Manage analytical reports /visma-net-erp/help/general-ledger/manage-analytical-reports section The analytical reports are used to display the consolidated and summarised data in a view defined by the report designer at the report design stage. 2026-02-19T17:09:06+01:00 # Manage analytical reports The analytical reports are used to display the consolidated and summarised data in a view defined by the report designer at the report design stage. The analytical reports are used to display the consolidated and summarised data in a view defined by the report designer at the report design stage. The analytical reports are used to provide the summarised and aggregated values in a variety of views: The data in the analytical report can be displayed in the monthly, yearly, and quarterly views, and the data can provide information from the point of view of departments, selected account classes, and other dimensions. In Visma Net, you can design analytical reports and run the reports that were designed and published on the site. About the analytical report manager /visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager page The analytical report manager is a web-based report access and management tool for creating and modifying analytical reports. 2026-02-19T17:09:06+01:00 # About the analytical report manager The analytical report manager is a web-based report access and management tool for creating and modifying analytical reports. Report designers can use this tool to design and run custom analytical reports using advanced data selection criteria, data calculation rules, and customisable report layout design functionalities. By using the Analytical report manager, you can perform the following tasks: + Create the layout and structure of analytical report, based on your business requirements. + Define data selection criteria for the report with a high level of granularity. The entities specified as the data source could include, for example, a range of accounts, subaccounts, and financial periods. + Use advanced formulas to calculate values based on the information extracted from the data source. + Create consolidated reports based on the data from multiple data sources or analytical reports. + Localise data used by a report if multilingual support of user input is enabled. Once you save and publish reports, they become available to users for viewing. Related reference [Report definitions](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) [Unit sets](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) [Column sets](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) [Row sets](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) Analytical report parameters /visma-net-erp/help/general-ledger/manage-analytical-reports/analytical-report-parameters page An analytical report is described by the set of parameters, including the following: 2026-02-19T17:09:06+01:00 # Analytical report parameters An analytical report is described by the set of parameters, including the following: Report layout parameters : The parameters specifying how the information in the report should be organised Data source parameters : The parameters that specify how the data should be selected for the report Data transformation and calculation rules : The parameters used in the expression and the formulas applied to calculate the report values based on the data selected from the database Report formatting parameters : The parameters specifying the data visual presentation in the report ## Report layout parameters The report layout determines the report outlook, and defines the content of the rows and columns in the report. To set the report layout, specify the unit structure of the report, identify the rows and columns to be displayed in the report, define the report headers, and set the headers for the specific groups of columns and rows in the report or for the individual columns and rows.
Parameter Description
Column set

Identifies the columns to be included in the analytical report. This is a mandatory attribute for the analytical report.

For more information about the column sets, see Column sets - overview.

Row set

Identifies the columns to be included in the analytical report. This is a mandatory attribute.

For details about the row sets, see About row sets.

Unit set

Identifies the units used to compose the analytical report. Use units to describe the structure of complex reports, such as the reports composed from several sections or including different views of data. Units present the dimensions of data in the analytical report.

For more information about the unit sets, see Unit sets - overview.

Report header

Specifies the text describing the content analytical report. Depending on the report structure, a row header or a column header can be used to specify the header for analytical report.

The report header can be defined as a header for the column set selected for the report, or as the row header having the appropriate style.

Row headers Are used to insert the descriptive text into the report. Depending on the report structure, a row header specifies the header text for a single row or a group of rows in the report.
Column headers Are used to insert the descriptive text into the report. Depending on the report structure, a column header specifies the header text for a single column or a group of columns in the report.
Printing control attributes Include the row and column attributes used to insert the page breaks and line breaks in the reports, display or hide the rows or columns from printing, and set the column groups and printing groups to print data from the specific rows in the specific columns.
The Printing control parameter can be specified for the columns and rows in the report. It manages the line breaks for the rows, page breaks for the rows and columns, includes or excludes the rows or columns from the printed report, and switches the rows and columns merging on or off.
The Column group and Printing group parameters identify that the specific rows will be printed in the specific columns of the report.
## Data source parameters Data source parameters specify how the data will be selected for the report. Depending on the report structure, the data source can be defined for the whole report, and different data selection criteria can be used for the rows and columns.
Parameter Description
Data source selected for the report

Specifies the data filtering criteria on the report level. The data can be filtered using various criteria including groups of accounts and subaccounts, specific periods, and totals calculation method.

For information about the data filtering criteria, see About data filtering criteria.

