Raportit

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