Difference between revisions of "Reports/da"

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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}}
−
Rapporter kan bygges og udskrives i {{pth|Jobs|Rapporter}}.
  
  +
−  
  +
== General ==
−
{{ExpandImage|pro-rep-da--grafik1.png}}
  
  +
{|class=mandeflist
−  
  +
!New
−
{| class=mandeflist
  
  +
|Use for creating new report template.
−
!Ny
  
−
|Vælg {{btn|Ny}} for at skabe eb ny rapportskabelon.
  
 
|-
  
|-
  +
!Edit
−
!Åbn
  
  +
|Use for editing existing report templates.
−
|Vælg {{btn|Åbn}} for at kunne redigere i eksisterende rapportskabeloner.
  
 
|-
  
|-
  +
!Printout
−
!Udskrift
  
  +
|Select a report and press Printout. You can also double click on a report to print it.
−
|Markér en rapport og vælg {{btn|Udskrift}} for at skrive rapporten ud.
  
 
|-
  
|-
  +
!Data definitions
−
!Begreb
  
  +
|Button for creating or editing own definitions in the report. Read more in separate chapter.
−
|Vælg begreber for at skabe eller redigere selvdefinerede begreber (se senere afsnit).
  
 
|-
  
|-
  +
!Copy company
−
!Kopiér firma
  
  +
|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.
−
|Vælg {{btn|kopiér firma}} og mærk det firma, der skal kopieres fra, vælg derefter {{btn|OK}}. Hvis det findes eksisterende rapporter, vil de blive erstattet med det kopierede firmaets rapporter. Husk på at der kan findes rapporter som ikke er centrale, dvs. de kan kun ses af den , der har skabet rapporten.
  
 
|}
  
|}
   
  +
 
−
== Udskriv rapport ==
  
  +
== Print report ==
  +
* Select the report and press Printout or double click on it.
   
  +
{{ExpandImage|PRO-REP-EN-Bild2.png}}
−
Markér rapporten og vælg {{btn|Udskrift}} for at udskrive rapporten. Et selekteringsbillede vises; det kan skifte i udseende, afhængig de valg som er gjorte da rapporten skabtes. Rapporten kan udskrives som PDF eller som Kalkule (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-da--grafik2.png}}
  
  +
!Cancel printout
−  
  +
|Use if you want to cancel the printing process.
−
{| class=mandeflist
  
−
!Start
  
−
|Hvornår selekteringer og summeringer er blevet gjorte kan rapporten startes.
  
 
|-
  
|-
  +
!Save selection
−
!Annullér udskrift
  
  +
|This function saves the user’s selection.
−
|Afbryder rapportudskriften.
  
 
|-
  
|-
  +
!Reset
−
!Pdf
  
  +
|Resets the saved selection.
−
|Skriver rapporten ud som PDF.
  
 
|-
  
|-
  +
!Pdf
−
!Kalkule
  
  +
|Prints the report in Pdf format.
−
|Skriver rapporten ud til Excel eller andet kalkuleringsprogram.
  
 
|-
  
|-
  +
!Spreadsheet
−
!Usummeret
  
  +
|Prints the report to Excel.
−
|Vælges usummeret, vises ingen subtotaler i rapporten.
  
 
|-
  
|-
  +
!No sums
−
!Valuta
  
  +
|Prints to excel with or without subtotals.
−
|Du kan skrive rapporten ud i en anden valuta end firmaets basisvaluta.
  
 
|-
  
|-
  +
!Currency
−
!Eliminering
  
  +
|Used to print the report in a currency other than the company's base currency.
−
|Funktion, der kun anvendes dersom firmaet bruger multivalutasystemet.
  
 
|-
  
|-
  +
!Elimination
−
!Kommentar
  
  +
|Used only in companies using the multiple currency system.
−
|En kommentar som udskrives under rapportens overskrift.
  
 
|-
  
|-
  +
!Comment
−
!Summering
  
  +
|A comment that will be printed out under the report heading.
−
|Vælg hvordan rapporten skal summeres.
  
 
|-
  
|-
  +
!Subtotal
−
!Sortering
  
  +
|Select subtotals for the report.
−
|Vælg hvilken kolonne sortering skal gøres på.
  
 
|-
  
|-
  +
!Sorting
−
!Omvendt
  
  +
|Select column for sorting.
−
|Ved omvend sortering vises de største værdier øverst.
  
