Difference between revisions of "Reports/fi"

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<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>
 
__FORCETOC__
  
__FORCETOC__
  +
= Reports =
   
  +
Reports can be printed out and created in Projects | Reports.
−
== Yleistä ==
  
   
  +
{{ExpandImage|PRO-REP-EN-Bild1.png}}
−
Print and create new reports in Project: Reports.
  
  +
−  
  +
== General ==
−
{{ExpandImage|pro-rep-fi--grafik1.png}}
  
  +
{|class=mandeflist
−  
  +
!New
−
{| class=mandeflist
  
  +
|Use for creating new report template.
−
!Uusi
  
−
|Luo uusi raporttimalli.
  
 
|-
  
|-
  +
!Edit
−
!Avaa
  
  +
|Use for editing existing report templates.
−
|Avaa raporttimalli muokkausta varten.
  
 
|-
  
|-
  +
!Printout
−
!Tulostus
  
  +
|Select a report and press Printout. You can also double click on a report to print it.
−
|Valitse raportti ja paina Tulostus, tai kaksoisklikkaa raporttia listassa tulostaaksesi raportin.
  
 
|-
  
|-
  +
!Data definitions
−
!Käsite
  
  +
|Button for creating or editing own definitions in the report. Read more in separate chapter.
−
|Luo uusi raporttikäsite tai muokkaa olemassa olevaa (lisää aiheesta kappaleessa Luo uusi käsite).
  
 
|-
  
|-
  +
!Copy company
−
!Kopioi yritys
  
  +
|You can copy reports from another company. If you have own reports, they will be replaced with the company’s that you copied from. Keep in mind that not all reports are global, i.e. only the person who created the report can use it.
−
|Valitse {{btn|Kopioi yritys}} ja valitse yritys, josta haluat kopioida raportteja, paina {{btn|OK}}.
 
−
Huomioi, että mahdolliset olemassa olevat raportit häviävät, kun uudet kopioituvat päälle. Ota myös huomioon, ettei kaikki raportit välttämättä ole yleisiä, eli siis ovat vain raportin tekijän tai määrätyn valtuusryhmän saatavilla.
  
 
|}
  
|}
   
  +
 
−
== Tulosta raportti ==
  
  +
== Print report ==
  +
* Select the report and press Printout or double click on it.
   
  +
{{ExpandImage|PRO-REP-EN-Bild2.png}}
−
Valitse raportti listasta ja paina {{btn|Tulosta}}. Valintaikkuna aukeaa. Valintaikkuna vaihtelee sen mukaan, mitä asetuksia raportin luomisvaiheessa on tehty. Raportin voi tulostaa joko Pdf-muodossa tai viedä Exceliin.
  
  +
  +
* Make a printout selection. The selection view varies depending on what settings has been made in the report template.
  +
Press Start.
   
  +
{|class=mandeflist
−
{{ExpandImage|pro-rep-fi--grafik2.png}}
  
  +
!Cancel printout
−  
  +
|Use if you want to cancel the printing process.
−
{| class=mandeflist
  
−
!Aloita
  
−
|Kun valinnat ja summaukset on valittu, voit käynnistää raportin tulostuksen.
  
 
|-
  
|-
  +
!Save selection
−
!Peruuta tulostus
  
  +
|This function saves the user’s selection.
−
|Keskeyttää käynnistetyn tulostuksen.
  
 
|-
  
|-
  +
!Reset
−
!Pdf
  
  +
|Resets the saved selection.
−
|Tulostaa raportin Pdf-muotoon.
  
 
|-
  
|-
  +
!Pdf
−
!Excel
  
  +
|Prints the report in Pdf format.
−
|Tulostaa raportin Exceliin tai muuhun laskentaohjelmaan.
  
 
|-
  
|-
  +
!Spreadsheet
−
!Ei yhteenlaskua
  
  +
|Prints the report to Excel.
−
|Tulostus ilman välisummia.
  
 
|-
  
|-
  +
!No sums
−
!Valuutta
  
  +
|Prints to excel with or without subtotals.
−
|Tulostaa raportin muussa valuutassa kuin yrityksen perusvaluutassa.
  
 
|-
  
|-
  +
!Currency
−
!Eliminointi
  
  +
|Used to print the report in a currency other than the company's base currency.
−
|Käytössä vain monivaluuttajärjestelmissä.
  
