Deferred revenue /visma-net-erp/help/deferred-revenue section Basic accounting principles dictate that income is only recognised when earned, and expenses when incurred. 2026-02-19T17:09:06+01:00 # Deferred revenue Basic accounting principles dictate that income is only recognised when earned, and expenses when incurred. This concept employs "deferral" in accounting, which delays recording certain revenues or expenses on the income statement. Instead, they are initially recorded on the balance sheet (liability or asset) until they are earned or used. In subsequent periods, these amounts are gradually transferred from the balance sheet to the income statement. In Visma Net, you can manage the processes of recognising the revenues until you deliver goods and services, and deferring expenses over the defined number of periods until they are used up. ## Deferral codes By using deferral codes, you can set up various scenarios of revenue and expense recognition. The system generates appropriate recognition transactions for each document line (such as invoice in the customer ledger invoice detail lines) that require deferrals according to the settings of the specified deferral codes. When the recognition process is run, the system releases and posts recognition transactions that come due, so a portion of the revenue or expenses is recognised. ## Recognition of deferred revenue in previous periods In the Deferred revenue workspace of Visma Net, you can manage the deferred revenue and expense recognition process. You can set up the recognition of deferrals in future financial periods as well as in previous financial periods (those that are earlier than the period of the date of the related document) by configuring deferral codes with the appropriate settings. ## Revenue recognition for packages If a line item in a document is a package (that is, a stock item or non-stock item that includes multiple components), different deferral codes can be assigned to its components as separate units of accounting to set up more accurate revenue recognition procedures. ## Custom deferral schedules If a document was released before the decision about deferral had been made, you can manually create custom deferral schedules for its lines and link them to the document. ## Other functionalities and options Other primary functionalities of the workspace include the following: + The ability to process schedules in bulk by assigning them to automation schedules + The ability to process credit notes associated with deferred invoices + Reports that help you to correctly forecast revenues and expenses Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Set up the recognition process /visma-net-erp/help/deferred-revenue/set-up-the-recognition-process section 2026-02-19T17:09:06+01:00 # Set up the recognition process Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Set up the recognition process - overview /visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/set-up-the-recognition-process-overview page To set up the process of the revenue or expense recognition in Visma Net, you first need to configure the required deferral codes in the Deferred revenue workspace in the Deferral codes (DR202000) window. 2026-02-19T17:09:06+01:00 # Set up the recognition process - overview To set up the process of the revenue or expense recognition in Visma Net, you first need to configure the required deferral codes in the Deferred revenue workspace in the Deferral codes (DR202000) window. For more information: [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/). + For each deferral code, define such settings as the recognition method to be applied, general ledger accounts to be used, and schedule settings. + Assign a deferral code to the applicable items, or add the code to the required line of a document that requires deferrals. + On release of documents with deferral codes specified, the system generates recognition transactions in accordance with the schedules defined by the deferral codes. + To make the system release and post recognition transactions that come due, run the recognition process in the [Run recognition (DR501000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000/) window, so that the transactions are posted in each specified period and a portion of the revenue or expenses is recognised. About deferral code setup /visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/about-deferral-code-setup page You use deferral codes for recognition of revenues and expenses over multiple financial periods. 2026-02-19T17:09:06+01:00 # About deferral code setup You use deferral codes for recognition of revenues and expenses over multiple financial periods. ## Introduction The system will then use them to create deferral transactions on release of documents (such as invoices) in which these deferral codes are specified. ## Configuring deferral codes You configure a deferral code by using the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window. For each code, you specify the following settings: Recognition method : The method that defines how an amount will be distributed over the specified financial periods. Code type : The type of the code, which indicates whether it will be used for expense or revenue deferrals. Deferral account : The general ledger account to hold the deferred revenue (liability account) or expense (asset account) amount. Deferral sub. : The subaccount (if applicable in your system), for proper tracking of deferral transactions. Recognise now % : The percentage of the document amount (or line amount) that can be recognised immediately. Schedule settings : , **Every x periods**: The frequency of generating the recognition transactions. Document date selection : ( **Start of the financial period**, **End of period**, **Fixed day in the period** ): The exact day when the documents for a recognition transaction will be generated. Once you have specified all required settings based on the selected recognition method, the code will be available in the list of deferral codes that can be assigned to documents and used by the system for generating recognition schedules. If you do not assign a deferral code to an item, you can still add a deferral code to the required line of a document on the **Document details** tab when you enter a document into the system. The list of available deferral codes that you have created in Visma Net are available on the **Deferral settings** tab of the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window. About recognition methods for deferred revenues or expenses /visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/about-recognition-methods-for-deferred-revenues-or-expenses page Recognition methods determine how the deferred revenue or expense amount of a particular document will be distributed over the defined number of periods. 2026-02-19T17:09:06+01:00 # About recognition methods for deferred revenues or expenses Recognition methods determine how the deferred revenue or expense amount of a particular document will be distributed over the defined number of periods. ## Introduction Recognition methods determine how the deferred revenue or expense amount of a particular document will be distributed over the defined number of periods. You specify a particular recognition method in the settings of each deferral code in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window. You can assign a deferral code to a line of an invoice. ## Evenly by periods With the **Evenly by periods** recognition method, the amount to be recognised is distributed evenly to all included periods. The number of recognition periods is defined by the value you specify in the **Occurrences** field for the deferral code in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window. An occurrence is a recognition event for which a recognition transaction is generated. The frequency of recognition events depends on the number (of financial periods) that you select in the **Every X periods** field. (For example, a **2** in this field would mean that a recognition event occurs every 2 financial periods.) Thus, when you select the **Evenly by periods** recognition method, you also need to define the number of recognition occurrences for the document amount and their frequency. The number of occurrences does not include immediate recognition of the revenue or expenses, which is based on the percentage specified in the **Recognise now (%)** field. ### Example Suppose there is an invoice dated January 11, 2021, that contains one line with an amount of €1500. The sales revenue should be recognised over six months in equal recognition amounts. (In this example, periods are defined as months in the system.) You apply a deferral code that has the following settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window: Recognition method : **Evenly by periods** Occurrences : **6** Schedule settings : **Every 1 period(s)** With this recognition method, the document amount (€1500) is divided evenly among six periods: January, February, March, April, May, and June; each portion is equal to €250. In this example, the recognition period is equal to the financial period because we set the recognition schedule to **Every 1 period(s)**. If we had set it to **Every 2 period(s)**, the recognition period would be equal to two financial periods, which means that the recognition process would be performed once every two months. ## Evenly by periods, prorate by days With the **Evenly by periods, prorate by days** method, the amount to be recognised is distributed evenly among recognition periods (the number of which is defined by the value specified in the **Occurrences** field in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window). The first and last periods are counted together as one recognition period and the amount to be recognised for each is proportional to the number of days in each period. Again, an occurrence is a recognition event. The frequency of occurrences depends on the number (of financial periods) you select in the **Every X period(s)** field. The instalment amounts for the first and last periods are calculated based on a full-period amount that is proportional to the number of days each instalment should cover. ### Example Suppose there is an invoice, dated 1.11.2021, that contains one line with an amount of €1500. The sales revenue should be recognised over six months. (In this example, periods are defined as months in the system.) You apply a deferral code that has the following settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window: + Recognition method: **Evenly by periods, prorate by days** + **Occurrences**: **6** + **Schedule settings**: **Every 1 period(s)** With this recognition method, the document amount is divided evenly among five full periods, with each portion equal to €300. Four of these periods are February, March, April, and May. The fifth €300 portion is divided into two parts, each of which is proportional to the number of days included in the recognition time interval in January (20 days, so €193.55) and in June (11 days, so €106.45). The amounts are rounded according to the base currency precision, which is set to 2. ## Evenly by days in period With the **Evenly by days in period** method, the amount to be recognised is distributed by periods with a proportional division by the number of calendar days in each period. The number of recognition periods is defined by the value specified in the **Occurrences** field in the deferral code settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window. As mentioned, an occurrence is a recurring recognition event for which a recognition transaction is generated. The frequency of occurrences depends on the number (of financial periods) you select in the **Every X period(s)** field. ### Example Suppose there is an invoice, dated 1.1.2021 that contains one line with an amount of €1500. The sales revenue should be recognised over six months. (In this example, periods are defined as months in the system.) You apply a deferral code that has the following settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window: + Recognition method: **Evenly by days in period** + **Occurrences**: **6** + Schedule settings: **Every 1 period(s)** With this recognition method, the amount for each recognition period is computed based on the number of calendar days in each period: + January (31 days): The amount to be recognised is €256.91. + February (28 days): The amount to be recognised is €232.04. + March (31 days): The amount to be recognised is also €256.91. + April (30 days): The amount to be recognised is €248.62. + May (31 days): The amount to be recognised is €256.91. + June (30 days): The amount to be recognised is €248.61. ## Flexible by periods, prorate by days With the **Flexible by periods, prorate by days** method, the amount to be recognised is distributed evenly among periods, with a proportional division by days among the first and last periods. The first and the last periods may be less than a full period, depending on the start recognition date and the final recognition date specified in a particular document (such as purchase invoice). The number of recognition periods is defined by the recognition dates specified in a document. ### Example Suppose there is an invoice that contains one line with an amount of €1500. In this invoice, the start date of the recognition process (in the **Term start date** field in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window) is set to 15.2.2021, and the final date of the recognition process (in the **Term end date** field) is set to 21.6.2021. Thus, the document amount should be recognised within the date range defined by the term start date and the term end date. A deferral code with the following settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window is applied to this invoice: Recognition method : **Flexible by periods, prorate by days** Schedule settings : **Every 1 period(s)** With this recognition method, the document amount is distributed over the date range that starts on the 15.2. ( term start date ) and ends on the 21.6. ( Term end date ). The date range covers 14 days of February, three full periods (March, April and May), and 21 days of June. The 14 days of February is 0.5 period (14 days / 28 days = 0.5). The 21 days of June is 0.7 period (21 days / 30 days = 0.7). Thus, February and June together makes 1.2 periods. So that, the revenue amount should be distributed across 4.2 periods, which is 3 periods of March, April and May + 1.2 periods of February and June. The amount recognised in each of the three full periods (March, April, and May) is €1500 / 4.2 = €357.14. The amount recognised in February is 0.5 \* €357.14 = €178.57, and the amount recognised in June is 0.7 \* €357.14 = €250.01. ## Flexible by days in period With the **Flexible by days in period** method, the amount to be recognised is distributed among periods, according to the number of calendar days in each particular period. The start date and the final date of the recognition process is specified individually for each line of a particular supplier ledger document (such as purchase invoice or cash sale). ### Example Suppose there is an invoice that contains one line with an amount of €1500. In this invoice, the start date of the recognition process (in the **Term start date** field in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window) is set to 15.2.2021, and the final date of the recognition process (in the **Term end date** field) is set to 21.6.2021. Thus, the document amount should be recognised within the specified date range, which is equal to 127 days (the number of days between the term start date and the term end date. A deferral code that has the following settings in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window is applied to the invoice: + **Recognition method**: **Flexible by days in period** + Schedule settings: **Every 1 period(s)** With this recognition method, the document amount is spread over the 127 days, with a proportional division by days. Thus, the document amounts are allocated as follows: + February (14 days): The amount is €165.35. + March (31 days): The amount is €366.14. + April (30 days): The amount is €354.33. + May (31 days): The amount is €366.14. + June (21 days): The amount is €248.04. ## On payment Before payment arrives, the recognition is planned evenly over the specified number of periods. Once a payment has been applied to the appropriate line of the original document, recognition is performed in the amount of the payment that is proportional to the line amount (if there are multiple lines). The recognition of the unpaid amount will be projected in portions that are calculated proportionally to the number of remaining period, while the actual recognition of the next portion will be performed when the next payment arrives. This method can be applied to the revenue recognition only. When you select the On payment method in the **Recognition method** field, then the **Revenue** option is selected by default in the **Code type** field and is not available for editing.

