Design analytical reports
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# Design analytical reports
Design analytical reports - overview
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The process of designing an analytical report starts with the definition of the report layout.
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# Design analytical reports - overview
The process of designing an analytical report starts with the definition of the report layout.
The report layout definition includes the rules specifying the data to be included in the report, the structure of the table containing the report data, and the parameters describing the report formatting. The procedure of creating a new analytical report can be split into several steps as described below.
1. **Design the report layout**: In this step, you need to do the following:
+ Define the row set and column set for the report to specify the report structure
+ Specify the unit set for the report to split the report into sections
+ Configure the report formatting
1. **Publish the report and granting access rights to users**: In this step, you must make the report available to target audience: you must publish the report and provide your user access to the report.
1. **Run and verify the analytical report**: In this step, you run the report and make sure it works as expected and delivers the correct data in the correct way.
## Topics
+ [Design the report layout](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/design-the-report-layout/)
+ [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/)
+ [View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/)
+ [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
+ [Place the analytical report in a workspace](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/place-the-analytical-report-in-a-workspace/)
Design the report layout
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# Design the report layout
Design the report layout
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The report layout determines the report outlook, and identifies the rows and columns to be included in the report.
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# Design the report layout
The report layout determines the report outlook, and identifies the rows and columns to be included in the report.
To design the report layout, you should perform the following steps:
+ [Define the report structure](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/)
In this step, you define what sections will be included in the report, how the data will be grouped in the report, what rows and columns will be included in the report, and the order in which the rows and columns will be displayed in the report.
+ [Set up the report headers and captions - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/set-up-the-report-headers-and-captions-overview/)
In this step, you define the headers for the report columns and for the report itself, and sets the captions for the rows.
+ Setting the printing control attributes for the report
At this step, you define how the columns and rows included in the report will be printed.
## Parent topic
[Design analytical reports - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-analytical-reports-overview/)
Define the report structure
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Defining the analytical report structure is a part of the report layout design process.
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# Define the report structure
Defining the analytical report structure is a part of the report layout design process.
To define the analytical report structure, you should perform the following basic steps:
+ Define what rows and columns will be included in the report.
To define what rows and columns will be included in the report, you should define the row set and column set for the report.
+ Define what sections will be included in the report.
To define the sections to be included in the report, you should define unit set for the report.
+ Define how the report sections will be grouped and displayed.
To define the order of the sections in the report, you should specify the order of the units in the unit set.
All the parameters required to define the analytical report structure can be set using the Analytical report manager windows.
+ [Select rows and columns for the report](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/select-rows-and-columns-for-the-report/)
+ [Define the analytical report sections](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-analytical-report-sections/)
+ [About grouping the sections in the report](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/about-grouping-the-sections-in-the-report/)
Select rows and columns for the report
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Every report has its sets of rows and columns, which can be specific for this report or be used in other reports.
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# Select rows and columns for the report
Every report has its sets of rows and columns, which can be specific for this report or be used in other reports.
Every row included in the row set and every column included in the column set have a set of attributes specifying what data will be displayed in the report. You should define the row set and column set for the report.
The row set and column set can be used in a specific report or in a variety of reports having common data selection criteria and similar structure.
To define the rows and columns to be included in the report, you should perform the following steps:
1. Identify what rows will be included in the report:
To define what rows will be included in the report, you should add these rows to the row set used in this report.
1. View the existing row sets, select or edit a row set, or create a new row set when necessary.
For the detailed description of operations with the row sets, see [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/).
1. Identify what columns will be included in the report:
To define what columns will be included in the report, you should add these columns to the column set used in this report.
1. View the existing column sets, select or edit a column set, or create a new row set when necessary.
1. Open the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window and set the **Column set** and **Row set** parameters for the report.
The row and column sets are defined for the report as a whole, and if the report includes multiple sections each consisting of various rows and columns, the row set and column set should include all rows and columns for all the report sections.
