• AR Tax Group Set up Report

    Does anyone know if there is a AR Tax Group set up report that exists so I can see what tax rates are part the group? Looked in standard reports and KnowledgeBase but have not been able to find anything.
  • Is there a "count" formula that could be added to Report Designer reports? Specifically to PR reports to count employees?

    I understand that I can save a report to excel and get a count that way, but is there any way to add a formula that would count employees within some of the reports (report designer) we run most often?
  • Adding Dates Formula

    I need to create a formula that adds employee DOB to today's date. I've tried using system date but I receive an error that the field types are different. Has anyone used system date in a date calculation formula? Thanks
  • Run multiple reports at once?

    Is there a way to create a report group? When I make financial statements, I can combine multiple financial statement reports into a financial statement group and by choosing that group to print, it will print all my financial statements for the selected…
  • Report Designer report to show cost code description if the group cost code is equal to yes.

    I have a report in Report Designer that pulls data from JC - Transaction. I'd like a totaling line to return the cost code description if the group cost code is true. However, JC - Transaction does not contain the group cost code. I've played around with…
  • 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
  • Where are formulas being used

    I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…
  • MyAssistant - Job Cost Report - Report Designer

    I have a Job Cost Report that I run task and it will send out to each PM but includes one report with all of their jobs. How do I change the report conditions so it will send a separate PDF report for each job that only contains information for that one…
  • 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 - 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…
  • 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…