 
|-
  
|-
  +
!Elimination
−
!Kommentti
  
  +
|Used only in companies using the multiple currency system.
−
|Kommentti, joka näkyy raportin otsikon alla.
  
 
|-
  
|-
  +
!Comment
−
!Välisummat
  
  +
|A comment that will be printed out under the report heading.
−
|Valitse raportin välisummat.
  
 
|-
  
|-
  +
!Subtotal
−
!Lajittelu
  
  +
|Select subtotals for the report.
−
|Sarake, joka ohjaa lajittelun.
  
 
|-
  
|-
  +
!Sorting
−
!Käännetty
  
  +
|Select column for sorting.
−
|Käännetyssä lajittelussa isoimmat arvot näkyvät ylimpänä.
  
  +
|-
  +
!Reversed
  +
|Presents the highest values on the top.
 
|}
  
|}
   
  +
 
−
== Tee uusi raportti ==
  
  +
== Create report ==
  +
* Press New to create a new report.
   
  +
{{ExpandImage|PRO-REP-EN-Bild3.png}}
−
Valitse {{btn|Uusi}}
  
  +
  +
=== New report template ===
  +
* 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 ===
−
{| class=mandeflist
  
  +
You can change the size of the columns and move them by dragging the column heading.
−
!Uusi raporttimalli
  
−
|Klikkaa tekstiä {{btn|Uusi raporttimalli}} ja anna raportille nimi sekä otsikko.
  
−
|-
  
−
!Välisummat
  
−
|Valitse standardiasetus välisummille (voit tulostaessa muuttaa).
  
−
|}
  
   
−
{{ExpandImage|pro-rep-fi--grafik3.png}}
 +
{{ExpandImage|PRO-REP-EN-Bild4.png}}
  +
  +
* 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.
  +
* Change suggested heading, if you wish.
  +
* Choose format for balance presentation:
  +
''#'' ##0 Integrals
   
  +
''#'' ##0,00 Amounts with decimals
   
  +
1000 Thousands
−
{| class=mandeflist
  
−
!Uusi sarake
  
−
|Klikkaa toimintoa {{btn|Uusi sarake}} luodaksesi uuden sarakkeen
  
−
|}
  
   
  +
NAME E.g. the project manager
−
{{ExpandImage|pro-rep-fi--grafik4.png}}
  
   
  +
CODE E.g. the project manager code
−
{| class=mandeflist
  
−
!Otsikko
  
−
|Otsikkokenttään tulee ehdotukseksi teksti sen jälkeen, kun olet valinnut käsitteet. Ehdotuksen voi muuttaa.
  
−
|-
  
−
!Muoto
  
−
|Määrittelee saldon näytön:
 
−
*<code># ##0 </code> = kokoluvuissa
  
−
*<code># ##0,00 </code> = desimaaleilla
  
−
*<code>/1000 </code>= tuhatluvuissa
  
−
*<code> NIMI </code>= nimi (esim. projektijohtaja)
  
−
*<code> KOODI </code> = koodi
 
−
*<code> KOODI+NIMI </code>= sekä nimi että koodi
  
−
|-
  
−
!Käsite
  
−
|Lista sisältää useamman standardikäsitteen, mutta siihen voi lisätä omia (ks. kappale Lisää uusi käsite).
  
−
|-
  
−
!Sarakkeet
  
−
|Näyttää raportin sarakkeet.
  
−
|-
  
−
!Kausi
  
−
|Voit valita määrätyn kauden, mikäli se aina tulee sarakkeeseen. Kauden voi myös Valinnoissa asettaa valittavaksi tulostuksen yhteydessä.
  
−
|-
  
−
!Kertynyt tilivuotena
  
−
|Näyttää kuluvan tilivuoden saldon sarakkeessa.
  
−
|-
  
−
!Edellinen vuosi
  
−
|Näyttää edellisen vuoden saldon sarakkeessa.
  
−
|-
  
−
!Operaattori
  
−
|Operaattorin avulla voi laskea sarakkeiden arvoja yhteen, näyttää erotuksia, jne. Operaattoria voi käyttää sekä sarakkeissa että käsitteissä.
  
−
|-
  
−
!OK
  
−
|Tallentaa sarakkeen.
  