## Parent topic
[Define the report structure - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/)
[Column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/)
[View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/)
[About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/)
Related pages
Concepts
Define the analytical report sections
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Every report can include one or more sections.
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# Define the analytical report sections
Every report can include one or more sections.
The report can be comprised of a number of sections having different number of rows and columns. The rows and columns grouping rules can also be set separately for each report section.
To define the structure of the sections in the report, you should create a unit structure. The unit structure for each report is defined by the unit set selected for this report. The structure of each report section is determined by the unit set, row set, and column set attributes.
To define what sections will be included in the report, you should perform the following steps:
1. Identify what sections will be included in the report, and define the order in which the sections will be displayed in the report.
The report sections structure is defined by the unit set selected for this report. For each report section, a separate unit must be created.
1. View the existing unit sets, edit a unit set or create a new unit set when necessary.
For the detailed description of operations with the unit sets, refer to the [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/) section of this guide.
For each section in the report, you should specify the following:
+ The rows and columns to be included in this section.
+ The data selection criteria used to include the data in this section of the report.
## Define the rows and columns to be included in the report section
The rows and columns to be displayed in the analytical report sections can be selected separately for each report section.
To specify the rows and columns to be included in the report section, perform the following steps:
1. Open the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window and set the **Printing group** attribute value for the unit which is related to this report section.
1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window and set the same value for the **Unit group** attribute for all the rows to be included in this report section.
For the detailed description of setting the row attributes operation, refer to the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section of this guide.
1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and set the same value for the **Unit group** attribute for all the columns to be included in this report section.
For the detailed description of setting the column attributes operation, refer to the [View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/) section of this guide.
## Define the data selection criteria for the report sections
Each report section can use its specific data filtering criteria to select the data to be displayed in this section. Depending on the report structure and the need to use the same row sets and column sets in a variety of reports, you can define the section-specific data filtering criteria for the rows and columns included in this report section, or define them separately for each unit.
To choose where to define the data filtering criteria, you should use the following rule:
+ When the row set and column set are used only in one report, or the other reports' row set and column set have common data selection criteria, the data selection criteria for each report section can be defined on the row and column level.
+ When the row set and column set will be used in another report, the data selection criteria for each report section should be defined on the units level.
To define the data selection criteria for the report section on the rows and columns level, perform the following steps:
1. Set the data source parameters for each row included in the report section.
1. Set the data source parameters for each column included in the report section.
To define the data selection criteria for the report section on the unit level, set the data source parameters for the unit related to the specific report section.
### Parent topic
[Define the report structure](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/)
[View and edit the row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/)
[About column sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/)
[View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/)
[About unit sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/)
[View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
[About the data source](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/)
[About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/)
Related pages
Concepts
About grouping the sections in the report
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The order of the sections included in the report determine the report structure.
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# About grouping the sections in the report
The order of the sections included in the report determine the report structure.
The sections in the report can be arranged in a flat or hierarchical structure; depending on the data sampling rules, you can use either flat or hierarchical report structure.
The hierarchical report structure is used when a report section includes the data from the other sections of the report (for example, the consolidated sales volumes followed by separation of the sales volumes by the time periods). The flat structure can be used when the report consists of several sets of data assembled in different numbers of rows and columns.
To define how the sections will be grouped and displayed in the report, you should define the unit structure in the unit set selected for the report. For a flat report structure, the sections will be included in the report in the same order as the corresponding units in the unit set selected for the report. For a hierarchical structure, the sections corresponding to the nodes in the units' hierarchical structure will be displayed before the sections corresponding to the child nodes or leaves in the units' hierarchical structure.
When the sections in the report are organised in a hierarchical structure, you usually should apply additional data filtering rules for the node units to include the particular data from the other report sections in the section corresponding to the node unit, use the formulas in the node units if the data in one report sections are calculated using the data from the other report sections, or apply both formulas and data filtering rules.