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Tasks

Windows

 Run recognition /visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/run-recognition page 2026-02-19T17:09:06+01:00 # Run recognition 1. Go to the [Run recognition (DR501000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000/) window. 1. In the **Recognition date** field, enter a date to select the recognition transactions in the deferral schedules that are due. 1. In the **Deferral code** field, you can select a code if you want to select only deferral schedules associated with this specific code. You can leave the field blank to view schedules for all codes. 1. To run recognition for specific schedules, select the check box in front of the schedules you want to include in the run. 1. Click **Process**. To run recognition for all schedules displayed in the table, you do not have to select them, just click **Process all**.

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Windows

 Process deferrals /visma-net-erp/help/deferred-revenue/process-deferrals section 2026-02-19T17:09:06+01:00 # Process deferrals Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. About recognition of revenue and expenses /visma-net-erp/help/deferred-revenue/process-deferrals/about-recognition-of-revenue-and-expenses page A deferral code assigned to an item on the Deferral settings tab in the Stock items (IN202500) or Non-stock items (IN202000) window defines how revenue or expenses will be recognised. 2026-02-19T17:09:06+01:00 # About recognition of revenue and expenses A deferral code assigned to an item on the Deferral settings tab in the Stock items (IN202500) or Non-stock items (IN202000) window defines how revenue or expenses will be recognised. For more information: [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/), [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/). ## Introduction If no deferral code is assigned, the revenue or expenses will be recognised immediately and no deferral schedule will be generated. ## Revenue recognition When you enter an invoice in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window and select an item in a line on the **Document details** tab, the deferral code automatically appears in the **Deferral code** column if a deferral code has been previously defined for the item in its settings (if not, you can select a one manually). + When an invoice requiring deferral is released, the system generates one deferral schedule for each deferral code in the document. If multiple lines have the same code, one schedule for all lines with the code is generated. + A deferral schedule contains the list of recognition transactions, each of which the system releases in the specified financial period to recognise a portion of the revenue. You can use the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window to view the schedules and adjust them manually if needed. + As the revenues are earned, they are moved from the balance sheet liability account (the deferral account) to an income account (the sales account specified in the invoice) in multiple recognition transactions. + If no items on an invoice require deferral (that is, if no deferral codes are defined for the items), the total sales amount of the invoice is recorded to the revenue account upon release of the invoice; that is, the revenue is recognised during the post period. If some items on the invoice require deferral, revenue from the sale of other items (those with no deferral code assigned) is still recognised immediately. ## Expense recognition Generally, for purchased items, costs or expenses are recognised immediately on release of the appropriate invoices. + When you enter an invoice by using the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window and add a line for a non-stock item with a deferral code assigned, the deferral code appears in the **Deferral code** column by default. + Once the invoice is released, the system generates the schedules automatically. The system generates a schedule for each deferral code in the document, and multiple items can be included in one schedule. + You can review and manually edit the schedule by using the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. Expenses are deferred to a balance sheet asset account (deferral account) until the expenses are used up or expired. At that time, they are moved to the expense account specified in the invoice. ## Manual running of a recognition schedule You can generate recognition transactions for both revenue and expenses in the [Run recognition (DR501000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000/) window. + Each time you run a schedule, only one recognition transaction is released and posted — even if, according to the schedule, multiple such transactions for a schedule are due. + You use the [Deferral transaction summary (DR402000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-transaction-summary-dr402000/) window to view the transactions that have been posted. In the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window, you can see which deferral transactions have been posted and which have yet to be posted.

