Difference between revisions of "Reports"

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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/>
 
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===
 +
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/>
 +
<br/>[[image:add_report_result.png|link=]]<br/>
 +
<br/>
 +
Fill in any available fields and click ''"Save"''.<br/>
 +
The report will be available in the list of the corresponding type. There are a few actions available:
 +
* [[image:pageXls.png|link=]] '''"Download XLS report"''': download the report in XLS-format.
 +
* [[image:pagePdf.png|link=]] '''"Download PDF report"''': download the report in PDF-format.
 +
* [[image:remove.png|link=]] '''"Remove report results"''': remove the report.
 +
 
 +
There are a few different report types available which can be viewed by clicking the [[image:magnifier.png|link=]] "View report" button.
 +
 
 +
===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 for a certain period.
 
<br/>{{note|Often used when closing a period and wanting to know which documents still need to be processed.}}<br/>
 
<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/>
 
{{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.
 
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/>
 
<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/>
 +
At the bottom of the page, there are two totals printed:
 +
* the total of customers with an empty account.
 +
* the total of customers checked.
  
−
==Detailed customer-VATID check==
+
===Detailed customer-VATID check===
 
Create a report to check the VAT ID configured per customer.
 
Create a report to check the VAT ID configured per customer.
 +
<br/>
 +
The report will show a list of incorrect VAT ID's, which means:
 +
* customers with no VAT ID defined.
 +
* customers with a VAT ID that is not unique.
 +
* customers with a VAT ID that is equal to the VAT ID of the company.
 +
<br/>
 +
At the bottom of the page, there is an overview of the number of VAT ID's that are:
 +
* empty;
 +
* not unique;
 +
* equal to the one defined for the company.
 +
There is also a total of incorrect VAT ID's printed.
  
−
==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/>
 +
At the bottom of the page, there are two totals printed:
 +
* the total of suppliers with an empty account.
 +
* the total of suppliers checked.
  
−
==Detailed supplier-Bankaccount check==
+
===Detailed supplier-Bankaccount check===
 
Create a report to check the bankaccount configured per supplier.
 
Create a report to check the bankaccount configured per supplier.
 +
<br/>
 +
The report shows a list of all suppliers who have no bank account defined. At the bottom of the page there is a total of empty bank accounts printed.
  
−
==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/>
 +
<br/>
 +
The report will show a list of incorrect VAT ID's, which means:
 +
* suppliers with no VAT ID defined.
 +
* suppliers with a VAT ID that is not unique.
 +
* suppliers with a VAT ID that is equal to the VAT ID of the company.
 +
<br/>
 +
At the bottom of the page, there is an overview of the number of VAT ID's that are:
 +
* empty;
 +
* not unique;
 +
* equal to the one defined for the company.
 +
There is also a total of incorrect VAT ID's printed.
  
−
==Top 10 Customers==
+
===Top 10 Customers===
 
Create a report containing the top 10 customers used for the selected company.
 
Create a report containing the top 10 customers 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 customer to start from.}}<br/>
  
−
==Top 10 Suppliers==
+
===Top 10 Suppliers===
 
Create a report containing the top 10 suppliers used for the selected company.
 
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/>
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
'''Location''': Reports
 
−
 
 
−
All users can create a report which results real-time information from KIS. Following reports are implemented:
 
−
* Billing overview
 
−
**This report shows all number of documents for each instance/company on KIS
 
−
* Detailed supplier-VATID check
 
−
**This report shows detailed information on KIS of all suppliers:
 
−
*** with no VATID defined
 
−
*** VATID is not unique or
 
−
*** VATID is equal to VATID of the company
 
−
* Summary supplier-VATID check
 
−
** This reports shows a summary of the detailed supplier-VATID check
 
−
* Detailed customer-VATID check
 
−
** This report shows detailed information on KIS of all customers:
 
−
*** with no VATID defined
 
−
*** VATID is not unique or
 
−
*** VATID is equal to VATID of the company
 
−
* Summary customer-VATID check
 
−
** This reports shows a summary of the detailed customer-VATID check
 
−
* Detailed supplier-Bankaccount check
 
−
** This report shows detailed information on KIS of all suppliers:
 
−
*** with no bank account defined
 
−
* Summary supplier-Bankaccount check
 
−
** This reports shows a summary of the detailed supplier-Bankaccount check
 
−
 
 
−
== '''Creation of a report''' ==
 
−
 
 
−
'''Location''': Reports
 
−
 
 
−
* Select your report by clicking [[image:magnifier.png|link=]]
 
−
* Select ‘Actions – Add report result’ from the upper right menu
 
−
* Save
 
−
* Click [[image:PageXls.png|link=]] to open the report in Excell
 

Revision as of 10:01, 24 October 2016

Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.

1 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.

Add report result.png

Fill in any available fields and click "Save".
The report will be available in the list of the corresponding type. There are a few actions available:

  • PageXls.png "Download XLS report": download the report in XLS-format.
  • PagePdf.png "Download PDF report": download the report in PDF-format.
  • Remove.png "Remove report results": remove the report.

There are a few different report types available which can be viewed by clicking the Magnifier.png "View report" button.

1.1 Accrual

Create a report containing all documents which are still in the flow for a certain period.


Note.png Often used when closing a period and wanting to know which documents still need to be processed.

Info.png The creation of this report requires an enddate of the period you wish to see

1.2 Billing

Create a report containing all documents available in 1Archive in a certain period.


Info.png The creation of this report requires a start- and enddate of the period you wish to see

1.3 Detailed customer-Account check

Create a report to check the default account configured per customer.
At the bottom of the page, there are two totals printed:

  • the total of customers with an empty account.
  • the total of customers checked.

1.4 Detailed customer-VATID check

Create a report to check the VAT ID configured per customer.
The report will show a list of incorrect VAT ID's, which means:

  • customers with no VAT ID defined.
  • customers with a VAT ID that is not unique.
  • customers with a VAT ID that is equal to the VAT ID of the company.


At the bottom of the page, there is an overview of the number of VAT ID's that are:

  • empty;
  • not unique;
  • equal to the one defined for the company.

There is also a total of incorrect VAT ID's printed.

1.5 Detailed supplier-Account check

Create a report to check the default account configured per supplier.
At the bottom of the page, there are two totals printed:

  • the total of suppliers with an empty account.
  • the total of suppliers checked.

1.6 Detailed supplier-Bankaccount check

Create a report to check the bankaccount configured per supplier.
The report shows a list of all suppliers who have no bank account defined. At the bottom of the page there is a total of empty bank accounts printed.

1.7 Detailed supplier-VATID check

Create a report to check the VAT ID configured per supplier.

The report will show a list of incorrect VAT ID's, which means:

  • suppliers with no VAT ID defined.
  • suppliers with a VAT ID that is not unique.
  • suppliers with a VAT ID that is equal to the VAT ID of the company.


At the bottom of the page, there is an overview of the number of VAT ID's that are:

  • empty;
  • not unique;
  • equal to the one defined for the company.

There is also a total of incorrect VAT ID's printed.

1.8 Top 10 Customers

Create a report containing the top 10 customers used for the selected company.


Info.png The creation of this report requires a text to show when there is no data available and the id of the customer to start from.

1.9 Top 10 Suppliers

Create a report containing the top 10 suppliers used for the selected company.


Info.png 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.

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