To group the section in the report, you should perform the following steps:
1. View the units included in the unit set selected for the report.
1. Create the units' hierarchical structure: add units to be included as the nodes in the hierarchical structure when necessary, or move the existing units to the node level.
For the detailed description of creating a units structure operation, refer to the [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/) section of this guide.
1. For the node units in the unit set, define the data source to apply the additional data filtering criteria for data selection for the node unit, and define the formulas to calculate the values based on the data from the other units, when necessary.
## Parent topic
[Define the report structure - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/)
[Data source - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/)
[Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/)
Related reference
[Unit sets](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/)
Related pages
Concepts
Set up the report headers and captions - overview
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To provide the description of the data included in the report, you should define the titles for the report and its sections, add the headers for the report columns or column groups, and set up the captions for the rows or chain of rows.
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# Set up the report headers and captions - overview
To provide the description of the data included in the report, you should define the titles for the report and its sections, add the headers for the report columns or column groups, and set up the captions for the rows or chain of rows.
To perform these tasks, you can use the following steps:
+ Set up the report title.
+ Set up the titles for each section of the report.
+ Set up the headers for a range of columns or for individual columns in the report.
+ Set up the captions for a range of rows or for individual rows in the report.
All the parameters required to define the titles for the analytical report can be set using the Analytical report manager windows.
+ [Add a title for the report section](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-a-title-for-the-report-section/)
## Parent topic
[Design the report layout](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/design-the-report-layout/)
Add the report title
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The report title generally contains the report title and other information that will appear only at the beginning of the report.
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# Add the report title
The report title generally contains the report title and other information that will appear only at the beginning of the report.
Depending on the report structure and the information to be displayed in the report title, you can use one of the following ways to create a title for the report:
+ Create a header in the list of headers defined for the column set selected for the report. Use it as the report title.
This is the preferred method to define the title for a report that has a hierarchical structure. To include the variable data in the report title, add the report title in the list of headers defined for the column set.
+ Define a caption in the first row of the row set selected for the report.
This method can be used when the report has a flat structure and variable data should not be used in the report title.
## Use the column sets headers to set up the report title
To set up the report title by using the headers defined for the columns set, perform the following steps:
1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, and select the column set used in the report.
1. Click the **New** button in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
1. Select a column where to define header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
The report title definition can span one or multiple columns. For example, a short text can be displayed in one column and the variable data in the other.
To display the report title in the centre of the header line, select the first column to define the header.
1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter the formulas to display variable data in the report title if needed.
1. Set the range of columns where the report title will be displayed.
+ In the column containing the header, click the lookup button. The dialog box containing the column range and header style parameters appears.
+ Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report title is defined.
1. Set the header style parameters.
+ In the dialog box containing the column range and header style, set the formatting parameters for the header text and background.
1. Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report title to the top position in the headers list.
1. Click **Save** button in the window toolbar to save the changes.
## Using the row sets captions to set up the report title
To set up the report title by using the captions defined for the [Row sets](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/), use the following steps:
1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window and select the row set used in the report.
For the detailed description of operations with the row sets, see the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section.
1. In the **Rows** table, click the **New** button to add a new row to the row set.
1. Set the **Code** parameter for the new row.
The code for the created row should be selected to make it the first row in the row set.
1. Enter the **Description text** for the new row.
This text will be displayed in the report title.
1. Select the **Caption** value for the **Type** parameter of the new row.
1. Set the **Style** parameter values for the row to define the report title formatting.
1. Click **Save** in the window toolbar of the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window to save the changes.
Add a title for the report section
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The report can include multiple sections each having a header.
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# Add a title for the report section
The report can include multiple sections each having a header.
Depending on the report structure, you can use either row captions or column headers to set up the headers for the report sections.
For a flat report structure, the report sections usually include a number of rows from the whole row set, and to set up a report section header, you can choose between a caption defined for a number of rows or a header defined in the column set and printed in the specific row of the report. For a hierarchical report structure, you should use column set headers for each section in the report.
