Backend Frontend ~ ETISS ERP ~ Reporting v10: Unterschied zwischen den Versionen
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Select '''Scheduled Report.''' / '''Geplanter Bericht''' => '''Report Job''' / '''Bericht Job''' | Select '''Scheduled Report.''' / '''Geplanter Bericht''' => '''Report Job''' / '''Bericht Job''' | ||
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Here you have the possibility to select the desired sales report. In the following, we will deal with the general creation of any set period. | Here you have the possibility to select the desired sales report. In the following, we will deal with the general creation of any set period. | ||
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Important: Do not set a checkmark, but click on the line as you like. | Important: Do not set a checkmark, but click on the line as you like. | ||
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The following menu will now appear: | The following menu will now appear: | ||
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In this menu, you already have the possibility to load the preset period of the sales report as PDF by means of the button '''Export now''' / '''Jetzt exportieren'''. To change this period, however, you must go to the link 'Scheduled Report. Umsatzreport. Custom', (see screenshot above). | In this menu, you already have the possibility to load the preset period of the sales report as PDF by means of the button '''Export now''' / '''Jetzt exportieren'''. To change this period, however, you must go to the link 'Scheduled Report. Umsatzreport. Custom', (see screenshot above). | ||
Now press the '''Edit''' / '''Bearbeiten''' button | Now press the '''Edit''' / '''Bearbeiten''' button | ||
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*note that the 'to' date is set to 00:00:00 on the following day (here: 2020-12-31 00:00:00hr) so that 2020-12-30 is fully included in the revenue view/report. Alternatively, 2020-12-31 23:59:59 would also be possible as the 'to' date. | *note that the 'to' date is set to 00:00:00 on the following day (here: 2020-12-31 00:00:00hr) so that 2020-12-30 is fully included in the revenue view/report. Alternatively, 2020-12-31 23:59:59 would also be possible as the 'to' date. | ||
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In the context field, you can filter the reporting. For example: | In the context field, you can filter the reporting. For example: | ||
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*'payment_account_list' in this field you specify payment account list etc. | *'payment_account_list' in this field you specify payment account list etc. | ||
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Save, after setting the time period. | Save, after setting the time period. | ||
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Now, in order to get the sales report in the form of a PDF, you need to click on the '''Export now''' / '''Jetzt exportieren''' button. | Now, in order to get the sales report in the form of a PDF, you need to click on the '''Export now''' / '''Jetzt exportieren''' button. | ||
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Now you will receive the PDF with the desired period. | Now you will receive the PDF with the desired period. | ||
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The second column (Haben) show grouped by finance account what\how many were bought and total price | The second column (Haben) show grouped by finance account what\how many were bought and total price | ||
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[[Kategorie:ETISS ERP]] | [[Kategorie:ETISS ERP]] | ||