  +
|-
  +
!Reversed
  +
|Presents the highest values on the top.
 
|}
  
|}
   
  +
 
−
== Skab ny rapport ==
  
  +
== Create report ==
  +
* Press New to create a new report.
   
  +
{{ExpandImage|PRO-REP-EN-Bild3.png}}
−
Klik på {{btn|Ny}} for at skabe en ny rapport.
  
  +
  +
=== 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 rapportskabelon
  
−
|Klik på {{btn|Ny rapportskabelon}} og giv rapporten et navn og en overskrift.
  
−
|-
  
−
!Summeringsbegreb
  
−
|Vælg en standardindstilling for summering (kan ændres ved udskrift).
  
−
|}
  
   
−
{{ExpandImage|pro-rep-da--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
−
{| class=mandeflist
  
−
!Ny kolonne
  
−
|Klik på {{btn|Ny kolonne}} for at påbegynde arbejdet med en ny kolonne
  
−
|}
  
   
  +
1000 Thousands
−
{{ExpandImage|pro-rep-da--grafik4.png}}
  
   
  +
NAME E.g. the project manager
   
  +
CODE E.g. the project manager code
−
{| class=mandeflist
  
−
!Overskrift
  
−
|Efter at du har valgt begreber foreslår systemet en overskrift. Du kan dog ændre den.
  
−
|-
  
−
!Format
  
−
|Bestemmer måden, saldoen skal vises på: <code> # ##0 </code> = viser heltal <code># ##0,00 </code> = viser med decimaler <code>/1000 </code> = viser tusindtal <code> NAVN </code> = viser navnet (f eks. projektleder) <code> KODE </code> = viser kode <code> KODE+NAVN </code>= viser kode + navn.
  
−
|-
  
−
!Begreb
  
−
|Der findes et antal standardbegreber oprettede, men yderligere begreber kan lægges til i listen under Begreb, se senere i beskrivelsen.
  
−
|-
  
−
!Kolonner
  
−
|Viser i kolonner der er oplagte i rapporten.
  
−
|-
  
−
!Periode
  
−
|Du kan selektere på en vis periode, anvendes dersom en speciel periode altid skal vises i kolonnen. Periode kan også angives ved udskrift, hvis det er indstillet under Udvalg.
  
−
|-
  
−
!Ack regnskabsåret
  
−
|Viser saldoen for det indeværende år i kolonnen.
  
−
|-
  
−
!Foregående år
  
−
|Viser foregående års saldo i kolonnen.
  
−
|-
  
−
!Operator
  
−
|Bruges for at addere kolonner, vise differencer, etc. Operatorn kan bruges for både kolonner og for begreber.
  
−
|-
  
−
!OK
  
−
|Gemmer kolonnen.
  
−
|-
  
−
!Slet kolonne
  
−
|Sletter kolonnen.
  
−
|}
  
   
−
{{ExpandImage|PRO-REP-DA-grafik5.png}}
  
   
  +
* If a certain period always shall be shown in the column, enter it here.
−
{| class=mandeflist
  
  +
Acc accounting year shows the balance for the current year.
−
!Gem
  
  +
Previous year shows the balance from previous year.
−
|Gemmer rapporten.
  
  +
* Use Operator for calculations. It can be used for both columns and data definitions.
−
|-
  
  +
* You can make a selection for the column.
−
!Annullér
  
  +
* Save the column with OK button. Make new columns if you wish.
−
|Annullerer rapporten uden, at have gemt den.
  
  +
* 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.
−
!Udvalg
  
−
|Under udvalg vælger du de selekteringsforslag, der skal vises da rapporten skrives ud.
  
−
|-
  
−
!Format
  
−
|Du kan veksle mellem liggende og stående rapportformat.
  
−
|-
  
−
!Vis perioder
  
−
|Afvigende = viser ved udskrift perioder i de kolonner, der du har angivet periode '''Alle''' = viser valgt periode ved udskrift i alle kolonner '''Ingen''' = viser ingen perioder i kolonnerne ved udskrift
  
−
|-
  
−
!Central
  
−
|En central skabelon kan anvendes af alle, som har adgang til rapporter.
  