## Set up the report section titles for a flat report structure
For a flat report structure, you can define the report section title using the captions defined for the row set or the headers defined for the column set. For both captions and headers, you can define the report lines where the report sections titled will be placed.
To set up the report section title using the header defined for the columns set, perform the following steps:
1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and select the column set used in the report.
For the detailed description of operations with the column sets, see the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section of this guide.
1. Click **** in the **top toolbar** of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
1. Select a column where to define the header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
The report section title can be defined in a single column, or split between multiple columns. For example, the short text can be displayed in one column, and the variable data in the other.
To display the report section title in the centre of the header line, select the first column to define the header.
1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter [formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/) to display variable data in the report section title if needed.
1. Set the range of columns where the report section title will be displayed.
+ In the column containing the header, click the lookup button. The dialog box containing the column range and header style parameters appears.
+ Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report section title is defined.
1. Set the header style parameters. In the dialog box containing the column range and header style, set the formatting parameters for the header text and background.
Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report section title to the relevant position in the headers list.
1. To define the line of the report where the report section title will appear, set the same values for the **Printing group** parameter of the header and the **Column group** parameter of the row where the report section title will be inserted:
+ Set the **Printing group** parameter value for the header.
+ Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and set the following parameter values for the row where the report section title will be inserted:
+ For the **Type** row attribute, select the **Header** value.
+ For the **Column group** row attribute, set the same value that you defined for the **Printing group** parameter value for the header.
1. Click **Save** in the window toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to save the changes.
### To set up the report section title using the caption defined for the row set, perform the following steps
1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and select the row set used in the report.
1. In the **Rows** table, select or add the row where the report section title will be inserted.
1. Enter the **Description** text for the row.
This text will be displayed in the report section title.
1. Select the **Caption** value for the **Type** parameter of the row.
1. Set the **Style** parameter values for the row to define the report section title formatting.
1. Click **** in the window toolbar of the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window to save the changes.
## Set up the report section titles for a hierarchical report structure
For a hierarchical report structure, you should use the headers defined for the column set. you can define a special title for every section in the report hierarchical structure. Within the report sections, both the row captions and row headers can be used to segregate them in the smaller segments.
To set up the report section title using the header defined for the columns set, perform the following steps:
1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and select the column set used in the report.
1. Click **New** button in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
1. Select a column where to define header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
The report section title can be defined in a single column, or split between multiple columns. For example, the short text can be displayed in one column, and the variable data in the other.
To display the report section title in the centre of the header line, select the first column to define the header.
1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter formulas to display variable data in the report section title if needed.
1. Set the range of columns where the report section title will be displayed.
+ In the column containing the header, click the lookup button. The dialog box containing the columns range and header style parameters appears.
+ Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report section title is defined.
1. Set the header style parameters. In the dialog box containing the columns range and header style, set the formatting parameters for the header text and background.
1. Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report section title to the relevant position in the headers list.
1. To define the line of the report where the report section title will appear, set the same values for the **Printing group** parameter of the header and the **Column group** parameter of the row where the report section title will be inserted:
+ Set the **Printing group** parameter value for the header.
+ Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and set the following parameters values for the row where the report section title will be inserted:
+ For the **Type** row attribute, select the **Header** value.
+ For the **Column group** row attribute, set the same value that you defined for the **Printing group** parameter value for the header.
1. Click **** the window toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to save the changes.
View and edit row sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets
section
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# View and edit row sets
View and edit row sets - overview
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview
page
To view the parameters of existing row set, you can use navigation buttons in the control panel in the Row sets (CS206010) window, or select the row set code using the Code selector in the Row set window area.
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# View and edit row sets - overview
To view the parameters of existing row set, you can use navigation buttons in the control panel in the Row sets (CS206010) window, or select the row set code using the Code selector in the Row set window area.
For more information: [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/).