−
|-
  
−
!Poista sarake
  
−
|Poistaa sarakkeen.
 
−
|-
  
−
!Tallenna
  
−
|Tallentaa raportin.
  
−
|-
  
−
!Peruuta
  
−
|Keskeyttää raportin tallentamatta.
  
−
|-
  
−
!Valinnat
  
−
|Valitse raportin tulostuksen yhteydessä näkyvä valikoima.
  
−
|-
  
−
!Muoto
  
−
|Valitse pysty- tai vaakasuora tulostus.
  
−
|-
  
−
!Näytä kaudet
  
−
|Poikkeava = näyttää kaudet vain niissä sarakkeissa, joissa kausi on ilmoitettuKaikki = näyttää valitun kauden kaikissa sarakkeissaEi = ei näytä kautta sarakkeessa
  
−
|-
  
−
!Yleinen
  
−
|Yleistä raporttia voi käyttää kaikki valtuutetut käyttäjät.
  
−
|-
  
−
!Vain valtuusryhmä
  
−
|Valtuusryhmä yleiselle raportille.
  
−
|-
  
−
!Koko
  
−
|100 % on asetettu oletukseksi.
  
−
|-
  
−
!Kopioi kohteesta
  
−
|Kopioi olemassa olevia yrityksen sisäisiä raportteja.
  
−
|}
  
   
−
== Lisää uusia raporttikäsitteitä ==
  
   
  +
* If a certain period always shall be shown in the column, enter it here.
−
Valitse {{btn|Käsitteet}} raporttien alkusivulta, ja sen jälkeen {{btn|Uusi}}.
  
  +
Acc accounting year shows the balance for the current year.
  +
Previous year shows the balance from previous year.
  +
* Use Operator for calculations. It can be used for both columns and data definitions.
  +
* You can make a selection for the column.
  +
* Save the column with OK button. Make new columns if you wish.
  +
* Click the Format button to make the report landscape or portrait so that all columns fit.
  +
* Resize columns and move them by grabbing the column header.
   
  +
=== Format and selection ===
−
{{ExpandImage|pro-rep-fi--grafik6.png}}
  
  +
Decide how the report should be presented and the selection screen when printing.
   
  +
{{ExpandImage|PRO-REP-EN-Bild5.png}}
−
{| class=mandeflist
  
  +
−
|'''Header'''
  
  +
* Set Format to portrait or landscape.
−
|Give the definition a clear and detailed header. It will become its identification.
  
  +
*Choose selection that will be suggested.
−
|-
  
  +
−
|'''Format'''
  
  +
{|class=mandeflist
−
|Determines how the balance shall be shown
  
  +
!Show periods
−
* <code># ##0</code> = shows integrals
  
  +
|Dissenting periods shows periods in columns where periods are available.
−
* <code>#|##0,00</code> = shows with decimals
  
  +
−
* <code>/1000</code> = shows in thousands
  
  +
''All'' shows selected period in all columns
−
* <code>NAMN</code> = shows the name (e.g. project manager)
  
  +
−
* <code>KOD</code> = shows code
  
  +
''No'' doesn’t show periods in columns
−
* <code>KOD+NAMN</code> = shows code + name
  
−
|-
  
−
|'''Formula'''
  
−
|Calculate with basic definitions with <code>+</code> <code>-</code> <code>*</code> <code>/</code> <code>%</code>
  
 
|-
  
|-
  +
!Global
−
|'''Basic definitions'''
  
  +
|A global report allows all users with authorisation to reports to use this report.
−
|Shows the content of the definition
  
 
|-
  
|-
  +
!Authorisation group
−
|'''Selection'''
  
  +
|If the report is made global, you can select an authorisation group for it.
−
|Select what codes, if any, shall be shown regarding fees, purchases and other
  
 
|-
  
|-
  +
!Size
−
|'''Project type'''
  
  +
|100 % is automatically suggested.
−
| The project types are: E= external G= joint types within the company I= internal J= speculation/pitch projects 9= internal, not project related
  
 
|-
  
|-
  +
!Copy from
−
|'''Project labelling'''
  
  +
|Here, existing reports within the company can be copied.
−
|Your internal definitions (requires use of project labelling on projects)
  
 
|}
  
|}
   
−
== Pikaopas– Luo uusi raportti ==
 +
=== 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.
   
