Difference between revisions of "Reports"

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(→‎Print report)
(→‎Create new report)
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= Create new report =
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== Create new report ==
   
 
Click the button NEW.
  
Click the button NEW.
   
 
{| class=mandeflist
  
{| class=mandeflist
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|'''N'''
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|'''New report template'''
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|'''ew report template''' Click on the text and give the template a name and a heading.
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|Click on the text and give the template a name and a heading.
 
|-
  
|-
 
|'''Subtotals'''
  
|'''Subtotals'''
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{| class=mandeflist
  
{| class=mandeflist
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|'''N'''
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|'''New column'''
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|'''ew column''' Click to open the view for creating new columns
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|Click to open the view for creating new columns
 
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|}
   
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|A number of standard definitions exist by default, but you can add more definitions in the list. See further chapter in this manual.
  
|A number of standard definitions exist by default, but you can add more definitions in the list. See further chapter in this manual.
 
|-
  
|-
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|'''C'''
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|'''Column'''
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|'''olumn''''''s''' Shows all columns in the report.
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|Shows all columns in the report.
 
|-
  
|-
 
|'''Period'''
  
|'''Period'''
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|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.
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|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.
 
|-
  
|-
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|'''Ac'''
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|'''Accounting year'''
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|'''c''''''''''''accounting year'''''''''Shows the accumulated balance for the current accounting year.
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|Shows the accumulated balance for the current accounting year.
 
|-
  
|-
 
|'''Previous year'''
  
|'''Previous year'''
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|''''''Shows balance for the previous year.
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|Shows balance for the previous year.
 
|-
  
|-
 
|'''Operator'''
  
|'''Operator'''
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|''''''Used for addition of columns, showing discrepancies, etc. The operator can be used for both columns and for definitions.
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|Used for addition of columns, showing discrepancies, etc. The operator can be used for both columns and for definitions.
 
|-
  
|-
 
|'''OK'''
  
|'''OK'''
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|-
  
|-
 
|'''Delete column'''
  
|'''Delete column'''
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|Deletes the column. {{ExpandImage|PRO-REP-EN-grafik5.png}}
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|Deletes the column.
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|}
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{|class=mandeflist
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{{ExpandImage|PRO-REP-EN-grafik5.png}}
 
|-
  
|-
 
|'''Save'''
  
|'''Save'''
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|-
  
|-
 
|'''Selection'''
  
|'''Selection'''
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|''''''''''''Here you can make the selection that will be shown at printout.
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|Here you can make the selection that will be shown at printout.
 
|-
  
|-
 
|'''Format'''
  
|'''Format'''
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|''''''Choose between vertical and horizontal printout.
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|Choose between vertical and horizontal printout.
 
|-
  
|-
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|'''Show'''
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|'''Show periods'''
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|'''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
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|Dissenting periods = shows periods in those columns where period is statedAll = shows selected period in all columnsNone = does not show periods in columns
 
|-
  
|-
 
|'''Global'''
  
|'''Global'''
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|''''''A global report can be used by all authorized users.
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|A global report can be used by all authorized users.
 
|-
  
|-
 
|'''Only auth.group'''
  
|'''Only auth.group'''
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|''''''You can limit the access to a global report with authorization groups.
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|You can limit the access to a global report with authorization groups.
 
|-
  
|-
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|'''S'''
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|'''Size'''
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|'''ize'''''''''100 % is suggested.
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|100 % is suggested.
 
|-
  
|-
 
|'''Copy from'''
  
|'''Copy from'''
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|''''''You can copy existing reports within your company.
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|You can copy existing reports within your company.
 
|}
  
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Revision as of 15:47, 14 July 2015


General

Print and create new reports in Frontoffice: Reports.

File:PRO-REP-EN-grafik1.png

New Create a new report template.
Open Select report in the list and click open if you want to edit an existing report template.
Print 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.

File:PRO-REP-EN-grafik2.png

Start Starts the printout. Make selections first.
Cancel printout Stops the printout.
Pdf 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.

New 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).

File:PRO-REP-EN-grafik3.png

New column Click to open the view for creating new columns

File:PRO-REP-EN-grafik4.png

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.
Column Shows all columns in the report.
Period printout criteria.
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 periods 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.
Size 100 % is suggested.
Copy from You can copy existing reports within your company.

Add data definitions

Go to Data definitions and select NEW.'

File:PRO-REP-EN-grafik6.png

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

  1. Click on the header New report template, give the report a name.
  1. Select New column and Data definition for the column content (rename the column header, if necessary).
  1. Click on Selection and choose the selections for printout.
  1. Depending on how many columns the report has, choose between horizontal and verical layouts.
  1. Select period display in columns.
  1. Choose between making the report global (available to all authorized users), your own, or available for a certain authorization group.
  1. Select possible standard subtotals
  1. Save.

Quick guide'–'Create new definitions

  1. Select basic definition and click on the right arrow to see the definition in the Variables' field.
  1. Select optional more basic definitions and formulas.
  1. Make selections regarding fees, purchases and other and project types and possible project labelling.
  1. Write a clear heading.
  1. 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.

File:PRO-REP-EN-grafik8.png

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

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