The navigation buttons allow moving to the first, next, previous and the last row set in the collection of available row sets.
By defining the row sets, you can specify what rows will be included in the analytical report. The steps to be performed for the row set modification are similar to the ones used to create a new row set.
+ [Operations with row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/operations-with-row-sets/)
+ [Defining the rows to include in the row set](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/defining-the-rows-to-include-in-the-row-set/)
Operations with row sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/operations-with-row-sets
page
Row sets are used to define the structure of the analytical reports, including the data to be displayed in the report rows and the report layout parameters.
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# Operations with row sets
Row sets are used to define the structure of the analytical reports, including the data to be displayed in the report rows and the report layout parameters.
You can use these parameters in multiple reports that use similar data selection rules and a similar report layout structure.
To specify the set of rows for a group of analytical reports or a single report, you can create new row sets or modify the existing ones. To remove the set of rows associated with the reports that are no longer used, you can delete the row sets associated with them.
To perform these operations with the row sets, use the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window of [Analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/).
## Add a new row set
To create a new row set, perform the following steps:
1. Click **Insert** in the window toolbar.
1. Enter the code of the row set in the **Code** field.
1. Enter the row set description in the **Description** field. (The row description is not displayed in the printed report and is used only to add a descriptive comment to the row set.)
1. Click **Save** on the window toolbar to save the created row set. The rows can be added to the created row set later.
Note: The row set code must be unique within the whole system. The length of the unique row set code is limited by the range of 1 to 10 symbols. The allowed symbols are only digits and letters.
## Modify an existing row set
To modify an existing row set, perform the following steps:
1. Select the existing row set code in the **Code** field in the **Row set** area of the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, or use navigation buttons in the control panel to find the required row set.
1. Change the row set attributes as required.
1. Click **Save** in the window toolbar to save the changes.
## Delete a row set
To delete an existing row set, perform the following steps:
1. Display the row set to be deleted in the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. Use navigation buttons or select the row set code in the **Code** field.
1. Click **Delete** in the window toolbar.
1. Confirm the row set deletion operation.
## Use a row set in the analytical reports
After the row set is defined, include this row set in the analytical report it was designed for by using the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window of [Analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/).
**Parent topic:** [View and edit the row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/)
[About row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/)
Related pages
Concepts
Defining the rows to include in the row set
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/defining-the-rows-to-include-in-the-row-set
section
To define the rows included in the row set, you can perform the following operations with the rows:
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# Defining the rows to include in the row set
To define the rows included in the row set, you can perform the following operations with the rows:
+ Add new rows to the row sets
+ Set the attributes for each row in the row set
+ Delete the rows from the row set
To perform the operations with the rows in the row set, the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window is used. The table displays the available rows and their attributes.
## Create a new row
To create a new row in the row set, you should perform the following steps:
1. Click **** in the **Rows** toolbar;
1. Specify the new row attributes in the relevant columns of the **Rows** table.
Only the **Code** attribute is mandatory, and it is necessary to enter the row code to add a new row to the row set.
1. Click **** in the **Row sets** control panel.
Note: The row code must be unique within the row set which includes this row. The length of the unique row code is limited by the range of 1 to 10 symbols. The allowed symbols are only digits and letters.
## View and edit the row attributes
By changing the row attributes, you can define the data selection, processing and formatting rules for the data to be included in this row.
The attributes of each row are displayed as the values in the **Rows** table in the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. You can edit these attributes for the selected row by changing the values in the relevant columns of the **Rows** table.
To change a specific row attribute, you should select this attribute and change its value. After all necessary changes to the row attributes are performed, you must save the changes by clicking **** in the **Row sets** control panel. Unsaved changes will be cancelled after navigation to another page.
For every new row added to the row set for the specific report, you should specify the row attributes.
