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Reports

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.

copytoclipboard.png This button, which is usually located in the toolbar, is used to call up the reporting module.

Report En

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.
 CX_REPORT.png Normal' report.
 CX_REPORT_with_database.png 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.

Operational business