Custom reporting is available only for clients. It allows you to
|•||combine & summarize the original match categories in any way you like|
|•||name those custom categories in any way you like|
|•||convey that information to your clients in various ways |
The purpose of custom reporting is to provide customers with easy-to-understand and easy-to-convey background information on how the price was calculated and what the financial benefit of the TM system amounts to.
You can thereby simplify and ultimately replace the hardly understandable and not easily conveyable original TM analysis without having to compromise in terms of the accuracy of the calculation.
The basic idea is to 'melt down' and summarize the original match categories into fewer categories. The price calculation are always based on the original categories, but the results are presented through custom categories.
Using custom reports in the TM screen
The custom report section is at the bottom of the TM window (client side).
(both with PDF-only option)
Generating additional information for Invoices and Offers
Click this button to generate report text as you have defined it in User Settings >Tools>TM Settings, insert it into the extra-info text field for the related job item and display it in a dialog box for control and for possibly further editing. It will appear under the related job item on your invoice/offer.
NOTE If you need to re-generate that text (e.g. after the analysis has changed) you have to:
+ click on the above button again
+ delete the entire text in the dialog box
+ close the dialog and click that button once again
|•||the parameters for this report are initially defined in User Settings >Tools >TM Specs, from where they are passed on to the TM module through the client profiles|
|•||the text elements in this report are related to a form template, so you could switch between different languages, as an example|
|•||TOM calculates the report results in the background while importing the TM analysis and calculating the prices.|