Difference between revisions of "Media reports/sv"

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__FORCETOC__
  
   
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= Medierapporter =
  
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== General ==
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Media reports consist of a column template and a report template that are linked together. The column template defines the report’s various columns, whilst the report template determines which options are to be preset when the report is printed.
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== Allmänt ==
  
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=== Column template ===
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A column template is registered in Media | Backoffice | Base registers | Column templates.
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Medierapporterna består av en kolumnmall och en rapportmall som kopplas ihop. I kolumnmallen definieras rapportens olika kolumner, och i rapportmallen bestäms vilka valmöjligheter som ska vara förinställda vid utskrift av rapporten.
  
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Select New and enter an ID (max. 6 characters; avoid diacritics) and a name. The top row is automatically set to RUB in a new column template; RUB stands for heading. If the Show box is deselected, no headings will be displayed. However, this row must always be included in a column template.
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Next, start entering columns. The content of a column can be selected from a list of terms using the list button […]. The list is organised by headings to make it easier to find the term you are looking for:
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== Kolumnmall ==
  
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{|class=mandeflist
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!Invoiced -client cost
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En kolumnmall registreras i Basregister/Med/Kolumnmallar. Välj Ny och ange ID (max 6 tecken, undvik åäö) och benämning. Översta raden blir automatiskt RUB i en ny kolumnmall, RUB står för rubriker. Kryssas rutan ”Visa” ur, så visas inga rubriker. Raden måste dock alltid finnas i en kolumnmall.
  
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|is comparable with invoice to client. If a client wants statistics, this is normally the one to choose.
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Börja sedan mata in kolumner. Innehållet i en kolumn kan väljas från en lista med begrepp med hjälp av listsymbolen. Listan är uppdelad efter rubriker så att det blir lättare att hitta det begrepp man söker:
  
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{| class=mandeflist
  
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!Fakturerat – kundkostnad
  
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|kan jämföras med faktura till kunden. Om kunden vill ha statistik är det oftast denna som ska väljas.
  
 
|-
  
|-
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!Fakturerat – skuld till byrå
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!Invoiced – debt to agency
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|what we may pass on to the agency in an agency settlement.
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|det vi eventuellt ger vidare till byrån i en byråavräkning.
 
 
|-
  
|-
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!Invoiced - intermediary's calc cost
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!Fakturerat – förmedlarens beräknade kostnader
  
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|what we expect to be invoiced from the media.
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|Vad vi förväntar oss att bli fakturerade från mediet.
 
 
|-
  
|-
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!Invoiced - intermediary's income
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!Fakturerat – förmedlarens intäkter
  
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|the revenue we retain from the amount invoiced to the client.
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|de intäkter vi behåller av det som faktureras till kund.
  
 
|-
  
|-
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!Ordered- client cost
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!Beordrat – kundkostnad
  
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|the client's costs for everything that has been booked.
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|kundens kostnader på allt som är bokat.
  
 
|-
  
|-
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!Ordered - debt to agency
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!Beordrat – skuld till byrå
  
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|the amount we may pass on to the agency in an agency settlement (provided it is invoiced).
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|det vi eventuellt kommer att ge vidare till byrån i en byråavräkning (förutsatt att det blir fakturerat).
  
 
|-
  
|-
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!Ordered - intermediary's incomes
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!Beordrat – förmedlarens intäkter
  
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|the revenue we retain from the work that has been ordered (provided it is invoiced).
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|de intäkter vi behåller av det som är beordrat (förutsatt att det blir fakturerat).
  
 
|-
  
|-
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!Ordered - to the media
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!Beordrat – till mediet
  
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|media-related costs that have been booked.
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|medierelaterade kostnader som är bokade.
 
 
|-
  
|-
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!Media invoices
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!Mediafakturor
  
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|media invoices registered for the orders.
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|registrerade mediefakturor på ordrarna.
  
 
|}
  
|}
   
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{{ExpandImage| MED-REP-EN-Bild1.png}}
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Det går också att söka efter begrepp i fältet Snabbsök. Kolumnen Kommentar beskriver begreppets innehåll. Parentesen (MED&amp;PRO) anger att begreppet kan användas i en rapport som är en kombinerad media- och projektredovisningsrapport.
  
