Basic Criteria
The Basic Criteria section of the Accounting Work Report form of Accounting Dashboard allows you to specify the criteria for creating accounting work reports.
The form allows you to select basic criteria and additional criteria in the tabs.
The section can be accessed from Financials | Accounting Dashboard and selecting Financials | Accounting Work Report.
The section is divided into following parts.
In this section you can choose a basic criteria for work reports such as time period, persone responsible, database etc.
| Work From |
In this field, a start date for report can be selected. |
| To |
In this field, an end date for report can be selected. |
| Document From |
In this field, first document for report can be selected.
This is enabled only if 0A9 - Last Entries by Databases report is selected.
|
| To |
In this field, last document for report can be selected.
This is enabled only if 0A9 - Last Entries by Databases report is selected.
|
| Person Res. |
Select a person responsible form the list, for which you want to create a report. |
|
Database
|
Select a database form the list, for which you want to create a report. |
| Documents older than days |
Enter the number of days. Only documents older than days entered will be on the report. If you want to include all documents, enter -1.
This is enabled only if 0A9 - Last Entries by Databases report is selected.
|
| Doc. Type for Recurring Inv. |
Select the document type form the list for recurring invoicing. |
| Print |
By clicking this button, selected report is created accoring to criteria. The button is visible only if Reports tab is selected in Reports section. |
| Data Preparation |
By clicking this button data is prepared in Grid View tab. The button is visible only if Grid View tab is selected in Reports section.
With right-mouse click on the button there are three options:
- Create Dashboard Component - creates a new dashboard component using criteria selected.
- Create Ad-Hoc Analysis - creates a new Ad-Hoc Analysis using criteria selected
- Export to Excel - exports data into a .xls file
|
| Merge by Period |
Select a time period by which you want to merge data:
- Day - merges data by days
- Week - merges data by weeks
- Month - merges data by months
- Quarter - merges data by quarters
This is only visible if one of the following reports is selected:
|
| Create Recurring Inv. for Billed Work |
By selecting this, a recurring invoice is created for billed work. |
| Copy Billed Work to Created Docs |
By selecting this, billed work is copied to created documents. If selected, a Transfer to Recurr. Inv. tab is visible in the Reports section. |
| Send users reports by Email |
By selecting this, user reports are send to selected users by email. User email address must be specified.
This is only visible, if 0B2 - Accounting Work Report - By Users report is selected.
|
Tabs allow you to specify additional criteria for reports, like users, type of service or create custom variables for report.
In the Users tab you can select users for the report.
| Sel. |
By selecting the checkbox, user is selected for the report. |
| User ID |
Displays the user ID |
| User |
Displays the username.
|
| Email |
Displays the user's email address. |
In the Criteria tab additional criteria like type of service can be selected.
| Sel. |
By selecting the checkbox, the criteria is selected for the report. |
| ID |
Displays the ID of the criteria. |
| Note |
Displays the description of the criteria. |
| Criterion |
Enter the formula of criterion for calculating work done. |
| Factor |
Displays the factor of the criteria. For example: 1 hour = 1 unit. |
| Order |
Displays the document key of the order. |
In the Variables for report tab additional variables can be set up.
| Active |
By selecting the checkbox, the variable is active and used in report. |
| Type |
Select a type of variable from the list:
- Outstanding items on end date of report
- Invoiced total
- Outstanding items on report print date
- Invoiced for item
|
| Field Name |
Select a optional field name from the list to be calculated in report. |
| Item |
Select an item from the list. |
| Group by users |
By selecting the checkbox, the items are grouped by users. |
| Description |
Enter a description of the variable. |