Difference between revisions of "Reports/nb"

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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.
−
== Generelt ==
  
   
  +
{{ExpandImage|PRO-REP-EN-Bild1.png}}
−
I {{pth|Prosjekt|Rapporter}} kan du skrive ut rapporter og bygge nye.
  
  +
−  
  +
== General ==
−
{{ExpandImage|PRO-REP-NO-Bild1.png}}
  
  +
{|class=mandeflist
−  
  +
!New
−
{| class=mandeflist
  
  +
|Use for creating new report template.
−
!Ny
  
−
|Velg {{btn|Ny}} for å skape en ny rapportmal.
  
 
|-
  
|-
  +
!Edit
−
!Åpne
  
  +
|Use for editing existing report templates.
−
|Velg {{btn|Åpne}} for å redigere i eksisterende rapportmaler.
  
 
|-
  
|-
  +
!Printout
−
!Utskrift
  
  +
|Select a report and press Printout. You can also double click on a report to print it.
−
|Marker en rapport og klikk {{btn|Utskrift}} (eller dobbeltklikk) for å skrive ut rapporten.
  
 
|-
  
|-
  +
!Data definitions
−
!Begrep
  
  +
|Button for creating or editing own definitions in the report. Read more in separate chapter.
−
|Velg {{btn|Begrep}} for å skape eller redigere begreper med egne definisjoner (se senere avsnitt).
  
 
|-
  
|-
  +
!Copy company
−
!Kopierfirma
  
  +
|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.
−
|Velg {{btn|Kopier firma}} og marker det firmaet som du vil kopiere fra og trykk {{btn|OK}}. Hvis det finnes eksisterende rapporter i firmaet, blir de overskrevne med det kopierte firmaets rapporter. Husk på at det kan finnes rapporter som ikke er sentrale, dvs. rapporter som kun kan ses av den som skapt den.
  
 
|}
  
|}
   
  +
 
−
== Skriv ut rapport ==
  
  +
== Print report ==
  +
* Select the report and press Printout or double click on it.
   
  +
{{ExpandImage|PRO-REP-EN-Bild2.png}}
−
Marker rapporten og velg {{btn|Utskrift}} for å skrive ut rapporten. Et selekteringsbilde vises. Den varierer for hver rapport- dette kommer an på innstillinger som ble gjort da rapporten skaptes.
  
  +
−
Rapporten kan skrivas ut i Pdf-format eller som Kalkyle (eksport til Excel).
  
  +
* 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-NO-grafik2.png}}
  
  +
!Cancel printout
−  
  +
|Use if you want to cancel the printing process.
−
{| class=mandeflist
  
−
!Start
  
−
|Da selekteringer o summeringer er gjort kan du starte rapporten.
  
 
|-
  
|-
  +
!Save selection
−
!Avbryt utskrift
  
  +
|This function saves the user’s selection.
−
|Klikk for å avbryte rapportutskriften.
  
 
|-
  
|-
  +
!Reset
−
!Pdf
  
  +
|Resets the saved selection.
−
|Rapporten kan skrives ut i Pdf-format.
  
 
|-
  
|-
  +
!Pdf
−
!Kalkyle
  
  +
|Prints the report in Pdf format.
−
|Rapporten kan skrives ut til Excel eller annet kalkyleprogram.
  
 
|-
  
|-
  +
!Spreadsheet
−
!Ikke summert
  
  +
|Prints the report to Excel.
−
|En utskrift uten summeringer.
  
 
|-
  
|-
  +
!No sums
−
!Valuta
  
  +
|Prints to excel with or without subtotals.
−
|Anvendes for å skrive ut rapporten i en annen valuta enn firmaet sin grunnvaluta.
  
 
|-
  
|-
  +
!Currency
−
!Eliminering
  
  +
|Used to print the report in a currency other than the company's base currency.
−
|Brukes kun da firmaet dit bruker multivalutasystemet.
  
 
|-
  
|-
  +
!Elimination
−
!Kommentar
  
  +
|Used only in companies using the multiple currency system.
−
|En kommentar som skrivs ut under overskriften til rapporten.
  
 
|-
  
|-
  +
!Comment
−
!Summering
 
  +
|A comment that will be printed out under the report heading.
−
|Velg hvordan rapporten skal summeres.
  
 
|-
  
|-
  +
!Subtotal
−
!Sortering
 
  +
|Select subtotals for the report.
−
|Velg kolonne som sortering skal gjøres etter.
 
 
|-
  
|-
  +
!Sorting
−
!Omvent
  
  +
|Select column for sorting.
−
|De største verdiene vises øverst
 
  +
|-
  +
!Reversed
  +
|Presents the highest values on the top.
 
|}
  
|}
   
  +
 
−
== Skap ny rapport ==
  
  +
== Create report ==
  +
* Press New to create a new report.
   
