Configuring standard reports
Microsiga Protheus® has the option of standardized reports for System files and movements.
From the suggested reports, you can define criteria to display information, by using configuration options.
Procedures
To run a generic query: Depending on the active Module, report options regarding it files and movements are available; however, you can, for example, add a report displayed in Invoicing Module to the Finance Module Report menu. For this, just edit the menus using the Configurator Module, adding this option to the report.
This help System, at the end of a topic, often suggests the issue of some reports, which may occasionally not be available in the active module; however, you can add them, if required, or:
To print reports:
| 1. |
In main menu, select Reports. |
The System displays a submenu, which divides the report options by subject.
| 2. |
Select a report option. |
The System displays the reposts screen with the following folders:
| • |
confluencepage-e8153e92-85f1-4445-a328-2ae711fe8d55 (available for some reports) |
| • |
admin-IN-97d2d4df-b6de-4b9c-b42c-7db50979c887-1507821588185-c3764622-ba58-4462-8dda-1eeccb0d3053 |
| • |
confluencepage-3a87bcb0-dc30-4783-a8bf-1ce459cefe20 (available for some reports) |
| • |
admin-IN-97d2d4df-b6de-4b9c-b42c-7db50979c887-1507821588185-7a71c122-02be-48e3-8e0a-9ed38d775b8d |
| • |
admin-IN-97d2d4df-b6de-4b9c-b42c-7db50979c887-1507821588185-b79c06a6-280f-41ed-8b30-cd13a3fe7afd |
| 3. |
Additionally to configuring the folder, you must define the Parameters that define the specific filter for the report to be printed. For this, click Parameters, on the right side of the reports window. |
The Parameters window is displayed.
| 4. |
To get details about how to fill out each parameter, notice the field help displayed on the lower-left of the screen. |
To fill out the report parameters, note the following tips:
12041121-4e85-41bd-afbb-c63a8179cda0Tip: Character type parameters, for example Customer Code, represent the Customers range. You must enter the initial code (From Customer?) and the final code (To Customer?) for the range. |
| • |
To print a single customer, enter the same content for both parameters. Note: |
| • |
Initial code = \"000002\" (Code wanted) |
| • |
Final code = \"000002\" (Code wanted) |
| • |
To print all customers, you must fill out the parameters as follows: |
| • |
Initial code = \" \" (Representing the first record) |
| • |
Final code = \"ZZZZZZ\" (Representing the last record) |
12041121-4e85-41bd-afbb-c63a8179cda0Tip: Date type parameters, for example Issue Date, represent the date range. You must enter the initial date (From Issued on?) and the final code (To Issued on?) for the period. |
| • |
To print a single date, enter the same content for both parameters. Note: |
| • |
Initial date = \"5/1/03\" (Date wanted) |
| • |
Initial date = \"5/1/03\" (Date wanted) |
| • |
To print all movements from Accounts Receivable (database), you must fill out the parameters as follows: |
| • |
Initial date = \"1/1/80\" (Representing the beginning of movements for the period) |
| • |
Final date = \"12/31/10\" (Representing the ending of movements for the period) |
Notice, in this example, that an open range was entered, to ensure that every movement in accounts receivable is considered.
12041121-4e85-41bd-afbb-c63a8179cda0Tip: Drop-down lists, for example Currency?, display options for selection:
Only one option must be selected. |
12041121-4e85-41bd-afbb-c63a8179cda0Tip: Some reports has no Parameters option, because it is not necessary. |