−
|-
  
−
!End adgangsgruppe
  
−
|Du kan tildele en adgangsgruppe for rapporten for så vidt du laver den som central.
  
−
|-
  
−
!Storlek
  
−
|100 % størrelse foreslås automatisk.
  
−
|-
  
−
!Kopier fra
  
−
|Du kan kopiere eksisterende rapporter inden for firmaet.
  
−
|}
  
   
−
== Læg til rapportbegreber ==
 +
=== Format and selection ===
  +
Decide how the report should be presented and the selection screen when printing.
   
  +
{{ExpandImage|PRO-REP-EN-Bild5.png}}
−
Gå til {{btn|Rapportbegreber}} og vælg {{btn|Ny}}.
  
  +
  +
* Set Format to portrait or landscape.
  +
*Choose selection that will be suggested.
   
  +
{|class=mandeflist
−
{{ExpandImage|pro-rep-da--grafik6.png}}
  
  +
!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
−
{| class=mandeflist
  
−
!Overskrift
  
−
|Giv begrebet en overskrift, hvilken også bliver dens identitet. (Skriv en tydelig og detaljeret overskrift.)
  
−
|-
  
−
!Format
  
−
|Bestemmer hvordan saldoen skal vises: <code> # ##0 </code>= heltal <code># ##0.00 <code> = med decimaler <code>/1000 </code> = viser tusindtal <code>TEKST </code>= viser tekst <code> NAVN </code> = viser navnet (ex. projektleder) <code> KODE </code> = viser kode <code> KODE+NAVN </code>= viser kode + navn
  
−
|-
  
−
!Formel
  
−
|Beregn de forskellige grundbegreber med hjælp af + - * / %
  
 
|-
  
|-
  +
!Global
−
!Grundbegreb
  
  +
|A global report allows all users with authorisation to reports to use this report.
−
|Grundbegrebet viser hvad begrebet skal indeholde
  
 
|-
  
|-
  +
!Authorisation group
−
!Udvalg
  
  +
|If the report is made global, you can select an authorisation group for it.
−
|Vælg hvis alt, ingen eller kun visse koder skal vises for honorar, indkøb og øvrigt
  
 
|-
  
|-
  +
!Size
−
!Jobtype
  
  +
|100 % is automatically suggested.
−
|De forskellige jobtyper: E= eksterne G= fælles indenfor selskabet I= interne J= spekulation/pitch 9= internt, ikke jobrelaterede
  
 
|-
  
|-
  +
!Copy from
−
!Jobmærkning
  
  +
|Here, existing reports within the company can be copied.
−
|Mulighed for at angive en mærkning på jobbet, hvis funktionen er aktiveret i selskabet
  
 
|}
  
|}
   
  +
=== New data definitions ===
−
== Hurtigguide – Skab ny rapport ==
  
  +
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}}
−
* Klik på overskriften Ny rapportskabelon og giv rapporten et navn.
  
   
  +
* Click on Data definition and select New.
−
* Vælg ny kolonne og et Begreb for dens indehold (hvis nødvendig, ændr kolonneoverskrift).
  
   
  +
{{ExpandImage|PRO-REP-EN-Bild7.png}}
−
* Klik på {{btn|Udvalg}} og vælg selektering ved udskrift af 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.
   
−
* Har rapporten mange kolonner kan du skifte fra stående til liggende format.
  
   
  +
== Report definitions==
−
* Vælg hvordan perioder i kolonnerne skal vises.
  
   
  +
{|class= mandeflist
−
* Angiv hvis rapporten skal være central, dvs. at andre også kan bruge den, eller hvis kun du eller nogle adgangsgrupper skal ha adgang til den.
  
  +
!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.
−
* Vælg eventuel standardsummering.
  
−  
−
* Gem.
  
−  
−
== Hurtigguide – Skab nye begreber ==
  
−  
−
* Markér grundbegreb og klik på højrepilen så, at grundbegrebet vises i feltet {{fld|Variabler}}.
  
−  
−
* Vælg eventuelt yderligere grundbegreber. Du kan også angive formel i {{fld|Formel}}-feltet.
  
−  
−
* Vælg Udvalg for Honorar, Indkøb og Øvrigt samt Jobtype og eventuel Jobmærkning.
  
−  
−
* Skriv en tydelig overskrift.
  
−  
−
* Gem.
  