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Tasks

Windows

 About recognition of deferrals in previous periods /visma-net-erp/help/deferred-revenue/process-deferrals/about-recognition-of-deferrals-in-previous-periods page In Visma Net, you can enter documents that require recognition of revenue or expenses in previous financial periods or in periods that are earlier than the period of the document date. 2026-02-19T17:09:06+01:00 # About recognition of deferrals in previous periods In Visma Net, you can enter documents that require recognition of revenue or expenses in previous financial periods or in periods that are earlier than the period of the document date. ## Introduction When these documents are released, the system generates recognition transactions for each line of the document according to the specific set of settings of a deferral code specified for a line. ## Deferral codes and recognition methods You can process the recognition of deferrals in different ways, depending on the recognition method that you specify for each particular deferral code. You configure deferral codes in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window. Depending on the selected recognition method, you specify the particular set of settings for the deferral code. You use the following deferral methods: |Recognise deferred revenue in previous periods|Recognise deferred revenue and expenses in previous and future periods| |---|---| |**Flexible by periods**|**Evenly by periods**| |****Prorate by days**\**|**Prorate by days**| |****Flexible by days in period**\**|**Evenly by days in period**| ||**On payment**| ## Recognition period To define the start recognition period, specify the **Start offset** parameter while you configure a deferral code. This parameter defines the number of periods between the period of the document date and the start recognition period or the period when recognition process starts: + If you specify a negative value in this field (for example, –1), the recognition period will start one period earlier than the period of the document date. + If you specify a positive value in this field (for example, 1), the recognition will start one period later than the period of the document date. About custom deferral schedules /visma-net-erp/help/deferred-revenue/process-deferrals/about-custom-deferral-schedules page You can manually create a deferral schedule to process deferrals that have been recognised only partially in your old system or to perform recognition of deferrals for documents without deferral codes specified that have been already released. 2026-02-19T17:09:06+01:00 # About custom deferral schedules You can manually create a deferral schedule to process deferrals that have been recognised only partially in your old system or to perform recognition of deferrals for documents without deferral codes specified that have been already released. You can manually create a deferral schedule to process deferrals that have been recognised only partially in your old system or to perform recognition of deferrals for documents without deferral codes specified that have been already released. You can either + associate the schedule with a particular customer or supplier only, and process recognition of the specified amount without linking it to a specific document, or + link the schedule to the specific document (in which you select a particular line which amount should be deferred). ## Step-by-step instructions For step-by-step instructions, see: [Link deferral schedule to document.](/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/) Link deferral schedule to document /visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document section You use the Deferral schedule (DR201500) window to create a deferral schedule for a selected document. 2026-02-19T17:09:06+01:00 # Link deferral schedule to document You use the Deferral schedule (DR201500) window to create a deferral schedule for a selected document. For more information: [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/). 1. Go to the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the top part of the window, specify the following parameters: 1. In the **Doc. type** field, select the type of the document that requires a deferral. 1. In the **Ref. no.** field, select the document by its reference number. 1. In the **Line no.** field, select the line of the document with the amount for which you want to schedule recognition. 1. Optional:: Click **View document** to make sure that you have selected the document correctly and specified the appropriate line number (if applicable). 1. In the **Components** table, click ![icon-add](/media/visma-net-erp/icon-add.png) and do the following: 1. In the **Component ID** column, leave **< NONE>**, or select a required component (by its ID). 1. In the **Deferral code** column, specify the deferral code to be used for generating recognition transactions. 1. Optional:: In the **Deferral account** column (and **Deferral sub.**, if subaccounts are used in your system), review the account (and the subaccount, if applicable) taken from the deferral code settings, and edit it (if needed). 1. In the **Account** (and **Subaccount** ) fields, select the sales or expense account (depending on the selected document type), and corresponding subaccount (if applicable) to which recognised amounts should be posted. 1. In the **Total amount** column, type the amount to be deferred. The sum of total amounts of all listed components must be equal to amount of the selected line ( **Line amount** ). 1. In the table toolbar, click **Generate transactions**, so that the system generates recognition transactions for the selected row, and displays them in the **Transactions** table. Perform step 3 for all components that requires deferral. 1. In the **Transactions** table, edit the transaction details (for example, amounts or dates), if necessary. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Click **Release**. No general ledger transactions are generated when you release a deferral schedule. If you need to release multiple custom schedules at the same time, use the [Release schedules (DR503000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/release-schedules-dr503000/) window. For custom recognition transactions, you run the recognition process in the same way as you do for automatically generated transactions in the [Run recognition (DR501000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000/) window. Release schedules /visma-net-erp/help/deferred-revenue/process-deferrals/release-schedules page 2026-02-19T17:09:06+01:00 # Release schedules 1. Go to the [Release schedules (DR503000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/release-schedules-dr503000/) window. 1. In the **Code type** field, select the type of deferral codes you want to process deferral schedules for: expense or revenue. You can also filter the list of schedules by using any of the other fields in the top part of the window, or a combination of them. 1. To release specific schedules, select the check box in front of the schedules you want to release. 1. Click **Process**.To release all schedules displayed in the table, you do not have to select them, just click **Process all**.

