Use the General tab to select report options for the Invoice Transaction Detail report and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
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You can change the default report title.
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| Project Base Rollup
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Use
Project Base Rollup to summarize the report information for projects that use some common numbering scheme. For example, if the first five characters of your project number represent a master contract, you can consolidate, or roll up, information for all projects that have a common master contract number.
The
Project Base Rollup slider box displays the number of characters in your project numbers. For example, if your firm uses a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
You can roll up the base project and still display information by phase or task. If you do, note the following:
To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Subtotal or Summarize on Base Number
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If you use
Project Base Rollup, use the field immediately below it to indicate how you want Vision to present the project data:
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Subtotal on Base Number — Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total.
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Summarize on Base Number — Select this option to display totals for each group but no project detail.
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| Phase Base Rollup
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Use
Phase Base Rollup to summarize report information for phases that use a standard numbering system.
The
Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if your firm uses a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.
To display only phases and tasks, use the
Project Base Rollup slider to cover the project number completely.
To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Task Base Rollup
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Use
Task Base Rollup to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks.
The
Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if your firm uses a 3-digit task number, the slider box displays
123.
This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number.
To show only tasks, use the
Project Base Rollup and
Phase Base Rollup sliders to cover the project number and phase number completely.
To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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