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You can also search for terms in the Quick Search field. The Comment column describes the content of the term. The brackets (MED&PRO) indicate that the term can be used in a report that is a combined media and project accounting report.
   
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Columns can be used to add (+), subtract (-), multiply (*) and divide (/) values. They can also be used to specify a percentage (%) of another column. In the example below, the value in column 5 (K5) has been subtracted from the value in column 4 (K4).
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{{ExpandImage|MED-REP-SV-Bild0.png}}
  
   
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Terms selected in the Content column can be specified in the Selection column. In the example above, the report extracts statistics for Net invoiced media-related, Net invoiced specifically for surcharge codes 301 to 304, Discounts, Commissions, Fee and Insertion fees.
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Kolumner kan användas för att addera (+), subtrahera (-), multiplicera (*) och dividera (/) värden. De kan också användas för att ange en procentuell del (%) av en annan kolumn. I exemplet nedan har värdet i kolumn 5 (K5) subtraherats från värdet i kolumn 4 (K4).
  
   
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The Rounding column determines how the amounts are to be rounded. The Show tick box allows certain columns to be hidden, for example if they are only to be used to calculate the value in another column.
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{{ExpandImage|MED-REP-SV-Bild1.png}}
  
   
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In Heading 1 and Heading 2, the heading is entered on one or two lines.
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Begrepp som valts i kolumnen Innehåll kan preciseras i kolumnen Selektering. I ovan exempel tar rapporten bara ut statistik för fakturerat netto mediarelaterat, fakturerat netto specificerat för tilläggskoderrna 301-304, rabatt, provisioner och införingsavgifter.
 
   
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==== Selections ====
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I kolumnen Avrundning bestäms hur beloppen ska avrundas. Med kryssrutan Visa kan vissa kolumner döljas, exempelvis om de endast ska användas för att räkna ut värdet i en annan kolumn.
  
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The different selections are:
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{|class=mandeflist
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Du kan skriva rapportrubrik på en eller två rader i kolumnerna Rubrik 1 och Rubrik 2.
  
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!TYP
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|E for ether and P for print (media), A for fees, I for purchases and P for other (PRO)
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== Selekteringar ==
  
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|-
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!KAT
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De olika selekteringarna är:
  
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|Cost category in the project accounting (fees, purchases, other)
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'''MED reports:'''
  
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{|class= mandeflist
 
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!TYP
  
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|E för Eter och P för Print (media) A för Arvode, I för Inköp och O för Övrigt (projekt)
 
 
|-
  
|-
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!KAT
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!TYP=A, KAT=01
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|selects all fees under category 01.
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|Kostnadskategori i projektredovisningen (arvode, inköp och övrigt). TYP=A, KAT=01 tar med alla arvodeskoder i kategori 01.
 
 
|-
  
|-
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!BPER
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!BPER
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|Bokföringsår (tex. BPER=2001-2012 för år 2000 eller BPER=1912 för december 2019)
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|Accounting period (e.g. BPER=2601-2612 for 2026 or BPER=2612 for dec 2026
 
|-
  
|-
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!IPER
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!IPER
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|Insertion period (e.g. IPER=2601-2612 for 2026 or IPER=2612 for dec 2026)
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|som BPER men för införingsdag
  
 
|-
  
|-
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!MTYP
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!MTYP
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|Media type
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|Medietyp
  
 
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|-
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!RKOD
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!RKOD
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|Discount code
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|Rabattkod
  
 
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|-
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!TKOD
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!TKOD
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|Surcharge code
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|Tilläggskod
  
 
|-
  
|-
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!TKOD=M
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!TKOD=M
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|Everything that is invoiced by the media
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|Allt som faktureras av mediet
  
 
|-
  
|-
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!TKOD=I
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!TKOD=I
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|Everything that is not invoiced by the media
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|Allt som inte faktureras av mediet
  
