You can define different types of columns in a report, e.g., balance columns, budget columns, calculated columns. The columns can be defined by maintaining all mandatory fields manually or by copying columns from one or several existing reports. You can also copy all columns from a report and delete the ones you do not want to use in the new report, as well as change values in a column after copying one.
Report printout
Throughout most of the instructions in this routine, the report shown below will serve as a printout example:
Report example
The following values are shown on the report:
- SALES VALUE (THIS PERIOD)
- Displays the net sales value for the selected period. The period is normally selected when you print the report. For information about creating this column, see Define actual value columns.
- SALES VALUE % (THIS PERIOD)
- Displays the percentage of the value in column SALES VALUE (THIS PERIOD), based on the total column value for the country. For information about creating this column, see Define an index column.
- MARGIN% (THIS PERIOD)
- Displays the margin for the selected period, expressed as a percentage. For information about creating this column, see Define a calculated column.
- BUDGET (THIS PERIOD)
- Displays the budgeted value for the selected period. For more information about creating this column, see Define a budget column.
- FORECAST (THIS PERIOD)
- Displays the forecasted value for the selected period. For more information about creating this column, see Define a forecast column.
- ACH% (THIS PERIOD)
- Displays the achieved budget value, expressed as percentage. For more information about this column, see Define a budget column.
- REMARKS (THIS PERIOD)
- Displays any text regarding column ACH% (THIS PERIOD). For more information about this column, see Define a budget column.
- SALES VALUE (YEAR TO DATE)
- Displays the net sales value from the first period of the year and up to (and including) the selected period. For more information about creating this column, see Define actual value columns
- SALES VALUE (LAST YEAR)
- Displays the net sales value from the first period of the last year and up to (and including) the last period, last year. For more information about creating this column, Define actual value columns.
In this routine, you will also define one column called COST, which is not shown on the printout. This column is used when defining the column MARGIN% (see Define a calculated column).
Throughout this routine, period 01 is January, 02 is February, etc. If you have a Financial year (which does not follow the Calendar year), period 01 might be July, 02 August, etc.
Printouts
- Print report specification