Customizing Reports


The primary Mandrel reports - cost register, cost item summary, actions report, risk matrix, and weighted cost report - are all customizable reports, i.e. their content, layout and format can be modified by the user.


Report Configurations

Customizable reports are defined in terms of configurations. If you think of a report as a house, a configuration is the set of architect’s plans which control how the house will be built. A report configuration specifies the information to be included in the report, the order in which it is to be shown, and the formats associated with each data item and with the report as a whole.


Default and Custom Configurations

Most reports can have a default configuration and any number of custom configurations. The default configuration is the one you get when you click on the Default option attached to the menu command for that report, while custom configurations are the ones you get by clicking on the Custom option.

There is no difference in principle between default and custom configurations. The default configuration is distinguished by the fact that it is accessed by a direct menu command and is usually the one you use most often. Custom configurations, in contrast, must be selected by name and tend to be configurations that you use less often. You can have a virtually unlimited number of custom configurations with each report type.


Defining Default Configurations

When a new datafile is created, the default configuration for each report type is defined internally as a ‘system default’. You may replace these system defaults with your own configurations, which will then become the configurations attached to the appropriate Default menu commands.


Group Configurations

Group configurations are available for the cost item summary report. A group configuration will cause reports for each of the cost items in the group to be generated in sequence. A group can consist of any or all of the cost items in a datafile. Groups may be output to a printer or to a report file.

Group configurations are defined in the same way as custom configurations. There is no default group, so all groups must be defined by the user before they can be used.


Transferring Configurations to New Datafiles

Report configurations can be passed to a new datafile via the File Purge capability.