 
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!HK=J
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!HK=J
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|Everything on the head client of the plan (used in allocations)
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|Allt på planens huvudkund (används vid fördelningar)
  
 
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!HK=N
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!HK=N
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|Everything on other clients than head client on the plan
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|Allt på de andra kunderna i planen (utom HK)
 
 
|}
  
|}
   
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In both media and media+ project reports (MED & PRO), you can select multiple additional codes or ranges of additional codes by separating them with a +. Similarly, you can select multiple fee codes, purchase codes and other codes, or use categories or ranges of codes/categories. In the image below, column 3 shows the net invoiced amount for the surcharge codes: 301 to 304 and 701. Row 9 shows the invoiced insertion fees and the codes 101 to 120.
   
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{{ExpandImage| MED-REP-EN-Bild2.png}}
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== Rapportmall ==
  
   
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=== Report template ===
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En rapportmall registreras i Basregister/Med/Rapportmallar. Tryck på knappen Ny.
  
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A report template is registered in Media | Backoffice | Base register | Report templates.
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Press the New button.
   
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{{ExpandImage|MED-REP-SV-Bild2.png}}
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{{ExpandImage| MED-REP-EN-Bild3.png}}
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Enter the Code (max. 6 characters; avoid diacritics) and the report title in the Name field. Additional information about the report can be entered in the Comment field. The comment is displayed when reports are printed. In the Type field, select whether the report should be a pure media report (MED) or whether it should also include amounts from the project accounting (MED & PRO). Select how the report should be totalled using up to eight subtotal terms. Click the list button […] to see which subtotals are available. The subtotals are a suggestion when printing the report and can be changed.
   
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Link the report to your column template by selecting the column template from the list. Under Sorting, the report can be sorted by the columns contained in the column template to which the report is linked.
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Ange Kod (max 6 tecken, undvik åäö) och rapportens benämning i fältet Namn. I Kommentar kan ytterligare information om rapporten fyllas i. Kommentaren visas vid utskrift av rapporter. I Typ väljs om rapporten ska vara en renodlad medierapport (MED), eller om den även ska ta med belopp från projektredovisningen (MED & PRO). Välj hur rapporten ska summeras med hjälp av upp till åtta summeringsbegrepp. Tryck på listsymbolen för att se vilka summeringsbegrepp som finns.
  
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Summeringen är ett förslag vid utskrift av rapport och kan ändras.
  
   
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The Selection tab contains all the fields and registers that will be available for selection when printing the report. You can enter a default value here if you wish. The default value can be changed when printing the report.
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Koppla rapporten till din kolumnmall genom att hämta in kolumnmallen från listan. I Sortering kan rapporten sorteras efter kolumnerna som finns i den kolumnmall rapporten är kopplad till.
  
   
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== Print report ==
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I fliken Urval finns alla fält och register som kommer att vara valbara vid utskrift av rapport. Här kan man fylla i ett standardvärde om man vill. Standardvärdet går att ändra vid utskrift av rapporten.
  
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Print the report in Media | Reports
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Select your report and click on Print. Depending on whether it is a MED or MED & PRO report, the selection options will vary.
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When printing a MED & PRO report, the only options available are for the accounting period and a smaller number of subtotals.
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Once you have selected a specific filter, e.g. Client or Group, you can save it as a custom selection using the SAVE button. The report will then be assigned its own ID in the report list. ''It’s a good idea to use the comments field''.
   
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{{ExpandImage| MED-REP-EN-Bild4.png}}
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I både MED och MED&PRO- rapporter kan du göra en selektering på flera tilläggskoder eller ett intervall av koder genom att separera dem med ett +. På samma sätt kan du göra intervaller på arvodes- inköps- och övrigtkoder och -kategorier. Nedan ett exempel på kolumn 3 Fakturerat netto för tilläggskoderna 301-304 och 701. Rad 9 visar fakturerat arvode och koderna 101-120
 
   
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The report can be printed as list, PDF or Excel (Spreadsheet).
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== Utskrift av rapport ==
  
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If you select List, you can then print in various ways by right-clicking in the list. You can also move or hide columns before printing.
   
