Difference between revisions of "Reports"
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Select the report and press Print. |
Select the report and press Print. |
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Revision as of 15:35, 14 July 2015
Contents
General
Print and create new reports in Frontoffice: Reports.
| New | Create a new report template. |
| Open | Select report in the list and click open if you want to edit an existing report template. |
| Select a report and Print (or double click) to print out a report. | |
| Data definition | Create or edit your own defined data (further instructions later in this manual) |
| Copy company | Click Copy company and select company to be copied from. Click OK. if there are existing reports in the company you are copying to, they will be overwritten. Remember that there can be reports that not are global, i.e. can only be seen by the one who has created it. |
Print report
Select the report and press Print. A selection view appears. The view varies depending on settings that has been made when the report was created. You can print the report as PDF or export it to Excel.
| Start | Starts the printout. Make selections first. |
| Cancel printout | Stops the printout. |
| Prints the report as PDF | |
| Spreadsheet | Exports the report to Excel. |
| No sums | Check if you don't want the report summarized. |
| Currency | You can print a report in all currencies in your currency register. |
| Elimination | Only in use if your company is using the multiple currency system. |
| Comment | Comment shown under the report heading. |
| Subtotals | Select subtotals for the report. |
| Sorting | Select sorting column. |
| Reversed | Reversed sorting shows the largest values first. |
Create new report
Click the button NEW.
| N | ew report template Click on the text and give the template a name and a heading. |
| Subtotals | Select a standard setting for subtotals (editable at printout). |
| N | ew column Click to open the view for creating new columns |
| Header | Automatically suggested header. Changeable after the data definitions are selected. |
| Format | Determines how the balance shall be shown: # ##0 = shows integrals# ##0,00 = shows with decimals/1000 = shows in thousandsNAMN = shows the name (e.g. project manager)KOD = shows code KOD+NAMN= shows code + name |
| Data definitions | A number of standard definitions exist by default, but you can add more definitions in the list. See further chapter in this manual. |
| C | 'olumn's Shows all columns in the report. |
| Period | Possibility to select a certain period, used if a certain period always shall be shown in the report. Period can also be chosen at the time of printout, if that has been selected as printout criteria. |
| Ac | c'''''''accounting year''''Shows the accumulated balance for the current accounting year. |
| Previous year | 'Shows balance for the previous year. |
| Operator | 'Used for addition of columns, showing discrepancies, etc. The operator can be used for both columns and for definitions. |
| OK | Saves the column. |
| Delete column | Deletes the column. File:PRO-REP-EN-grafik5.png |
| Save | Saves the report. |
| Cancel | Cancels the report without saving. |
| Selection | '''''''Here you can make the selection that will be shown at printout. |
| Format | 'Choose between vertical and horizontal printout. |
| Show | period's''''Dissenting periods = shows periods in those columns where period is statedAll = shows selected period in all columnsNone = does not show periods in columns |
| Global | 'A global report can be used by all authorized users. |
| Only auth.group | 'You can limit the access to a global report with authorization groups. |
| S | ize''''100 % is suggested. |
| Copy from | 'You can copy existing reports within your company. |
Add data definitions
Go to Data definitions and select NEW.'
| Header | Give the definition a clear and detailed header. It will become its identification. |
| Format | Determines how the balance shall be shown:# ##0 = shows integrals# ##0,00 = shows with decimals/1000 = shows in thousandsNAMN = shows the name (e.g. project manager)KOD = shows code KOD+NAMN= shows code + name |
| Formula | Calculate with basic definitions with' + - * / % |
| Basic definitions | Shows the content of the definition |
| Selection | Select what codes, if any, shall be shown regarding fees, purchases and other |
| Proje | ct type''''The project types are: E= external G= joint types within the company I= internal J= speculation/pitch projects 9= internal, not project related |
Project labelling Your internal definitions (requires use of project labelling on projects)'
Quick guide– Create a new report
- Click on the header New report template, give the report a name.
- Select New column and Data definition for the column content (rename the column header, if necessary).
- Click on Selection and choose the selections for printout.
- Depending on how many columns the report has, choose between horizontal and verical layouts.
- Select period display in columns.
- Choose between making the report global (available to all authorized users), your own, or available for a certain authorization group.
- Select possible standard subtotals
- Save.
Quick guide'–'Create new definitions
- Select basic definition and click on the right arrow to see the definition in the Variables' field.
- Select optional more basic definitions and formulas.
- Make selections regarding fees, purchases and other and project types and possible project labelling.
- Write a clear heading.
- Save.
The new definition can now be fetched into the report template.
In the example below, the definition ”Sales price-Purchase price for purchases” will fetch invoices sales price minus invoiced purchase price only for purchases, if it is used in a report template.
Report definitions
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.
Actual Amount Number of registered entities
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.
Actual adjusted Adjusted records
Invoiced p-price Like actual purchase price, but only invoiced records
Invoiced s-price Like actual registered, but only invoiced records
Invoiced pre-inv. Pre-invoices
WIP p-price Like actual purchase price but only not invoiced records
WIP s-price Like actual registered but only not invoiced records
WIP pre-inv Not deducted pre-invoices
Client estimate Estimate set on the client in Classic 04-20-50
Project estimate hours Budgeted hours – estimate made in Client & Project
Project estimate amount Budgeted amount – estimate made in Client & Project
Project estimate p-price Budgeted amount (see actual s-price for details) – estimate made in Client & Project
Regular hourly rate The regular hourly rate of the employee set in Base registers/PRO/Employees
Regular working time The working time request in Marathon Time
Fixed price Fixed price set on the project in Client & Project or in Base registers/PRO/Clients ans projects
Not updated time Time that hasn't been updated in Project accounting/Update. Shows hours.
Resource planned time Time that is planned in Project accounting/Resource planning
Collective client manager Client manager stated on the client in Client & Project or in Base registers/PRO/Collective clients
Project manager Project manager stated on the client in Client & Project or in Base registers/PRO/Clients/Projects
Production manager Production manager stated on the client in Client & Project or in Base registers/PRO/Clients/Projects
Master Shows the Master project that the project is connected to
Project type E= external, I =internal, 9= not project related (900-codes), J= speculation projects and G= common projects within group.
Project status 0= active, 9=closed, 8= deactivated
Project group Shows the group that is connected with the project
Registered The date for registration of the project
Last entry Shows date of last registered entry
Archiving Archiving number on the project in Classic 04-21-10, tab Other1
Archiving status Y= archived, N= not archived
Archiving date Date of archiving
Closed Closing date of the projects
Last invoice paid Payment date of the last paid invoice
Deadline Deadline date, set in Client & project