## Delete a row
To delete an existing row from the row set, you should perform the following steps:
1. Select the row to be deleted in the **Rows** table;
1. Click **** in the **Rows** toolbar;
1. Click **** in the **Row set** control panel.
### Parent topic
[View and edit row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/)
[About row attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-attributes/)
Related pages
Concepts
View and edit column sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets
section
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# View and edit column sets
View and edit the column sets - overview
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview
page
To view the parameters of existing column set, you can use navigation buttons in the Unit sets (CS206030) window, or select the column set code using the Code selector in the Column set window area.
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# View and edit the column sets - overview
To view the parameters of existing column set, you can use navigation buttons in the Unit sets (CS206030) window, or select the column set code using the Code selector in the Column set window area.
For more information: [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/).
The navigation buttons allow moving to the first, next, previous and the last column set in the collection of available column sets.
By defining the column sets, you can specify what columns will be included in the analytical report. The steps to be performed for the column set modification are similar to the ones used to create a new column set.
## Topics
+ [Operations with column sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/operations-with-column-sets/)
+ [Define the columns to be included in the column set](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/define-the-columns-to-be-included-in-the-column-set/)
Operations with column sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/operations-with-column-sets
section
Column sets are used to define the structure of the analytical reports, including the data to be displayed in the report columns, and the report layout parameters.
2026-02-19T17:09:06+01:00
# Operations with column sets
Column sets are used to define the structure of the analytical reports, including the data to be displayed in the report columns, and the report layout parameters.
These parameters can be used in multiple reports that use similar data selection rules and a similar report layout structure.
To specify the set of columns for a group of analytical reports or a single report, you can create new column sets or modify existing ones. To remove the set of columns associated with the reports that are no longer used, you can delete the column sets associated with them.
To perform these operations with the column sets, use the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window of the [About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/).
## Create a new column set
1. Click **** in the **Column set** control panel.
1. Enter the code of the column set in the **Code** field.
1. Enter the column set description in the **Description** field. The column description is not displayed in the printed report and is used only to add a descriptive comment to the column set.
1. Click **** to save the created column set. The columns and data filters can be added to the created column set later.
The column set code must be unique within the whole system. The length of the unique column set code is limited by the range of 1 to 10 symbols. The allowed symbols are only digits and letters.
## Modify the existing column set
1. Select the existing column set code in the **Code** field in the Column set area of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, or use navigation buttons in the control panel to find the required row set.
1. Change the column set attributes as required.
1. Click **** in the **Column set** control panel to save the changes.
## Delete a column set
1. Display the column set to be deleted in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window.
1. Click **** in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window control panel.
### Parent topic
[View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/)
Related concepts
[About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/)
[Column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/)
Related reference
[Report definitions](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/)
Define the columns to be included in the column set
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/define-the-columns-to-be-included-in-the-column-set
section
To define the columns included in the column set, you can perform the following operations with the columns:
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# Define the columns to be included in the column set
To define the columns included in the column set, you can perform the following operations with the columns:
+ Add new columns to the column sets
+ Set the attributes for each column in the column set
+ Delete the columns from the column set
To perform the operations with the columns in the column set, use the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. The **Columns** table in this window displays the existing columns and their attributes.
## Create a new column
To create a new column in the column set, perform the following steps:
1. Click ****.
1. Specify the new column attributes in the relevant columns of the **Columns** table.
1. Click ****.
## Add a header to the column
To add a text description for a single column or a column range in the printed report, define a header for a column or a columns range. The **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window allows you to add the headers to the reports and define in which rows the headers should be printed.
The **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window provides the tools to define the headers for a single column or a column range, and insert the headers in the rows specified by the **Printing group** attribute in the **Headers** table. The header for a column or a columns range should be defined after the columns are added to the column set. Every header can be assigned its printing style. You can add, delete, and change the order of the headers in the **Headers** table, and copy the printing style defined for a certain header to apply it to another header in the analytical report.
To add a header for a single column or a columns range, perform the following steps:
1. Click ****.
1. If the header should be printed in a specific row, in the **Printing group** column of the **Headers** table enter the printing group code (the same code should be entered in the **Column group** column for the relevant row).
