Report Definitions

Form ID: (CS206000)

This form, which is part of the MYOB Acumatica Analytical Report Manager, displays the properties of each defined analytical report. You can view or modify existing reports, create a new analytical report, and delete existing reports.

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Copy Report	Initiates the copying of the selected report configuration. When you click the button, the Copy Column Set dialog box open where you enter the new report code.
Preview	Initiates the previewing of the selected report. You can review the look and feel of the report in the window that opens.
Publish to the UI	Opens the Publish to the UI dialog box, in which you can modify the site map title and screen ID for the report, change default workspace and category, and specify access right.
Unpublish	Removes the respective node from the site map, clears the assignment of screen identifier and deletes all configured access rights from the database.

Table 1. Publish to the UI Dialog Box
In this dialog box, you can specify the publication settings of the new form, including access rights. This dialog box has the following elements.
Element	Description
Site Map Title	The name that will be shown on the form and in its row on the Site Map (SM200520) form.
Workspace	The workspace in MYOB Acumatica from which the form can be accessed.
Category	The category under which the form will be displayed in the selected workspace.
Screen ID	The identifier to be assigned to the form.
Access Rights	An option button that indicates which access rights should be specified for the newly added form: Set to Granted for All Roles: The system sets the access rights for this form to Granted for all user roles in the system. Set to Revoked for All Roles: The system sets the access rights for this form to Revoked for all user roles in the system. Copy Access Rights from Screen (default): The system copies the set of the access rights from the form you specify. When you select this option button, a box appears right of it; click the magnifier icon to select the source form in the lookup table.
The dialog box has the following buttons.
Publish	Publishes the form and closes the dialog box. The system assigns the form the specified screen ID and makes it available in the specified workspace.
Cancel	Cancels publication and closes the dialog box.

Summary Area

In the Summary area, you can specify the settings of the analytical report.

Table 2. Report Definition Section
Element	Description
Code	The unique code used to identify the analytical report. The code can be up to 10 alphanumeric characters.
Description	The descriptive name of the analytical report.
Type	The data source of the analytical report. The selected option defines the set of parameters in the Default Data Source Settings section. Select one of the following options: GL: The General Ledger is used as the data source. The data is retrieved from the GLHistory table. PM: Projects is used as the data source. The data is retrieved from the PMHistory table joined with PMBudget. One of the join parameters is InventoryID, which serves as an input parameter of the data source. If PMBudget contains no records with the InventoryID value that matches PMHistory, the system returns zero for the corresponding budget amounts. When Projects is used as the data source, the starting and ending periods in the Period box list the financial periods according to the master financial calendar. For more information about the Master Financial Calendar, see Master Financial Calendar.
Row Set	The set of rows to be displayed in this analytical report.
Column Set	The set of columns to be displayed in this analytical report.

Table 3. Default Data Source Settings Section (GL type)The following settings are displayed if you select the GL option in the Type box of the Report Definition section. To the right of most settings, you can select the Request check box to add the corresponding setting box to the report form. This allows users to select a value for the setting before running the report. If the check box is cleared, the corresponding box will not appear on the form, and you should specify a fixed value here that will always be used in the report.
Element	Description
Company	The company to be used as the data source.
Ledger	The ledger to be used as the data source.
Start Account	The starting account in the range of account numbers to be included in the analytical report.
End Account	The ending account in the range of account numbers to be included in the analytical report.
Start Sub.	The starting subaccount in the range of subaccounts to be included in the analytical report.
End Sub.	The ending subaccount in the range of subaccounts to be included in the analytical report.
Start Branch	The starting branch in the range of branches to be included in the analytical report.
End Branch	The ending branch in the range of branches to be included in the analytical report.
Start Period	The starting financial period in the range of periods to be used in the report.
End Period	The ending financial period in the range of periods to be used in the report. Use the list box to the right of the box to specify how the end period is set: Not Set: No end period is defined for the report. Request: The end period is added to the report form so that the user can select a value in it before running the report. Use Start: The report uses the same start and end period.
Account Class	The account class to be used as the data source.
Amount Type	The amount type to be used to calculate the values in the report. Select one of the following options: Not Set: No specific amount type is defined for the report. Turnover: The turnover amounts are included in the report. Credit: The credit amounts are included in the report. Debit: The debit amounts are included in the report. Beg. Balance: The beginning balance amounts are used in the report. Ending Balance: The ending balance amounts are used in the report. Curr. Turnover: The turnover amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Credit: The credit amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Debit: The debit amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Beg. Balance: The beginning balance amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Ending Balance: The ending balance amounts in a foreign currency are included (retrieved from the denominated accounts).
Apply Restriction Groups	A check box that indicates (if selected) that access to report details is restricted for users.