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== Correction ==
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Rapporten skrivs ut i Media/Medierapporter. Markera din rapport och tryck på Utskrift.det finns olika utskriftsalternativ beroende på om din rapport är en MED elller MED&PRO-rapport.
  
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Select whether the report should include internal or external corrections.
   
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{{ExpandImage| MED-REP-EN-Bild5.png}}
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När du skriver en MED&PRO-rapport kan du enbart välja Bokföringsperiod, och det finns också färre summeringar att välja mellan.
 
   
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{{ExpandImage| MED-REP-EN-Bild6.png}}
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Efter val av tex. Kunnd och Grupp kan du spara ditt urval med SPARA. Du får ett ID till rapporten. Här kan du använda kommentarsfältet.
  
   
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== Date fields in printout ==
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{{ExpandImage|MED-REP-SV-Bild3.png}}
  
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It depends on what the report shows; these selections apply only to MED reports. The various date fields are:
   
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{{ExpandImage| MED-REP-EN-Bild7.png}}
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Utskriftsalternativen är Lista, PDF eller Excel (Kalkyl).
  
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{|class=mandeflist
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Om du väljer Lista kan du välja mellan olika alternativ genom att högerklicka i fältet. Du kan också dölja/flytta kolumner innan utskrift.
  
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!Ins. date ordered column
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|Used when the report shows what has been ordered. Selection by order date.
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'''Datumfält vid utskrift'''
  
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Beroende på vad raporten visar, desda gäller endast MED-rapporter. Datumfälten är:
  
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{| class=mandeflist
  
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!Inf.dat beordratkolumn
  
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|Används när rapporten visar vad som är beordrat. Selekterar på införingsdatum.
  
 
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!End date ordered column
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!Inf.dat faktureratkolumn
 
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|Used when the report shows what has been ordered. Selection by end date.
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|Används när rapporten visar vad som är fakturerat. Selekterar på införingsdatum.
  
 
|-
  
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!Ins. date invoiced column
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!Fakt datum
  
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|Used when the report shows what has been invoiced. Selection by invoice date.
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|Selekterar på kundfakturans fakturadatum.
  
 
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!Inv. date
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!Bokföringsdatum
  
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|Selection by the invoice date on the client invoice
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|Selekterar på bokföringsdatum på allt som är fakturerat (både kund och leverantör).
  
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|-
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!Accounting date
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|Selection by the booking date for everything that has been invoiced (both clients and suppliers).
 
|}
  
|}
   
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[[Category: Media]]
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Sedan finns en rad datumkombinationer som kan användas. Kontakta Kalin Setterberg vid specifika frågor.
  
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[[Category: MED-REP-EN]]
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[[Category:MED-REP-SV]]
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[[Category: Manuals]]
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[[Category:Manuals]]
  
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[[category:Media]]
  

Revision as of 08:42, 1 October 2026

Fet text


General

Media reports consist of a column template and a report template that are linked together. The column template defines the report’s various columns, whilst the report template determines which options are to be preset when the report is printed.

Column template

A column template is registered in Media | Backoffice | Base registers | Column templates. Select New and enter an ID (max. 6 characters; avoid diacritics) and a name. The top row is automatically set to RUB in a new column template; RUB stands for heading. If the Show box is deselected, no headings will be displayed. However, this row must always be included in a column template. Next, start entering columns. The content of a column can be selected from a list of terms using the list button […]. The list is organised by headings to make it easier to find the term you are looking for:

Invoiced -client cost is comparable with invoice to client. If a client wants statistics, this is normally the one to choose.
Invoiced – debt to agency what we may pass on to the agency in an agency settlement.
Invoiced - intermediary's calc cost what we expect to be invoiced from the media.
Invoiced - intermediary's income the revenue we retain from the amount invoiced to the client.
Ordered- client cost the client's costs for everything that has been booked.
Ordered - debt to agency the amount we may pass on to the agency in an agency settlement (provided it is invoiced).
Ordered - intermediary's incomes the revenue we retain from the work that has been ordered (provided it is invoiced).
Ordered - to the media media-related costs that have been booked.
Media invoices media invoices registered for the orders.

