Visma.net ERP
Define the analytical report sections
Every report can include one or more sections. The report can be comprised of a number of sections having different number of rows and columns. The rows and columns grouping rules can also be set separately for each report section.
To define the structure of the sections in the report, you should create a unit structure. The unit structure for each report is defined by the unit set selected for this report. The structure of each report section is determined by the unit set, row set, and column set attributes.
To define what sections will be included in the report, you should perform the following steps:
- Identify what sections will be included in the report, and define the order in
which the sections will be displayed in the report.
The report sections structure is defined by the unit set selected for this report. For each report section, a separate unit must be created.
- View the existing unit sets, edit a unit set or create a new unit set when
necessary.
For the detailed description of operations with the unit sets, refer to the View and edit the unit sets - overview section of this guide.
For each section in the report, you should specify the following:
- The rows and columns to be included in this section.
- The data selection criteria used to include the data in this section of the report.
Define the rows and columns to be included in the report section
The rows and columns to be displayed in the analytical report sections can be selected separately for each report section.
To specify the rows and columns to be included in the report section, perform the following steps:
- Open the Unit sets (CS206030) window and set the Printing group attribute value for the unit which is related to this report section.
- Open the Row sets (CS206010) window and
set the same value for the Unit group attribute for all the rows to be
included in this report section.
For the detailed description of setting the row attributes operation, refer to the View and edit row sets - overview section of this guide.
- Open the Column sets (CS206020) window and
set the same value for the Unit group attribute for all the columns to be
included in this report section.
For the detailed description of setting the column attributes operation, refer to the View and edit the column sets - overview section of this guide.
Define the data selection criteria for the report sections
Each report section can use its specific data filtering criteria to select the data to be displayed in this section. Depending on the report structure and the need to use the same row sets and column sets in a variety of reports, you can define the section-specific data filtering criteria for the rows and columns included in this report section, or define them separately for each unit.
To choose where to define the data filtering criteria, you should use the following rule:
- When the row set and column set are used only in one report, or the other reports' row set and column set have common data selection criteria, the data selection criteria for each report section can be defined on the row and column level.
- When the row set and column set will be used in another report, the data selection criteria for each report section should be defined on the units level.
To define the data selection criteria for the report section on the rows and columns level, perform the following steps:
- Set the data source parameters for each row included in the report section.
- Set the data source parameters for each column included in the report section.
To define the data selection criteria for the report section on the unit level, set the data source parameters for the unit related to the specific report section.
Parent topic:
Related concepts
About row sets
View and edit row sets - overview
View and edit the column sets - overview
