Reports / Reports
Introduction
Reports are the compilation of operational information, usually in the form of a list (e.g. a list of all orders that have not yet been delivered or only partially delivered). They can be created for internal or external use. The information can be passed on through various media, so reports can be produced in paper or electronic form.
A report is usually different from a document that is used to output a receipt. An example is the output of an order confirmation, an invoice, etc. by letter (paper) or e.g. also as a PDF attachment to an email.
Call
ClassiX® offers various evaluations, such as the order cost evaluation. This is already a report, but cannot be output without a defined report. For the output of reports, a list is always necessary, which represents the data basis of the report. Thus the result of the order cost evaluation is a list with all information. However, a report can also be created using simple lists, such as the order list in the corresponding selection mask.
This button, which is usually located in the toolbar, is used to call up the reporting module.
Using the "Clipboard" tab, a list as it is displayed in the calling window can be copied and then pasted into a text file or Excel, for example. The "Reports" tab can be used to create and print reports based on a database. Either the list from the calling window or an internal list defined especially for the report serves as a database. It is also possible for the report to define its own database. Whether this is the case can be seen from the report symbol.
Normal' report.
Report with its own database.
Overview of all standard reports
Area/Name | Report node | Module name | ID |
---|---|---|---|
Office | |||
Phone list | CX_EMPLOYEE | telecrep | 000001 |
Activity document list | TXN_NOTE_LIST | txnnote | 010130 |
Distribution | |||
Promising projects per business segment | CX_SALES_ORDER_FORECAST_STX | statfoca.mod | 010300 |
Outgoing invoice book | SALES_INVOICE_BOOK | sinvbook | 400500 |
NU material purchase values (proof of origin) | ORIGIN_PARTS_LIST | origpart | 500400 |
Breach of contract (list headings) | CX_ORDER_RISK | ordrskedt | 010200 |
Failure of contract (detailed list) | CX_ORDER_RISK | ordrskedt | 010201 |
Asset Accounting | |||
List of fixed assets | CX_ASSET | assetedt | 200200 |
Fixed assets Totals list | ASSET_BALANCES | asacbals | 200100 |
Statement of changes in fixed assets | ASSET_HISTORY | asssched | 200150 |
Financial Accounting | |||
Chart of Accounts | CX_GENERAL_LEDGER | leathered | 200300 |
Memo receipt | FINANCIAL_ACCOUNTING_JOURNAL | finajour | 301510 |
Booking batch | BOOKING_RECORDS | finabook | 301400 |
Journal (Financial Accounting) | FINANCIAL_ACCOUNTING_JOURNAL | finajour | 301500 |
Financial transactions | LOGGED_FINANCIAL_TXN | loggifac | 200700 |
SuSa general accounts | GENERAL_LEDGER_BALANCES | glacbals | 200400 |
SuSa debtors | DEBIT_ACCOUNT_BALANCES | deacbals | 301100 |
SuSa creditors | CREDIT_ACCOUNT_BALANCES | cracbals | 300700 |
SuSa employees | EXPENSES_ACCOUNT_BALANCES | exacbals | 310300 |
SuSa commission accounts | COMMISSION_ACCOUNT_BALANCES | cmacbals | 300400 |
SuSa Prepayments Creditors | CREDIT_PRE_PAYMENT_ACCOUNT_BALANCES | ppcrbals | 300750 |
SuSa Prepayments Debtors | DEBIT_PRE_PAYMENT_ACCOUNT_BALANCES | ppdebals | 301200 |
Account evaluation | FINANCIAL_STATEMENT | glacbstr | 301501 |
OP list representatives | OPEN_LIST_COMMISSION_ACCOUNT | openlcom | 400200 |
OP list creditors | OPEN_LIST_CREDIT_ACCOUNT | openlcre | 400300 |
OP list of debtors | OPEN_LIST_DEBIT_ACCOUNT | openldeb | 400400 |
OP-list employees | OPEN_LIST_EXPENSES_ACCOUNT | openlexp | 400410 |
Payment proposal list (outgoing payments financial account) | PAYMENT_PROPOSALS | paymprop | 010100 |
Data medium exchange | DTAUS_FILE | dtausedt | 010101 |
Reminder suggestion list (financial accounting) | DUNNING_PROPOSALS | opitdedt | 500300 |
Bank statements (detailed) | BANK_STATEMENTS | mt940 | 301600 |
Bank statements (compact) | BANK_STATEMENTS | mt940 | 301700 |
Cash documents | CX_CASH_BOOK | cashbedt | 101000 |
Cash reports (list) | CX_CASH_BOOK | cashbedt | 101001 |
Operational accounting | |||
Cost centres | CX_COST_CENTER | costcedt | 300500 |
Cost categories | CX_COST_TYPE | costtedt | 300600 |
Cost transactions | LOGGED_COST_TXN | loggicos | 200600 |
Cost elements Totals list without cost centres (A4) | COST_TYPE_ACCOUNT_BALANCES | ctacbals | 300900 |
Evaluation of cost elements | COST_TYPE_STATEMENT | ctacbstr | 301000 |
Cost centre totals list (without plan costs A4) | COST_CENTER_BALANCES | ccacbals | 300200 |
Cost centre evaluation | COST_CENTER_STATEMENT | ccacbstr | 300300 |
Cost object totals list | COSTS_OBJECTIVE_BALANCES | cjacbals | 400100 |
Hourly itemisation per cost object/cost centre | CX_JOB_RECORD | jobrecrd | 400950 |
Evaluation of order costs (work in progress) | SALES_ORDER_ACTUAL_COSTING | statwprg | 400900 |
Manufacturing | |||
Parts list | CX_BILL_OF_MATERIAL | billofma | 600600 |
Test parts list | CX_TEST_ALLOCATION_TXN | testaloc | 600610 |
Production parts list | CX_ALLOCATION_TXN_BOM | itemdisp | 600100 |
Work plan | CX_JOB_SCHEDULE | jobsched | 600200 |
preliminary calculation | RESOLVED_IMPUTATION | resolimp | 600700 |
Missing parts list | SUPPLY_CHAIN | oitmsupp | 700000 |
BDE hours evaluation | CX_PRODUCTION_DATA_CAPTURE_SUMS | statpodc | 600500 |
Purchasing | |||
Invoice receipt book | PURCHASE_INVOICE_BOOK | pinvbook | 400500 |
Characteristics in the report
Characteristics can be defined in the report that can be manually modified by the user before printing. These characteristics are inserted in the dataset "dsVariable" with their name and can be used in the report.