Reports - Revision history

Nele.scherrens: /* Accrual */

2017-10-13T13:41:08Z

‎Accrual

Onea: /* Creating a report= */

2017-01-12T11:13:46Z

‎Creating a report=

Onea at 08:01, 24 October 2016

2016-10-24T08:01:24Z

Onea: /* Billing */

2016-10-21T15:38:19Z

‎Billing

Onea: /* Accrual */

2016-10-21T15:36:19Z

‎Accrual

Onea at 15:24, 21 October 2016

2016-10-21T15:24:00Z

Onea at 07:42, 1 April 2014

2014-04-01T07:42:58Z

Onea at 07:40, 1 April 2014

2014-04-01T07:40:59Z

Onea at 07:40, 1 April 2014

2014-04-01T07:40:48Z

Onea at 07:39, 1 April 2014

2014-04-01T07:39:02Z

@@ Line 15: / Line 15: @@
 ===Accrual===
-Create a report containing all documents which are still in the flow for a certain period.
+Create a report containing all documents which are still in the flow till a certain date.
 <br/>{{note|Often used when closing a period and wanting to know which documents still need to be processed.}}<br/>
 {{info|The creation of this report requires an enddate of the period you wish to see}}<br/>

@@ Line 1: / Line 1: @@
 Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.<br/>
-==Creating a report===
+==Creating a report==
 A report can be created by clicking ''"Add report result"'' at the top right of the page. This button is available when hovering over the ''"Actions"'' menu.
 <br/>

@@ Line 1: / Line 1: @@
 Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.<br/>
 There are a few different report types available.
-==Accrual==
+==Creating a report===
 Create a report containing all documents which are still in the flow for a certain period.
 <br/>{{note|Often used when closing a period and wanting to know which documents still need to be processed.}}<br/>
 {{info|The creation of this report requires an enddate of the period you wish to see}}<br/>
-==Billing==
+===Billing===
 Create a report containing all documents available in 1Archive in a certain period.
 <br/>{{info|The creation of this report requires a start- and enddate of the period you wish to see}}<br/>
-==Detailed customer-Account check==
+===Detailed customer-Account check===
-Create a report to check the default account configured per customer.
+Create a report to check the default account configured per customer.<br/>
-==Detailed customer-VATID check==
+===Detailed customer-VATID check===
 Create a report to check the VAT ID configured per customer.
-==Detailed supplier-Account check==
+===Detailed supplier-Account check===
-Create a report to check the default account configured per supplier.
+Create a report to check the default account configured per supplier.<br/>
-==Detailed supplier-Bankaccount check==
+===Detailed supplier-Bankaccount check===
 Create a report to check the bankaccount configured per supplier.
-==Detailed supplier-VATIDcheck==
+===Detailed supplier-VATID check===
-Create a report to check the VAT ID configured per supplier.
+Create a report to check the VAT ID configured per supplier.<br/>
-==Top 10 Customers==
+===Top 10 Customers===
 Create a report containing the top 10 customers used for the selected company.
-==Top 10 Suppliers==
+===Top 10 Suppliers===
 Create a report containing the top 10 suppliers used for the selected company.
+<br/>{{info|The creation of this report requires a text to show when there is no data available and the id of the supplier to start from.}}<br/>

@@ Line 8: / Line 8: @@
 ==Billing==
 Create a report containing all documents available in 1Archive in a certain period.
 ==Detailed customer-Account check==

@@ Line 4: / Line 4: @@
 Create a report containing all documents which are still in the flow for a certain period.
 <br/>{{note|Often used when closing a period and wanting to know which documents still need to be processed.}}<br/>
 ==Billing==

← Older revision		Revision as of 15:24, 21 October 2016
Line 1:		Line 1:
		+	Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.<br/>
		+	There are a few different report types available.
		+	==Accrual==
		+	Create a report containing all documents which are still in the flow for a certain period.
		+	<br/>{{note\|Often used when closing a period and wanting to know which documents still need to be processed.}}<br/>
		+
		+	==Billing==
		+	Create a report containing all documents available in 1Archive in a certain period.
		+
		+	==Detailed customer-Account check==
		+	Create a report to check the default account configured per customer.
		+
		+	==Detailed customer-VATID check==
		+	Create a report to check the VAT ID configured per customer.
		+
		+	==Detailed supplier-Account check==
		+	Create a report to check the default account configured per supplier.
		+
		+	==Detailed supplier-Bankaccount check==
		+	Create a report to check the bankaccount configured per supplier.
		+
		+	==Detailed supplier-VATIDcheck==
		+	Create a report to check the VAT ID configured per supplier.
		+
		+	==Top 10 Customers==
		+	Create a report containing the top 10 customers used for the selected company.
		+
		+	==Top 10 Suppliers==
		+	Create a report containing the top 10 suppliers used for the selected company.
		+
		+
		+
		+
		+
		+
		+
		+
		+
		+
		+
		+
	'''Location''': Reports		'''Location''': Reports

@@ Line 24: / Line 24: @@
 ** This reports shows a summary of the detailed supplier-Bankaccount check
-'''Creation of a report'''
+== '''Creation of a report''' ==
 '''Location''': Reports
 * Select your report by clicking [[image:magnifier.png|link=]]
-* Select ‘Actions – Add report result’
+* Select ‘Actions – Add report result’ from the upper right menu
 * Save
 * Click [[image:PageXls.png|link=]] to open the report in Excell

← Older revision		Revision as of 07:40, 1 April 2014
Line 25:		Line 25:

	'''Creation of a report'''		'''Creation of a report'''
		+
	'''Location''': Reports		'''Location''': Reports