Fixed assets reports

<page>
<metadata>
<title>Fixed assets reports</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports</path>
<kind>section</kind>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed assets reports

</content>
</page><page>
<metadata>
<title>Acquisitions (FA611000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/acquisitions-fa611000</path>
<kind>section</kind>
<description>This report displays details of the fixed asset acquisitions for the specified financial period (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Acquisitions (FA611000)

This report displays details of the fixed asset acquisitions for the specified financial period (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays details of the fixed asset acquisitions for the specified
financial period (or all periods).

The information can be filtered by book, fixed
asset class, department, location, and custodian.

The report displays the company information, acquisition cost, and debit and credit accounts and subaccounts.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods
the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell"><p>The class of the assets the report will cover.</p>
<p>Select a fixed asset class from the list, or leave the field blank to view information about assets of all fixed asset classes.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell"><p>The department to which the assets belong.</p>
<p>Select a department from the list, or leave the field blank to view information about assets of all departments.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell"><p>The person who is responsible for keeping the assets safe.</p>
<p>Select a person from the list, or leave the field blank to view information about assets of all custodians.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Additions (FA691002)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/additions-fa691002</path>
<kind>section</kind>
<description>This report displays information about the additions and added costs of fixed assets for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Additions (FA691002)

This report displays information about the additions and added costs of fixed assets for the specified financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the additions and added costs of fixed assets
for the specified financial period.

Fixed assets are grouped by department, class, and branch on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period that the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Additions monthly (FA691001)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/additions-monthly-fa691001</path>
<kind>section</kind>
<description>This report displays information about the additions and added costs of fixed assets accounts and subaccounts for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Additions monthly (FA691001)

This report displays information about the additions and added costs of fixed assets accounts and subaccounts for the specified financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the additions and added costs of fixed assets
accounts and subaccounts for the specified financial period.

Fixed assets are grouped by department, class, and branch on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period that the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Balance (FA630000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/balance-fa630000</path>
<kind>section</kind>
<description>This report lists fixed assets and shows the status of the asset balance, the useful life, the depreciation method, the last depreciation period, the business use (expressed as a percentage), the acquisition cost, the basis amount, the accumulated depreciation, and the net value.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance (FA630000)

This report lists fixed assets and shows the status of the asset balance, the useful life, the depreciation method, the last depreciation period, the business use (expressed as a percentage), the acquisition cost, the basis amount, the accumulated depreciation, and the net value.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared.</p>
<p>By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Balance projection by account (FA670010)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/balance-projection-by-account-fa670010</path>
<kind>section</kind>
<description>This report displays the projection of fixed asset balances for the specified financial periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance projection by account (FA670010)

This report displays the projection of fixed asset balances for the specified financial periods.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays the projection of fixed asset balances for the specified
financial periods.
Fixed assets are grouped by account–subaccount pairs on the
report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared.</p>
<p>By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset account</td>
<td class="vismanet-table__cell">The fixed asset account of the fixed assets to be reported on. Select an account from the list, or leave the field blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset sub.</td>
<td class="vismanet-table__cell"><p>The fixed asset subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account accumulated depreciation</td>
<td class="vismanet-table__cell">The accumulated depreciation
account to be reported on.
Select an account from the list, or leave the field
blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount accumulated depreciation</td>
<td class="vismanet-table__cell"><p>The accumulated depreciation subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Balance projection by class (FA670020)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/balance-projection-by-class-fa670020</path>
<kind>section</kind>
<description>This report displays the projection of fixed asset balances for the specified range of the financial periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance projection by class (FA670020)

This report displays the projection of fixed asset balances for the specified range of the financial periods.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Fixed assets are grouped by class.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared.</p>
<p>By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset account</td>
<td class="vismanet-table__cell">The fixed asset account of the fixed assets to be reported on. Select an account from the list, or leave the field blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset sub.</td>
<td class="vismanet-table__cell"><p>The fixed asset subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account accumulated depreciation</td>
<td class="vismanet-table__cell">The accumulated depreciation
account to be reported on.
Select an account from the list, or leave the field
blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subbaccount accumulated depreciation</td>
<td class="vismanet-table__cell"><p>The accumulated depreciation subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Depreciation (FA615010)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/depreciation-fa615010</path>
<kind>section</kind>
<description>This report displays depreciation details of assets assigned to the specified book for the specified financial period (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Depreciation (FA615010)

This report displays depreciation details of assets assigned to the specified book for the specified financial period (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays depreciation details of assets assigned to the specified book
for the specified financial period (or all periods).