  +
{{ExpandImage|PRO-REP-EN-Bild3.png}}
−
Klikk på {{btn|Ny}}.
  
  +
  +
=== 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.
−
!Ny rapportmal
  
−
|Klikk på teksten '''Ny Rapportmal''' og oppgi navn og overskrift.
  
−
|-
  
−
!Summeringsbegrep
  
−
|Velg en standardinnstilling for summering (kan endres ved utskrift).
  
−
|}
  
   
−
{{ExpandImage|PRO-REP-NO-Bild2.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
−
{| class=mandeflist
  
−
!Ny kolonne
  
−
|Klikk på NY for å skape ny kolonne
  
−
|}
  
   
  +
1000 Thousands
−
{{ExpandImage|PRO-REP-NO-grafik4.png}}
  
   
  +
NAME E.g. the project manager
−
{| class=mandeflist
  
−
!Overskrift
  
−
|Etter at begreper er valgte er det mulig å endre den automatisk foreslagne overskriften.
  
−
|-
  
−
!Format
  
−
|Bestemmer måten saldoen ska vises på:
  
−
*<code> # ##0 </code> = viser heltall
  
−
*<code> # ##0,00 </code> = viser med desimaler
  
−
*<code> /1000 </code> = viser tusentall
  
−
*<code> NAVN </code>= viser navnet (f eks. prosjektledere)
  
−
*<code> KODE </code> = viser kode
  
−
*<code>KODE+NAVN </code> = viser kode + navn
  
−
|-
  
−
!Begreper
  
−
|Noen standardbegreper er allerede opplagt i systemet men du kan legge til nye i listen under {{btn|Begreper}}, se senere stykke.
  
−
|-
  
−
!Kolonner
  
−
|I rapporten opplagte kolonner.
  
−
|-
  
−
!Periode
  
−
|Mulighet å selektere på en viss periode, brukes dersom en bestemt periode alltid må vises i kolonnen. Periode kan også oppgis ved utskrift, dersom det er innstilt under {{btn|Utvalg}}.
  
−
|-
  
−
!Akk regnskapsåret
 
−
|Innebærer at saldoen for det inneværende året vises akkumulert i kolonnen.
  
−
|-
  
−
!Tidligere år
  
−
|Saldoen for foregående år vises i kolonnen
  
−
|-
  
−
!Operator
  
−
|Anvendes for å addere kolonner, vise på differanser mv. Operatorn kan brukes for både kolonner og begreper.
  
−
|-
  
−
!OK
  
−
|Lagrer kolonnen.
  
−
|-
  
−
!Slett kolonne
  
−
|Sletter kolonne
  
−
|}
  
   
  +
CODE E.g. the project manager code
−
{{ExpandImage|PRO-REP-NO-grafik5.png}}
  
   
−
{|class=mandeflist
  
−
!Lagre
  
−
|Lagrer rapporten.
  
−
|-
  
−
!Avbryt
  
−
|Avbryter rapporten uten lagring.
  
−
|-
  
−
!Utvalg
  
−
|Under utvalg velges de selekteringsforslagene som skal vises ved utskrift av rapporten.
  
−
|-
  
−
!Format
  
−
|Du kan velge mellom liggende og stående rapportformat.
  
−
|-
  
−
!Vis perioder
  
−
|Avvikende = Skriver ut perioder i de kolonner hvor de er oppgitt Alle = Skriver ut valgt periode i alle kolonnerInga = Skriver ikke ut noen perioder i kolonnenne
  
−
|-
  
−
!Sentral
  
−
|Alle med autorisasjon till rapporter kan bruke en sentral rapport.
  
−
|-
  
−
!Kun aut.gruppe
  
−
|Du kan velge autorisasjonsgruppe for en sentral rapport.
  