−  
−
Det nye begreb kan nu hentes fra rapportskabelonen.
  
−  
−
''I eksempelet neden vil begrebet ”Salgspris - Kostpris for Indkøb” hente faktureret salgspris minus faktureret kostpris kun for indkøb hvis den anvendes i en rapportskabelon.''
  
−  
−
{{ExpandImage|pro-rep-da--grafik8.png}}
  
−  
−
== Rapportbegreber ==
  
−  
−
{|class=mandeflist
  
−  
−  
−
{|class=mandeflist
  
−
!Opparb kostpris
  
−
|Registreret kostpris.For indkøp er det prisen før påslaget. For honorar er det kalkuleomkostningen på medarbejderen og for øvrigt er det indprisen som man lægger ind på koden.
  
 
|-
  
|-
  +
!Actual Amount
−
!Opparb antal
 
  +
|Number of registered entities
−
|Antal registrerede enheder
  
 
|-
  
|-
  +
!Actual Registered
−
!Opparb registr
 
  +
|Registered sales price. For purchases it means the price before mark-up and for fees, the hourly price.
−
|Registreret salgspris. For indkøb er det prisen efter påslaget. For honorar er det timeprisen og for øvrigt er det salgsprisen som man lægger ind på koden
  
 
|-
  
|-
  +
!Actual Adjusted
−
!Opparb justeret
  
  +
|Adjusted entries
−
|Justerede poster
  
 
|-
  
|-
  +
!Invoiced p-price
−
!Faktureret kostpris
 
  +
|Like Actual purchase price, but only entries that are invoiced.
−
|Som opparbejdet kostpris men kun fakturerede poster
  
 
|-
  
|-
  +
!Invoiced s-price
−
!Faktureret salgspris
  
  +
|Like Actual registered, but only entries that are invoiced.
−
|Som opparbejdet registreret men kun fakturerede poster
  
 
|-
  
|-
  +
!Pre-invoiced
−
!Faktureret Aconto
  
  +
|Pre-invoices
−
|Acontofakturaer
  
 
|-
  
|-
  +
!WIP purchase price
−
!Lager indpris
 
  +
|Like Actual purchase price, but only entries that are not invoiced.
−
|Som opparbejdet kostpris men kun ufakturerede poster
  
 
|-
  
|-
  +
!WIP Sales price
−
!Lager salgspris
  
  +
|Like Actual registered, but only entries that are not invoiced.
−
|Som opparbejdet registreret men kun ufakturerede poster
  
 
|-
  
|-
  +
!WIP Pre-invoiced
−
!Lager Aconto
 
  +
|Pre-invoices that haven’t been deducted.
−
|Uafregnede acontofakturaer
  
 
|-
  
|-
  +
!Project estimate Hours
−
!Kundebudget
  
  +
|Estimated hours on the project
−
|Budget,som oprettes på kunden i Classic 04-20-50
  
 
|-
  
|-
  +
!Project estimate Amount
−
!Jobbudget-Timer
 
  +
|Estimated amount on the project
−
|Budgetterede timer- budget, som oprettes i Kunde og Job
  
 
|-
  
|-
  +
!Project estimate p-price
−
!Jobbudget beløb
  
  +
|Estimated purchase price. See Actual p-price for definition.
−
|Budgetterede beløber-budget, som oprettes i Kunde og Job
  
 
|-
  
|-
  +
!Regular price/hour
−
!Jobbudget Kostpris
  
  +
|The employee’s regular hourly price set in the employee register in base registers.
−
|Budgetteret kostpris (se opparb kostpris) budget, som oprettes i Kunde og Job
  
 
|-
  
|-
  +
!Regular working time
−
!Ordinær timepris
  
  +
|The employee’s work time requirement in Time report.
−
|Medarbejderens ordinære timepris, som lægges på medarbejderen i {{pth|System|Basisregister/Pro/Medarbejdere}}
  
 
|-
  
|-
  +
!Fixed price
−
!Ordinær arbejdstid
  
  +
|A fixed price set on the project
−
|Medarbejderens arbejdstidskrav i følge Tidsrapporteringen.
  
 
|-
  
|-
  +
!Not updated hours
−
!Fast pris
  
  +
|Hours not updated in Project | Backoffice | Transactions | Update WIP
−
|Fast pris som lægges på jobbet enten via Kunde og Job eller {{pth|System|Basisregister/JOB/Kunder/Jobs}}
  