Table 4. Default Data Source Settings Section (PM type)The following settings are displayed if you have selected the PM option in the Type box of the Report Definition section. To the right of most settings, you can select the Request check box to add the corresponding setting box to the report form. This allows users to select a value for the setting before running the report. If the check box is cleared, the corresponding box will not appear on the form, and you should specify a fixed value here that will always be used in the report.
Element	Description
Start Account Group	The starting account group in the range of account groups to be included in the analytical report.
End Account Group	The ending account group in the range of account groups to be included in the analytical report.
Start Project	The starting project in the range of projects to be included in the analytical report.
End Project	The ending project in the range of projects to be included in the analytical report.
Start Task	The starting task in the range of tasks to be included in the analytical report.
End Task	The ending task in the range of tasks to be included in the analytical report.
Start Inventory	The starting inventory identifier in the range of inventory IDs to be included in the analyti6cal report.
End Inventory	The ending inventory identifier in the range of inventory IDs to be included in the analytical report.
Start Period	The starting financial period in the range of periods to be used in the report.
End Period	The ending financial period in the range of periods to be used in the report. Use the list box to the right of the box to specify how the end period is set: Not Set: No end period of the period is defined for the report. Request: The end period is added to the report form so that the user can select a value in it before running the report. Use Start: The report uses the same start and end period.
Amount Type	The amount type to calculate the values in the report. Select one of the following options: Not Set: Unspecified amount type; the amount type should be taken from a set (row set or unit set) with a higher priority. Actual Amount: The ending balance of the actual amount of the project budget for the specified period. Actual Quantity: The ending balance of the project budget's actual quantity for the specified period. Amount Turnover: The turnover of the project budget's actual amount for the specified period. Quantity Turnover: The turnover of the actual quantity of the project budget for the specified period. Original Budgeted Amount: The original budgeted amount of the project budget. Original Budgeted Quantity: The original budgeted quantity of the project budget. Revised Budgeted Amount: The revised budgeted amount of the project budget. Revised Budgeted Quantity: The revised budgeted quantity of the project budget. Original Committed Amount: The original committed amount of the project budget. Original Committed Quantity: The original committed quantity of the project budget. Revised Committed Amount: The revised committed amount of the project budget. Revised Committed Quantity: The revised committed quantity of the project budget. Committed Open Amount: The open (not received yet) amount of the original committed project budget. Committed Open Quantity: The open (not received yet) quantity of the original committed project budget. Committed Received Quantity: The received quantity of the original committed project budget. Committed Invoiced Amount: The amount of the released invoices of the original committed project budget. Committed Invoiced Quantity: The quantity of the released invoices of the original committed project budget.
Apply Restriction Groups	A check box that indicates (if selected) that access to report details is restricted for users.

Table 5. Site Map SectionIn this section, you specify the report settings that define how the report is displayed in the system.
Element	Description
Title	The report title on the site map.
Workspace	The name of a workspace in the user interface from which the report can be accessed. For details on an automatic assignment of a workspace and category, see Categories and Workspaces for Entities of Specific Forms.
Category	The name of a category under which the report will be displayed in the selected workspace. For details on an automatic assignment of a workspace and category, see Categories and Workspaces for Entities of Specific Forms.

Table 6. Page Settings SectionIn this settings, you specify the print paper settings.
Element	Description
Paper Size	The paper size used to print the report. Select the appropriate size from the extensive list of available options.
Landscape	A check box that indicates (if selected) that the report should have landscape orientation, with the shorter side running top to bottom so wider columns can be accommodated. If the check box is cleared, portrait orientation is used, which means that the longer side runs top to bottom.

Table 7. Margins SectionTo specify margins, enter the appropriate value in the text box for the particular margin and use the drop-down box to select the unit of measure (*Pixel*, *Point*, *Pica*, *Inch*, *Mm.*, or *Cm.*) for the value.
Element	Description
Top	The size of the top margin.
Bottom	The size of the bottom margin.
Left	The size of the left margin.
Right	The size of the right margin.

Table 8. Print Area SectionTo define the size of the printed area for the report, enter the appropriate value in the text box, and use the drop-down box to select the unit of measure (*Pixel*, *Point*, *Pica*, *Inch*, *Mm.*, or *Cm.*) for the value.
Element	Description
Width	The horizontal size of the printed area for the selected paper format.
Height	The vertical size of the printed area for the selected paper format.

Table 9. Default Font Style SectionYou use these settings to specify the font style of the report.
Element	Description
Text Alignment	The text alignment of the printed report. You can select one of the following options: Not Set, Left, Center, Right.
Color	The color to be used in the printed report.
Backgr. Color	The background color of the printed report.
Font	The name of the font to be used in the printed report.
Font Size	The font size to be used in printed report. Enter the appropriate value in the text box, and use the drop-down box to select the unit of measure (Pixel, Point, Pica, Inch, Mm., or Cm.) for the value.
Bold	The check box indicates (if selected) that the font is bold.
Italic	The check box indicates (if selected) that the font is italic.
Strikethrough	The check box indicates (if selected) that the font is struck through.
Underline	The check box indicates (if selected) that the font is underlined.