Difference between revisions of "Media reports/da"

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__FORCETOC__
  
   
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= Mediarapporter =
  
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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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== Generelt ==
  
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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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En mediarapport består af en kolonneskabelon og en rapportskabelon, der kobles sammen med hinanden. I kolonneskabelonen defineres rapportens kolonner. I rapportskabelonen defineres de selektioner, der skal vælges ved udskrift af 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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== Column template ==
  
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{|class=mandeflist
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!Invoiced -client cost
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Skab en kolonneskabelon i {{pth|System|Basisregister/MED/Kolonneskabeloner}}. Vælg {{btn|Ny}} og angiv et ID (maksimalt 6 tegn, brug kun bogstaver a-z og/eller nummer) og et {{btn|Navn}}. Den øverste linie bliver automatisk RUB (=overskrift). Overskriftslinien er obligatorisk i alle kolonneskabeloner, men hvis du ikke ønsker at dse den, fjern krydset fra feltet {{kryss|Vis}}.
  
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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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Begynd siden med kolonnerne. Brug søgelisten he search list to see the list of possible definitions. The list is divided into headers to facilitate your search:
  
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{| class=mandeflist
  
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!Faktureret – kundeomkostning
  
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|Kan sammenlignes med faktura til kunde. De ganger, kunder spørger efter statistik, skal du normalt vælge dette.
  
 
|-
  
|-
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!Faktureret – gæld til bureau
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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 formentlig giver videre til bureauet ved en bureauafregning.
  
 
|-
  
|-
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!Invoiced - intermediary's calc cost
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!Faktureret – formidlerens ber omkost
  
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|what we expect to be invoiced from the media.
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|Det, vi beregner at mediet fakturerer os.
  
 
|-
  
|-
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!Invoiced - intermediary's income
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!Faktureret - formidlerens indtægt
  
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|the revenue we retain from the amount invoiced to the client.
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|Indtægten, vi beholder af det, der er faktureret til kunde.
  
 
|-
  
|-
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!Ordered- client cost
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!Beordret – kundeomkostning
  
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|the client's costs for everything that has been booked.
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|Kundens omkostninger på alt, der er blevet beordret.
  
 
|-
  
|-
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!Ordered - debt to agency
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!Beordret – gæld til bureau
  
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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 formentlig giver videre til bureauet ved en bureauafregning (forudsat, at det bliver faktureret).
  
 
|-
  
|-
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!Ordered - intermediary's incomes
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!Beordret – formidlerens indtægter
  
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|the revenue we retain from the work that has been ordered (provided it is invoiced).
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|Indtægten, vi beholder af det, der er beordret (forudsat, at det bliver faktureret).
  
 
|-
  
|-
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!Ordered - to the media
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!Beordret – til mediet
  
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|media-related costs that have been booked.
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|Medierelaterede bogførte poster.
  
 
|-
  
|-
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!Media invoices
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!Mediefakturaer
  
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|media invoices registered for the orders.
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|Registrerede mediefakturaer på ordrerne.
  
 
|}
  
|}
   
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{{ExpandImage| MED-REP-EN-Bild1.png}}
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Du kan også bruge hurtigsøgningen for at skulle finde definitioner - Kolonnen beskriver definitionen. En definition med (MED&JOB) kan bruges i en kombineret medie- og jobstyringsrapport.
  
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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-DA-Bild13.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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Kolonner kan bruges for addering (+), subtrahering (-), multiplikation (*) og division (/) af værdier. De kan også bruges for at angive procentandel (%) af en anden kolonne. I eksempelet neden, er værdien i kolonne 5 (K5) blevet subtraheret fra værdien i kolonne 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-DA-Bild11.png}}
  
   
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In Heading 1 and Heading 2, the heading is entered on one or two lines.
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Du kan specificere de valgte definitioner i kolonnen Selektering. I eksempelet oven skal rapporten kun præsentere statistik fra Faktureret Netto medierelateret, faktureret netto specifikt for tillægskoderne 301-304, rabat, provisioner,fee og indrykningsgebyrer.
 
   
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==== Selections ====
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Kolonnen Afrunding viser hvordan beløbene afrundes. Vælg de kolonner, du vil se ved at afkrydse feltet Vis. Måske ønsker du ikke at se kolonner, der kun kalkulerer værdier fra andre kolonner, fjern i så fald krydset.
  
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The different selections are:
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{|class=mandeflist
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Du kan skrive rapportoverskrift på én eller to linier i Overskrift 1 og Overskrift 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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== Selekteringer ==
  
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|-
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!KAT
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De forskellige selekteringerne er:
  
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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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!TYP=A, KAT=01
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|selects all fees under category 01.
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|E for Æter og P for Print(media) A for Honorar, I for Indkøb og O for Øvrigt (job)
 
 
|-
  
|-
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!BPER
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!KAT
 
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|Accounting period (e.g. BPER=2601-2612 for 2026 or BPER=2612 for dec 2026
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|Omkostningskategori i jpbstyringen (honorar, indkøb eller øvrigt). TYP=A, KAT=01 vælger al honorar i kategori 01.
 
 
|-
  
|-
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!IPER
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!BPER
 
