Reports

General

Print and create new reports in Project: Reports.

New	Create a new report template.
Open	Select report in the list and click open if you want to edit an existing report template.
Print	Select a report and Print (or double click) to print out a report.
Data definition	Create or edit your own defined data (further instructions later in this manual)
Copy company	Click Copy company and select company to be copied from. Click OK. if there are existing reports in the company you are copying to, they will be overwritten. Remember that there can be reports that not are global, i.e. can only be seen by the one who has created it.

Print report

Select the report and press Print. A selection view appears. The view varies depending on settings that has been made when the report was created. You can print the report as PDF or export it to Excel.

Start	Starts the printout. Make selections first.
Cancel printout	Stops the printout.
Pdf	Prints the report as PDF
Spreadsheet	Exports the report to Excel.
No sums	Check if you don't want the report summarized.
Currency	You can print a report in all currencies in your currency register.
Elimination	Only in use if your company is using the multiple currency system.
Comment	Comment shown under the report heading.
Subtotals	Select subtotals for the report.
Sorting	Select sorting column.
Reversed	Reversed sorting shows the largest values first.

Create new report

Click the button NEW.

New report template	Click on the text and give the template a name and a heading.
Subtotals	Select a standard setting for subtotals (editable at printout).

New column

Click to open the view for creating new columns

Header	Automatically suggested header. Changeable after the data definitions are selected.
Format	Determines how the balance shall be shown: # ##0 = shows integrals# ##0,00 = shows with decimals/1000 = shows in thousandsNAMN = shows the name (e.g. project manager)KOD = shows code KOD+NAMN= shows code + name
Data definitions	A number of standard definitions exist by default, but you can add more definitions in the list. See further chapter in this manual.
Column	Shows all columns in the report.
Period	printout criteria.
Accounting year	Shows the accumulated balance for the current accounting year.
Previous year	Shows balance for the previous year.
Operator	Used for addition of columns, showing discrepancies, etc. The operator can be used for both columns and for definitions.
OK	Saves the column.
Delete column	Deletes the column.

Save	Saves the report.
Cancel	Cancels the report without saving.
Selection	Here you can make the selection that will be shown at printout.
Format	Choose between vertical and horizontal printout.
Show periods	Dissenting periods = shows periods in those columns where period is statedAll = shows selected period in all columnsNone = does not show periods in columns
Global	A global report can be used by all authorized users.
Only auth.group	You can limit the access to a global report with authorization groups.
Size	100 % is suggested.
Copy from	You can copy existing reports within your company.

Add data definitions

Go to Data definitions and select NEW.

Header	Give the definition a clear and detailed header. It will become its identification.
Format	Determines how the balance shall be shown # ##0 = shows integrals #|##0,00 = shows with decimals /1000 = shows in thousands NAMN = shows the name (e.g. project manager) KOD = shows code KOD+NAMN = shows code + name
Formula	Calculate with basic definitions with + - * / %
Basic definitions	Shows the content of the definition
Selection	Select what codes, if any, shall be shown regarding fees, purchases and other
Project type	The project types are: E= external G= joint types within the company I= internal J= speculation/pitch projects 9= internal, not project related
Project labelling	Your internal definitions (requires use of project labelling on projects)

Quick guide– Create a new report

• Click on the header New report template, give the report a name.

• Select New column and Data definition for the column content (rename the column header, if necessary).

• Click on Selection and choose the selections for printout.

• Depending on how many columns the report has, choose between horizontal and verical layouts.

• Select period display in columns.

• Choose between making the report global (available to all authorized users), your own, or available for a certain authorization group.

• Select possible standard subtotals

• Save.

Quick guide – Create new definitions

• Select basic definition and click on the right arrow to see the definition in the Variables' field.

• Select optional more basic definitions and formulas.

• Make selections regarding fees, purchases and other and project types and possible project labelling.

• Write a clear heading.

• Save.

The new definition can now be fetched into the report template.

In the example below, the definition ”Sales price-Purchase price for purchases” will fetch invoices sales price minus invoiced purchase price only for purchases, if it is used in 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 itis the purchase price stated on the code.
Actual Amount	Number of registered entities
Actual Registered	Registered sales price. For purchases it means the price after mark-ups, for fees it means the hourly rate and for other it means the sales price put on the code.
Actual adjusted	Adjusted records
Invoiced p-price	Like actual purchase price, but only invoiced records
Invoiced s-price	Like actual registered, but only invoiced records
Invoiced pre-inv.	Pre-invoices
WIP p-price	Like actual purchase price but only not invoiced records
WIP s-price	Like actual registered but only not invoiced records
WIP pre-inv	Not deducted pre-invoices
Project estimate hours	Budgeted hours – estimate made in Project: Queries
Project estimate amount	Budgeted amount – estimate made in Project: Queries
Project estimate p-price	Budgeted amount (see actual s-price for details) – estimate made in Project: Queries
Regular hourly rate	The regular hourly rate of the employee set in System: Base registers/PRO/Employees
Regular working time	The working time request in Time reporting
Fixed price	Fixed price set on the project in Project: Queries or in System: Base registers/PRO/Clients ans projects
Not updated time	Time that hasn't been updated in Project: Registration, correction and update Shows hours.
Resource planned time	Time that is planned in Project: Resource planning
Collective client manager	Client manager stated on the client in Project: Queries or in System: Base registers/PRO/Collective clients
Project manager	Project manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
Production manager	Production manager stated on the client in Project: Queries or in System: Base registers/PRO/Clients/Projects
Master	Shows the Master project that the project is connected to
Project type	E= external, I =internal, 9= not project related (900-codes), J=speculation projects and G= common projects within group.
Project status	0= active, 9=closed, 8= deactivated
Project group	Shows the group that is connected with the project
Registered	The date for registration of the project
Last entry	Shows date of last registered entry
Archiving	Archiving number on the project
Archiving status	Y= archived, N= not archived
Archiving date	Date of archiving
Closed	Closing date of the projects
Last invoice paid	Payment date of the last paid invoice
Deadline	Deadline date, set in Project: Queries