For easy and efficient reporting...
In Report Builder Properties, a new data type — Formula is included to perform various calculations. Using this Formula type, you can combine multiple columns to create a custom calculation in your cost sheet. Additionally, use Exto's built-in formula that prompts as soon as you type the function name preceded by an equal sign.
For example, if you have an Approved Estimate and Approved Budget column, then you can create a new column "Total" and setup the formula to sum up the estimate and budget amounts. Formula: =sum(estimate + budget)
To setup the formula for a new column:
Step 1: At the Tenant-level, navigate to Module designer settings and open the cost sheet from the list view
Step 2: Within the Cost Sheet, access Report Builder
Step 3: Click the Add new button to create a new column
Step 4: Provide a name and label to display in the Properties
Step 5: Expand the "Type" drop-down list and select Formula
Note: Formula is the new data type introduced in-addition to the Module Selector and Manual Entry. Module selector is used to extract data from another module into the current cost sheet and Manual entry is to directly key-in data.
Step 6: After selecting the data type as "Formula", the text field to enter the function appears. Exto's built-in formula prompts soon after you type the function name preceded by an equal sign.
Step 7: Save your settings
A summary of the cost sheet data across various modules is extracted and presented in a hierarchical view. This consolidated view eases the reporting activities and helps monitor the progress of the project
To ease business transactions, Exto automatically rolls up the Cost Data automatically. The hierarchical layout displays the roll-up of aggregate amount to the relevant source cost code.
You can choose to display or hide the cost codes within a project. Turn on the slider to show or hide the column.
To export your cost sheet to Excel, press the Export button on the top-right of the page.
The validation built in the system helps avoid duplicate cost codes created within a project. When you enter a cost code that already exists in the system, a validation message displays prompting the user to key in a unique cost code.
The system helps prevent deletion of data in the hierarchy if they're referenced in the downstream module. When you complete the form details and save, a validation message displays and restricts saving.