Enterprise Edition:Reporting: Difference between revisions

From CoPlanner 10
Jump to navigationJump to search
← Older edit
VisualWikitext
No edit summary
Removed Category "Webclient"
 
(34 intermediate revisions by one other user not shown)
Line 1: Line 1:
__TOC__
__TOC__


==Report Cockpit==


==Elements and functions==


The Report Cockpit ribbon helps you to analyse your data. The analyses are based on Microsoft Reporting Services. The following options are available:
:*[[Framework:Ribbon_Report|Ribbon Report]]
:*[[Framework:Microsoft Reporting Services toolbar|Microsoft Reporting Services toolbar]]


:*[[Enterprise_Edition:Reporting#Monthly reporting |Monthly reporting ]]
[[Image:EE_Ribbon_Monatsreporting.jpg|thumb|center|Enterprise Edition, Ribbon: Monatsreporting]]
:*Annual reporting
[[Image:EE_Ribbon_Mehrjahresreporting.jpg|thumb|center|Enterprise Edition, Ribbon: Annual reporting ]]
:*Detailed analysis
[[Image:EE_Ribbon_Detailanalyse.jpg|thumb|center|Enterprise Edition, Ribbon: Detailed analysis ]]
:*Comparison reports
[[Image:EE_Ribbon_Vergleichsauswertungen.jpg|thumb|center|Enterprise Edition, Ribbon: Comparison reports ]]


===Monthly reporting===
==Mail Merge Wizard==


Monthly reporting offers several analyses that focus on the current plan year by default.
The [[Enterprise Edition:Mail Merge Wizard|Mail Merge Wizard]] helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.  
Monthly reporting always displays a full year broken down into months.  
The available filters are “Plan”, “Company”, “Cost centre”, and “Period”. Additionally, you can display the values cumulatively.  


[[Image:Reporting Monthly reporting .jpg|thumb|center|Enterprise Edition, Reporting: Monthly reporting ]]


====Management Cockpit====
==Draft report==


The Management Cockpit provides a quick overview over the main benchmark figures.
With this function you can open and edit a Reporting Services repirt in Microsoft Visual Studio. You can use the full range of function in Visual Studio.  
You can use the buttons in the lower portion of this analysis to access additional analyses. By clicking on the “Return to main report” button ([[Image:Zurück_zum_uebergeordneten_Bericht.jpg]] ), you can return to the previous analysis.
Additionally, you can jump to the corresponding detail by clicking directly in the analysis. The available options in the centre of the analysis are “Sales revenue”, “Cost of material and other production services”, “Personnel expenses”, and “Other operating expenses”.
You can also access an overview over the sales details and the materials expenses from the graphic in the upper left-hand corner. To do so, click on the corresponding bar in the graphic.
 
====Other analyses ====
 
In addition to the Management Cockpit, you can use the following analyses in the “Monthly reporting” group:
 
:*Profit and loss
:*Financial budget – direct method
:*Financial budget – indirect method
:*Balance sheet
:*Cost centres
:*Expense distribution sheet
:*Income statement
 
====Structure of the evaluations ====
 
The structure of all the reports is identical and will be explained using the profit and loss statement as an example.
 
The line axis displays the period. By default, the current year is displayed and broken down into months.  


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;This function is available for [[Framework:Developer_mode#PowerUser|PowerUser]], [[Framework:Developer_mode#Partner|partner]] and [[Framework:Developer_mode#Manufacturer|manufacturer]] and Microsoft Visual Studio has to be installed.
|}
|}


The cost centre report differs from all the other reports in this group in that the horizontal axis shows the PC/CC dimension. The period is available as a filter.
[[Image:EE_Reporting_Berichtsentwurf.jpg|thumb|center|Enterprise Edition, Berichtsentwurf]]
 
===Annual reporting===
 
Annual reporting offers several analyses that focus by default on the current plan year and all subsequent years. Additionally, the first column always displays the last actual year. The number of plan years that are displayed depends on the definition of the individual plan. You can define this in the Scenario Manager.
The available filters are “Plan”, “Company”, and “Cost centre”. Additionally, you can display the values cumulatively.
 
[[Image:Reporting Annual reporting .jpg|thumb|center|Enterprise Edition, Reporting: Annual reporting ]]


====Management Cockpit====
The Management Cockpit provides a quick overview over the main benchmark figures for all plan years.


====Other analyses ====
==Report Builder==
In addition to the Management Cockpit, you can use the following analyses in the “Annual reporting” group:
:*Profit and loss
:*Financial budget – indirect method
:*Balance sheet


====Structure of the evaluations ====
The Report Builder offers a simple possibility to edit reports. All functions of the Reporting Services are supported.
The structure of all the reports is identical and will be explained using the profit and loss statement as an example.  
The line axis displays the period. By default, these reports begin with the last actual year followed by the plan years. The number of plan years that are displayed depends on the definition of the individual plan. You can define this in the Scenario Manager.


