1.New Quick Report

1.1 Getting started with the configuration:

In the configuration you can create a new report directly via the menu item Report Design by clicking on the button New Quick Report

1.2 Access via the web client:

If you are in the Web Client, you can create a new report directly using the New Quick Report button.

Or if you are already in the Quick Report list, you can create a new Quick Report by clicking the New Report button .

Reports that have already been created can be edited using the Change button.

2. Create report

2.1 Columns and rows:

Now the report window opens for the report settings => Designer :

You can name the report in the red line . Simply click in the line and overwrite the automatically generated name.

On the left side are value fields, outline/filter fields, and formulas (in blue). These can be easily moved by clicking on the checkmark or dragging them into the fields on the right. It's important to drag them where you want them:

•      The first row contains all the filters you want to use for the columns . 
•      The second row contains all desired value fields (transaction data) and structure/filter fields (master data) that should be displayed as columns . 
•      The third line contains all the desired outline/filter fields that should be displayed as a line . 
•      In the last line, additional filters for the report can be set up. 

2.2 Date range for the report :

Date selection:

Month selection: 

Monthly range:

Here you can select the time period the report should display. On the web, you can also adjust the date fields.

2.3 Date range for value display:

Once you have created a column, you can click on the row in the date range to select whether you want to see the values from the selected period, the previous year with the selected months, or the entire previous year .

With this setting you can easily compare the values from this year and the previous year by creating two identical columns and selecting the previous year for the second column .

There are also options for selecting the date range of a column:

•      Carryforward for selected period: shows values up to the selected reference date/reference month 
•      Balance for selected period: shows values up to the selected end date (regardless of the start date) 
•      Carryforward for previous year period:  displays values up to 1 year back from the selected reference date/reference month 
•      Previous year period balance: shows values up to the previous year from the selected end date (regardless of the start date) 

3. Head filter:

You can also set various header filters here by dragging the desired field from the left side to the orange marked row.

These appear in the web report next to the date fields:

You can use the fields on the left side of the designer multiple times . For example, you can use the Customer field in the row structure (and/or as a column) and also in the header filter. You will then see the customers listed as rows (and/or as a column) and can filter for specific customers in the header.

4. Filter the display of columns:

4.1 Structure of the columns:

You can also use the outline and filter fields to filter the columns to get a certain column view by dragging the field from the outline and filter fields into the row highlighted in red.

Example : The columns should be listed by month:

In the example, the columns are filtered to Year.Month (from the Outline/Filter Fields list). The columns are now displayed on the web as follows ( months are listed ):

4.2 Structure of individual columns:

You can also assign an outline to individual columns by creating an outline (as in 4.1) for the columns and then moving the mouse exactly between the columns. A separator will then appear with which you can limit the outline to just one column:

5. Value filter for the report:

If you click on a created column , an area for filtering and formatting appears below:

In the value filter you can limit the report to specific values :

Value filter on structure of - define on which row levels this filter should be applied:

You can add further filter options here by simply dragging a field from the outline/filter fields into the grey area of the filter:

6. Use formulas:

You can find some standard formulas under the Formulas section in the Report Designer:

If you require additional predefined formulas, you can inform a BI4C employee or create them yourself in the Quick Amount Types and Formulas [Information/Instructions in the expert documentation for Quick Reports]

The custom formula allows you to perform calculations in the report designer yourself (without a predefined formula) by assigning codes to the columns used and then calculating with these in the Custom Formula column:
A $ must be added after the column code. For example, FIBU$-FIBUVJ$

For predefined formulas, the correct columns must be selected in the Formula column. The stored formula is then used:

7. Attach detailed report:

You can also add detailed reports under the Related Reports button:

In the first column, select the quick report you want to attach as a detailed report :

Under Symbol you select a symbol that appears in the header of the report to access the detailed report:

By clicking on the double click it is possible to access the detailed report by just double-clicking on the number:

Under Arrangement you can choose whether the detailed report should appear in a separate register or directly under the clicked number for which you want to see the details:

Finally, you can define at which levels the detailed report should be available:

8. Create a diagram:

Next to the outline, you'll see a table icon. Clicking on this icon also allows you to select a chart. This will display the report as a chart.

8.1 Diagram Settings

8.1.1 Settings via the line

By clicking on the row/structure, a Chart tab appears in the lower area:
(This area only appears if the row/outline has been converted to a chart!)

Here you can set the desired width and height of the chart.

You can also give the two axes a heading above the two 'Title' rows. Clicking this field opens a small window where you can enter a heading at the top and then format it:

You can adjust the position and size of the heading using the last tab.

Outside of this window, there's also the Reservation section, where you can also adjust the placement of the heading. (See first screenshot in 7.1)

8.1.2 Settings via the column

If you click in the column, a Chart Series tab will appear at the bottom:

If you click on the first icon 'Chart Series ' a window will appear where you can set the chart type, line color and fill color:

For the second symbol indicator, you can set the indicator symbol, font color, border color and background color for the values:

After you have clicked and filled in the first symbol 'License plate', another symbol 'License plate' will automatically appear - up to five windows will be expanded here:

You will always see a preview of your settings on the right side:

9. Formatting:

9.1 Report formatting (table)

In addition, standard formatting and conditional formatting can be selected in the bottom row to design the report.

In the standard formatting, you can set the font and cell color, font type, and decimal places. The Divisor field can be used for various divisions—for example, for a view in thousands.

Value Format shows me the number as it will be displayed in the report . 

9.2 Conditional formatting

In conditional formatting you have to define when the formatting should take effect, e.g. <100 formats all numbers below 100.

In the fields to the right (Conditional Formatting and Conditional Symbols) you can select the color of the font and the cell, the font and also a symbol.

10. Web view and back to the designer:

Once you have configured everything, you can view the report on the web by clicking on Report Preview .

The left arrow returns you to the report settings. (Designer)

11. Permissions for the report:

Basically, everyone only sees the reports that he/she has created himself/herself .

However, there is the possibility to share reports with others :

11.1 Release or block a report for individual users:

First, click/select the report you want to share. Then click the User button.

Here you can create new users using the Add button.

In the new row, you can select the people who should have access by clicking in the empty field (white background) in the User column.

11.2 Report areas:

First , click/select the report you want to share. Then click the Roles button:

However, there are different releases here:

•      Read : Person can only view the report. (Web) 
•      Update : Person can view the report and write in editable columns. (Web) 
•      Design : Person has full access and can also change the report structure. 

There are also different permissions for Excel export :

•     Actual view: Person can only export what is displayed on the web.
  (Does not see sublevels) 
•     Full: Person can export the complete report.
  So you can also expand sublevels in Excel. 
•     Blocked: Person cannot export the report.