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|Regnskabsår (fx. BPER=2001-2012 for år 2000 eller BPER=1912 for December 2019)
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|Insertion period (e.g. IPER=2601-2612 for 2026 or IPER=2612 for dec 2026)
 
|-
  
|-
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!MTYP
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!IPER
  
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|Media type
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|som BPER men for indrykningsdato
  
 
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!RKOD
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!MTYP
  
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|Discount code
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|Medietype
  
 
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!TKOD
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!RKOD
  
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|Surcharge code
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|Rabatkode
  
 
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|-
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!TKOD
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!TKOD=M
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|Everything that is invoiced by the media
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|Tillægskode
  
 
|-
  
|-
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!TKOD=M
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!TKOD=I
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|Everything that is not invoiced by the media
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|Alt, der er faktureret af mediet
  
 
|-
  
|-
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!TKOD=I
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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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|Alt, der ikke er faktureret af mediet
  
 
|-
  
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!HK=J
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!HK=N
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|Everything on other clients than head client on the plan
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|Alt på hovedkunden på budgettet (bruges ved fordelning)
  
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|-
  
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!HK=N
  
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|Alt på budgettets andre kunder
  
 
|}
  
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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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== Rapportskabelon ==
  
   
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=== Report template ===
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Skab rapportskabeloner i {{pth|System|Basisregister/Med/Rapportskabeloner}}. Vælg {{btn|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-DA-Bild41.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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Anvend en kode (maks 6 tegn, ingen diakritiske tegn såsom å, æ, ø) og et navn. Skriv yderligere information i feltet {{fld|kommentar}} hvis du har brug for det. Kommentaren bliver udskreven på rapporten. Vælg sedan Type af rapport. Medierapport (MED), eller en kombination af dem (MED&JOB), som også har med beløber fra jobstyringen. Vælg op til 8 forskellige delsummeringer. Delsummerne foreslås ve udskrift men kan ændres.
  
   
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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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Kobl sammen rapporten med din kolonneskabelon. Vælg fra listen. Vælg siden hvordan kolonnerne skal sorteres.
  
   
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== Print report ==
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I fanebladet {{flik|Selektering}} finder du alle felt og register, der skal være tilgængelige ved udskrift. Her kan du angive en standardværdi (valgfri). Værdien kan ændres ved udskriften.
  
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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 og MED&JOB-rapporter kan du lave en selektering på flere tillægskoder eller et interval af koder ved at separere demmed +. På lige måde kan du gøre med honorars- indkøbs- og øvrigtkoder og -kategorier. I eksempelet neden kolonne 3 Faktureret netto for tillæggskoderne 301-304 og 701. Lilie 9 viser faktureret netto og koderne 101-120.
 
   
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The report can be printed as list, PDF or Excel (Spreadsheet).
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== Skriv ud 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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Skriv din rapport ud i {{pth|Media|Media reports}}. Vælg rapporten og klik på {{btn|Print}}. Afhængig av rapportsort (MED eller MED&JOB), findes der forskellige udskriftsmuligheder.
  
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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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Ved udskrift af MED&JOB-rapport, kan du kun vælge regnskabsdato, og der findes færre delsummeringer.
 
   
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{{ExpandImage| MED-REP-EN-Bild6.png}}
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Efter valg af fx Kunde og Gruppe kan du gemme din selektering med GEM. Din rapport får et eget ID. Her kan du godt bruge kommentarsfeltet.
  
   
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== Date fields in printout ==
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{{ExpandImage|MED-REP-DA-Bild51.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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Udskriftsalertnativerne er Liste, PDF eller Ecxel (Kalkule).
  
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{|class=mandeflist
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Dersom du vælger Liste kan du vælge mellem forskellige alternativer ved at højreklikke i listen. Du kan også skjule/flytte kolonner før udskrift
  
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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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'''Datoflet ved udskrift'''
  
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|-
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!End date ordered column
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Det er afhængig af det, rapporten viser. Disse gælder kun medierapporter. Datoerne er:
  
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|Used when the report shows what has been ordered. Selection by end date.
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{|class= mandeflist
  
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!Indr. dato berordretkolonne
  
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|Hvis rapporten skal vise, hvad der er blevet beordret. Vælger indrykningsdato.
  
 
|-
  
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!Ins. date invoiced column
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!Indr. dato faktureretkolonne
  
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|Used when the report shows what has been invoiced. Selection by invoice date.
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|Hvis rapporten skal vise, hvad der er blevet faktureret. Vælger indrykningsdato.
  
 
|-
  
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!Inv. date
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!Fakturadato
  
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|Selection by the invoice date on the client invoice
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|Selekterer på kundefakturaens fakturadato.
  
 
|-
  
|-
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!Accounting date
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!Regnskabsdato
  
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|Selection by the booking date for everything that has been invoiced (both clients and suppliers).
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|Selekterer på regnskabsdato på alt som er blevet faktureret (både kunder og leverandører).
  
 
|}
  
|}
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Det findes og så et flertal andre datokombinationer, du kan anvende. For yderligere information, kontakt os på Kalin Setterberg.
  
   
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[[Category:MED-REP-DA]]
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[[Category: Media]]
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[[Category:Manuals]]
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[[Category: MED-REP-EN]]
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[[Category:Media]]
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[[Category: Manuals]]

Latest 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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