  +
{{ExpandImage|PRO-REP-EN-Bild6.png}}
−
* Klikkaa otsikkoa Uusi raporttimalli ja anna sille nimi.
  
   
  +
* Click on Data definition and select New.
−
* Valitse Uusi sarake ja Käsite sarakkeen sisällöksi (anna tarvittaessa uusi nimi otsikolle).
  
   
  +
{{ExpandImage|PRO-REP-EN-Bild7.png}}
−
* Klikkaa {{btn|Valikoima}} ja valitse tulostusvalikoima.
  
  +
  +
* 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
  +
* Select format for balance presentation.
  +
* Choose Selection for Fees, Purchases. Select Project type and optional Project label.
  +
* Write a clear heading.
  +
* Save. The new data definition can now be fetched into a report template.
   
−
* Vaihda tarvittaessa raportin muoto pystyasennosta vaaka-asentoon.
  
   
  +
== Report definitions==
−
* Valitse kausien näytöt sarakkeissa.
  
   
  +
{|class= mandeflist
−
* Ilmoita, onko raportti yleinen, eli kaikkien käytettävissä, vai pelkästään sinun ja/tai määrättyjen valtuusryhmien käytettävissä.
  
  +
!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.
−
* Valitse mahdolliset standardivälisummat.
  
−  
−
* Tallenna.
  
−  
−
== Pikaopas -Luo uusia käsitteitä ==
  
−  
−
* Valitse peruskäsite ja klikkaa oikeanpuolista nuolta niin, että peruskäsite näkyy kentässä Muuttujat.
  
−  
−
* Voit valita lisää peruskäsitteitä ja ilmoittaa kaavan.
  
−  
−
* Valitse valikoima omalle työlle, alihankinnoille ja muulle, sekä projektin laji ja mahdollinen -merkintä.
  
−  
−
* Ilmoita selkeä otsikko.
  
−  
−
* Tallenna.
  
−  
−
Uuden käsitteen voi nyt noutaa raporttimallissa.
  
−  
−
''Alla olevassa esimerkissä käsite ”Myyntihinta- ostohinta Ostoille” hakee varasto myyntihinnan miinus varasto ostohinnan pelkästään toimittajille, jos sitä käytetään raporttimallissa''
  
−  
−
{{ExpandImage|pro-rep-fi--grafik8.png}}
  
−  
−
== Raporttikäsitteet ==
  
−  
−  
−
{|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 itis the purchase price stated on the code.
  
 
|-
  
|-
−
|'''Actual Amount'''
 +
!Actual Amount
 
|Number of registered entities
  
|Number of registered entities
 
|-
  
|-
−
|'''Actual Registered'''
 +
!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 before mark-up and for fees, the hourly price.
 
|-
  
|-
−
|'''Actual adjusted'''
 +
!Actual Adjusted
−
|Adjusted records
 +
|Adjusted entries
 
|-
  
|-
−
|'''Invoiced p-price'''
 +
!Invoiced p-price
−
|Like actual purchase price, but only invoiced records
 +
|Like Actual purchase price, but only entries that are invoiced.
 
|-
  
|-
−
|'''Invoiced s-price'''
 +
!Invoiced s-price
−
|Like actual registered, but only invoiced records
 +
|Like Actual registered, but only entries that are invoiced.
 
|-
  
|-
  +
!Pre-invoiced
−
|'''Invoiced pre-inv.'''
  
 
|Pre-invoices
  
|Pre-invoices
 
|-
  
|-
−
|'''WIP p-price'''
 +
!WIP purchase price
−
|Like actual purchase price but only not invoiced records
 +
|Like Actual purchase price, but only entries that are not invoiced.
 
|-
  
|-
−
|'''WIP s-price'''
 +
!WIP Sales price
−
|Like actual registered but only not invoiced records
 +
|Like Actual registered, but only entries that are not invoiced.
 
