Reporting

The Reporting feature of P3Source

Reporting System Overview

The Reporting System in P3Source enables users to generate comprehensive reports based on Jobs, Bids, and Projects. It is a flexible tool that can be customized to meet specific organizational needs.

Key Features

  • Default & Custom Reports: Pre-built reports are available, and users can create and save custom reports for their organization.
  • Data Sources: Reports can be generated from Jobs, Bids, and Projects, providing insights into purchases, supplier performance, and customer billing.
  • Shared Reports: Saved reports are accessible to all members of an Enterprise Group.

Reporting System Interface

Layout

  1. Select Report Controls: Located at the top of the Reporting System window, these controls allow users to choose from default or saved reports.
  2. Report Customization Tabs:
    • Reports List: Filter, sort, and group data for your reports.
    • Report Preview: View selected report results.
    • Customize Report Columns: Add or remove data fields from the report.
Selected Report Preview

Running Reports

Steps

  1. Open the Reporting System from the Reports menu.
  2. Choose a report category (e.g., Bidding, Production, Project Invoices, Project Proposals, or Suppliers).
  3. Double-click on the desired report to load it.
  4. Use the tabs to customize filters, sorting, grouping, and columns as needed.

Report Categories

  • Bidding: Analyze individual supplier bids.
  • Production: Track job records and production metrics.
  • Project Invoices: Review project billing details.
  • Project Proposals: Monitor proposal activities and volumes.
  • Suppliers: Evaluate supplier performance and awarded jobs.

Customizing Reports

Record Selection, Sorting, and Grouping

  • Data Source: Select the record type (Jobs, Bids, or Projects).
  • Filter Records: Use date and category filters to narrow data.
  • Sort Records: Choose fields to sort by (e.g., numerical or alphabetical).
  • Group Records: Organize data into sub-groups with subtotals.

Customize Report Columns

  • Available Data Fields: Add fields to the report using the "Add" button.
  • Selected Data Fields: Remove or reorder fields to modify the report structure.
  • Order of Appearance: Arrange fields to define the column order in the final report.

Exporting and Copying Data

Export Options

Reports can be exported in various formats:

  • HTML
  • XLS (Spreadsheet)
  • PDF

Copying Data

To copy data into other applications:

  1. Use "Select All" (Ctrl+A) to highlight the report data.
  2. Paste it into your preferred program (e.g., Excel or Word).

Utilities Menu

The utilities menu provides tools for maintaining the reporting database:

  • View Database Info: Displays summary data, including record counts.
  • Update Database: Scans for recently modified job and project files.
  • Purge Old Records: Removes outdated data to optimize performance.
  • Rebuild Tables: Reconstructs the database from job, RateCard, or project records.
  • Clear Local DB Cache: Clears locally stored data for a fresh start.
  • Compress Data Tables: Optimizes data tables for faster loading.

Tips for Effective Reporting

  1. Use Show Details: Disable this option for a concise summary of totals.
  2. Save frequently used custom reports for quicker access.
  3. Regularly update the database to ensure data accuracy.

Conclusion

The Reporting System in P3Source is a powerful feature designed to streamline your data analysis. By leveraging its flexibility, you can gain actionable insights into your organization's operations and performance.