Monthly Billing Reports
I want to create a Billing Report for each of our projects that includes multiple expense accounts (e.g., Labor, Travel, Postage, Printing) and amount billed for each month (we typically bill projects once a month) the project has existed.
I was able to produce this type of report for a newer project that has existed a little over a year using values from the "Current Year Actual Periods" and the "Prior Year Actual Periods". However, I now want to create the same type of report for a project that has existed for more than 2 years. How do I pull in monthly amounts for each expense accounts that are more than 2 years old?
I feel like this can be done relatively easily but as I am new to BI, I am struggling.
I have attached an example of the report template I am trying to produce if it helps to see it.
Thanks,
Aaron
Tags: accounts, billing, expense, multiple, report, years
Views: 30
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Example Billing Report.xls, 103 KB
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Replies to This Discussion
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Permalink Reply by Dave Smith on -
Hi Aaron, I might suggest that you have a look at some of the nifty system variables that are built into BI. A few that produce prior years are: @PRIORYEAR1@; @PRIORYEAR2@; @PRIORYEAR3@. When you are designing a report in Report manager, you can find them under the @ sign when you assign properties. Perhaps you would setup a standard report for each of your prior years, then create a Union report so you can push each prior year out to its own raw data sheet (and hide it) then push each of them over to a consolidation sheet that breaks out the Months. Have not tested this out, but theoretically it sounds like a good place to start. Additionally, if you have skills with the Report Designer, that may take some of the heavy lifting off your shoulders.
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