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Windows

 Adjusting deferrals /visma-net-erp/help/deferred-revenue/adjusting-deferrals section Assume that you have a document (such as a purchase invoice), for which the deferral schedule has been already generated, but you need to cancel this document or to adjust its document amount. 2026-02-19T17:09:06+01:00 # Adjusting deferrals Assume that you have a document (such as a purchase invoice), for which the deferral schedule has been already generated, but you need to cancel this document or to adjust its document amount. Assume that you have a document (such as a purchase invoice), for which the deferral schedule has been already generated, but you need to cancel this document or to adjust its document amount. You cannot cancel or delete a document that is already being processed in the system. Instead, you can create an adjusting document, such as a purchase credit note for a purchase invoice, which allows you to either reverse the original document or to correct the document amount. As with the original document that contains items with deferrals, the adjustment document also requires deferrals. You can create an adjustment document either manually (and link the deferral schedule of the original document to it), or by reversing an original document (so that the deferral schedule will be associated with the original document automatically). For more information, see: [Create an adjustment document](/visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document/) Create an adjustment document /visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document page When you need to correct an amount of the document, you can manually create an adjustment document, such as a credit note, that will adjust the document amount and the amounts of recognition transactions of the deferred schedule generated for this document. 2026-02-19T17:09:06+01:00 # Create an adjustment document When you need to correct an amount of the document, you can manually create an adjustment document, such as a credit note, that will adjust the document amount and the amounts of recognition transactions of the deferred schedule generated for this document. You can create a credit note with the deferral schedule to be generated either independently from the original document, or in accordance with the schedule generated for the original document. You process these approaches as follows: 1. Create an adjusting document, and, in its detail lines, add items with the deferral codes assigned or add a deferral code in the **Deferral code** column in each line manually. This document will be processed by the system independently of the original one according to its own deferral schedule as described in [About recognition of revenue and expenses.](/visma-net-erp/help/deferred-revenue/process-deferrals/about-recognition-of-revenue-and-expenses/) 1. Link the adjusting document to the deferral schedule generated for the original document (as described below), so that the adjusting amount is divided among the deferred portions of the original document. ## Link an adjustment document to the original document You link an adjustment document to the deferral schedule of the original document while creating an adjustment document. For a credit note, in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window, when you add an item that has a deferral code assigned, select the schedule of the original document in the **Deferral schedule** column. For a purchase credit note, in the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window, when you add an item that have deferral code assigned, select the schedule in the **Deferral schedule** column. Thus, the deferral schedule generated for the adjustment document is associated with the deferral schedule of the original document. You can view the associated schedules on the **Original schedules** tab in the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. ## Example of processing of adjustment schedules Consider an example demonstrating the two ways of processing a credit note: independently, and as linked to the original document's schedule. This example explores revenue recognition for an invoice of €1000 that is dated April 1 and scheduled as follows: + April 1: Amount to be recognised now of €0 + May 1: First instalment of €200 + June 1: Second instalment of €200 + July 1: Third instalment of €200 + August 1: Fourth instalment of €200 + September 1: Fifth instalment of €200 Suppose further that on June 15, an error on the €1000 invoice was detected, and a €180 credit note was created to adjust the invoice amount. The credit note may be processed separately from the invoice, as an independent document (considered below in section I), or it may be linked to the original invoice to be processed according to the schedule of the original invoice (considered below in section II). I. The credit note has not been linked to the original invoice. It can be assigned to any deferral code available in the system (except a code with the **By payment** method specified). For example: Assume that it was assigned the same deferral code as the original invoice had. Thus, the credit note amount will be recognised in the following instalment: + July 15: Amount to be recognised now of €0 + July 1: First instalment of €36 + August 1: Second instalment of €36 + September 1: Third instalment of €36 + October 1: Fourth instalment of €36 + November 1: Fifth instalment of €36 II. The credit note has been linked to the schedule of the original invoice. On June 15, the invoice amount still to be recognised is €600, and recognition is planned through three future transactions. The credit note amount will be divided among these three transactions as follows: + July 1: €60 + August 1: €60 + September 1: €60 Manage recognition for packages /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages section 2026-02-19T17:09:06+01:00 # Manage recognition for packages Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Manage recognition for packages - overview /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/manage-recognition-for-packages-overview page In many industries, selling multiple products and services as packages is a common practice. 2026-02-19T17:09:06+01:00 # Manage recognition for packages - overview In many industries, selling multiple products and services as packages is a common practice. d For some time, however, recognition of revenue resulting from such sales posed an accounting problem. A package has a single price and multiple components (deliverables) included, which are often delivered at different times but not necessarily at the time of the sale; for example, a package might include a cell phone, its activation, and a one-year service plan. Moreover, it might be permissible to return some components, but not others. Different countries have different regulations about how to divide an MDA into separate units of accounting and how to allocate revenue to these units. About configuring a package /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/about-configuring-a-package section In Visma Net, you configure a package as an item for which you specify an appropriate multiple-deliverable arrangement (MDA) deferral code and add several components (stock or non-stock items). 2026-02-19T17:09:06+01:00 # About configuring a package In Visma Net, you configure a package as an item for which you specify an appropriate multiple-deliverable arrangement (MDA) deferral code and add several components (stock or non-stock items). ## Introduction ## Package configuration parameters You configure a package in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) or ([Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window on the **Deferral settings** tab. On this tab, you specify the following parameters: + In the **Deferral code** field, select an MDA deferral code (the one that has the **Multiple-deliverable arrangement** field selected in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window), which indicates that an item is a package. + In the **Revenue components** table, add the required items (components) to the package (stock items or non-stock items that were previously configured). In addition to specifying a deferral code for the package, specify a deferral code for each component of the package, because each component may have different deferral periods. If you do not specify a deferral code for a component, the price of the component will be recognised immediately. ## Allocation method While adding components to this table, define how the total package price will be allocated between all components. To do this, select one of the following options for each component of the package in the **Allocation method** column: Percentage : The component price (fair value) is a percentage of the total package price. The column becomes available for editing if you select this option. Fixed amount : The component price is a fixed amount, which you specify in the **Fixed amount** column. This column becomes available for editing if you select this option. Residual : The price of the component is computed as the difference (residue) between the total package price and the sum of the prices calculated for all other components of the package. The cost for such a component is calculated after the fair values of all other components are computed. You can select the **Residual** option for only one component of the package. The **Deferral code** column is not available for a component with the **Residual** allocation method selected. After you have specified all required data for a package on the **Deferral setting** tab, click ![icon-save](/media/visma-net-erp/icon-save.png). Create a package /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/create-a-package section You use the Stock items (IN202500) or ( Non-stock items (IN202000) window to configure a package (that is, a multiple-deliverable arrangement ) in the system. 2026-02-19T17:09:06+01:00 # Create a package You use the Stock items (IN202500) or ( Non-stock items (IN202000) window to configure a package (that is, a multiple-deliverable arrangement ) in the system. For more information: [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/), [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/). ## Introduction ## Before you start Before you configure the tax report, make sure: + That all required deferral codes designed for configuring packages are created in the system. + That all required items to be part of a package are created in the system. You can similarly create a package in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window. 1. Go to the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window. 1. On the window toolbar, click ![icon-add](/media/visma-net-erp/icon-add.png) to create a new non-stock item. 1. On the **Deferral settings** tab, specify the deferral settings of this item: 1. In the **Deferral code** field, select the deferral code that was created in your system for configuring multiple-deliverable arrangements. (For this code, the **Multiple-deliverable arrangement** field is selected in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window.) 1. On the toolbar of the **Revenue components** table, click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Item ID** column of this row, select the item to be included in the package. 1. In the **Quantity** column, specify the number of this item that is included in the package. 1. In the **Deferral code** column, select the deferral code, which defines the conditions for deferring this item. If you select a deferral code with the **Flexible by periods, prorate by days,** or **Flexible by days in period** recognition method specified in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window, the next two columns will be available for editing. 1. In the **Default term** column (if available), specify the period to defer the item (for example, the period that is defined in the maintenance contract). 1. In the **Default term UoM** column (if available), select the unit of measure to be used for the default term. Possible values are the following: **year(s)**, **month(s)**, **week(s),** or **day(s)**. 1. In the **Allocation method** column, select the method to be used to allocate the total document amount between the components of the package: **Percentage**, **Fixed amount**, or **Residual**. 1. Optional: If you have selected the **Percentage** option in the **Allocation method** column (which makes the **Percentage** column available for editing), specify the percentage that defines the component portion of the total package price. 1. Optional: If you have selected the **Fixed amount** option in the **Allocation method** column (which makes the **Fixed amount** column available for editing), specify the fixed price of this component. 1. Repeat step 3 (with all its substeps) for each item to be added to the package. 1. In the window toolbar, click ![icon-save](/media/visma-net-erp/icon-save.png). About processing packages /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/about-processing-packages page When you sell a package, you enter an invoice in the Sales invoices (AR301000) window and include the package to the invoice detail line. 2026-02-19T17:09:06+01:00 # About processing packages When you sell a package, you enter an invoice in the Sales invoices (AR301000) window and include the package to the invoice detail line. For more information: [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/). When you sell a package, you enter an invoice in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window and include the package to the invoice detail line. Once the invoice is released, the system will generate as many schedules for the line as there are components in the package. You can use the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window to view the schedules and adjust them manually if needed. ## Packages and discounts In Visma Net, you can configure a discount that will be applied not only to the total package price but also to the fair value of the package components. + To configure such a discount, create a discount code in the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window and select the **Apply to deferred revenue** field for this code. The discount based on this discount code will be applied to the fair value of the non-residual package components, so that the discount will be applied to the deferred revenue or expense amount. Otherwise, the discount will be applied to the document total amount and will be reflected in the residual component amount that will be recognised immediately. + In the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, define the entities to which the discount may be applied (the **Applicable to** column), so that in the documents with these entities specified (for example, a specific customer), this discount will be applied by the system automatically. + In the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, select this code and define all required parameters, such as a particular customer or item this discount should be applied to. The item that you assign to such a discount should be a package. + When you have configured such a discount, the system will automatically insert this discount in the **Discount percent** column of the document, in which a particular customer or item is specified. The system will then use this discount while it calculates the fair value of a component of the package. + If you manually edit the discount amount in the invoice, the system will apply the new discount to the total amount of the invoice only (so that the amount of the residual component will be affected). However, the new discount does not affect the fair value of a non-residual component, which will be calculated by using the discount percent recorded in the system in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. ## Fair value of a component Often, a package contains two or more components, such as a product and some accompanying service (for example, a maintenance contract). Although these components can be sold separately and are configured in the system as separate items, they are usually offered as a package, which has a price that is less than the sum of the individual prices of each component. When you configure a package that consists of separate items (components), define which portion of the package price each component has or define the **fair value** of each component. Do this when the cost of at least one component should be recognised immediately, and the cost of at least one other component should be deferred over some period (such as the cost of a 12-month maintenance license). Deferred revenue windows /visma-net-erp/help/deferred-revenue/deferred-revenue-windows section 2026-02-19T17:09:06+01:00 # Deferred revenue windows Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Deferred revenue preferences (DR101000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferred-revenue-preferences-dr101000 page In this window, you can define the settings that affect the Deferred revenue workspace. 2026-02-19T17:09:06+01:00 # Deferred revenue preferences (DR101000) In this window, you can define the settings that affect the Deferred revenue workspace. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The Number series section
Element Description
Deferral schedules The number series used for deferral schedules.
Deferral schedule (DR201500) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500 page 2026-02-19T17:09:06+01:00 # Deferral schedule (DR201500) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + In this window, you can view the schedules the system has automatically generated for documents whose lines have deferral codes assigned. + You can also use the window to create custom schedules to defer recognising revenue or expense amounts for already released documents. + This functionality may help you if the decision about deferral has been made after the documents were released. For details on custom schedules, see: [About custom deferral schedules](/visma-net-erp/help/deferred-revenue/process-deferrals/about-custom-deferral-schedules/). ## What to do from this window + [Create an adjustment document](/visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document/) + [Link deferral schedule to document](/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/) ## The window toolbar The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.
Button Description
View document Navigates to one of the document entry windows, such as Sales invoices (AR301000) or Purchase invoices (AP301000), to show the details of the document to which the deferral schedule is linked.
Release

Releases the deferral schedule. Once the schedule is released, the recognition transactions are ready to be posted when it becomes due. In the released schedule, you cannot edit the summary information and the component details (in the Components table).