|-
  
|-
−
|'''WIP pre-inv'''
 +
!WIP Pre-invoiced
  +
|Pre-invoices that haven’t been deducted.
−
|Not deducted pre-invoices
  
 
|-
  
|-
−
|'''Project estimate hours'''
 +
!Project estimate Hours
  +
|Estimated hours on the project
−
|Budgeted hours – estimate made in Project: Queries
  
 
|-
  
|-
−
|'''Project estimate amount'''
 +
!Project estimate Amount
  +
|Estimated amount on the project
−
|Budgeted amount – estimate made in Project: Queries
  
 
|-
  
|-
−
|'''Project estimate p-price'''
 +
!Project estimate p-price
  +
|Estimated purchase price. See Actual p-price for definition.
−
|Budgeted amount (see actual s-price for details) – estimate made in Project: Queries
  
 
|-
  
|-
−
|'''Regular hourly rate'''
 +
!Regular price/hour
−
|The regular hourly rate of the employee set in System: Base registers/PRO/Employees
 +
|The employee’s regular hourly price set in the employee register in base registers.
 
|-
  
|-
−
|'''Regular working time'''
 +
!Regular working time
−
|The working time request in Time reporting
 +
|The employee’s work time requirement in Time report.
 
|-
  
|-
−
|'''Fixed price'''
 +
!Fixed price
−
|Fixed price set on the project in Project: Queries or in System: Base registers/PRO/Clients ans projects
 +
|A fixed price set on the project
 
|-
  
|-
−
|'''Not updated time'''
 +
!Not updated hours
−
|Time that hasn&apos;t been updated in Project: Registration, correction and update Shows hours.
 +
|Hours not updated in Project | Backoffice | Transactions | Update WIP
  +
|-
  +
!Resource planned time
  +
|Hours that are resource planned
 
|-
  
|-
  +
!Collective client manager
−
|'''Resource planned time'''
  
  +
|Client manager that is registered on the collective client in the base registers
−
|Time that is planned in Project: Resource planning
  
 
|-
  
|-
−
|'''Collective client manager'''
 +
!Client manager
−
|Client manager stated on the client in Project: Queries or in System: Base registers/PRO/Collective clients
 +
|Client manager that is registered on the client or the project
 
|-
  
|-
−
|'''Project manager'''
 +
!Project manager
−
|Project manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
 +
|Project manager that is registered on the project
  +
|-
  +
!Production manager
  +
|Production manager that is registered on the project
 
|-
  
|-
  +
!Master
−
|'''Production manager'''
  
  +
|The master project that is connected to the project
−
|Production manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
  
 
|-
  
|-
  +
!Project type
−
|'''Master'''
  
  +
|E = external, I = internal, 9 = Not project related (900-codes), J = Speculative job and G = group common
−
|Shows the Master project that the project is connected to
  
 
|-
  
|-
−
|'''Project type'''
 +
!Project status
  +
|0 = active, 9 = closed, 8 = pending
−
|E= external, I =internal, 9= not project related (900-codes), J=speculation projects and G= common projects within group.
  
 
|-
  
|-
−
|'''Project status'''
 +
!Project group
  +
|The group that is connected to the project
−
|0= active, 9=closed, 8= deactivated
  
 
|-
  
|-
  +
!Created
−
|'''Project group'''
  
  +
|Date when the project was created
−
|Shows the group that is connected with the project
  
 
|-
  
|-
  +
!Last entry
−
|'''Registered'''
  
−
|The date for registration of the project
 +
|Shows date for last registered entry
 
|-
  
|-
  +
!Filing number
−
|'''Last entry'''
  
  +
|Filing number registered on the project
−
|Shows date of last registered entry
  
 
|-
  
|-
−
|'''Archiving'''
 +
!Archiving status
−
|Archiving number on the project
 +
|J If the project is archived, N if not
 
|-
  
|-
  +
!Filing date
−
|'''Archiving status'''
  
  +
|Date for archiving the project
−
|Y= archived, N= not archived
  
 
|-
  
|-
  +
!Closed
−
|''' Archiving date'''
  
  +
|Closing date for the project
−
|Date of archiving
  
 
|-
  
|-
  +
!Latest invoice is paid
−
|'''Closed'''
  
−
|Closing date of the projects
  
−
|-
  
−
|'''Last invoice paid'''
  
 
|Payment date of the last paid invoice
  
|Payment date of the last paid invoice
 
|-
  
|-
  +
!Team
−
|'''Deadline'''
  
  +
|The project’s team
−
|Deadline date, set in Project: Queries
  
  +
|-
  +
!Deadline
  +
|Deadline date, registered on the project
  +
|-
  +
!Start date
  +
|Start date of the project, registered on the project
  +
|-
  +
!VAT code
  +
|The VAT code of the project
  +
|-
  +
!Comment
  +
|Comment from the time sheet row in Projects | Time reporting
  +
|-
  +
!Own ID
  +
|Registered on the client
  +
|-
  +
!Reporting-ID
  +
|Registered on the client
  +
|-
  +
!Intercompany code
  +
|Registered on the client
 
|}
  
|}
  +
−
[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:PRO]]
  
  +
  +
[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]

Latest revision as of 09:17, 20 January 2026

Reports

Reports can be printed out and created in Projects | Reports.

