Difference between revisions of "Reports/sv"
From Marathon Documentation
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Revision as of 13:40, 20 January 2026
Contents
Rapporter
I Projekt | Rapporter kan rapporter skrivas ut och nya rapporter byggas.
Allmänt
| Ny | Ny används för att skapa en ny rapportmall. |
|---|---|
| Redigera | Välj Redigera för att komma åt att redigera i befintliga rapportmallar.. |
| Utskrift | Markera en rapport och välj Utskrift alternativt dubbelklicka på en rapport för att skriva ut. |
| Begrepp | Välj Begrepp för att skapa eller redigera egendefinierade begrepp. Läs mer i senare avsnitt. |
| Kopiera företag | Ett företags rapporter kan kopieras. Om det finns befintliga rapporter så ersätts de med det kopierade företagets rapporter. Tänk på att det kan finnas rapporter som inte är centrala, dvs som endast kan ses av den som skapat rapporten. |
Skriv ut rapport
- Markera rapporten och välj Utskrift alternativt dubbelklicka på rapporten för att skriva ut.
- Gör urval för utskrift. Selekteringsbilden ser olika ut beroende på vilka inställningar som gjorts i rapportmallen.
- Klicka på Starta.
| Avbryt utskrift | Används om rapportutskriften ska avbrytas. |
|---|---|
| Spara urval | Urvalet sparas för användaren. |
| Återställ | Det sparade urvalet återställs. |
| Rapporten kan skrivas ut i Pdf-format. | |
| Kalkyl | Utskrift till Excel genom Kalkyl. |
| Osummerat | Utskrift till Excel med eller utan summeringar. |
| Valuta | Används för att skriva ut rapporten i annan valuta än företagets basvaluta. |
| Eliminering | Används enbart om företaget använder multivalutasystemet. |
| Kommentar | En kommentar som skrivs ut under rapportens rubrik. |
| Summering | Här väljs hur rapporten ska summeras. |
| Sortering | På vilken kolumn sorteringen ska göras. |
| Omvänd | Här presenteras de största värdena överst. |
Skapa rapport
- Klicka på Ny för att skapa en ny rapport.
Ny rapportmall
- Klicka på rubriken Ny Rapportmall och ge rapporten ett namn och rubrik.
- Välj en standardinställning för summering, det kan ändras vid utskrift.
- Klicka på Ny kolumn.
Nya kolumner
You can change the size of the columns and move them by dragging the column heading.
- Klicka på knappen Ny kolumn.
- Välj Begrepp. Ett antal standardbegrepp finns upplagda men ytterligare begrepp kan läggas till listan under Begrepp, se senare i beskrivningen.
- Ändra eventuellt Rubrik som föreslås.
- Välj format för hur saldot ska visas:
# ##0 Heltal
# ##0,00 Tal med decimaler
1000 Tusental
NAMN T ex projektledare
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 |
