Reports - Revision history

TR: Marked this version for translation

2026-01-20T08:17:03Z

Marked this version for translation

TR at 08:06, 20 January 2026

2026-01-20T08:06:46Z

TR at 15:43, 19 January 2026

2026-01-19T15:43:20Z

TR at 15:41, 19 January 2026

2026-01-19T15:41:44Z

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TR at 14:06, 19 January 2026

2026-01-19T14:06:28Z

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TR at 14:21, 4 July 2018

2018-07-04T14:21:48Z

TR at 12:35, 3 August 2017

2017-08-03T12:35:29Z

JGE at 08:05, 13 October 2015

2015-10-13T08:05:41Z

TR at 18:18, 8 October 2015

2015-10-08T18:18:29Z

TR at 17:49, 8 October 2015

2015-10-08T17:49:40Z

@@ Line 2: / Line 2: @@
 __FORCETOC__
 <translate>
-= Reports =
+= Reports = <!--T:42-->
 Reports can be printed out and created in Projects | Reports.
 {{ExpandImage|PRO-REP-EN-Bild1.png}}
-== General ==
+== General == <!--T:44-->
 {|class=mandeflist
 !New
@@ Line 27: / Line 28: @@
-== Print report ==
+== Print report == <!--T:45-->
 * Select the report and press Printout or double click on it.
 {{ExpandImage|PRO-REP-EN-Bild2.png}}
@@ Line 35: / Line 37: @@
 Press Start.
 {|class=mandeflist
 !Cancel printout
@@ Line 74: / Line 77: @@
-== Create report ==
+== Create report == <!--T:48-->
 * Press New to create a new report.
 {{ExpandImage|PRO-REP-EN-Bild3.png}}
-=== New report template ===
+=== New report template === <!--T:49-->
 * Click on the heading New report template and give the report a name and a heading.
 * Select a standard setting for subtotals; it can be changed at printout.
 * Click on New column
-=== New columns ===
+=== New columns === <!--T:50-->
 You can change the size of the columns and move them by dragging the column heading.
 {{ExpandImage|PRO-REP-EN-Bild4.png}}
@@ Line 95: / Line 99: @@
 ''#'' ##0 Integrals
 ''#'' ##0,00 Amounts with decimals
 Thousands
 NAME E.g. the project manager
 CODE E.g. the project manager code
 * If a certain period always shall be shown in the column, enter it here.
 Acc accounting year shows the balance for the current year.
@@ Line 113: / Line 122: @@
 * Resize columns and move them by grabbing the column header.
-=== Format and selection ===
+=== Format and selection === <!--T:57-->
 Decide how the report should be presented and the selection screen when printing.
 {{ExpandImage|PRO-REP-EN-Bild5.png}}
@@ Line 121: / Line 131: @@
 *Choose selection that will be suggested.
 {|class=mandeflist
 !Show periods
 |Dissenting periods shows periods in columns where periods are available.
 ''All'' shows selected period in all columns
 ''No'' doesn’t show periods in columns
 |-
@@ Line 142: / Line 155: @@
 |}
-=== New data definitions ===
+=== New data definitions === <!--T:62-->
 There are a number of standard definitions that can be used in the report columns, and you can also add your own definitions.
 {{ExpandImage|PRO-REP-EN-Bild6.png}}
 * Click on Data definition and select New.
 {{ExpandImage|PRO-REP-EN-Bild7.png}}
@@ Line 159: / Line 175: @@
-== Report definitions==
+== Report definitions== <!--T:66-->
 {|class= mandeflist
 !Actual p-price
@@ Line 287: / Line 304: @@
 [[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]
 </translate>

@@ Line 5: / Line 5: @@
 Reports can be printed out and created in Projects | Reports.
 == General ==
 {|class=mandeflist
@@ Line 28: / Line 29: @@
 == Print report ==
 * Select the report and press Printout or double click on it.
 * Make a printout selection. The selection view varies depending on what settings has been made in the report template.
@@ Line 73: / Line 76: @@
 == Create report ==
 * Press New to create a new report.
 === New report template ===
@@ Line 81: / Line 86: @@
 === New columns ===
 You can change the size of the columns and move them by dragging the column heading.
 * Press the New column button.
 * Select Data definitions. There are some standard definitions already, but you can add more, see later chapter in this manual.
@@ Line 108: / Line 115: @@
 === Format and selection ===
 Decide how the report should be presented and the selection screen when printing.
 * Set Format to portrait or landscape.
@@ Line 135: / Line 144: @@
 === New data definitions ===
 There are a number of standard definitions that can be used in the report columns, and you can also add your own definitions.
 * Click on Data definition and select New.
 * Select Basic definitions and click on the right arrow so that the basic definition is shown in the box Variables.