−
|-
  
−
!Størrelse
  
−
|100 % foreslås automatisk.
  
−
|-
  
−
!Kopier fra
  
−
|Her kan eksisterende rapporter innen for firmaet kopieres.
  
−
|}
  
   
  +
* If a certain period always shall be shown in the column, enter it here.
−
== Legg til rapportbegreper ==
  
  +
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 ===
−
Klikk på {{btn|Begreper}} og velg {{btn|Ny}}.
  
  +
Decide how the report should be presented and the selection screen when printing.
   
−
{{ExpandImage|PRO-REP-NO-grafik6.png}}
 +
{{ExpandImage|PRO-REP-EN-Bild5.png}}
  +
  +
* Set Format to portrait or landscape.
  +
*Choose selection that will be suggested.
   
−
{| class=mandeflist
 +
{|class=mandeflist
  +
!Show periods
−
!Overskrift
  
  +
|Dissenting periods shows periods in columns where periods are available.
−
|Ge begrepet den overskrift som blir dess identitet. (Skriv en tydelig detaljert overskrift.)
  
  +
−
|-
  
  +
''All'' shows selected period in all columns
−
!Format
  
  +
−
|Bestemmer måten saldoen skal vises på:
  
  +
''No'' doesn’t show periods in columns
−
*<code> # ##0 </code> = heltall
  
−
*<code> # ##0.00 </code> = med desimaler
  
−
*<code> /1000 </code>= viser tusentall
  
−
*<code> TEKST </code> = viser tekst
  
−
*<code> NAVN </code> = viser navnet (f eks. prosjektleder)
  
−
*<code> KODE </code> = viser kode
  
−
*<code> KODE+NAVN </code> = viser kode+navn
  
−
|-
  
−
!Formel
  
−
|Ved å bruke + - * / % kan forskjellige grunnbegreper beregnes
  
 
|-
  
|-
  +
!Global
−
!Grunnbegrep
  
  +
|A global report allows all users with authorisation to reports to use this report.
−
|Viser hva begrepet ska inneholde
  
 
|-
  
|-
  +
!Authorisation group
−
!Utvalg
  
  +
|If the report is made global, you can select an authorisation group for it.
−
|Velg å vise alt, intet eller kun visse koder for honorar, innkjøp og øvrigt
  
 
|-
  
|-
  +
!Size
−
!Prosjektsort
  
  +
|100 % is automatically suggested.
−
|De ulike prosjektsortene:E= eksterne G= felles innen for firmaet I= interne J= spekulasjon/pitchprosjekt 9= internt, ikke prosjektrelatert
  
 
|-
  
|-
  +
!Copy from
−
!Prosjektmerking
  
  +
|Here, existing reports within the company can be copied.
−
|Velg prosjektmerking, dersom dere har aktivert funksjonene med merking
  
 
|}
  
|}
   
−
== Skap ny rapport - hurtigguide ==
 +
=== 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}}
−
* Klikk på overskriften Ny rapportmal og gi rapporten et navn.
  
   
  +
* Click on Data definition and select New.
−
* Velg Ny kolonne og ett begrep for innholdet til kolonnen (du kan erstatte kolonneoverskriften).
  
   
  +
{{ExpandImage|PRO-REP-EN-Bild7.png}}
−
* Klikk på {{btn|Utvalg}} og velg selektering for utskrift av rapporten.
  
  +
  +
* 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.
   
−
* Velg mellom stående og liggende format, dersom rapporten har mange kolonner.
  
   
  +
== Report definitions==
−
* Velg på hvilken måte perioder i kolonnene skal vises.
  
−  
−
* Velg mellom en sentral rapport, dvs. tilgjengelig for alle, egen rapport eller en rapport for visse autorisasjonsgrupper.
  
−  
−
* Velg eventuell standardsummering.
  
−  
−
*Lagr.
  
−  
−
== Skap nye begreper – hurtigguide ==
  
−  
−
* Marker et grunnbegrep og klikk på pil høyre, velg formel i feltet {{fld|Formel}}.
  
−  
−
* Du kan legge til flere grunnbegreper og velge Formel.
  
−  
−
Velg utvalg for Honorar, Innkjøp og Øvrigt samt prosjektsort og eventuell prosjektmerking.
  
