Contract Detail Report - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Customer

Enter the customer code to include on the report, or press Enter to accept the default of ALL. If this screen was accessed from the Contract Info Bar, the selected customer code will default.

Job

Enter the job number to include on the report, or press Enter to accept the default of ALL. If this screen was accessed from the Contract Info Bar, the selected job number will default.

Cost group

If the cost center feature is enabled in the Enterprise Installation screen, the Cost group field will be available on this screen. Spectrum will include contract information only if the operator requesting the report has permission to access the contract.

Spectrum compares the contract’s assigned cost center with cost centers in the operator’s assigned scheme; if the cost center is not present, then that contract will not be included. Spectrum also compares the cost center assigned to the invoice or payment with cost centers in the operator’s assigned scheme; if the invoice/payment cost center is not included, then that invoice is not shown.

Include change orders?

Select this checkbox to include change orders on the report.

Include change requests?

Select this checkbox to include change requests on the report.

Include open items?

Select this checkbox to include open items on the report.

Include payment history?

Select this checkbox to include payment history on the report.

Saved Selections

All report starting screens offer a Saved Selections bar and Save Current button that can be used to remember saved user selections the next time this report is accessed. Whenever the Saved Selections bar is available, the Date Calculator feature is also available for date, fiscal year, and fiscal period fields.

Buttons

Save Current

Located in the Saved Selections bar, click this button after you have made your report selections if you think you want to save them for future use. A widow opens that allows you to enter a name for the report "template" that you are saving, and you can set this template as your default. Additional settings allow you to share this template with other operators or to assign it as a system-wide default (thereby ensuring that everyone is seeing the same items).

Preview

After making your report selections, click this button to preview the report in PDF format. From here you can review the information and then print, save or email the file to someone else.

Export

Click this button to open the Export Report window. Here you can choose a report format (including PDF, RPT, RTF, CSV, and XLS), designate a name for the report (or accept the default name) and decide if you want the report to include auto-generated bookmarks.

My Reports

Use the My Reports window to add and maintain any custom Crystal reports. This feature can then be used in conjunction with the report filters feature to set the default report to a custom report.