Difference between revisions of "Reports"

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__FORCETOC__
  
__FORCETOC__
 
<translate>
  
<translate>
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= Reports =
 +
= Reports = <!--T:42-->
   
  +
<!--T:43-->
 
Reports can be printed out and created in Projects | Reports.
  
Reports can be printed out and created in Projects | Reports.
−
 
   
  +
{{ExpandImage|PRO-REP-EN-Bild1.png}}
−
== General ==
  
  +
  +
== General == <!--T:44-->
 
{|class=mandeflist
  
{|class=mandeflist
 
!New
 
!New
Line 26: Line 28:
   
 
 
  
 
−
== Print report ==
 +
== Print report == <!--T:45-->
 
* Select the report and press Printout or double click on it.
 
* Select the report and press Printout or double click on it.
  +
  +
<!--T:46-->
  +
{{ExpandImage|PRO-REP-EN-Bild2.png}}
 
 
 
* Make a printout selection. The selection view varies depending on what settings has been made in the report template.
 
* Make a printout selection. The selection view varies depending on what settings has been made in the report template.
 
Press Start.
  
Press Start.
   
  +
<!--T:47-->
 
{|class=mandeflist
  
{|class=mandeflist
 
!Cancel printout
  
!Cancel printout
Line 71: Line 77:
   
 
 
  
 
−
Create report
 +
== Create report == <!--T:48-->
−
Press New to create a new report.
 +
* 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.
 +
* 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.
 +
* Select a standard setting for subtotals; it can be changed at printout.
−
Click on New column
 +
* 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.
 
You can change the size of the columns and move them by dragging the column heading.
  +
−
 
  +
<!--T:51-->
−
 Press the New column button.
  
  +
{{ExpandImage|PRO-REP-EN-Bild4.png}}
−
 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.
 
  +
* Press the New column button.
−
 Choose format for balance presentation:
  
  +
* Select Data definitions. There are some standard definitions already, but you can add more, see later chapter in this manual.
−
# ##0 Integrals
 
  +
* Change suggested heading, if you wish.
−
# ##0,00 Amounts with decimals
  
  +
* Choose format for balance presentation:
−
| 1000 Thousands
  
  +
''#'' ##0 Integrals
−
NAME E.g. the project manager
  
  +
−
CODE E.g. the project manager code
  
  +
<!--T:52-->
−
 If a certain period always shall be shown in the column, enter it here.
 
  +
''#'' ##0,00 Amounts with decimals
  +
  +
<!--T:53-->
  +
1000 Thousands
  +
  +
<!--T:54-->
  +
NAME E.g. the project manager
  +
  +
<!--T:55-->
  +
CODE E.g. the project manager code
  +
  +
  +
<!--T:56-->
  +
* If a certain period always shall be shown in the column, enter it here.
 
Acc accounting year shows the balance for the current year.
  
Acc accounting year shows the balance for the current year.
 
Previous year shows the balance from previous year.
  
Previous year shows the balance from previous year.
−
Use Operator for calculations. It can be used for both columns and data definitions.
+
* Use Operator for calculations. It can be used for both columns and data definitions.
−
You can make a selection for the column.
 +
* You can make a selection for the column.
−
Save the column with OK button. Make new columns if you wish.
 +
* 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.
+
* 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.
 +
* 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.
  
Decide how the report should be presented and the selection screen when printing.
  +
  +
<!--T:58-->
  +
{{ExpandImage|PRO-REP-EN-Bild5.png}}
 
 
−
Set Format to portrait or landscape.
 +
* Set Format to portrait or landscape.
−
Choose selection that will be suggested.
 +
*Choose selection that will be suggested.
  +
−
 
  +
<!--T:59-->
−
Show periods Dissenting periods shows periods in columns where periods are available.
 
  +
{|class=mandeflist
−
All shows selected period in all columns
  
−
No doesn’t show periods in columns
 +
!Show periods
  +
|Dissenting periods shows periods in columns where periods are available.
−
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.
  
  +
<!--T:60-->
−
Size 100 % is automatically suggested.
  
  +
''All'' shows selected period in all columns
−
Copy from Here, existing reports within the company can be copied.
  
  +
−
 
  +
<!--T:61-->
−
 
  +
''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.
−
New data definitions
  
  +
|-
  +
!Size
  +
|100 % is automatically suggested.
  +
|-
  +
!Copy from
  +
|Here, existing reports within the company can be copied.
  +
|}
  +
  +
=== 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.
  