Fixed assets can be grouped by classes on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods
the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods
the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset account</td>
<td class="vismanet-table__cell"><p>The fixed asset account of the fixed assets to
be reported on.</p>
<p>Select an account from the list, or leave the field blank to view a broader range of data.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset sub.</td>
<td class="vismanet-table__cell"><p>The fixed asset subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account accumulated depreciation</td>
<td class="vismanet-table__cell">The accumulated depreciation
account to be reported on.
Select an account from the list, or leave the field
blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount accumulated depreciation</td>
<td class="vismanet-table__cell"><p>The accumulated depreciation subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell"><p>The department to which the assets belong.</p>
<p>Select a department from the list, or leave the field blank to view information about assets of all departments.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell"><p>The person who is responsible for keeping the assets safe.</p>
<p>Select a person from the list, or leave the field blank to view information about assets of all custodians.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Disposals (FA612010)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/disposals-fa612010</path>
<kind>section</kind>
<description>This report displays the disposal list for the specified financial period or periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Disposals (FA612010)

This report displays the disposal list for the specified financial period or periods.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays the disposal list for the specified financial period or periods.
The report shows the disposal amount, debit and credit accounts, debit and credit
subaccounts, capital gain, and gain on sale of assets.
Fixed assets can be grouped
by classes on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Fixed asset balance by general ledger account (FA643000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/fixed-asset-balance-by-general-ledger-account-fa643000</path>
<kind>section</kind>
<description>This report shows the balances of the accounts used in the Fixed assets workspace (as the Fixed asset account and Accumulated depreciation account) at the end of the selected period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed asset balance by general ledger account (FA643000)

This report shows the balances of the accounts used in the Fixed assets workspace (as the Fixed asset account and Accumulated depreciation account) at the end of the selected period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can generate either the report that shows the total accounts balances posted by all fixed assets during the selected period (the **Summary** report), or the report that shows the list of fixed assets under each account with the amount posted to the account by each particular fixed asset (the **Detailed** report).

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The report format, which in this case indicates the level of detail of data in the report to be generated.</p>
<p>The following options are available:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): The balance of each account (subaccount) is itemised by fixed assets or the total amount posted to each account (subaccount) is shown for each particular fixed asset.</dd>
<dt>Summary</dt>
<dd>The balance of each account (subaccount) at the end of the selected period are shown.</dd>
</dl>
<ul>
<li><strong>From date</strong>: The starting date of the date range the report will cover.</li>
</ul>
<p>By default, the first date of the current period is used.</p>
<ul>
<li><strong>To date</strong>: The end date of the date range.</li>
</ul>
<p>By default, the current business date is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The required financial period.</p>
<p>By default, the current business period is selected.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account</td>
<td class="vismanet-table__cell">The account whose balance will be shown in the report.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount</td>
<td class="vismanet-table__cell"><p>The subaccount related to the selected account which
balance will be shown in the report. This field is available only if the</p>
<p>functionality is enabled in your system only if the <strong>Subaccounts</strong> in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Fixed balance projection by branch (FA670030)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/fixed-balance-projection-by-branch-fa670030</path>
<kind>section</kind>
<description>This report displays the projection of fixed asset balances for the specified financial periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed balance projection by branch (FA670030)

This report displays the projection of fixed asset balances for the specified financial periods.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The report groups fixed assets by location.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared.</p>
<p>By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover.</p>
<p>By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset account</td>
<td class="vismanet-table__cell">The fixed asset account of the fixed assets to be reported on. Select an account from the list, or leave the field blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Fixed asset sub.</td>
<td class="vismanet-table__cell"><p>The fixed asset subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account accumulated depreciation</td>
<td class="vismanet-table__cell">The accumulated depreciation
account to be reported on.
Select an account from the list, or leave the field
blank to view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount accumulated depreciation</td>
<td class="vismanet-table__cell"><p>The accumulated depreciation subaccount.</p>
<p>Select a subaccount from the list, or leave the field blank to view a broader range of data.</p>
<p>This field is available only if the <strong>Subaccounts</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell"><p>The class of the assets the report will cover.</p>
<p>Select a fixed asset class from the list, or leave the field blank to view information about assets of all fixed asset classes.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell"><p>The department to which the assets belong.</p>
<p>Select a department from the list, or leave the field blank to view information about assets of all departments.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell"><p>The person who is responsible for keeping the assets safe.</p>
<p>Select a person from the list, or leave the field blank to view information about assets of all custodians.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Fixed assets cost by class (FA691101)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/fixed-assets-cost-by-class-fa691101</path>
<kind>section</kind>
<description>This report displays information about the additions and disposals of fixed assets assigned to a specified book for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed assets cost by class (FA691101)

This report displays information about the additions and disposals of fixed assets assigned to a specified book for the specified financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the additions and disposals of fixed assets assigned to a
specified book for the specified financial period.

