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Quantify’s Pivot Reports are a powerful tool that enable you to leverage the data in your Quantify database and use it to create custom reports for specific requirements. These reports can help you get a clear view of every aspect of your business, in detail and in summary.

Each Pivot Report interface contains Pivot Report fields, which represent either data in your Quantify database (for example: the names of Branch Offices and the Job Sites, Groups, etc. beneath them; products and their costs; serial numbers) or calculations (for example: average cost of products on rent, total average cost, total cost). The order and placement of fields determines what information the pivot report displays and how it is analyzed. For example, you can create a Pivot Report for the Additional Charges added to invoices for a specific Branch Office and all the entities beneath that office. You can break this list down by type of Additional Charge used per entity. Then you can have the Pivot Report calculate the:

- Grand Total of Additional Charges

- Grand Total of each type of Additional Charges per entity

- Grand Total of each type of Additional Charges per entity broken down by Additional Charge Category to which each Additional Charge is assigned

Every tab in the Quantify interface provides access to Pivot Reports related to the subject of the tab: Products, Shipping, Invoices, etc. Each report enables you to add and delete the information that best suits the need of each report. By dragging and dropping items in the Pivot Report, you can arrange the layout in ways that provide the quickest and clearest understanding. Pivot reports are flexible and robust enough that you can create simple reports and very complex reports.

To view a list of all fields contained in each pivot report and a definition for each field, refer to Quantify Pivot Table Glossary.

To learn more, refer to the following:

The Pivot Report Interface

Pivot Reports provide four areas where you can locate the fields you will use to create a report.

Filter Header Area

Filters residing in this area are called filter fields. These fields have not been applied to the Pivot Report yet. They enable you to apply filtering to the entire pivot grid. This filtering displays data for predefined values.

You can specify the filter criteria by clicking the filter dropdown in the top of each field. For more information about the filter dropdown, refer to Filtering a Pivot Report.

Row Header Area

Filters residing in this area are called row fields. Any filters applied to this area become headers to a column, under which rows form, showing the data that resides under each column. For example, the Invoice Additional Charges Pivot Report (seen below) uses the Job Site field. If a Branch Office is selected in the Quantify Organization Tree when this pivot is selected and the Job Site field is placed in the left side of this area, the Pivot Report displays the names of each entity residing under the selected Branch Office. Each name creating a row underneath the Job Site field. As seen in the pictures below, the Name field sits to the right of the Job Site field. The Pivot Report lists the names of each type of additional charge used at each entity residing under the selected Branch Office.

Pivot reports organize and group information from left to right. In the picture below, the leftmost filter is the Job Site followed by Name. The data under the Name column is separated for each Job Site, which allows for a great deal of customization.

A pivot grid that has more than one row field will have what is called an inner row field. This field is the one located closest to the Data Area (Description in the image below). Any other row fields are called outer row fields. Quantify displays values of the outermost row field (Job Site in the image below) only once, while it can repeat values in the rest of the row fields.

Row Fields consist of the following elements:

- A field header, which displays the field caption (similar to a column header in a spreadsheet) and enables you to sort and filter field values, change the field's location, etc.

- The field values

Data Header Area

Fields residing in this area are called data fields. Quantify uses data fields to calculate summaries and display the results in the Data Area. For example, in the pictures of the Invoice Additional Charge Pivot Report below, the Additional Charge field has been placed in this area and Quantify has added an Additional Charge column to the Data Area (see below). This column shows the current total of additional Charges charged to each entity residing under the selected Branch Office.

The Pivot Report calculates summaries against data fields and displays summary results in the Data Area. The Data Area displays data cells, total cells and grand total cells.

Only filters with numeric data should be placed in the Date Header area. For numeric data fields, Pivot Reports can calculate the following summary functions:

Sum

Count

Min

Max

Average

Standard Deviation based on a sample

Standard Deviation based on the entire population

Variation based on a sample

Variation based on the entire population

The following example shows a sample pivot grid that contains one data field: Additional Charge.

When there are two or more data fields, the pivot grid displays two data field headers, to distinguish between different summary values.

Column Header Area

Fields residing in this area are called column fields. Quantify uses these fields to break out the summaries created by the fields in the Data Header area. For example, if the Category field was added to this area in the Invoice Additional Charge Pivot Report below, the Data Area would display the current total of additional Charges charged to each entity residing under the selected Branch Office and break that total down by Additional Charge Category.

A pivot grid that has more than one column field will have an inner column field (Category in the image below). Any other column fields are outer column fields. Quantify only displays values of the outermost column field (Cost in the image below) once, while it can repeat values in the rest of the column field. 

Fields consist of the following elements:

- A field header, which displays the field caption and enables you to sort and filter field values, change the field's location via drag-and-drop, etc.

- The field values

The order of the column field headers determines how the data is grouped. In the image above, Category is the outermost (far left) column field header, so the data is grouped first by Additional Charge Category, then by Additional Charge cost. 

In the image below, the Cost and Category fields are swapped so that the data is grouped first by Cost.