You can still edit the details of the generated transactions in the Transactions table (those transactions that are not posted yet).

No general ledger transactions are generated when you release a deferral schedule.
## The top part You use the elements in this part to select a custom or system-generated schedule and to view its summary information. Also, you can select a released document by its type and reference number and create a custom deferral schedule for it.
Element Description
Schedule no. The ID of the schedule, which is automatically generated by the system. Select a schedule to view its details.
Date The date that determines the period when the first recognition transaction should be recognised and posted. In the deferral schedules generated automatically for documents with the deferral codes specified, this is the document date specified by the system by default. In the custom deferral schedules, you define this date manually.
Period The financial period to which the first recognition transaction should be posted.
Doc. type The type of the original document for which the schedule is displayed or is being created.
Customer/Supplier no The customer/supplier connected with the schedule.
Doc. no. The document number of the original document.
Line no.

The line in the customer ledger or supplier ledger document for which you can create and view the deferral schedule.

In the Line no. selector, the amount displayed for a line in the Amount column can differ from the line amount of the original document, because it does not contain any discount amounts or inclusive VAT amounts that have been applied to the document (if any). Thus, this is the amount to be recorded to the corresponding sales or expense account (depending on the document type), and to be deferred.

The amounts are shown in the base currency, which can differ from the currency of the corresponding document.
Line amount The original amount for the specified document line. Displayed if a line number is selected.
Company The company to which the document belongs.
Branch The branch to which the document belongs.
Location The location of the customer or supplier.
Project

The project with which the document is associated, or the non-project code if the document is not associated with any project.

The field appears only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Project task The project task with which this document is associated.
Term start date The date when the process of recognition of deferrals should start; this date should be specified for the item for which the deferral code based on the Flexible by periods, prorate by days or Flexible by days in period recognition method is assigned.
Term end date The date when the process of recognition of deferrals should finish; this date should be specified for the item for which the deferral code based on the Flexible by periods, prorate by days or Flexible by days in period recognition method is assigned.
Show closed documents When this check box is selected, closed documents are also displayed. The default is open documents.
## The Details tab This tab includes the **Components** and **Transactions** tables. For each component specified in the **Components** table, the tab shows in the **Transactions** table the recognition transactions that were generated for the component according to the deferral code selected for the component. For documents that were released without deferral codes assigned, you can manually create deferral schedules for each component. ### The Components table toolbar
Button Description
Generate transactions

Generates recognition transactions for the selected component.

You cannot regenerate transactions for a component for which one or more transactions have been already posted.
### The Components table columns
Column Description
Component ID

The component of the line item, if the line item is a package; otherwise, the item, by its item ID.

For details about packages, see: Manage recognition for packages - overview.
Deferral code

The code that has been assigned to the line of the selected document or manually specified for a component in the custom deferral schedule. This code is used for generating recognition transactions to defer the amount specified in the line.

You can edit this field for the components that have the Draft status (those components for which the deferral schedules have not been released yet) in the custom deferral schedules.

Note

Only active deferral codes are shown in the lookup. If you manually enter an inactive code, you will get an error message that the code is inactive.
Deferral account The account to hold the amount to be deferred.
Deferral sub. The corresponding subaccount to be used with the account.
Account The sales or expense account to which the transaction amount is or will be posted.
Subaccount The corresponding subaccount.
Total amount The amount on the original document or document line.
Deferred amount The amount yet to be recognised.
Line total The total amount to be recognised. This amount is calculated automatically as the control sum of transaction amounts if the transaction amounts were edited manually.
Status The status of the transaction.
Branch The branch to which the document belongs.
### The Transactions table columns You can edit the settings of the generated recognition transactions as long as they are not posted.
Column Description
Trans. no. An integer that indicates the order of the recognition transaction in the schedule.
Status The status of the transaction.
Rec. date The date that determines the period when the transaction amount should be recognised and posted. You can change this date manually.
Trans. date The date when the general ledger batch is created.
Amount The amount to be recognised. You can edit this amount manually.
Account The sales or expense account to which the transaction amount is or will be posted. You can change this account manually.
Subaccount The corresponding subaccount. You can change it manually.
Period The financial period when the transaction amount should be recognised and posted.
Branch The branch in which the transaction was created. You can change it manually.
Batch no. The reference number of the batch that posts the recognition transaction. Click the number to view the batch details.
## The Original schedules tab The table on the **Original schedules** tab displays any schedules associated with the selected schedule. For example, if the schedule is based on a credit note, the tab will display the schedules generated for the original invoice. Note: This tab is only visible if you have: + In the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window, created a deferral code. + In the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) or the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) windows, then created an invoice and selected the deferral code on the line, and released the invoice + In the Deferral schedule (DR201500) window, scheduled for that invoice. ### The table toolbar
Button Description
View schedule Displays the details of the schedule created for the associated document.
### The table columns
Column Description
Schedule no. The number of the schedule in the system.
Transaction descr. The status of the schedule associated with the original document.
Doc. type The type of the original document.
Doc. no. The document number of the document.
Period The period to which the document transactions are posted.
Deferral codes (DR202000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000 page You use this window to view the details of deferral codes defined in the system, as well as to create new deferral codes that can be used for revenue or expense recognition in your organisation. 2026-02-19T17:09:06+01:00 # Deferral codes (DR202000) You use this window to view the details of deferral codes defined in the system, as well as to create new deferral codes that can be used for revenue or expense recognition in your organisation. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction By assigning a deferral code to a line of an invoice or a credit note, you can defer the amount and recognise it as a revenue or expense in appropriate portions over some number of periods. Once the document is released, a schedule for it is generated according to the recognition method associated with the code; you can use the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window to view these schedules. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## What to do from this window + [Link deferral schedule to document](/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/) + [Create an adjustment document](/visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document/) ## The top part Here you can define a new code to account for deferred revenues or expenses. You can also select an existing code and view its details.
Element Description
Deferral code The unique code for the deferral type, max. 10 characters, both numbers and letters.
Description The description of the deferral code.
Active

Deselecting this check box will remove this code from all look-ups where you can select a deferral code. If entered manually, you will get an error message that this code is inactive.

If the code is in use on non-stock items, stock items, components, Invoice inbox rules, or any purchase or sales invoices/credit notes, you will get a message listing the items and rules where it is used and the number of the unreleased purchase or sales documents where it is used.

Schedules, where the code is used, will not be affected by these inactive settings but be processed.

Note

In the list windows for Non-stock items, Stock items, and Invoice inbox rules, you can unhide the column Deferral code and filter on it to easily find the records using deferral code.|
Deferred revenue from item When this check box is selected, the deferred revenue of the code will be retrieved from the connected item.
Recognition method

The method used to distribute the document amount over the periods. The following options are available:

  • Evenly by periods: With this method, equal amounts are distributed to all included periods.
  • Evenly by periods, prorate by days: With this method, the amount to be recognised is distributed evenly among periods, with a proportional division among the first and last periods, which are counted as one full period. The instalment amounts for the first and last periods are calculated based on a full-period amount that is proportional to the number of days each instalment should cover. This method can be used for documents that have a date in the middle of a financial period.
  • Evenly by days in period: With this method, the amount is calculated proportionally based on the exact number of days in the period.
  • Flexible by periods, prorate by days: With this method, the amount to be recognised is distributed among periods, with a proportional division among the first and last periods. With this option, the start date of the first period and the end date of the last period are fixed; these dates are taken from the invoice details. Other than this, the method works in the same manner as the Evenly by periods, prorate by days method, described above.