You can also search for terms in the Quick Search field. The Comment column describes the content of the term. The brackets (MED&PRO) indicate that the term can be used in a report that is a combined media and project accounting report.

Columns can be used to add (+), subtract (-), multiply (*) and divide (/) values. They can also be used to specify a percentage (%) of another column. In the example below, the value in column 5 (K5) has been subtracted from the value in column 4 (K4).

Terms selected in the Content column can be specified in the Selection column. In the example above, the report extracts statistics for Net invoiced media-related, Net invoiced specifically for surcharge codes 301 to 304, Discounts, Commissions, Fee and Insertion fees.

The Rounding column determines how the amounts are to be rounded. The Show tick box allows certain columns to be hidden, for example if they are only to be used to calculate the value in another column.

In Heading 1 and Heading 2, the heading is entered on one or two lines.

Selections

The different selections are:

TYP E for ether and P for print (media), A for fees, I for purchases and P for other (PRO)
KAT Cost category in the project accounting (fees, purchases, other)
TYP=A, KAT=01 selects all fees under category 01.
BPER Accounting period (e.g. BPER=2601-2612 for 2026 or BPER=2612 for dec 2026
IPER Insertion period (e.g. IPER=2601-2612 for 2026 or IPER=2612 for dec 2026)
MTYP Media type
RKOD Discount code
TKOD Surcharge code
TKOD=M Everything that is invoiced by the media
TKOD=I Everything that is not invoiced by the media
HK=J Everything on the head client of the plan (used in allocations)
HK=N Everything on other clients than head client on the plan

In both media and media+ project reports (MED & PRO), you can select multiple additional codes or ranges of additional codes by separating them with a +. Similarly, you can select multiple fee codes, purchase codes and other codes, or use categories or ranges of codes/categories. In the image below, column 3 shows the net invoiced amount for the surcharge codes: 301 to 304 and 701. Row 9 shows the invoiced insertion fees and the codes 101 to 120.

Report template

A report template is registered in Media | Backoffice | Base register | Report templates. Press the New button.

Enter the Code (max. 6 characters; avoid diacritics) and the report title in the Name field. Additional information about the report can be entered in the Comment field. The comment is displayed when reports are printed. In the Type field, select whether the report should be a pure media report (MED) or whether it should also include amounts from the project accounting (MED & PRO). Select how the report should be totalled using up to eight subtotal terms. Click the list button […] to see which subtotals are available. The subtotals are a suggestion when printing the report and can be changed.

Link the report to your column template by selecting the column template from the list. Under Sorting, the report can be sorted by the columns contained in the column template to which the report is linked.

The Selection tab contains all the fields and registers that will be available for selection when printing the report. You can enter a default value here if you wish. The default value can be changed when printing the report.

Print report

Print the report in Media | Reports Select your report and click on Print. Depending on whether it is a MED or MED & PRO report, the selection options will vary. When printing a MED & PRO report, the only options available are for the accounting period and a smaller number of subtotals. Once you have selected a specific filter, e.g. Client or Group, you can save it as a custom selection using the SAVE button. The report will then be assigned its own ID in the report list. It’s a good idea to use the comments field.

The report can be printed as list, PDF or Excel (Spreadsheet). If you select List, you can then print in various ways by right-clicking in the list. You can also move or hide columns before printing.

Correction

Select whether the report should include internal or external corrections.

Date fields in printout

It depends on what the report shows; these selections apply only to MED reports. The various date fields are:

Ins. date ordered column Used when the report shows what has been ordered. Selection by order date.
End date ordered column Used when the report shows what has been ordered. Selection by end date.
Ins. date invoiced column Used when the report shows what has been invoiced. Selection by invoice date.
Inv. date Selection by the invoice date on the client invoice
Accounting date Selection by the booking date for everything that has been invoiced (both clients and suppliers).
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