1. Enter the header text in the column where the header should appear.
1. Use the lookup control in the column to set the columns range for the header printing and define the printing style.
By default, the columns range is limited by a single column where the header text is entered. To set the columns range, enter the codes of the start column and the end column in the range.
## View and edit the column attributes
The attributes of each column are displayed as the values in the **Columns** table in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. You can edit these attributes for the selected column by changing the values in the relevant rows of the **Columns** table. To change a specific column attribute, select this attribute and change its value. After all necessary changes to the column attributes are performed, save the changes by clicking **Save** in the **Column sets** control panel. Unsaved changes will be cancelled after navigation to another page.
By changing the column attributes, you can define the data selection, processing and formatting rules for the data to be included in this column. For every new column added to the column set for the specific report, specify the column attributes.
## Delete a column
To delete an existing column from the column set, perform the following steps:
1. Select the column you want to delete.
1. Click ****.
1. Click ****.
## Use the column set in the analytical reports
Once you define a column set, you can use this column set in any analytical report you configure using the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window.
### Parent topic
[View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/)
### Related concepts
[About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/)
[About column attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-attributes/)
[About printing styles](/visma-net-erp/help/general-ledger/manage-analytical-reports/printing-styles/)
View and edit unit sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets
section
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# View and edit unit sets
View and edit the unit sets - overview
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview
page
To display the parameters of existing unit sets, you can use navigation buttons in the control panel, or select the unit set code using the Code selector in the Unit set area of the Unit sets (CS206030) window.
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# View and edit the unit sets - overview
To display the parameters of existing unit sets, you can use navigation buttons in the control panel, or select the unit set code using the Code selector in the Unit set area of the Unit sets (CS206030) window.
For more information: [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/).
The navigation buttons allow moving to the first, next, previous, and the last unit set in the collection of available unit sets.
By defining the unit sets, you can specify what units will be included in the analytical report. Usually, the units define the report structure, and are used to include the specific rows and columns from the rows set and columns set into the report section.
## Topics
+ [Operations with unit sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/operations-with-unit-sets/)
+ [Define the units to be included in the unit set](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/define-the-units-to-be-included-in-the-unit-set/)
Operations with unit sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/operations-with-unit-sets
section
You can use column sets to define which sections will be included in the analytical reports, and set the data filtering criteria and data calculation rules separately for each report section.
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# Operations with unit sets
You can use column sets to define which sections will be included in the analytical reports, and set the data filtering criteria and data calculation rules separately for each report section.
You can use the units from a unit set in multiple reports that have similar data selection rules and a similar report layout structure.
To specify the unit set for a group of analytical reports or a single report, create new unit sets or modify existing ones. To remove the unit sets associated with the reports that are no longer used, delete the unit sets associated with them.
To perform these operations with the unit sets, use the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window of the [About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/).
## Create a new unit set
To create a new unit set, perform the following steps:
1. Click **** in the window toolbar.
1. In the **Code** field, enter the code of the unit set.
1. In the **Description** field, enter the unit set description. (The unit description is not displayed in the printed report and is used only to add a descriptive comment to the unit set.)
1. Click **** to save the created unit set. The units and data filters can be added to the created unit set later.
The unit set code must be unique within the whole system. The length of the unique unit set code is limited by the range of 1 to 10 symbols. Use only digits and letters.
## Modify an existing unit set
To modify an existing unit set, perform the following steps:
1. Select the unit set code in the **Code** field in the **Unit set** area of the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window, or use navigation buttons in the control panel to find the required unit set.
1. Change the unit set attributes as required.
1. Click **** on the window toolbar to save the changes.
## Delete a unit set
To delete an existing unit set, perform the following steps:
1. Display the unit set to be deleted in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window.
1. Click ****.
## Use the unit set in the analytical reports
After the unit set is defined, you can include this unit set in the analytical report it was designed for by using the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window of the Analytical report manager.
