by jazdale » Tue Sep 30, 2008 12:10 pm
There isn't a standard report that trends by month. Here's the quickest way I know how to do this using RPX and Excel.
Build the RPX using the HISTORY file
In 2 (selection), make a date range. For example with CLOSED GT "31DEC07" AND WITH CLOSED LT "1JAN08"
In 3 (sorting) sort by CLOSED
In 4 (output) choose CLOSED with a B (to break-on) and choose SOLD-HOURS with a T (to total)
In 5 (report options) choose SUPPRESS DETAIL and SUPPRESS ITEM-IDS
Run the report into Excel and it will show 1 line per date with a total of sold hours for that day. There is a max of 65000 lines in Excel.
Highlight column A so the whole column is highligted and right click, choose FORMT CELLS. Choose the date format that looks like Mar-01 (this is month and year). All dates should only show the month and year now.
Highlight the whole spreadsheet then choose DATA - SUBTOTAL. choose to change on date and sum the sold-hours column. You should now have a report showing 3 vertical options on the far left. Choosing the middle one will show the total sold hours per month for the date range.
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I don't know where your expertise sits with RPX and Excel. But once you know how to do things like this, you'll come up with a million reasons (like yours) for quick summarized analysis.
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Also, if this isn't working for you, maybe data from payroll or accounting may help, instead of the service files.
Good luck with the pay plan