There are a number of standard definitions that can be used in the report columns, and you can also add your own definitions.
  +
  +
<!--T:63-->
  +
{{ExpandImage|PRO-REP-EN-Bild6.png}}
  +
  +
<!--T:64-->
  +
* Click on Data definition and select New.
  +
  +
<!--T:65-->
  +
{{ExpandImage|PRO-REP-EN-Bild7.png}}
 
 
  +
* Select Basic definitions and click on the right arrow so that the basic definition is shown in the box Variables.
−
 Click on Data definition and select New.
  
  +
* You can select more basic definitions, and Formula +-* | % to calculate basic definitions
−
 
  +
* Select format for balance presentation.
−
 Select Basic definitions and click on the right arrow so that the basic definition is shown in the box Variables.
  
  +
* Choose Selection for Fees, Purchases. Select Project type and optional Project label.
−
 You can select more basic definitions, and Formula +-* | % to calculate basic definitions
  
  +
* Write a clear heading.
−
 Select format for balance presentation.
  
  +
* Save. The new data definition can now be fetched into a report template.
−
 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
 +
== Report definitions== <!--T:66-->
   
  +
<!--T:67-->
−
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.
  
  +
{|class= mandeflist
−
Actual Amount Number of registered entities
  
  +
!Actual p-price
−
Actual Registered Registered sales price. For purchases it means the price before mark-up and for fees, the hourly 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 Adjusted Adjusted entries
  
  +
|-
−
Invoiced p-price Like Actual purchase price, but only entries that are invoiced.
  
  +
!Actual Amount
−
Invoices s-price Like Actual registered, but only entries that are invoiced.
  
  +
|Number of registered entities
−
Pre-invoiced Pre-invoices
  
  +
|-
−
WIP purchase price Like Actual purchase price, but only entries that are not invoiced.
  
  +
!Actual Registered
−
WIP Sales price Like Actual registered, but only entries that are not invoiced.
  
  +
|Registered sales price. For purchases it means the price before mark-up and for fees, the hourly price.
−
WIP Pre-invoiced Pre-invoices that haven’t been deducted.
  
  +
|-
−
Project estimate Hours Estimated hours on the project
  
  +
!Actual Adjusted
−
Project estimate Amount Estimated amount on the project
  
  +
|Adjusted entries
−
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.
  
  +
!Invoiced p-price
−
Regular working time The employee’s work time requirement in Time report.
  
  +
|Like Actual purchase price, but only entries that are invoiced.
−
Fixed price A fixed price set on the project
 
  +
|-
−
Not updated hours Hours not updated in Project | Backoffice | Transactions | Update WIP
 
  +
!Invoiced s-price
−
Resource planned time Hours that are resource planned
 
  +
|Like Actual registered, but only entries that are invoiced.
−
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
 
  +
!Pre-invoiced
−
Project manager Project manager that is registered on the project
 
  +
|Pre-invoices
−
Production manager Production manager that is registered on the project
 
  +
|-
−
Master The master project that is connected to the project
  
  +
!WIP purchase price
−
Project type E = external, I = internal, 9 = Not project related (900-codes), J = Speculative job and G = group common
  
  +
|Like Actual purchase price, but only entries that are not invoiced.
−
Project status 0 = active, 9 = closed, 8 = pending
  
  +
|-
−
Project group The group that is connected to the project
  
  +
!WIP Sales price
−
Created Date when the project was created
  
  +
|Like Actual registered, but only entries that are not invoiced.
−
Last entry Shows date for last registered entry
  
  +
|-
−
Filing number Filing number registered on the project
  
  +
!WIP Pre-invoiced
−
Archiving status J If the project is archived, N if not
  
  +
|Pre-invoices that haven’t been deducted.
−
Filing date Date for archiving the projectt
  
  +
|-
−
Closed Closing date for the project
  
  +
!Project estimate Hours
−
Latest invoice is paid Payment date of the last paid invoice
  
  +
|Estimated hours on the project
−
Team The project’s team
  
  +
|-
−
Deadline Deadline date, registered on the project
  
  +
!Project estimate Amount
−
Start date Start date of the project, registered on the project
  
−
VAT code The VAT code of the project
 +
|Estimated amount on the project
  +
|-
−
Comment Comment from the time sheet row in Projects | Time reporting
  
  +
!Project estimate p-price
−
Own ID Registered on the client
  
  +
|Estimated purchase price. See Actual p-price for definition.
−
Reporting-ID Registered on the client
  
  +
|-
−
Intercompany code Registered on the client
  
  +
!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
  +
|Hours not updated in Project | 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
  +
|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
  +
|}
   
   
  +
<!--T:68-->
 
[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]
  
[[Category:PRO-REP-EN]] [[Category:Manuals]] [[Category:Projects]]
 
</translate>
  
</translate>

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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