### Parent topic
[View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
Related concepts
[Unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/)
Define the units to be included in the unit set
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/define-the-units-to-be-included-in-the-unit-set
section
To define the units included in the unit set, you can perform the following operations with the columns:
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# Define the units to be included in the unit set
To define the units included in the unit set, you can perform the following operations with the columns:
+ Add new units to the unit sets
+ Set the attributes for each unit in the unit set
+ Delete the units from the unit set
To perform the operations with the units in the unit set, the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window is used. The **Units** table in the window displays the available columns and their attributes.
## Create a new unit
1. Click ****.
1. Specify the new unit attributes in the relevant columns of the **Units** table.
1. Click **** in the **Unit sets** control panel.
## View and edit the unit attributes
The attributes of each unit are displayed as the values in the **Units** table in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window. You can edit these attributes for the selected unit by changing the values in the relevant rows of the **Units** table.
To change a specific unit attribute, you should select this attribute and change its value. After all necessary changes to the unit attributes are performed, you must save the changes by clicking **Save** in the **Unit sets** control panel. Unsaved changes will be cancelled after navigation to another page.
By changing the unit attributes, you can define the data selection and processing rules for the data to be included in this unit. For every new unit added to the unit set for the specific report, you should specify the unit attributes.
## Define the units' hierarchical structure
The units in the unit set can be organised into the hierarchical structure. The units hierarchical structure defines the order in which the units will be included in the report and define the report structure.
1. In the left area of the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window, select the unit in the hierarchical structure.
1. Use the arrow buttons to move the selected unit to the appropriate position:
+ The **Move to external node** button moves the unit one position left and places it in the next external node in the hierarchical structure.
+ The **Move to internal node** button moves the unit one position right and places it in the next internal node in the hierarchical structure.
+ The **Move up** button moves the unit one position up and places it in the next upper node on the same level of the hierarchical structure.
+ The **Move down** button moves the unit one position down and places it in the next lower node on the same level of the hierarchical structure.
## Delete a unit
1. Select the unit you want to delete in the **Units** table.
1. Click .
1. Click ****.
### Parent topic
[View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
[About unit attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/about-unit-attributes/)
Related pages
Concepts
Place the analytical report in a workspace
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/place-the-analytical-report-in-a-workspace
section
A designed analytical report must be placed on the Visma Net site to be available to users.
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# Place the analytical report in a workspace
A designed analytical report must be placed on the Visma Net site to be available to users.
To do that, you use the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window.
To place the report in your preferred workspace, do the following steps:
1. Open the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window and create the report with the parameters that you would like.
1. In the **Location** field, select the folder where you want to place the report. We recommend that you place it in the **Reports** folder in the workspace you choose.
1. Click .
1. To see the report, go to the workspace and area where you placed it. For example, if you selected General ledger, then Reports and Financial statements in step 2, go to the menu item and workspace General ledger, and either search for the report by the name you gave it or look for it in the workspace. You may have to click **Show the full menu** to see all reports and financial statements.
1. You can now open and run the report from the workspace where you placed it.
Check accounts for financial statement reports
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/check-accounts-for-financial-statement-reports
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In the Report definitions (CS206000) window, you can check whether every general ledger account is actually included in the report totals.
2026-02-19T17:09:06+01:00
# Check accounts for financial statement reports
In the Report definitions (CS206000) window, you can check whether every general ledger account is actually included in the report totals.
For more information: [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/).
1. Go to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window.
1. In the **Code** field, select the report whose accounts you want to check.
1. Click **Validate row set definition**.
1. In the dialog box that is displayed, select the types of accounts you want to include in the selected report. You can also select to check if there are any missing subaccounts.
1. Click **OK**. The program now - validates that the selected types of accounts are included in the row set definition selected for the specific report - displays the accounts and subaccounts, if any, that are not included in the row set definition.