost Report - Exclude Certain Categories

    I am trying to customize a standard job cost report in Report Designer. It currently details the costs by cost codes and categories. It is totaled at the bottom, where then a % is added on to account for overhead. We are now allocating some of the overhead…

  • Report Designer - P & L Report

    I am trying to create a P & L report by job. I set up the report the way I need it in Report Designer. The column headings are as follows: Contract Item, Description, Job #, Cost Code, Description, Contract Amt, Total Estimate, JTD Cost, Total Billed…

  • RE: Sending Report Designer reports to Project Manager with My Assistant

    Teresa, I would suggest reviewing the Sending Personalized Content tutorial on the MyAssistantTraining Youtube channel. https://www.youtube.com/user/MyAssistantTraining Note: Some of the field references may be considered out of date as we have…

  • Sending Report Designer reports to Project Manager with My Assistant

    I have a report working in Report Designer that I would like to be able to send the Project Managers only their jobs - but when I use My Assistant it sends all jobs. I use My Assistant for notifications and it works great, but this is the first time I…

  • Payroll End Date - Report Designer

    Is there a formula to determine the day of the week in Report Designer? (as in Sunday) I'm working on a LCR report to send weekly - my problem is the report isn't always run/sent on the same day each week. I need to determine the system date and subtract…

  • JC report run based on jobs with labor cost for a specific PE date

    I would like to be able to send (thru MA) a labor cost report (JC) to PM's for only jobs that had payroll the previous week. I have the report built, but all jobs with Labor cost run - is there anyway to condition/filter by only jobs with PR for a certain…

  • Report speed - do reports run on the server or locally?

    I am working on one Crystal and one RD report for Sage CRE. These are Job Cost reports using JC Transactions. The reports are very very slow to return information. The computer I am using is an older Windows XP model. Does the speed of the user…

  • Crystal Reports vs Report Designer

    I have several years of experience with Crystal Reports. I opened Report Designer today and it is totally alien to me. The first report I am working on is RD report. I made a copy and was surprised to find no undo function. Ordinarily I would think…

  • AP Historical Aging

    Does anyone have an AP historical aging report they would be willing to share? Either in report designer or office connector. Thanks in advance, Amanda

  • Report Designer

    i am having some issues with a custom report that i have created in Report Designer. I have created a formula to sum JC data for all building activity and it is returning some weird values on some of our job costs. it seems like it is not recognizing…

  • Report Designer - Design Formula does not show up in Conditions

    Greetings, I am following the instructions of KB186526 to create a Date Prompt on a JC report. I am able to create the prompt fields. I can make the design formula (using Accounting Date [JC Transaction] instead of Accounting Date [GL Transaction…

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