SuiteProjects Pro Power-Up Series: Tips & Tricks for Custom Calculations
Are you struggling to get the customized reporting values you need in SuiteProjects Pro? Watch this Power-Up Series video, where we'll dive deep into the tips and tricks for creating effective custom calculations. Understanding these methods is crucial for overcoming the limitations of standard report values and achieving the customized report output your business requires.
Key Takeaways:
- Explore how to create brand new values for reports using custom calculations, constants, and filters
- Learn to rename standard report values to adopt your company's terminology and improve user experience
- Understand the importance of selecting the right report template type for maximum flexibility
- Discover how to use constants effectively, including creating custom detail fields for complex scenarios like overtime cost calculations
- Gain insights into filtering techniques that allow you to create specialized values like "billable hours only" without limiting entire reports
Don't let reporting limitations hold you back. Whether you need to combine time and expenses, create billable-only calculations, or handle complex cost scenarios like time-and-a-half, this Power-Up Series video will equip you with the knowledge to unlock SuiteProjects Pro's full potential.
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Frequently Asked Questions
1. What should you consider before creating a custom calculation?
You need to know what report template the calculation is needed for. The type of custom calc must match the report type i.e. Account-wide Company Summary report.
2. What is the best option to create a new filtered custom value using standard report values?
Navigate to Custom Calculations --> Custom Detail fields and create a custom detail field based on the type of reporting value being created. Under function, select "Constant", name the constant, add the value of the constant and select ratio. Then you can apply the constant against standard report values and add filters to create new report values, i.e. Billable hours
3. Can you rename standard report values to better align with internal terminology?
Yes, under Administration--> Reports-->Custom Calculations, select Renamed Built in Summary or Detail reports to rename standard report fields.
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