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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Copy Report	Initiates the copying of the selected report configuration. You type the new report code in the New Report Code dialog box that opens.
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
On this dialog box, you can specify publication settings of the new form, including access rights. This dialog box has the following elements.
Element	Description
Site Map Title	The name of the form that will be shown on the Site Map form.
Workspace	The workspace in the user interface from which the form can be accessed.
Category	The name of 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	Select one of the following option buttons to indicate which access rights should be specified for the newly added form: Set to Granted for All Roles: The system will set the access rights for this form to Granted for all user roles in the system. Set to Revoked for All Roles: The system will set the access rights for this form to Revoked for all user roles in the system. Copy Access Rights from Screen (default): The system will copy the set of the access rights from the specified form.
The dialog box has the following buttons.
Publish	Publishes the form and closes the dialog box. That is, it is assigned a screen identifier and becomes available in the specified workspace. Also, the system adds the new site map node for this form to the site map and applies the appropriate access rights to this site map node.
Cancel	Cancels the publication process and closes the dialog box.

Report Settings Area

The form includes several sections that hold 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 module is used as the data source. The data is selected from GLHistory. PM: The Projects module is used as the data source. The data is selected from PMHistory joined with PMBudget. One of the join parameters is InventoryID, which is an input parameter of the data source. If PMBudget has no data with the corresponding InventoryID that matches PMHistory, the system returns zero for the respective budget amounts. When the Projects module is used as the data source, the Start Period and the End Period selectors of the Data Source Editor list the financial periods by master calendar. For more information about the Data Source Editor, see Data Source Editor. 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.
Unit Set	The set of units to be included in this analytical report.
Start Unit	The start unit in the unit set; this parameter indicates the first unit in the selected unit set. The units starting from this one will be included in the analytical report.

Table 3. Default Data Source Settings Section (GL type)The set of parameters in this section is defined by the option you have selected in the Type box in the Report Definition section. The following settings are displayed if you have selected the GL option in the Type box.
Element	Description
Company	The company to be used as the data source. Select the Request check box to the right of the option to add the Company box to the report form so that the user can select a company before running the report. If the check box is cleared, the Company box will not appear on the form, and you should specify a value here that will always be used for the report.
Use Master Calendar	A check box that indicates (if selected) that the data in the report will be shown for the master calendar. Select the Request check box to the right of the option to add the Use Master Calendar check box to the report form so that the user can select or clear it before running the report. If the check box is cleared, the Use Master Calendar check box will not appear on the form, and this value will always be copied from the report definition.
Ledger	The ledger to be used as the data source. Select the Request check box to the right of the option to add the Ledger box to the report form so that the user can select a ledger before running the report. If the check box is cleared, the Ledger box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Account	The starting account in the range of account numbers to be included in the analytical report. Select the Request check box to the right of the option to add the Start Account box to the report form so that the user can select an account number to start with before running the report. If the check box is cleared, the Start Account box will not appear on the form, and you should specify a value here that will always be used for the report.
End Account	The ending account in the range of account numbers to be included in the analytical report. Select the Request check box to the right of the option to add the End Account box to the report form so that the user can select an account number to end with before running the report. If the check box is cleared, the End Account box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Sub.	The starting subaccount in the range of subaccounts to be included in the analytical report. Select the Request check box to the right of the option to add the Start Sub. box to the report form so that the user can select a subaccount number to start with before running the report. If the check box is cleared, the Start Sub. box will not appear on the form, and you should specify a value here that will always be used for the report.
End Sub.	The ending subaccount in the range of subaccounts to be included in the analytical report. Select the Request check box to the right of the option to add the End Sub. box to the report form so that the user can select a subaccount number to end with before running the report. If the check box is cleared, the End Sub. box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Branch	The starting branch in the range of branches to be included in the analytical report. Select the Request check box to the right of the option to add the Start Branch box to the report form so that the user can select a branch to start with before running the report. If the check box is cleared, the Start Branch box will not appear on the form, and you should specify a value here that will always be used for the report.
End Branch	The ending branch in the range of branches to be included in the analytical report. Select the Request check box to the right of the option to add the End Branch box to the report form so that the user can select a branch to end with before running the report. If the check box is cleared, the End Branch box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Period	The starting financial period in the range of periods to be used in the report. Select the Request check box to the right of the option to add the Start Period box to the report form so that the user can select a financial period to start with before running the report. If the check box is cleared, the Start Period box will not appear on the form, and you should specify a value here that will always be used for 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 End Period 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. Select the Request check box to the right of the option to add the Account Class box to the report form so that the user can select an account class before running the report. If the check box is cleared, the Account Class box will not appear on the form, and you should specify a value here that will always be used for the report.
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 you select to restrict access to report details for users.