If this method is selected, the Start offset and the Occurrences fields are not available.

  • Flexible by days in period: With this method, the start date and the end date of the period is taken from the invoice details. Other than this, the method works in the same manner as the Evenly by days in period method.

If this method is selected, the Start offset and the Occurrences fields are not available.

  • On payment: Before payment arrives, the recognition is planned evenly over the specified number of periods. Once a payment has been applied to the appropriate line of the original document, recognition is performed in the amount of the payment that is proportional to the line amount (if there are multiple lines). The recognition of the unpaid amount will be projected in portions that are calculated proportionally to the number of remaining periods, while the actual recognition of the next portion will be performed when the next payment arrives. This method can be applied to the revenue recognition only. When you select the On payment method in the Recognition method field, the Revenue option is selected by default in the Code type field and is not available for editing.

You can find detailed examples of using each of these recognition methods at About recognition methods for deferred revenues or expenses.
Allow recognition in previous periods

When this check box is selected, the deferred revenue can be recognised in periods that are earlier than the period of the document (such as an invoice). The first recognition period is defined by the Term start date specified in the document.

If this check box is cleared and the term start date is earlier than the document date, the system will generate recognition transactions for all required previous periods, but these transactions will be posted to the period of the document date.

This check box is available only if the Flexible by periods, prorate by days or Flexible by days in period recognition method is selected in the Recognition method field.
Recognise now % The percentage of the line amount (expense or income) to be recognised immediately on the document date in the first “recognise-now” transaction.
Start offset

The number of periods between the period of the transaction date and the next one.

This field is not available if the Flexible by periods, prorate by days or Flexible by days in period option is selected in the Recognition method field.
From period Choose the period from which you want the occurrence to start from.
Occurrences

The number of transactions through which recognition of the deferred revenue or expense will be performed. This number doesn’t include the first (“recognise-now”) transaction, and the amount to be divided among occurrences does not include the “recognise-now” amount.

This field is not available if the Flexible by periods, prorate by days or Flexible by days in period method is selected in the Recognition method field.
Code type

The type of the deferral code, which can be one of the following options:

Revenue
For revenue recognition
Expense
For expense recognition

You can use both recognition methods Flexible by period, prorate by days and Flexible by days in period for the code type Expense. When you select a deferral code with one of these recognition methods on a purchase invoice, you will be able to enter a start and end date.
Use deferral account from

The source of the deferral account that will be used for holding the deferred amounts until these amounts are fully recognised. The following options are available:

  • Item
  • Deferral code
Combine deferral sub. from

The rule of composing the deferral subaccount from other subaccounts associated with the document. The following mask options are available for the Revenue code type:

E
Subaccount associated with the employee
D
Subaccount associated with deferral code
L
Subaccount associated with the customer location
S
Subaccount associated with the salesperson
I
Subaccount associated with the item

The following mask options are available for the Expense code type:

E
Subaccount associated with the employee
D
Subaccount associated with deferral code
L
Subaccount associated with the customer location
I
Subaccount associated with the item
Copy sub. from sales/expense sub. When this check box is selected, the corresponding sales or expense subaccount is copied to the deferral subaccount.
Deferral account

The account used to hold the deferred amount until it is fully recognised. The account type should be specified as follows:

  • A liability account for a deferral code of the Revenue type
  • An asset account for a deferral code of the Expense type
Deferral sub. The corresponding subaccount.
### The Schedule settings section
Element Description
Every x period(s) The frequency for generating documents, in periods.
### The Document date selection section
Element Description
Start of the financial period An option button that you click if you want the documents for a recognition transaction to be generated on the first day of the financial period.
End of period An option button that you click if you want the documents for a recognition transaction to be generated on the last day of the financial period.
Fixed day in the period An option button that you click if you want the documents for a recognition transaction to be generated on some particular day of the period. If you select this option, specify the particular day.
Deferral schedule summary (DR401000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-summary-dr401000 page In this window, you can view the details of revenue or expense recognition. 2026-02-19T17:09:06+01:00 # Deferral schedule summary (DR401000) In this window, you can view the details of revenue or expense recognition. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## The top part You can use this part to specify selection criteria for schedules and then view the schedules matching the criteria in the table.
Element Description
Code type

The type of deferral code. Select one of the following options:

Revenue
To view the details of revenue recognition
Expense
To view the details of expense recognition
Deferral account The account used to hold unrecognised amounts.
Deferral sub. The corresponding subaccount used to flag the unrecognised amounts.
Company The company in which the schedule is used.
Branch The branch in which the schedule is used.
Deferral code A deferral code assigned to document lines. Select a code from the list of codes defined in the system, or leave the field blank to view documents with any codes of the type.
Customer/Supplier no. The customer or supplier that is associated with the document.
Component

The component of the package, if the item is a package.

For details about packages, see: Manage recognition for packages - overview.
Total scheduled The total scheduled amount on the schedule.
Total deferred The total deferred amount on the schedule.
Branch The branch with which the document is associated.
## The table This table contains a list of schedules that meet the criteria specified in the top part. For deferral codes that are set to inactive, you will get a warning on the line that the code is inactive.
Column Description
Schedule ID The schedule, by its ID, that matches the selection criteria.
Doc. type The type of the original document for which the schedule was generated.
Doc. no. The number of the document. Click the number to open the Deferral schedule (DR201500) window to view the details of the schedule for the selected line of the original document (if different deferral codes were assigned to different lines of the original document).
Component ID The component if the line item is a package and consists of components; otherwise, the item ID of the line item.
Line no. The transaction number in the database record, which may be different from the line in the document.
Date The date of the document.
Status The status of the document.
Total amount The total amount of the document.
Branch The branch connected with the document.
Deferred amount The part of the amount that was deferred.
Deferral code The deferral code used for the line.
Deferral account The account that holds the deferral amount.
Deferral sub. The corresponding subaccount.
Account The account to which the recognised amounts will be posted.
Subaccount The corresponding subaccount.
Customer/Supplier no. The number of the customer/supplier associated with the document.
Customer/Supplier name The name of the customer/supplierassociated with the document.
Deferral transaction summary (DR402000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-transaction-summary-dr402000 page You use this window to view the posted recognition transactions that match the criteria you specify. 2026-02-19T17:09:06+01:00 # Deferral transaction summary (DR402000) You use this window to view the posted recognition transactions that match the criteria you specify. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## The top part In this area, you can specify the criteria the system uses to select deferral transactions to be displayed in the list below.
Element Description
Company The company in which the recognition transaction was created.
Branch The branch in which the recognition transaction was created.
Code type The type of deferral code for which you want to display the recognition transactions. Select one of the following options: Revenue or Expense.
Period The financial period of the transactions to be displayed.
Deferral code The specific deferral code for which you want to view the related transactions. Select a code, or leave the field blank to view transactions for all codes.
Account The account that holds deferred amounts.
Subaccount The subaccount used for the transaction.
Customer/Supplier no. The customer or supplier that is associated with the transaction. Leave this field blank to view transactions for all customers and suppliers.
## The table This table includes the list of transactions posted in the selected financial period to recognise amounts of revenue or expenses previously deferred on the specified account. For deferral codes that are set to inactive you will get a warning on the line that the **Deferral code** is inactive.
Column Description
Schedule ID The ID of the schedule matching the selection criteria.
Component ID

The ID of the line item.