On the report, fixed assets are grouped by class on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch to be reported on.</p>
<p>By default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book the asset transactions are posted to.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period that the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Fixed assets list (FA610500)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/fixed-assets-list-fa610500</path>
<kind>section</kind>
<description>This report lists summary information about fixed assets, listed by their IDs, for the specified range of dates.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed assets list (FA610500)

This report lists summary information about fixed assets, listed by their IDs, for the specified range of dates.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report lists summary information about fixed assets, listed by their IDs, for
the specified range of dates.

You can select fixed assets by class, department,
location, or custodian.

The report provides company information, as well as the types, receipt dates, and statuses of the assets.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. Leave the field blank to view the information about assets of all the branches. By default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From date</td>
<td class="vismanet-table__cell"><p>The starting date of the date range the report will cover.</p>
<p>By default, the first date of the current period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To date</td>
<td class="vismanet-table__cell"><p>The end date of the date range.</p>
<p>By default, the current business date is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell"><p>The class of the assets the report will cover.</p>
<p>Select a fixed asset class from the list, or leave the field blank to view information about assets of all fixed asset classes.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell"><p>The department to which the assets belong.</p>
<p>Select a department from the list, or leave the field blank to view information about assets of all departments.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell"><p>The person who is responsible for keeping the assets safe.</p>
<p>Select a person from the list, or leave the field blank to view information about assets of all custodians.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Fixed assets net value (FA613000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/fixed-assets-net-value-fa613000</path>
<kind>section</kind>
<description>This report displays information about the net value of fixed assets assigned to the specified book for the specified financial period (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Fixed assets net value (FA613000)

This report displays information about the net value of fixed assets assigned to the specified book for the specified financial period (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the net value of fixed assets assigned to the
specified book for the specified financial period (or all periods).

The report shows the beginning and ending net values, addition amount per period,
disposal amount per period, beginning and ending depreciation, and depreciation per
period.

Fixed assets can be grouped by classes on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>You must select a period.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Mass disposal preview (FA680010)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/mass-disposal-preview-fa680010</path>
<kind>section</kind>
<description>If the disposal transactions are not released automatically, this report displays the unreleased disposal transactions.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Mass disposal preview (FA680010)

If the disposal transactions are not released automatically, this report displays the unreleased disposal transactions.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

If the disposal transactions are not released automatically, this report displays the
unreleased disposal transactions.

Transactions on the report are grouped by asset, account, and subaccount.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The report format, which in this case indicates the level of detail of data in the report to be generated.</p>
<p>The following options are available:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): The balance of each account (subaccount) is itemized by fixed assets or the total amount posted to each account (subaccount) is shown for each particular fixed asset.</dd>
<dt>Summary</dt>
<dd>The balance of each account (subaccount) at the end of the selected period are shown.</dd>
</dl>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From date</td>
<td class="vismanet-table__cell"><p>The starting date of the date range the report will cover.</p>
<p>By default, the first date of the current period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To date</td>
<td class="vismanet-table__cell"><p>The end date of the date range. By default, the current business date is used.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Non-depreciated fixed assets (FA652000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/non-depreciated-fixed-assets-fa652000</path>
<kind>section</kind>
<description>This report displays the assets that must be depreciated before you can close a financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Non-depreciated fixed assets (FA652000)

This report displays the assets that must be depreciated before you can close a financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Splits (FA641000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/splits-fa641000</path>
<kind>section</kind>
<description>This report displays information about the split transactions assigned to the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Splits (FA641000)

This report displays information about the split transactions assigned to the specified financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the split transactions assigned to the
specified financial period.

The split transactions are displayed in the normalised window.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Show transactions</td>
<td class="vismanet-table__cell"><p>The type of transactions to be displayed.</p>
<p>The following options are available: <strong>All</strong>, <strong>Released</strong>, and <strong>Unreleased</strong>.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transactions by account (FA631010)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transactions-by-account-fa631010</path>
<kind>section</kind>
<description>This report displays information related to fixed asset transactions for the specified financial period (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transactions by account (FA631010)

This report displays information related to fixed asset transactions for the specified financial period (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information related to fixed asset transactions for the specified financial period (or all periods).
Fixed asset transactions are grouped by account on the report, which shows the debit and credit accounts and subaccounts, the transaction amount and type, and the reference number and description of the asset.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The depreciation book where the transactions to be reported on were entered.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods
the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods
the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transactions by asset (FA631020)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transactions-by-asset-fa631020</path>
<kind>section</kind>
<description>This report displays information related to fixed asset transactions.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transactions by asset (FA631020)

This report displays information related to fixed asset transactions.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information related to fixed asset transactions. Fixed asset transactions
are grouped by assets.

