Creating a Cost Register Report


A cost register report is a tabular report consisting of rows and columns of data. It is similar to what most people think of as a costing spreadsheet. However, the Mandrel cost register is adaptable to almost any purpose you can think of.


Now that you have created a cost breakdown structure and entered some cost data, creating a simple cost register is easy:

1.  Click on Reports Menu on the main menu

2.  Click on Cost Register

3.  Click on Default.


What you get will be the default version of the cost register. If this is not exactly what you want you will need to design your own cost register, which we will do now.


Designing a Cost Register

1.   Because the built-in default version of the cost register doesn't know which defined costs you were going to use, it just lumps them all together into a single cost value in the report. We are going to replace this field with individual values.


2.   Use menu call Reports Menu/Cost Register/Report Designer to bring up the Cost Register Designer.


3.   Display the Report Fields page by clicking on the Report Fields tab near the top of the Report Designer. Make sure the Report Body button at top left of this page is depressed. (A cost register can have a header block at the top of the report, and the Report Fields page is used for this as well as the main body of the report.)



4.   In the center of the report fields page you will see a list of the fields to be shown in the report. Select the Defined Costs field, then remove it by clicking on the Delete Field button.


5.  Click on the Add Cost Field button, which will take you to the Cost Field Definition form. (Since it is possible to define over a billion different cost fields in Mandrel, selecting them from a list doesn't work very well, so cost fields are selected by specifying what you want them to show.)

6.   At the top of the form, select Individual defined cost (units of measure), then select one of the fields from the adjacent drop-down list that you created in lesson 6. Click on OK to return to the Report Designer.


7.   The field you have selected will be shown at the bottom of the list on the Report Fields page, which means it will be located on the extreme right in the report. If you want to move it, click on it to select it then use the up/down Move field buttons.


8.   Add as many more fields as you want, then test-generate the report as follows:

     a)  Click on Local Save at the top of the form so that the button is depressed.

     b)  Click on Make Report.

     The report will be generated, but you will be able to return directly to the Report Designer to change it if necessary.


9.   If the report is too large to see all of it on the screen, use the Screen Size control at the top of the form to reduce the displayed size.


10.  When you are satisfied with the report, click on Save As Default. This report configuration will now be attached to the Cost Register/Default menu command.