Table 4. Default Data Source Settings Section (PM type)The set of parameters in this section is defined by the option you have selected in the Type box in the Report Definition section. The following settings are displayed if you have selected the PM option in the Type box.
Element	Description
Start Acc. Group	The starting account group in the range of account groups to be included in the analytical report. Select the Request check box to the right of the option to add the Start Acc. Group box to the report form so that the user can select an account group to start with before running the report. If the check box is cleared, the Start Acc. Group box will not appear on the form, and you should specify a value here that will always be used for the report.
End Acc. Group	The ending account group in the range of account groups to be included in the analytical report. Select the Request check box to the right of the option to add the End Acc. Group box to the report form so that the user can select an account group to end with before running the report. If the check box is cleared, the End Acc. Group box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Project	The starting project in the range of projects to be included in the analytical report. Select the Request check box to the right of the option to add the Start Project box to the report form so that the user can select a project to start with before running the report. If the check box is cleared, the Start Project box will not appear on the form, and you should specify a value here that will always be used for the report.
End Project	The ending project in the range of projects to be included in the analytical report. Select the Request check box to the right of the option to add the End Project box to the report form so that the user can select a project to end with before running the report. If the check box is cleared, the End Project box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Task	The starting task in the range of tasks to be included in the analytical report. Select the Request check box to the right of the option to add the Start Task box to the report form so that the user can select a task identifier to start with before running the report. If the check box is cleared, the Start Task box will not appear on the form, and you should specify a value here that will always be used for the report.
End Task	The ending task in the range of tasks to be included in the analytical report. Select the Request check box to the right of the option to add the End Task box to the report form so that the user can select a task identifier to end with before running the report. If the check box is cleared, the End Task box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Inventory	The starting inventory identifier in the range of inventory IDs to be included in the analyti6cal report. Select the Request check box to the right of the option to add the Start Inventory box to the report form so that the user can select an inventory to start with before running the report. If the check box is cleared, the Start Inventory box will not appear on the form, and you should specify a value here that will always be used for the report.
End Inventory	The ending inventory identifier in the range of inventory IDs to be included in the analytical report. Select the Request check box to the right of the option to add the End Inventory box to the report form so that the user can select an inventory to end with before running the report. If the check box is cleared, the End Inventory box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Branch	The starting branch in the range of branches to be included in the analytical report. Select the Request check box to the right of the option to add the Start Branch box to the report form so that the user can select a branch to start with before running the report. If the check box is cleared, the Start Branch box will not appear on the form, and you should specify a value here that will always be used for the report.
End Branch	The ending branch in the range of branches to be included in the analytical report. Select the Request check box to the right of the option to add the End Branch box to the report form so that the user can select a branch to end with before running the report. If the check box is cleared, the End Branch box will not appear on the form, and you should specify a value here that will always be used for the report.
Start Period	The starting financial period in the range of periods to be used in the report. Select the Request check box to the right of the option to add the Start Period box to the report form so that the user can select a financial period to start with before running the report. If the check box is cleared, the Start Period box will not appear on the form, and you should specify a value here that will always be used for 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 End Period 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 Budget Amount: The original budgeted amount of the project budget. Original Budget Quantity: The original budgeted quantity of the project budget. Revised Budget Amount: The revised budgeted amount of the project budget. Revised Budget 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 you select to restrict access to report details for users.

Table 5. Site Map Section
Element	Description
Make Visible on the UI	A check box that indicates (if selected) that the report will be published when you save the it with the required settings specified. This means that a screen identifier will be assigned to the report form and the form will be added to the site map; the form can be accessed from the specified workspace. When you clear the Make Visible on the UI check box and save the report, the system removes the it from the site map and clears the title, workspace, category, and screen ID. When you publish the report again, the system will assign the next available screen ID by using the internal system numbering sequence. (This internal numbering sequence cannot be accessed on the UI for review or modification.) Note: The screen ID, title, workspace, and category of a form can be modified on the Site Map (SM200520) form.
Title	The report title on the site map. The box is available for editing if the Make Visible on the UI check box is selected for the report.
Workspace	The name of a workspace in the user interface from which the report can be accessed. The box is available for editing if the Make Visible on the UI check box is selected for the report. 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, see Categories and Workspaces for Entities of Specific Forms. The box is available for editing if the Make Visible on the UI check box is selected for the report. For details on an automatic assignment of a workspace and category, see Categories and Workspaces for Entities of Specific Forms.

Table 6. Page Settings Section
Element	Description
Paper Kind	The paper kind used to print the report. Select the appropriate kind 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 SectionThe elements in the Margins section are used to define the sizes of the margins for the report.
Element	Description
Top	The size of the top margin. 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.
Bottom	The size of the bottom margin. 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.
Left	The size of the left margin. 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.
Right	The size of the right margin. 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.

Table 8. Print Area SectionYou use these elements to define the size of the printed area for the report.
Element	Description
Width	The horizontal size of the printed area for the selected paper format. 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.
Height	The vertical size of the printed area for the selected paper format. 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.

Table 9. Default Font Style Section
Element	Description
Font	The name of the font to be used in the printed report.
Text align	The text alignment of the printed report. You can select one of the following options: Not Set: There is no specific text alignment. Left: The text is aligned to the left. Center: The text is aligned by center. Right: The text is aligned to the right.
Font Style	The font style to be used in printed report. The available options are Regular, Bold, Italic, Underline, and Strikethrough.
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.
Color	The color to be used in the printed report.
Backgr. Color	The background color of the printed report.