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If you modify a report with the Report Builder you have to click "Refresh" and press "Ctrl" [[Image:Icon_Aktualisieren.jpg]].
|}
|}


===Detailed analysis===
[[Image:EE_Reporting_ReportBuilder.jpg|thumb|center|Enterprise Edition, Report Builder]]
 
Detailed analysis offers several analyses that focus by default on the current plan year and all subsequent years. Additionally, the current actual value and the forecast until the end of the year are also displayed here. The values are shown for the selected month and cumulatively for the period preceding the selected month.
The available filters are “Plan”, “Company”, and “Cost centre”.
 
[[Image:Reporting Detailed analysis .jpg|thumb|center|Enterprise Edition, Reporting: Detailed analysis ]]
 
====Management Cockpit====
The Management Cockpit provides a quick overview over the main benchmark figures.
You can use the buttons in the right-hand portion of this analysis to access additional analyses. By clicking on the “Return to main report” button ( [[Image:Zurück_zum_uebergeordneten_Bericht.jpg]] ), you can return to the previous analysis.
 
====Other analyses ====
In addition to the Management Cockpit, you can use the following analyses in the “Detailed analysis” group:
:*Profit and loss
:*Financial budget – indirect method
:*Balance sheet
:*Hit list
:*Financial budget charts
:*Cost structure charts
:*Income structure charts
 
===Structure of the analyses ===
====Profit and loss statement, financial budget – indirect method, balance sheet ====
 
The structure of the profit and loss statement, the indirect financial budget, and the balance sheet is identical. The profit and loss statement will be explained here as an example.
 
The line axis displays the period. The first block displays the current month. The second block supplies the cumulative values for the period preceding the current month, while the third block displays the forecast up to the end of the current year. Additionally, each block calculates the variance in absolute terms and as a percentage value and is graphically visualised by means of arrow symbols.


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;This function is available for [[Framework:Developer_mode#PowerUser|PowerUser]], [[Framework:Developer_mode#Partner|partner]] and [[Framework:Developer_mode#Manufacturer|manufacturer]] and Microsoft SQL Server 2008.
|}
|}


====The hit list ====
[http://technet.microsoft.com/de-de/library/gg712690.aspx Report Builder Help on Microsoft.com]
 
The hit list visualises individual products in descending order according to actual sales. Additionally, the corresponding plan value is displayed.
 
You can view product details by clicking on the chart for that product.
 
By clicking on the “Return to main report” button, you can return to the previous analysis.
 
====The charts ====
A few example charts are shown here. In addition to the financial plan chart, you will also find a cost centre structure chart and an income structure chart.
 
===Comparison reports===
 
The comparison reports contain several analyses that display the current month as a single period and a cumulative value. Additionally, the variance is displayed in absolute terms and as a percentage value. The variance is visualised by colour-coded arrows.
The available filters are “Plan”, “Company”, and “Cost centre”.
 
[[Image:Reporting Comparison reports .jpg|thumb|center|Enterprise Edition, Reporting: Comparison reports ]]
 
====Other analyses ====
The “Comparison reports” group contains the following analyses:
:*Profit and loss
:*Financial budget – indirect method
:*Balance sheet
:*Expense distribution sheet
:*Income statement
 
====Structure of the evaluations ====
The structure of all the reports is identical and will be explained using the profit and loss statement as an example.
The line axis displays the period. The current month is displayed in the first block, while the second block shows the cumulative values in the period prior to the current month. Additionally, each block calculates the variance in absolute terms and as a percentage value and is graphically visualised by means of arrow symbols.


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;The type of logon, in data source, should be chosen as provided credential by the user running the report as there are restrictions in the other types.
|}
 
 
===Toolbar elements and their functions===
====CoPlanner Reporting toolbar ====
 
[[Image:CoPlanner Reporting toolbar .jpg|thumb|center|Enterprise Edition, CoPlanner Reporting toolbar ]]
 
The following commands are available:
 