For details about packages, see: Set up the recognition process - overview.
Rec. date The date when the recognition transaction was posted.
Trans. date The date of the recognition transaction.
Amount The amount recognised by the transaction.
Account The account to which the recognised amount was posted.
Period The financial period to which the transaction was posted.
Deferral code The code used for the schedule.
Doc. type The type of the document this transaction is based on.
Doc. no. The number of the document that this transaction is based on.
Line no. The line number associated with the transaction in the database record. This number may not be the same as the line number in the document because some of the line items, as packages, may require as many lines as there are components in them.
Customer/Supplier no. The customer or supplier associated with the original document.
Branch The branch in which the recognition transaction was created.
Batch no. The reference number of the batch that posted the recognition transactions to general ledger accounts.
Release schedules (DR503000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/release-schedules-dr503000 page In this window, you release custom deferral schedules. 2026-02-19T17:09:06+01:00 # Release schedules (DR503000) In this window, you release custom deferral schedules. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction In this window, you release custom deferral schedules. Custom deferral schedules are the schedules that you create manually by using the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. You can link a custom schedule to the required document at the time of creating the schedule or any time later. You may need to create custom schedules manually for documents that were imported to Visma Net from third-party software or that were released without deferral codes specified. For details, see: [About custom deferral schedules.](/visma-net-erp/help/deferred-revenue/process-deferrals/about-custom-deferral-schedules/) ## What to do from this window + [Release schedules](/visma-net-erp/help/deferred-revenue/process-deferrals/release-schedules/) ## The window toolbar
Button Description
Process Processes the schedules that you have selected in the table.
Process all Processes all the listed schedules.
## The top part You use the elements in this area to select custom schedules for processing by the deferral account, deferral code, and customer or supplier. Also, you can select schedules linked to specific components.
Element Description
Code type The type of deferral codes for which you want to process deferral schedules.
Deferral account The account used to record the deferred amounts.
Deferral sub. The subaccount used to record the deferred amounts.
Deferral code The particular deferral code for which you want to review and process transactions.
Customer/Supplier no. The particular customer or supplier whose deferral transactions you want to view.
Component The particular component for which you want to view deferral transactions.
## The table This table includes all the unreleased custom schedules created for documents released with no deferral codes assigned. You can create custom schedules in the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. For deferral codes that are set to inactive, you will get a warning on the line that the code is inactive.
Column Description
Schedule no.

The ID of the schedule, which was automatically generated by the system when you created a custom schedule for the document released without a deferral code assigned.

Click this number to open the Deferral schedule (DR201500) window in a pop-up window.
Deferral code The deferral code used for the document line (or item component, if the line item is a package).
Doc. type The type of the original document, the schedule transactions are based on.
Doc. no. The number of the original document. When you click this number, the system navigates you to the window where the document was created and you can view the document details.
Component ID The component of the line item if the line item is a package and consists of components; otherwise, the item ID of the line item.
Total amount The amount of the document line.
Deferral account The account to record the unrecognised (deferred) amount.
Deferral sub. The subaccount used for the deferral.
Date The date when the original document was created.
Post period The period to post the transactions.
Customer/Supplier no. The customer or supplier associated with the original document.
Deferred amount

The deferred amount for the document line.

This column is hidden by default. You can add this column to the table by using the Column configuration dialog box.
Line no.

The line in the original document for which the deferral schedule was created.

This column is hidden by default. You can add this column to the table by using the Column configuration dialog box.
Run recognition (DR501000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000 page By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. 2026-02-19T17:09:06+01:00 # Run recognition (DR501000) By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. Each time you run a schedule, only one recognition transaction in this schedule is released, even if multiple transactions are due according to the schedule. ## What to do from this window + [Run recognition](/visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/run-recognition/) ## The window toolbar
Button Description
Process Processes the schedules that you have selected in the table.
Process all Processes all the schedules.
## The top part By using the elements in this part, you can select the schedules to be listed in the table by recognition transaction date and deferral code.
Element Description
Recognition date The date to select the recognition transactions in the deferral schedules that are due.
Deferral code The deferral code. Specify a code if you want to select only deferral schedules associated with this specific code. You can leave the field blank to view schedules for all codes.
## The table This table includes the schedules having recognition transactions that can be processed up to the specified date (if one was specified). If you specified a deferral code in the top part, you will see only schedules associated with it. For deferral codes that are set to inactive. you will get a warning on the line that the code is inactive.
Column Description
Included An unlabelled check box that you select to include the schedule for processing when you click Process.
Schedule no. The ID of the schedule, which was automatically generated by the system when the deferral schedule was created. Click this number to open the Deferral schedule (DR201500) window and view the details of the schedule.
Deferral code The deferral code used for the document line (or item component, if the line item is a package).
Doc. type The type of the original document, which can be one of the following: Invoice, Credit note, Debit note, Cash sale, Cash return, Purchase invoice, Credit adjustment, Purchase credit note.
Doc. no The number of the invoice connected with deferral schedule.
Customer/Supplier no. The number of the customer/supplier connected with the invoice.
Customer/Supplier name The name of the customer/supplier connected with the invoice.
Component ID The component of the line item if the line item is a package and consists of components; otherwise, the item ID of the line item.
Trans. no. The number that indicates the order of the recognition transaction in the schedule.
Rec. date The date when the partial amount was recognised.
Amount The amount to be recognised in the period.
Account The account to post the recognised amounts.
Period The period to post the transactions.
Branch The branch with which the document is associated.
Validate deferred balances (DR509900) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/validate-deferred-balances-dr509900 page You use this window to validate the balances of deferrals. 2026-02-19T17:09:06+01:00 # Validate deferred balances (DR509900) You use this window to validate the balances of deferrals. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction You use this window to validate the balances of deferrals. Validation entails recalculating the balances based on the history records and matching them to the deferral schedules stored in the database. ## The window toolbar
Button Description
Validate Recalculates deferral balances for the types of deferrals that you have selected in the table.
Validate all Recalculates balances for all listed deferrals.
## The table This table contains the list of deferral types for which the balances can be recalculated.
Column Description
Balance type The deferral type, Expense or Revenue.
Deferred revenue reports /visma-net-erp/help/deferred-revenue/deferred-revenue-reports section The Deferred revenue reports show projections of revenue and expenses by periods. 2026-02-19T17:09:06+01:00 # Deferred revenue reports The Deferred revenue reports show projections of revenue and expenses by periods. Because the Deferred revenue workspace is tightly integrated with other workspaces, such as Supplier ledger and Customer ledger, you can find and analyse the exact information you need. By using flexible selection options and data links, you can easily drill down from a report to any supporting details. Because the reports are generated by user request, they run on only accounts and subaccounts that the user is authorised to access, based on the user's roles and membership in restriction groups. The reports can be generated in multiple formats, including PDF and HTML. Also, you can print the report you generated or send the report by email. Deferred revenue balance by account (DR630010) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-balance-by-account-dr630010 section This report displays the beginning and ending balances of the selected deferred revenue account (or multiple accounts) in the specified period. 2026-02-19T17:09:06+01:00 # Deferred revenue balance by account (DR630010) This report displays the beginning and ending balances of the selected deferred revenue account (or multiple accounts) in the specified period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view the balances of all subaccounts for the specified period.

This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred revenue balance by customer (DR630012) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-balance-by-customer-dr630012 section This report displays the beginning and ending balances of the deferred revenue accounts in the specified period, broken down by customer within each account. 2026-02-19T17:09:06+01:00 # Deferred revenue balance by customer (DR630012) This report displays the beginning and ending balances of the deferred revenue accounts in the specified period, broken down by customer within each account. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred revenue balance by component (DR630014) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-balance-by-component-dr630014 section This report displays the beginning and ending balances of the deferred revenue accounts in the specified period, broken down by component within each account. 2026-02-19T17:09:06+01:00 # Deferred revenue balance by component (DR630014) This report displays the beginning and ending balances of the deferred revenue accounts in the specified period, broken down by component within each account. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.

This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred expense balance by account (DR630015) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-balance-by-account-dr630015 section This report displays the beginning and ending balances of the deferred expense accounts in the specified period. 2026-02-19T17:09:06+01:00 # Deferred expense balance by account (DR630015) This report displays the beginning and ending balances of the deferred expense accounts in the specified period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.