@@ Line 139: / Line 139: @@
 * Select Basic definitions and click on the right arrow so that the basic definition is shown in the box Variables.
-	You can select more basic definitions, and Formula +-* | % to calculate basic definitions
+* You can select more basic definitions, and Formula +-* | % to calculate basic definitions
 * Select format for balance presentation.
 * Choose Selection for Fees, Purchases. Select Project type and optional Project label.
@@ Line 148: / Line 148: @@
 == Report definitions==
-[|class= mandeflist
+{|class= mandeflist
 !Actual p-price
 |Registered purchase price. For purchases, it means the price before mark-ups, for fees, the calculated cost of the employee and for other it is the purchase price stated on the code.

@@ Line 361: / Line 361: @@
 |Deadline date, set in Project: Queries
 |}
-[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Project]]
+[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]
 </translate>

@@ Line 361: / Line 361: @@
 |Deadline date, set in Project: Queries
 |}
-[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:PRO]]
+[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Project]]
 </translate>

@@ Line 269: / Line 269: @@
 |-
 |'''Actual Registered'''
-|Registered sales price. For purchases it means the price after mark-ups,for fees it means the hourly rate and for other it means the sales price put on the code.
+|Registered sales price. For purchases it means the price after mark-ups, for fees it means the hourly rate and for other it means the sales price put on the code.
 |-
 |'''Actual adjusted'''
@@ Line 291: / Line 291: @@
 |'''WIP pre-inv'''
 |Not deducted pre-invoices
 |-
 |'''Project estimate hours'''
-|Budgeted hours – estimate made in Client &amp; Project
+|Budgeted hours – estimate made in Project: Queries
 |-
 |'''Project estimate amount'''
-|Budgeted amount – estimate made in Client &amp; Project
+|Budgeted amount – estimate made in Project: Queries
 |-
 |'''Project estimate p-price'''
-|Budgeted amount (see actual s-price for details) – estimate made in Client &amp; Project
+|Budgeted amount (see actual s-price for details) – estimate made in Project: Queries
 |-
 |'''Regular hourly rate'''
-|The regular hourly rate of the employee set in Base registers/PRO/Employees
+|The regular hourly rate of the employee set in System: Base registers/PRO/Employees
 |-
 |'''Regular working time'''
-|The working time request in Marathon Time
+|The working time request in Time reporting
 |-
 |'''Fixed price'''
-|Fixed price set on the project in Client &amp; Project or in Base registers/PRO/Clients ans projects
+|Fixed price set on the project in Project: Queries or in System: Base registers/PRO/Clients ans projects
 |-
 |'''Not updated time'''
-|Time that hasn&apos;t been updated in Project accounting/Update. Shows hours.
+|Time that hasn&apos;t been updated in Project: Registration, correction and update  Shows hours.
 |-
 |'''Resource planned time'''
-|Time that is planned in Project accounting/Resource planning
+|Time that is planned in Project: Resource planning
 |-
 |'''Collective client manager'''
-|Client manager stated on the client in Client &amp; Project or in Base registers/PRO/Collective clients
+|Client manager stated on the client in Project: Queries or in System: Base registers/PRO/Collective clients
 |-
 |'''Project manager'''
-|Project manager stated on the client in Client &amp; Project or in Base registers/PRO/Clients/Projects
+|Project manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
 |-
 |'''Production manager'''
-|Production manager stated on the client in Client &amp; Project or in Base registers/PRO/Clients/Projects
+|Production manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
 |-
 |'''Master'''
@@ Line 347: / Line 344: @@
 |-
 |'''Archiving'''
-|Archiving number on the project in Classic 04-21-10, tab Other1
+|Archiving number on the project
 |-
 |'''Archiving status'''
@@ Line 362: / Line 359: @@
 |-
 |'''Deadline'''
-|Deadline date, set in Client &amp; project
+|Deadline date, set in Project: Queries
 |}
 [[Category:PRO-REP-EN]]

@@ Line 5: / Line 5: @@
 <!--T:2-->
-Print and create new reports in Frontoffice: Reports.
+Print and create new reports in Project: Reports.
 <!--T:3-->