To further illustrate how the the pivot report separates data, two fields (No. units and Revenue Code) have been added to the right of the Additional Charge field.

The Print Preview of this report looks like this:

List of Pivot Reports

Quantify enables you to generate the following Pivot Reports:

Location

Pivot

Description

Estimates Tab

Estimate Summary Pivot

The Estimate Summary Pivot displays a high-level summary of each available Estimate, such as total rent, total sale, etc.

Estimates Tab

Estimate Detail Pivot

The Estimate Detail Pivot displays detailed information for each Estimate, such as part numbers and per-item costs for each item. This information can be viewed by estimate, by estimates per locations, etc.

Invoices Tab

Invoice Pivot

The Invoice Pivot displays a high-level summary of all invoices for the selected location and the child locations below it. This includes customer, company name, Job Site name, Invoice Numbers, total rents/charges for each invoice, etc.

Invoices Tab

Invoice Additional Charges Pivot

The invoice Additional Charges Pivot displays the same information as the Invoice Pivot. However, this report shows the details specific to individual Additional Charges.

Invoices Tab

Rent Extension Pivot

The Rent Extension Pivot displays a broad estimate of the expected rent for a selected location as of a specified date.

Products Tab

Product Pricing Pivot

The Product Pricing Pivot shows all products that are located on the selected location and associated child locations, with quantities and weights, etc. This pivot also shows the prices of the materials listed.

Products Tab

Product Quantity Pivot

The Quantity Pricing Pivot shows all products that are located on the selected location and associated child locations, with quantities and weights, etc.

Products Tab

Job Sites and Groups Pivot

The Job Sites and Groups Pivot displays a list of locations and whether the locutions are active and what type of billing they have and the current billing cycle dates.

Scaffold Register Tab

Scaffold Pivot

The Scaffold Pivot displays a summary of individual scaffolds, including the detailed information that was entered into Quantify for each scaffold associated with the selected Job Site. For example, this report includes days standing, current status, total weight, total numbers of pieces, etc.

Note: Scaffolds are not available in the Small Business Edition of Quantify.

Scaffold Register Tab

Activity Pivot

The Activity Pivot displays a summary of all activities, including the detailed information for each activity that was entered into Quantify, for each scaffold on the selected Job Site. For example, this report includes activity types, unit hours, activity costs, etc.

Note: Activities are only available in the Industrial Edition of Quantify.

Scaffold Register Tab

Inspections Due Pivot

The Inspections Due Pivot shows when the last inspection was done on each scaffold and when the next inspection is due for each scaffold on the selected Job Site. It also includes basic information about each scaffold, like access points, when it was built, number of pieces, etc.

Note: Inspections are only available in the Industrial Edition of Quantify.

Scaffold Register Tab

Inspection History Pivot

The Inspection History Pivot shows when the last inspection was done on each scaffold on the selected Job Site as well as all previous inspections done. It also includes basic information about each scaffold, like access points, when it was built, number of pieces, etc.

Note: Inspections are only available in the Industrial Edition of Quantify.

Scaffold Register Tab

Shipment Pivot for Scaffold Pivot

The Shipment Pivot for Scaffold Pivot displays the part numbers and quantities of items that were shipped into and out of a specific scaffold on a selected Job Site.

Note: Scaffolds are not available in the Small Business Edition of Quantify.

Service Tickets Tab

Service Ticket Pivot

The Service Ticket Pivot displays all the Service Tickets created for materials assigned to the selected Branch Office.

Shipping Tab

Shipment Pivot

The Shipment Pivot displays a high-level summary of each available Shipment per selected location, such as total weight, total number or pieces, total rents, etc. It also shows where the shipments originated from and their destinations.

Shipping Tab

Shipment Consumables Pivot

The Shipment Consumables Pivot displays the details of the consumables included with each Shipment per selected location. For example, number of boxes of nails shipped in the previous month.

Shipping Tab

Shipment Additional Charges Pivot

The Shipment Additional Charges Pivot displays the details of the additional charges included with each Shipment per selected location. For example, price per Additional Charge.

Shipping Tab

Shipment Pivot for Job Site

The Shipment Pivot for Job Site pivot displays the part numbers and quantities of items that were shipped into and out of a selected Job Site. This pivot only works for Regular Job Sites or Groups.

Transactions Tab

Transaction Pivot

The Transaction Pivot displays a high-level summary of all transactions, such as total prices, total weights, total pieces, etc.

Transactions Tab

Transaction Products Pivot

The Transaction Products Pivot displays the same information as the Transaction Pivot. However, this report includes the details not included in the Transaction Pivot. For example, the Transaction Products Pivot contains part numbers and per-item costs for each item. This information can be viewed by transactions, by transactions per location, etc.

Transactions Tab

Pivot for all Order Transactions

The Pivot for all Order Transactions report displays detailed information about all Vendor orders that have been placed. This includes all outstanding back orders and partially filled orders.

Transactions Tab

Pivot for Selected Order Transaction

The Pivot for Selected Order Transaction report displays detailed information about a selected order, including outstanding back ordered items and partially filled items.




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