Creating Reports
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Total logged
17h 15m
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0h 0m
Entries
6
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0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 6 | 17h 15m |
Recent time entries
Last 6
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 20 Nov 2023 | Creating Excel Dump - Create a button to handle the excel dump report - Create a new script parameter in the report script and set the month variable to be equal to last month - Go to the transaction layout and perform a find for all transactions in the last month - Sort the records in date order to format for the excel dump - Set a variable as the export path finding a location on the desktop - Set the Export variable with all the column headings - Perform a loop through the records to append to the export variable with csv comma entered data of all required fields - Set the export variable to the global dump container field and export the field contents to the defined path as a csv - Test export to ensure working before unhiding the export button from the user | Caleb Harvey | 1h 15m | invoiced |
| 3 Nov 2023 | Fixing calculation in the cost/ton report - Changing all relationships for C/T to exclude all transactions that aren't dem or des - Showing current terminal relationships for the YTD and current month data - Totals use seller relationships instead of totalling the data from the page as it needs to recalculate the total C/T for the seller - The total finds all seller transactions with the terminal populated to be accurate terminal total - Searching through related records to find that the found set for sellers shows one more than terminal - Finding incorrect RG Tanna data for different terminals - The RG Tanna ID for the selected seller was showing the RG Tanna terminal for opposing seller - Creating a conditional format on the transaction line to display as red if the seller ID doesn't match up to the terminal ID - Report fixed | Caleb Harvey | 2h 0m | invoiced |
| 20 Oct 2023 | Ability to "Generate" Reports - Add a button to the monthly exposure layout called "Generate" - When report generates, save the current closing balance for each terminal and both demurrage and despatch into variables - Create a new report record and set its ID terminal to each respective terminal in the system - Using the new report relationships set the demurrage and despatch closing balance to the current values | Caleb Harvey | 3h 0m | invoiced |
| 22 Sept 2023 | Monthly Customer Exposure Report - Duplicate the monthly exposure report as many of these fields are similar - Add a relationship that links a chosen customer ID to the terminals - Create a popover field that uses the customer ID and displays their name - Add a blank button over top of the field - Add a pop-over button that contains a list of all the customers in the system and a search field - If a customer is selected, apply this customer ID into the terminal Customer ID field and refresh the summary fields to calculate correctly - Create a string field to "∞" if no customer is selected and the customer ID if one is - Update all monthly exposure relationships to display only customer associated - When the layout has been exited, clear the customer field so the normal monthly reports aren't messed with transactions if a customer is selected - Test all reports with success | Caleb Harvey | 2h 0m | invoiced |
| 22 Sept 2023 | Monthly Cost/T Report - Duplicate the previous report table so the search, sort and header fields stay the same - Change the display colums to say: Terminal, (Selected Date) $US/T, the YTD $, and the YTD $US/T - This report is only sorted on terminal with a grand summary of the system after - Create new relationships to show the Demurrage transactions in the current date and the YTD values - For each terminal, have a calc field that uses these relationships to divide the total agreed demurrage by the total ship tonnage to find a cost per tonne - Using the YTD demurrage value create a calc field that shows the total cost in $US YTD - The relationships aren't derived by whether the demurrage has been paid or not just on totals | Caleb Harvey | 4h 0m | invoiced |
| 21 Sept 2023 | Monthly Exposure Report - Creating Terminal table and adding known terminals to it with their seller ID listed - Creating Seller Terminal which currently contains the two mines - Creating a new layout for the exposure report on the terminal table - Adding a back button to return to the transaction list and an export button to export current records as a pdf - Create a global field in the terminal table called title and display it in the header of the page - Create a month and year search that are global variables to search for the required monthly report - Create the following headings for the table: Des/Dem, Opening Balance, Additions, Adjustments, Paid, Total - Create a relationship from terminal to transaction using the terminal ID searching for transactions with the following: balance of all exposure within the last month, all exposure to date before the last month, paid within the selected monthly period, all adjustment differences up to before the selected month, all the adjustments made within this month. - Create summary fields in the transaction table to show the sum of the selected dem/des amounts - Create calc fields in the terminal table to display the summary of the previous created relationships - On the report layout, create a sub summary to show the seller (Mine) and then the terminal - In the opening script, sort the report by Mine and then terminal so it displays the sub summary fields correctly - Display a sub summary of each seller after the list of their terminals with summary fields relating to the calc fields - Add a trailing grand summary to show the total sum of all fields and all exposure in the system - After the search fields are modified, change layouts and come back again to kick the summary fields into updating correctly | Caleb Harvey | 5h 0m | invoiced |
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