This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred expense balance by supplier (DR630017) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-balance-by-supplier-dr630017 section This report displays the beginning and ending balances of the deferred expense accounts in the specified period, broken down by supplier or within each account. 2026-02-19T17:09:06+01:00 # Deferred expense balance by supplier (DR630017) This report displays the beginning and ending balances of the deferred expense accounts in the specified period, broken down by supplier or within each account. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred expense balance by component (DR630019) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-balance-by-component-dr630019 section This report displays the beginning and ending balances of the deferred expense accounts in the specified period, broken down by component within each account. 2026-02-19T17:09:06+01:00 # Deferred expense balance by component (DR630019) This report displays the beginning and ending balances of the deferred expense accounts in the specified period, broken down by component within each account. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.
Hide zero balances When this check box is selected, zero values for the beginning and ending balances will not be included in the report.
Show subaccounts When this check box is selected, subaccounts will be displayed in the report.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Draft schedules (DR630030) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/draft-schedules-dr630030 section This report displays the balances of deferral accounts generated based on draft schedules of each type of deferrals. 2026-02-19T17:09:06+01:00 # Draft schedules (DR630030) This report displays the balances of deferral accounts generated based on draft schedules of each type of deferrals. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Type The type of deferral, which can be Revenue or Expense.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Revenue recognised by account (DR630070) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/revenue-recognised-by-account-dr630070 section This report displays the revenue recognized to a specific account during a selected financial period. 2026-02-19T17:09:06+01:00 # Revenue recognised by account (DR630070) This report displays the revenue recognized to a specific account during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view balances of all subaccounts for the specified period.
Include revenue recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Expenses recognised by account (DR630075) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/expenses-recognised-by-account-dr630075 section This report displays the expenses recognised to a specific account during a selected financial period. 2026-02-19T17:09:06+01:00 # Expenses recognised by account (DR630075) This report displays the expenses recognised to a specific account during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view the balances of all subaccounts for the specified period.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Revenue recognised by customer (DR630080) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/revenue-recognised-by-customer-dr630080 section This report displays the revenue amounts related to a specific customer that were recognised during a selected financial period. 2026-02-19T17:09:06+01:00 # Revenue recognised by customer (DR630080) This report displays the revenue amounts related to a specific customer that were recognised during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view the balances of all subaccounts for the specified period.
Include revenue recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Expenses recognised by supplier (DR630085) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/expenses-recognised-by-supplier-dr630085 section This report displays the expenses related to a specific supplier that were recognised during a selected financial period. 2026-02-19T17:09:06+01:00 # Expenses recognised by supplier (DR630085) This report displays the expenses related to a specific supplier that were recognised during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view the balances of all subaccounts for the specified period.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Revenue recognised by component (DR630090) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/revenue-recognised-by-component-dr630090 section This report displays the revenue amounts associated with a specific component recognised during a selected financial period. 2026-02-19T17:09:06+01:00 # Revenue recognised by component (DR630090) This report displays the revenue amounts associated with a specific component recognised during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods.

By default, the current period is used.
Include revenue recognised in the same period as deferred When this check box is selected, the transactions are included in the report, whichperformed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Expenses recognised by component (DR630095) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/expenses-recognised-by-component-dr630095 section This report displays the expense amounts associated with a specific component recognised during a selected financial period. 2026-02-19T17:09:06+01:00 # Expenses recognised by component (DR630095) This report displays the expense amounts associated with a specific component recognised during a selected financial period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Period

The financial period whose balances you want to see.

Select a period, or leave the field blank to view information on all periods. By default, the current period is used.
Account

The account whose balances you want to see.

Select an account, or leave the field blank to view information on all accounts for the specified period.
Subaccount

The subaccount whose balances you want to see.

Select a subaccount, or leave the field blank to view the balances of all subaccounts for the specified period.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferral schedule summary (DR650040) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferral-schedule-summary-dr650040 section This report displays summary information on all deferred revenues and expenses scheduled for recognition, with the information listed by customer or supplier respectively. 2026-02-19T17:09:06+01:00 # Deferral schedule summary (DR650040) This report displays summary information on all deferred revenues and expenses scheduled for recognition, with the information listed by customer or supplier respectively. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company The company to be reported on. The default is the current company.
Branch The branch to be reported on. The default is the current branch.
Type The type of deferred amount you want to view details on.
Period The financial period the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred revenue projected balance by customer(DR660030) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-balance-by-customer-dr660030 section This report, over the specified range of periods, displays by customer the movement of funds on deferred revenue accounts. 2026-02-19T17:09:06+01:00 # Deferred revenue projected balance by customer(DR660030) This report, over the specified range of periods, displays by customer the movement of funds on deferred revenue accounts. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred expense projected balance by supplier (DR660035) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-balance-by-supplier-dr660035 section This report displays, by supplier, the movement of funds on deferred expense accounts over the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred expense projected balance by supplier (DR660035) This report displays, by supplier, the movement of funds on deferred expense accounts over the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred revenue projected balance by component (DR660040) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-balance-by-component-dr660040 section This report, over the specified range of periods, displays by component the movement of funds on deferred revenue accounts. 2026-02-19T17:09:06+01:00 # Deferred revenue projected balance by component (DR660040) This report, over the specified range of periods, displays by component the movement of funds on deferred revenue accounts. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred expense projected balance by component (DR660045) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-balance-by-component-dr660045 section This report displays, by component, the movement of funds on deferred expense accounts over the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred expense projected balance by component (DR660045) This report displays, by component, the movement of funds on deferred expense accounts over the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred revenue projected recognition by customer (DR660050) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-recognition-by-customer-dr660050 section This report displays by customer the projection of revenue recognised in the selected range of periods. 2026-02-19T17:09:06+01:00 # Deferred revenue projected recognition by customer (DR660050) This report displays by customer the projection of revenue recognised in the selected range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include revenue recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred expense projected recognition by supplier (DR660055) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-recognition-by-supplier-dr660055 section This report displays, by supplier, deferred expense amounts on deferral accounts over the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred expense projected recognition by supplier (DR660055) This report displays, by supplier, deferred expense amounts on deferral accounts over the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred revenue projected recognition by component (DR660060) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-recognition-by-component-dr660060 section This report displays, by component of packages sold, the projection of revenue recognised in the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred revenue projected recognition by component (DR660060) This report displays, by component of packages sold, the projection of revenue recognised in the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include revenue recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred expense projected recognition by component (DR660065) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-recognition-by-component-dr660065 section For the time interval you select, this report displays the projections of expenses recognised by component of packages purchased. 2026-02-19T17:09:06+01:00 # Deferred expense projected recognition by component (DR660065) For the time interval you select, this report displays the projections of expenses recognised by component of packages purchased. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: Reports - overview Deferred revenue projected balance by account (DR660070) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-balance-by-account-dr660070 section This report displays, by deferral account–subaccount pair, the projection of deferred revenue amounts in the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred revenue projected balance by account (DR660070) This report displays, by deferral account–subaccount pair, the projection of deferred revenue amounts in the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred expense projected balance by account (DR660075) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-balance-by-account-dr660075 section This report displays, by deferral account/subaccount pair, the projection of deferred expense amounts over the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred expense projected balance by account (DR660075) This report displays, by deferral account/subaccount pair, the projection of deferred expense amounts over the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred revenue projected recognition by account (DR660080) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-revenue-projected-recognition-by-account-dr660080 section This report displays, by account–subaccount pair, the projection of revenue recognised in the specified range of periods. 2026-02-19T17:09:06+01:00 # Deferred revenue projected recognition by account (DR660080) This report displays, by account–subaccount pair, the projection of revenue recognised in the specified range of periods. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Deferred expense projected recognition by account (DR660085) /visma-net-erp/help/deferred-revenue/deferred-revenue-reports/deferred-expense-projected-recognition-by-account-dr660085 section For the range of periods you select, this report shows, by account–subaccount pair, the projection of expenses recognised. 2026-02-19T17:09:06+01:00 # Deferred expense projected recognition by account (DR660085) For the range of periods you select, this report shows, by account–subaccount pair, the projection of expenses recognised. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
From period The first period that the report will cover.
To period The last period that the report will cover.
Include expense recognised in the same period as deferred When this check box is selected, the transactions are included in the report, which performed the recognition of certain partial amounts in the same periods in which the original amounts were deferred.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}}