−  
−
* Skriv en tydelig overskrift.
  
−  
−
*Lagr.
  
−  
−
Det nye begrepet kan nu hentes opp i rapportmalen.
  
−  
−
''I eksempelet neden vil begrepet ”Utpris – Innpris for Innkjøp” hente lager utpris minus lager innpris bare for innkjøp dersom den anvendes i en rapportmal''
  
−  
−
{{ExpandImage|PRO-REP-NO-grafik8.png}}
  
−  
−
== Rapportbegreper ==
  
−  
−
{| class=mandeflist
  
−
|}
  
   
 
{|class= mandeflist
 
{|class= mandeflist
  +
!Actual p-price
−
!Opparb. innpris
 
  +
|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.
−
|Registrert innpris. For innkjøp er det prisen før påslaget. For honorar er det medarbeideren sin kalkylekostnad og for øvrigt er det innprisen man legger på koden.
  
 
|-
  
|-
  +
!Actual Amount
−
!Opparb antall
  
  +
|Number of registered entities
−
|Antall registrerte enheter
  
 
|-
  
|-
  +
!Actual Registered
−
!Opparb. registr.
  
  +
|Registered sales price. For purchases it means the price before mark-up and for fees, the hourly price.
−
|Registrert utpris. For innkjøp er det prisen etter påslaget. For honorar er det timeprisen og for øvrigt er det utprisen man legger på koden.
  
 
|-
  
|-
  +
!Actual Adjusted
−
!Opparb. justert
  
  +
|Adjusted entries
−
|Justerte poster
  
 
|-
  
|-
  +
!Invoiced p-price
−
!Fakturert innpris
  
  +
|Like Actual purchase price, but only entries that are invoiced.
−
|Som opparbeidet innpris, men bare fakturerte poster
  
 
|-
  
|-
  +
!Invoiced s-price
−
!Fakturert utpris
  
  +
|Like Actual registered, but only entries that are invoiced.
−
|Som opparbeidet registrert, men bare fakturerte poster
  
 
|-
  
|-
  +
!Pre-invoiced
−
!Fakturert Akonto
 
  +
|Pre-invoices
−
|Akontofakturaer
  
 
|-
  
|-
  +
!WIP purchase price
−
!Lager innpris
 
  +
|Like Actual purchase price, but only entries that are not invoiced.
−
|Som opparbeidet innpris, men bare ufakturerte poster
  
 
|-
  
|-
  +
!WIP Sales price
−
!Lager utpris
 
  +
|Like Actual registered, but only entries that are not invoiced.
−
|Som opparbeidet registrert, men bare ufakturerte poster
  
 
|-
  
|-
  +
!WIP Pre-invoiced
−
!Lager Akonto
 
  +
|Pre-invoices that haven’t been deducted.
−
|Uavregnede akontofakturaer
  
 
|-
  
|-
  +
!Project estimate Hours
−
!Kundebudsjett
  
  +
|Estimated hours on the project
−
|Budsjett som settes på kunde i Classic 04-20-50
  
 
|-
  
|-
  +
!Project estimate Amount
−
!Prosjektbudsjett Timer
 
  +
|Estimated amount on the project
−
|Budsjetterte timer - budsjett som opprettes i {{pth|Prosjekter|Spørsmål}}
  
 
|-
  
|-
  +
!Project estimate p-price
−
!Prosjektbudsjett beløp
  
  +
|Estimated purchase price. See Actual p-price for definition.
−
|Budsjettert beløp - - budsjett som opprettes i {{pth|Prosjekter|Spørsmål}}
  
 
|-
  
|-
  +
!Regular price/hour
−
!Prosjektbudsjett innpris
  
  +
|The employee’s regular hourly price set in the employee register in base registers.
−
|Budsjettert innpris (se Opparb innpris) - budsjett som opprettes i {{pth|Prosjekter|Spørsmål}}
  
 
|-
  
|-
  +
!Regular working time
−
!Ordinær timepris
  
  +
|The employee’s work time requirement in Time report.
−
|Ordinær timepris til medarbeideren som bestemmes i {{pth|System|Grunnregister/PRO/Medarbeidere}}
  
 
|-
  
|-
  +
!Fixed price
−
!Ordinær arbeidstid
 
  +
|A fixed price set on the project
−
|Medarbeideren sin arbeidstidskrav i timeføringen.
  
