| Report type |
Multiple types of reports are available. The overview upon time periods is chosen in case of comparison of new and old periods:
Overview for a chosen period:
Comparison or two chosen periods:
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| Document types - revenues |
It is mandatory to select the types of documents that will mark the revenues. You may chose among types of document issue, internal issue and transfer. These goods movements are shown in the calculation with sales prices, without the tax included.
Record types of documents are not on the list!
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Document types - expenses
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It is mandatory to choose the types of documents that will mark the revenues. You may chose among types of document receiving internal issue and transfer. These goods movements are shown in the calculation with sales prices, without the tax included.
Record types of documents are not on the list!
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| Item types |
Check the types of items for which you would like to create a report. |
| From date |
The report can be limited according to the starting date of supply/receiving of goods from the documents. |
| To date |
The report can be limited according to the final date of supply/receiving of goods from the documents. |
| Old period |
For the creation of adequate calculation the starting date of supply/receiving of goods from the documents of previous period can be entered for comparison. |
| To date |
For the creation of adequate claculation the final date of supply/receiving of goods from the documents of previous period can be entered for comparison. |
| Item |
The report can be created for an individual item. If you leave t he field empty, the program will include all items. |
| Name |
Item for which the report is made can also be selected by name. |
| External ID |
The report can be limited to an external ID of an item as entered in the Items register. |
| Category |
The report can be limited upon an individual clasification of items. The data about the classificaion of the item is included in the items register. |
| Sec. category |
The report can be limited to a certain secundary item category. The data about clasification of the item is included in the items register. |
| Department |
Limit the report according to the department from the document lines. |
| Cost drv. |
The report can also be limited by code of the cost driver from the document lines. |
| Warehouse |
The report can be limited by an individual warehouse. |
| Customer |
The report can be limited to the individual customer. |
| Customer type |
The report can be limited to an individual customer. The data about the customer type is included in the customers register. |
| Supplier |
The report can be limited to an individual supplier. |
| Supplier type |
The report can be limited to an individual supplier. The data about the type of supplier is included in the suppliers register. |
| Consignee |
The report can be limited to an individual consignee (3rd person) from the document. |
| Beneficiary type |
You may choose the type of beneficiary/consignee, for which you wish the comparison to be made. |
| Linked doc. 1 |
Limit the report by first linked document. |
| Date from |
Limit the report with the starting date of the first linked document. |
| To |
Limit the report with the final date of the first linked document. |
| Linked doc. 2 |
Limit the report by the second linked document. |
| Date from |
Limit the report with the starting date of the second linked document. |
| To |
Limit the report with the final date of the second linked document. |
| To currency |
Enter the currency in which you wish to create the comparison report. The exchange rates list of the bank, which is selected as bank for the price list in the parameters is being used for the calculation. |
| Clerk |
The report can be limited upon the clerk. |
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Displays the comparison of incomes and expenses according to the chosen criteria. |
| Custom Fields - Items |
Select an individual entry in an item's custom field if you would like to limit the report to this criteria. |
| Custom Fields - Cost Centers |
Select an individual entry in a cost center's custom field if you would like to limit the report to this criteria. |
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It is possible to search for items using special signs (%) |