{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
|-
| style=background-color:#f6f6f6 |''''''
| style=background-color:#f6f6f6 |''''''
|-
| [[Image:Bericht aktualisieren16.jpg]]
| Refresh report.
|-
| [[Image:Bericht automatisch aktualisieren19.jpg]]
| Automatically refresh report.
When this function is active, the report is automatically refreshed after each filter change.
|-
| [[Image:Seriendruckassistent16.jpg‎]]
| Mail merge wizard, see p. 163ff.
|-
| [[Image:Berichtsentwurf.jpg]]
| Draft report.
|}
|}
====Microsoft Reporting Services toolbar ====
[[Image:Microsoft Reporting Services toolbar .jpg|center|Enterprise Edition,Microsoft Reporting Services toolbar ]]
The following commands are available:
{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
|-
| style=background-color:#f6f6f6 |'''Schaltfläche'''
| style=background-color:#f6f6f6 |'''Aktion'''
|-
| [[Image:MSRS Dokumentenstruktur ein ausblenden.jpg]]
| Show/hide document structure.
A document structure is a navigation area that is added to the left side of the report display area.
|-
| [[Image:MSRS Parameterstruktur ein ausblenden.jpg]]
| Show/hide parameter structure
|-
| [[Image:MSRS Erste Seite.jpg‎]]
| First page
|-
| [[Image:MSRS Vorherige Seite.jpg]]
| Previous page
|-
| [[Image:MSRS Aktuelle Seite.jpg]]
| Current page
|-
| [[Image:MSRS Nächste Seite.jpg]]
| Next page
|-
| [[Image:MSRS Letzte Seite.jpg]]
| Last page
|-
| [[Image:Zurück_zum_uebergeordneten_Bericht.jpg]]
| Return to parent report
|-
| [[Image:MSRS Rendern beenden.jpg]]
| Stop rendering
|-
| [[Image:MSRS Aktualisieren.jpg]]
| Refresh
|-
| [[Image:MSRS Drucken.jpg]]
| Print
|-
| [[Image:MSRS Seitenlayout.jpg]]
| Page layout
|-
| [[Image:MSRS Seite einrichten.jpg]]
| Page setup
|-
| [[Image:MSRS Exportieren.jpg]]
| Export
|-
| [[Image:MSRS Zoom.jpg]]
| Zoom
|-
| [[Image:MSRS Suchtext.jpg]]
| Find text
|-
| [[Image:MSRS Suchen.jpg]]
| Find
|-
| [[Image:MSRS Weitersuchen.jpg]]
| Find again
|}
===Mail Merge Wizard===
The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.
The various steps of the Mail Merge Wizard will not be available unless the settings in the previous section are valid. In other words, the “Next” button will not be active until you have entered the correct settings.
The wizard consists of three stages.
To launch the wizard, please click on the “Mail Merge Wizard” icon  [[Image:Seriendruckassistent16.jpg‎]] in the CoPlanner reporting toolbar.
====Mail Merge wizard. Step 1: Define mail merge====
In the first step you can either define a new mail merge or select a previously defined and saved mail merge.
If no mail merge was previously created, the option to select a saved mail merge will not be available.
[[Image:Mail Merge Wizard Define batch.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Define batch]]
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Input'''</span> &nbsp;Confirm your selection by clicking “Next”.''
|}
The second step of the Wizard will now be launched.
====Mail Merge Wizard. Step 2: Select filter====
In the second step, you select the filter for your batch and define the elements to be included in the mail merge.
[[Image:Mail Merge Wizard Select filter.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Select filter]]
Click the “Save definition” icon to name your definition.
[[Image:Mail merge Wizard Save definition .jpg|thumb|center|Enterprise Edition, Mail merge Wizard: Save definition ]]
The definition will now be available for future use.
In the left-hand section of the pane, double-click on the elements you wish to select for inclusion in your report.
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;You can delete an element from the left-hand pane by selecting the element and pressing the “Del” key.
|}
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Input'''</span> &nbsp;Confirm your selection by clicking “Next”.''
|}
The third step of the Wizard will now be launched.
====Mail Merge Wizard. Step 3: Output====
In Step 3 you can choose the output type.
[[Image:Mail Merge Wizard Output.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Output]]
The “Export to file” option supports the following formats:
:*XML file with report data
:*CSV (comma-separated file)
:*TIFF file
:*Acrobat file (PDF)
:*Web archive
:*Excel
[[Image:Mail Merge Wizard File formats .jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: File formats ]]
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Input'''</span> &nbsp;Confirm your selection by clicking “Finish”.''
|}
The mail merge process will now be started and the reports will be created according to your specifications.


<br>__NOEDITSECTION__  
<br>__NOEDITSECTION__  


[[Category:Enterprise_Edition|Reporting]]
[[Category:Enterprise_Edition|Reporting]]
[[Category:Reporting|Reporting]]
[[Category:Report Viewer|Reporting]]
[[Category:User interface|Reporting]]
[[de:Enterprise Edition:Reporting]]
[[de:Enterprise Edition:Reporting]]

Latest revision as of 16:59, 5 July 2022


Elements and functions


Mail Merge Wizard

The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.


Draft report

With this function you can open and edit a Reporting Services repirt in Microsoft Visual Studio. You can use the full range of function in Visual Studio.

Hint  This function is available for PowerUser, partner and manufacturer and Microsoft Visual Studio has to be installed.
Error creating thumbnail: File missing
Enterprise Edition, Berichtsentwurf


Report Builder

The Report Builder offers a simple possibility to edit reports. All functions of the Reporting Services are supported.

Hint  If you modify a report with the Report Builder you have to click "Refresh" and press "Ctrl" .
Error creating thumbnail: File missing
Enterprise Edition, Report Builder
Hint  This function is available for PowerUser, partner and manufacturer and Microsoft SQL Server 2008.

Report Builder Help on Microsoft.com

Hint  The type of logon, in data source, should be chosen as provided credential by the user running the report as there are restrictions in the other types.


Retrieved from "https://copsupport.coplanner.com/help10_en/index.php?title=Enterprise_Edition:Reporting&oldid=16270"