 
|-
  
|-
  +
!Not updated hours
−
!Fast pris
  
  +
|Hours not updated in Project | Backoffice | Transactions | Update WIP
−
|Fast pris på prosjektet, bestemmes enten i Kunde og Prosjekt eller i {{pth|System|Grunnregister/PRO/Kunder og prosjekter}}
  
  +
|-
  +
!Resource planned time
  +
|Hours that are resource planned
 
|-
  
|-
  +
!Collective client manager
−
!Ikke oppdatert tid
  
  +
|Client manager that is registered on the collective client in the base registers
−
|Antall timer som ikke er oppdatert i {{pth|Prosjekter|Registrering, korrigering og oppdatering}}.
  
 
|-
  
|-
  +
!Client manager
−
!Ressursplanlagt tid
  
  +
|Client manager that is registered on the client or the project
−
|Tid som er ressursplanlagt i {{pth|Prosjekter|Ressursplanlegging}}.
  
 
|-
  
|-
  +
!Project manager
−
!Overkundeansvarlig
  
  +
|Project manager that is registered on the project
−
|Kundeansvarlig som er registrert på kunden i {{pth|Prosjekter|Spørsmål}} eller i {{pth|System|Grunnregister/PRO/Kunder og prosjekter}}.
  
  +
|-
  +
!Production manager
  +
|Production manager that is registered on the project
 
|-
  
|-
  +
!Master
−
!Kundeansvarlig
 
  +
|The master project that is connected to the project
−
|Kundeansvarlig som er registrert på kunden i {{pth|Prosjekter|Spørsmål}} eller i {{pth|System|Grunnregister/PRO/Kunder og prosjekter}}.
  
 
|-
  
|-
  +
!Project type
−
!Prosjektleder
  
  +
|E = external, I = internal, 9 = Not project related (900-codes), J = Speculative job and G = group common
−
|Prosjektleder som er registrert på kunden i {{pth|Prosjekter|Spørsmål}} eller i {{pth|System|Grunnregister/PRO/Kunder og prosjekter}}.
  
 
|-
  
|-
  +
!Project status
−
!Produksjonsleder
  
  +
|0 = active, 9 = closed, 8 = pending
−
|Produksjonsleder som er registrert på kunden i {{pth|Prosjekter|Spørsmål}} eller i {{pth|System|Grunnregister/PRO/Kunder og prosjekter}}.
  
 
|-
  
|-
  +
!Project group
−
!Master
  
  +
|The group that is connected to the project
−
|Gir det masterprosjektet som er koplet til prosjektet
  
 
|-
  
|-
  +
!Created
−
!Prosjektsort
 
  +
|Date when the project was created
−
|E= Eksternt, I= Internt, 9= Ikke prosjektrelatert (900-koder) J= spekulasjonsprosjekt og G= gruppefelles
  
 
|-
  
|-
  +
!Last entry
−
!Prosjektstatus
  
  +
|Shows date for last registered entry
−
|0= Aktivt, 9= Stoppet, 8= Hvilende
  
 
|-
  
|-
  +
!Filing number
−
!Prosjektgruppe
  
  +
|Filing number registered on the project
−
|Gir den gruppe som er koplet til prosjektet
  
 
|-
  
|-
  +
!Archiving status
−
!Opprettet
  
  +
|J If the project is archived, N if not
−
|Dato for prosjektopprettelse
  
 
|-
  
|-
  +
!Filing date
−
!Senest reg
  
  +
|Date for archiving the project
−
|Dato for senest registrerte post
 
 
|-
  
|-
  +
!Closed
−
!Stoppet
  
−
|Stoppdato for prosjektet
 +
|Closing date for the project
 
|-
  
|-
  +
!Latest invoice is paid
−
!Siste faktura betalt
  
  +
|Payment date of the last paid invoice
−
|Betaldato på den senest betalte fakturaen
  
 
|-
  
|-
  +
!Team
−
!Deadline
 
  +
|The project’s team
−
|Deadlinedato – registreres i {{pth|Prosjekter|Spørsmål}}.
  
  +
|-
  +
!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-NO]]
  
−
[[Category:Manuals]]
 +
[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]
−
[[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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