Pro forma invoice - English (PM64201S)

Element	Description
Reference number	The reference number of the document. You must select a document.

The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

Button	Description
Parameters	Navigates to and from the report window to let you change the report parameters.
Cancel	Clears any changes you have made and restores default settings.
Run report	Initiates data collection for the report and displays the generated report.
Save template	Saves the currently selected report as a template with all the selected settings.
Remove template	Removes the previously saved template. This button is available only when you select a template.
Schedule template	Opens the Select schedule name dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.
Edit report	Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. However, if you are working with a Balance sheet (GL634000) report or a Profit and loss (PM64300S) report, you will be navigated to the Report definitions (CS206000) window to make your changes there.
Export report design	Makes a copy of the report that you can import (for example, for another company) by using the button on the Report versions tab. Then you select that the copy of the report is not going to be the default version which is used when you click the Run report button. This button is only available for users assigned with the Report designer user role.

The Select schedule name dialog box

Element	Description
Schedule	The schedule for report processing. Select an existing schedule, or leave the field blank and click OK to open the Automation schedules (SM205020) window to create a new schedule for running the report.
Merge reports	When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. You can check the reports that will be merged when processed in the Send reports (SM205060) window.
Merging order	The number of the report in the net report.

Element

Description

Schedule

The schedule for report processing.

Select an existing schedule, or leave the field blank and click OK to open the Automation schedules (SM205020) window to create a new schedule for running the report.

Merge reports

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

You can check the reports that will be merged when processed in the Send reports (SM205060) window.

Merging order

The number of the report in the net report.

The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

Element	Description
Template	The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.
Default	When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.
Shared	When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.
Locale	A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. This field is displayed if there are multiple active locales in the system.

The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

Buttons	Description
Parameters	Navigates back to the report window to let you change the report parameters.
Refresh	Refreshes the information displayed in the report (if any data changes were made).
Groups	Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.
View PDF / View HTML	Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the View HTML button.
Go to first page (Ctrl + Page up)	Displays the first page of the report.
Go to previous page (Page up)	Displays the previous page.
Go to next page (Page down)	Displays the next page.
Go to last page (Ctrl + Page down)	Displays the last page of the report.
Print	Opens the browser dialog box so you can print the report.
Send	Opens the Email activity dialog box, which you use to send the report file (in the chosen format) to the specified email address.
Export	Allows you to export the data in the chosen format: Excel Excel with headers (this option is only available for ARM reports) PDF

The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

How many elements and which elements are available on a particular report
Whether elements contain default values
Whether specific elements require values to be selected
Whether elements may be left blank to let you display a broader range of data

The Additional sort and filters tab

If you are working with a Balance sheet (GL634000) report or a Profit and loss (PM64300S) report, this tab is not shown in your report window.

The Additional sort and filters tab contains additional sorting and filtering conditions:

Additional sorting conditions: Defines the sorting order.
You can add a line, select one of the report-specific properties, and select the Descending or Ascending sort order for the column.
Additional filtering conditions: Defines the report filter.
You can add a line, select one of the report-specific properties, and define a condition and its value.
The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

The Print and email settings tab

The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the Print settings section.

Element	Description
Deleted records	Selects the visibility of the data deleted from the database. Hide Print Only
Print all pages	Prints all pages of the report.
Print in PDF format	Displays the report in PDF format.
Compress PDF file	Indicates that the system will generate a compressed PDF.
Embed fonts in PDF file	Indicates that the system will generate the PDF with fonts embedded.

The Email settings section

If you plan to send the report as an email, in the Email settings section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

Field	Description
Format	The format in which the report will be emailed: HTML PDF Excel Excel with header (this option is only available for ARM reports) The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.
To	The email address of the recipient.
Cc	An additional addressee to receive a carbon copy (Cc) of the email.
Bcc	The email address of anyone to receive a blind carbon copy (Bcc) of the email; an address you enter in this box will be hidden from other recipients.
Subject	The subject of the email.

The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

Button	Description
Edit version	Click this to edit the selection version of the report.
Refresh dataset	Click this button to refresh the data set you have selected.
Activate	Temporarily activates the selected report.
Import report design	Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report.

Column	Description
Version	The number of the report version.
Description	The description of the report version.
Active	When this check box is selected, the report version is active.
Created	The creation date of the report version.
Not default dataset	This check box is automatically selected if the report version is an import of an external report.

Pro forma invoice - English (PM64201S) report

Report parameters