The report shows the debit and credit accounts and subaccounts, as well as the transaction amount and type.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The depreciation book where the transactions to be reported on were entered.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transactions by class (FA631025)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transactions-by-class-fa631025</path>
<kind>section</kind>
<description>This report displays information related to the fixed asset transactions for the specified financial periods (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transactions by class (FA631025)

This report displays information related to the fixed asset transactions for the specified financial periods (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Fixed asset transactions are grouped by classes on the report.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">View asset</td>
<td class="vismanet-table__cell">A check box you select to display the asset reference numbers and descriptions in the report.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transactions by period (FA631015)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transactions-by-period-fa631015</path>
<kind>section</kind>
<description>This report displays information related to fixed asset transactions for the specified financial periods (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transactions by period (FA631015)

This report displays information related to fixed asset transactions for the specified financial periods (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which the report will be prepared.</p>
<p>Select the required company from the list. By default, the current company is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Book</td>
<td class="vismanet-table__cell"><p>The book to which the assets to be reported on were assigned.</p>
<p>By default, the posting book is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The starting financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The ending financial period of the range of periods the report will cover.</p>
<p>By default, the current business period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class</td>
<td class="vismanet-table__cell">The class of the assets the report will cover.
Select a fixed
asset class from the list, or leave the field blank to view information about
assets of all fixed asset classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Department</td>
<td class="vismanet-table__cell">The department to which the assets belong.
Select a
department from the list, or leave the field blank to view information about
assets of all departments.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Custodian</td>
<td class="vismanet-table__cell">The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">View asset</td>
<td class="vismanet-table__cell">A check box you select to display the asset reference numbers and descriptions in the report.</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transfer transactions (FA642000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transfer-transactions-fa642000</path>
<kind>section</kind>
<description>This report displays information about the transfers of the fixed assets in the specified range of financial periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transfer transactions (FA642000)

This report displays information about the transfers of the fixed assets in the specified range of financial periods.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays information about the transfers of the fixed assets in the specified
range of financial periods.

The transfer transactions are displayed in the
normalised window.

The information in the report is grouped by assets.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Show transactions</td>
<td class="vismanet-table__cell"><p>The type of transactions to be displayed.</p>
<p>The following options are available: <strong>All</strong>, <strong>Released</strong>, and <strong>Unreleased</strong>.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Transfers (FA640000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/transfers-fa640000</path>
<kind>section</kind>
<description>This report displays information about the fixed assets account and subaccount changes, transactions of fixed asset cost and accumulated depreciation, and other changes assigned for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Transfers (FA640000)

This report displays information about the fixed assets account and subaccount changes, transactions of fixed asset cost and accumulated depreciation, and other changes assigned for the specified financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Unreleased fixed assets documents (FA651000)</title>
<path>/visma-net-erp/help/fixed-assets/fixed-assets-reports/unreleased-fixed-assets-documents-fa651000</path>
<kind>section</kind>
<description>In this report, you can view the depreciation transaction documents that must be released before you can close a financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Unreleased fixed assets documents (FA651000)

In this report, you can view the depreciation transaction documents that must be released before you can close a financial period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this report, you can view the depreciation transaction documents that must be released
before you can close a financial period.

You can navigate to this report directly, or it is displayed when you click **Show open documents** in the [Close financial periods (FA509000)](/visma-net-erp/help/fixed-assets/fixed-asset-windows/close-financial-periods-fa509000/) window.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

</table>


## 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; 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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}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.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### 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.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

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.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page>
Element	Description
Company	The company for which the report will be prepared. By default, the current company is selected. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Branch	The branch the report will cover. By default, the current branch is selected. Leave the field blank to view the information about assets of all the branches. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Book	The book to which the assets to be reported on were assigned. By default, the posting book is used.
From period	The starting financial period of the range of periods the report will cover. By default, the current business period is used.
To period	The ending financial period of the range of periods the report will cover. By default, the current business period is used.
Class	The class of the assets the report will cover. Select a fixed asset class from the list, or leave the field blank to view information about assets of all fixed asset classes.
Department	The department to which the assets belong. Select a department from the list, or leave the field blank to view information about assets of all departments.
Custodian	The person who is responsible for keeping the assets safe. Select a person from the list, or leave the field blank to view information about assets of all custodians.
Element	Description
Report format	The report format, which in this case indicates the level of detail of data in the report to be generated. The following options are available: Detailed (default): The balance of each account (subaccount) is itemised by fixed assets or the total amount posted to each account (subaccount) is shown for each particular fixed asset. Summary The balance of each account (subaccount) at the end of the selected period are shown. From date: The starting date of the date range the report will cover. By default, the first date of the current period is used. To date: The end date of the date range. By default, the current business date is used.
Company	The company for which the report will be prepared. By default, the current company is selected. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Branch	The branch the report will cover. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Period	The required financial period. By default, the current business period is selected.
Account	The account whose balance will be shown in the report.
Subaccount	The subaccount related to the selected account which balance will be shown in the report. This field is available only if the functionality is enabled in your system only if the Subaccounts in the Enable/disable functionalities (CS100000) window.