Budget Book Custom Report Definition

Overview

This feature allows users to reuse of existing reports can be achive by this entity, user has to select the source Report Control, system then will create another Report Control with its menu option and feature according to user requirements.

A screenshot of the Budget Book Custom Report Definition feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.

Users access Budget Book Custom Report Definition from within the menu through this navigation path: Admin ► Custom Reports ► Budget Book Custom Report Definition.

Visible Fields

The following table lists and describes all visible fields for the Budget Book Custom Report Definition, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Button Image	Description
	The New button allows users to switch to insert mode. This action button allows users to manually create Budget Book Custom Report Definition.
	The Search button allows users to switch to search mode.
	Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.
	The Save button allows user to save the information inputted.
	The Delete button allows user to remove the record.

Custom Reports Definition

Overview

Once Custom Report Definition is created, User can only download the JRXML file once Custom Report Definition is created, in order to modify it, and then upload it again with its changes.

Navigation

Admin ► Custom Reports ► Custom Report Definition

Custom Reports Definition Screen Fields

Group Report

Overview

This functionality provides to our clients the possibility of create and maintain dynamically a serial of reports, like Savings Account Investment and Financing Report, detailed and consolidated; thru this module users can add or delete some details from some reports especially that uses COA elements. This functionality gives flexibility to the client, because if the COA changes or if one element was subdivided in others then users can change the report by themself.

Group Report Header

Overview

This feature is used to add and maintain the different groups and subgroups (printable or not) to a Group Report.

A screenshot of the Group Report Header feature is available here<. Image shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Paramters and Rendering Control configuration.

Users access Group Report Header from within the menu through this navigation path: Admin ► Custom Report ► Group Reports ► Group Report Header.

 

Visible Fields

The following table lists and describes all visible fields for the Group Report Header feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Code	Stores the unique identifier for the group report header. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence.
Active	Default value for this field is true. If this value is changed to false, it can’t be used again and the record remains for reference purposes only.
Printable	Default value for this field is true. If this value is changed to false, then users are unable to print this group report header.
Print Amount	Default value for this field is true. If this value is changed to false, then users are unable to print amount for this group report header.
Print Indent	Default value for this field is true. If this value is changed to false, then users are unable to print indent for this group report header.
Print Literal	Allows users to define the rules for literal print.
Print Order	Allows to define the print order. In this order the system prints the header's group items.
Multiplier Factor	Allows users to define the multiplier factor. The defined multiplicity factor is applicable to the group total. Default value = 1.00. The system accepts any positive and negative decimal.
Language	Users are allowed to select the language to register the description.
Group Name	Allows to define the printable short name of the group.
Description	Allows to define the detail description of the group.
Group Report Details Tab	Using this tab, users are allowed to create one or more group report detail.
Child Group Info Tab	Using this tab, users are allowed to select child group infor using the lookup function.
Group Report Calculation Tab	Using this tab, users are allowed to select one or more group report calculation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Buttons

The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the expense voucher feature.

Button Image	Description
	The New button allows users to switch to insert mode. This action button allows users to manually create group reports.
	The Find button allows users a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.
	The Search button allows users to switch to search mode.
	The Lookup tool allows users to browse and select existing items.  Once selected, all available information automatically populates the corresponding fields.
	The New button allows users to add a new record under the tab. A screen appears allowing users to enter new information for a detail item.
	The Remove button allows users to remove a record. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	The Save button allows users to save the information inputted. The record is stored and a confirmation message is presented.

 

 

Group Report Detail Tab

Overview

This feature is used to add and maintain the details to a header group report.

A screenshot of the Group Report Detail feature is available here<. Image shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Paramters and Rendering Control configuration.

 

Visible Fields

The following table lists and describes all visible fields for the Group Report Detail tab feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Id	Stores the unique identifier for the group report detail. This is a read only field as the value is automatically genertaed by the system, and is increased based on a sequence.
Amount Formula	Dropdown allows users to select the amount formula. The sum amount will be taken from the lowest concept of the COA in the budget Execution CoaGroup. The system will do the roll down to the lowest level to all children.
Element	Allows users to select elements from predefined Object code segments. Only the "Active" elements can be selected.
Multiplier Factor	Allows users to define the multiplier factor. The defined multiplicity factor is applicable to the group total. Default value = 1.00. The system accepts any positive and negative decimal.

 

Buttons

The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the expense voucher feature.

Button Image	Description
	The Save and Return button allows users save changes and return to the previous screen.
	The Discard button allows users eliminate the entered/selected records within the screen.

 

Group Reports

Overview

This feature is used to add group reports as per the requirement. Every report contains one or more groups to be printable.

A screenshot of the Group Report feature is available here<. Image shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Paramters and Rendering Control configuration.

Users access Group Report from within the menu through this navigation path: Admin ► Custom Report ► Group Reports ► Group Report.

 

Visible Fields

The following table lists and describes all visible fields for the Group Report feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Code	Stores the unique identifier for the group report. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence.
Application Name	Allow useres to define short name for the identification of the report. This name is used as an acronym to identify the report in execution
Language	Users are allowed to select the language to register the description.
Report Name	Allows users to define the name of the registered group report. This value will be printable in most reports.
Description	Users are allowed to define a long description of the group report.
Group Report Header Tab	Using this tab, users are allowed to select group report header.

 

Buttons

The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the expense voucher feature.

Button Image	Description
	The New button allows users to switch to insert mode. This action button allows users to manually create group reports.
	The Find button allows users a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.
	The Search button allows users to switch to search mode.
	The Lookup tool allows users to browse and select existing items.  Once selected, all available information automatically populates the corresponding fields.
	The Remove button allows users to remove a record under the tab. A screen appears to confirm the record is deleted.
	When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
	When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
	The Save button allows users to save the information inputted. The record is stored and a confirmation message is presented.