General

New Use for creating new report template.
Edit Use for editing existing report templates.
Printout Select a report and press Printout. You can also double click on a report to print it.
Data definitions Button for creating or editing own definitions in the report. Read more in separate chapter.
Copy company You can copy reports from another company. If you have own reports, they will be replaced with the company’s that you copied from. Keep in mind that not all reports are global, i.e. only the person who created the report can use it.

 

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.

Press Start.

Cancel printout Use if you want to cancel the printing process.
Save selection This function saves the user’s selection.
Reset Resets the saved selection.
Pdf Prints the report in Pdf format.
Spreadsheet Prints the report to Excel.
No sums Prints to excel with or without subtotals.
Currency Used to print the report in a currency other than the company's base currency.
Elimination Used only in companies using the multiple currency system.
Comment A comment that will be printed out under the report heading.
Subtotal Select subtotals for the report.
Sorting Select column for sorting.
Reversed Presents the highest values on the top.

 

Create report

  • Press New to create a new report.

New report template

  • 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

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.
  • Change suggested heading, if you wish.
  • Choose format for balance presentation:

# ##0 Integrals

# ##0,00 Amounts with decimals

1000 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. Previous year shows the balance from previous year.

  • Use Operator for calculations. It can be used for both columns and data definitions.
  • You can make a selection for the column.
  • Save the column with OK button. Make new columns if you wish.
  • Click the Format button to make the report landscape or portrait so that all columns fit.
  • Resize columns and move them by grabbing the column header.

Format and selection

Decide how the report should be presented and the selection screen when printing.

  • Set Format to portrait or landscape.
  • Choose selection that will be suggested.
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

Global A global report allows all users with authorisation to reports to use this report.
Authorisation group If the report is made global, you can select an authorisation group for it.
Size 100 % is automatically suggested.
Copy from Here, existing reports within the company can be copied.

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.
  • 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.
  • Write a clear heading.
  • Save. The new data definition can now be fetched into 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 before mark-up and for fees, the hourly price.
Actual Adjusted Adjusted entries
Invoiced p-price Like Actual purchase price, but only entries that are invoiced.
Invoiced s-price Like Actual registered, but only entries that are invoiced.
Pre-invoiced Pre-invoices
WIP purchase price Like Actual purchase price, but only entries that are not invoiced.
WIP Sales price Like Actual registered, but only entries that are not invoiced.
WIP Pre-invoiced Pre-invoices that haven’t been deducted.
Project estimate Hours Estimated hours on the project
Project estimate Amount Estimated amount on the project
Project estimate p-price Estimated purchase price. See Actual p-price for definition.
Regular price/hour The employee’s regular hourly price set in the employee register in base registers.
Regular working time The employee’s work time requirement in Time report.
Fixed price A fixed price set on the project
Not updated hours Backoffice | Transactions | Update WIP
Resource planned time Hours that are resource planned
Collective client manager Client manager that is registered on the collective client in the base registers
Client manager Client manager that is registered on the client or the project
Project manager Project manager that is registered on the project
Production manager Production manager that is registered on the project
Master The master project that is connected to the project
Project type E = external, I = internal, 9 = Not project related (900-codes), J = Speculative job and G = group common
Project status 0 = active, 9 = closed, 8 = pending
Project group The group that is connected to the project
Created Date when the project was created
Last entry Shows date for last registered entry
Filing number Filing number registered on the project
Archiving status J If the project is archived, N if not
Filing date Date for archiving the project
Closed Closing date for the project
Latest invoice is paid Payment date of the last paid invoice
Team The project’s team
Deadline Deadline date, registered on the project
Start date Start date of the project, registered on the project
VAT code The VAT code of the project
Comment Time reporting
Own ID Registered on the client
Reporting-ID Registered on the client
Intercompany code Registered on the client
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