  +
|-
  +
!Resource planned time
  +
|Hours that are resource planned
 
|-
  
|-
  +
!Collective client manager
−
!Uopdateret tid
  
  +
|Client manager that is registered on the collective client in the base registers
−
|Tid, der ikke er blevet opdateret i {{pth|Job|Registrering, Korigering og Opdatering}}. Viser antal timer.
  
 
|-
  
|-
  +
!Client manager
−
!Ressourceplanlagt tid
  
  +
|Client manager that is registered on the client or the project
−
|Tid, der er ressourceplanlagt i {{pth|Job|Ressourceplanlægning}}
  
 
|-
  
|-
  +
!Project manager
−
!Overkundeansvarlig
  
  +
|Project manager that is registered on the project
−
|Kundeansvarlig, der er registreret på overkunden i {{pth|System|Basisregister/JOB/Overkunder}}.
  
  +
|-
  +
!Production manager
  +
|Production manager that is registered on the project
 
|-
  
|-
  +
!Master
−
!Kundeansvarlig
  
  +
|The master project that is connected to the project
−
|Kundeansvarlig, der er registreret på kunden via {{pth|Job|Forespørgsel}} eller {{pth|System|Basisregister/JOB/Kunder/Jobs}}.
  
 
|-
  
|-
  +
!Project type
−
!Projektleder
  
  +
|E = external, I = internal, 9 = Not project related (900-codes), J = Speculative job and G = group common
−
|Projektleder, der er registreret på kunden via {{pth|Job|Forespørgsel}} eller {{pth|System|Basisregister/JOB/Kunder/Jobs}}.
  
 
|-
  
|-
  +
!Project status
−
!Produktionsleder
  
  +
|0 = active, 9 = closed, 8 = pending
−
|Produktionsleder, der er registreret på kunden via {{pth|Job|Forespørgsel}} eller {{pth|System|Basisregister/JOB/Kunder/Jobs}}.
  
 
|-
  
|-
  +
!Project group
−
!Master
  
  +
|The group that is connected to the project
−
|Viser det Masterjob, der er koblet til jobbet
  
 
|-
  
|-
  +
!Created
−
!Jobtype
  
  +
|Date when the project was created
−
|E= eksternt, I= internt, 9= ikke jobrelaterede, J= spekulation og G= koncernfælles
  
 
|-
  
|-
  +
!Last entry
−
!Jobstatus
  
  +
|Shows date for last registered entry
−
|0= aktivt, 9= standset, 8= hvilende
  
 
|-
  
|-
  +
!Filing number
−
!Jobgruppe
  
  +
|Filing number registered on the project
−
|Viser den gruppe, der er koblet til jobbet
  
 
|-
  
|-
  +
!Archiving status
−
!Oprettet
  
  +
|J If the project is archived, N if not
−
|Viser datoen, jobbet oprettedes
  
 
|-
  
|-
  +
!Filing date
−
!Senest reg
  
  +
|Date for archiving the project
−
|Viser dato for senest registerede post
  
 
|-
  
|-
  +
!Closed
−
!Arkiveringsnr
 
  +
|Closing date for the project
−
|Arkiveringsnummer, der findes på jobbet
  
 
|-
  
|-
  +
!Latest invoice is paid
−
!Arkiveringsstatus
  
  +
|Payment date of the last paid invoice
−
|J for arkiveret, ellers N
  
 
|-
  
|-
  +
!Team
−
!Arkiveringsdato
  
  +
|The project’s team
−
|Dato for arkiveringen
  
 
|-
  
|-
  +
!Deadline
−
!Standset
  
  +
|Deadline date, registered on the project
−
|Standsningsdato for jobbet
  
 
|-
  
|-
  +
!Start date
−
!Siste faktura betalt
  
  +
|Start date of the project, registered on the project
−
|Betalingsdato for den senest betalte faktura
  
 
|-
  
|-
  +
!VAT code
−
!Deadline
  
  +
|The VAT code of the project
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|Deadlinedato, registreres i {{pth|Job|Forespørgsel}}
  
  +
|-
  +
!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-DA]]
  
  +
−
[[Category:Manuals]]
  
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[[Category:Projects]]
 +
[[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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