Data source selected for the row Specifies the data filtering criteria on the row level. You can define the filtering rules separately for each row or set the rules for the groups of rows included in the report. The data can be filtered using various criteria, including groups of accounts and subaccounts, specific periods, and total calculation method.
Data source selected for the column Specifies the data filtering criteria on the column level. You can define the filtering rules separately for each column or set the rules for the groups of rows included in the report. The data can be filtered using various criteria, including groups of accounts and subaccounts, specific periods, and total calculation method.
## Data transformation and calculation rules To calculate the values in the report, you should use formulas. Formulas describe data transformations and other operations performed with the data selected from the data source. The formulas can use the data selected from the data source as the parameters. Depending on the report structure, formulas can be defined on the unit, row, or column level. For more information about the formulas, see [About formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/).
Type Description
Formulas defined for the units Specify the data transformation and calculation rules on the unit level. The operations specified by the formula defined for a unit can be performed with the data related to the other units, or the data from the columns, rows, and cells in the report table.
Formulas defined for the rows Specify the data transformation and calculation rules on the row level. The operations specified by the formula defined for a row can be performed with the data related to the other rows, columns, and cells in the report table.
Formulas defined for the columns The formulas designed for the columns specify the data transformation and calculation rules on the column level. The operations specified by the formula defined for a row can be performed with the data related to the other rows, columns, and cells in the report table.
## Report formatting parameters The formatting options can be defined for the entire report and for any particular row or column. Formatting options allow for setting the report page layout, selecting font attributes, and visually emphasising some rows or columns in the report.
Type Description
Formatting parameters defined on the report level

Allow for setting up the page layout including the report page and margins sizes, selecting the font attributes (the font name, size, style, and colour), and setting the text align and background colour attributes for the text lines in the report.

The formatting parameters defined for the whole report include setting the report attributes for the page formatting, and defining the printing style for the report text. For more information about the printing style, see Printing styles.

Formatting parameters defined on the row level

Can be set for any particular row in the report to visually emphasise it. These parameters include text align, font name, size, style and colour, and background colour attributes. Additionally, the separation lines can be included in the report by adding the rows having an underline type.

The formatting parameters defined on the row level include setting the row attributes for the row formatting, and defining the printing style for the text in the row. For more information about the row attributes, see About row attributes.

Formatting parameters defined on the column level

Can be set for any particular column in the report to visually emphasise it. These parameters include text align, font name, size, style and colour, and background colour attributes.

The formatting parameters defined on the column level include setting the column attributes for the column formatting, and defining the printing style for the text in the column. For more information about the column attributes, see Column attributes.

[Row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/) [Unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/) [Data source - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/)

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Row sets /visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets section 2026-02-19T17:09:06+01:00 # Row sets About row sets /visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets page A row set is a set of rows to be used in a report or in a group of reports that use the same rows. 2026-02-19T17:09:06+01:00 # About row sets A row set is a set of rows to be used in a report or in a group of reports that use the same rows. You define row sets and their properties in the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. While a row set can be used in multiple reports, each report can be associated with a single row set. You can specify what rows will be displayed in the analytical report by creating a new row set, adding the rows to it, and including this row set in the report in the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window. Every row included in the row set has a set of attributes. The row attributes include the report layout and row printing style parameters, the data source for the row, and the data transformation and calculation rules defined to display the calculated values in the row. For more information about row attributes, see [About row attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-attributes/). Related concepts [About analytical report parameters](/visma-net-erp/help/general-ledger/manage-analytical-reports/analytical-report-parameters/) About row attributes /visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-attributes page Each row in the row set has its set of attributes displayed in the lines of the Row sets (CS206010) window. 2026-02-19T17:09:06+01:00 # About row attributes Each row in the row set has its set of attributes displayed in the lines of the Row sets (CS206010) window. For more information: [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/). The row attributes specify how the data are selected, calculated, formatted, and displayed in the rows of printed analytical reports. By changing the row attributes, you can define the data selection, processing and formatting rules for a specific row in the analytical report. To define what data should be included in the report and set up the visual formatting for the rows, you should set the values of the following row attributes. ## Code and description The row code is an unique value specified by the system when you add a new row to the row set. This code is used to identify the row within the row set, and the references to the rows in the formulas also include the rows codes. The code assigned to the row can be changed later, but we do not recommend that you change the existing row codes, because they can be used in the formula references to this row. The rows in the row sets are sorted by the row code in ascending order, and this is the order they appear in the generated report. We also do not recommended that you use the successive values as the codes of new rows added to the row set to simplify the procedure of adding the rows to be inserted into the report between the existing ones. The row description is a descriptive definition of the row contents. The data from the **Description** field is not printed in the analytical report. To include the row description in the report, you should create a caption for this row. ## Type By defining the **Type** attribute in the row set, you specify what data will be displayed in a particular report row, and how the data in the row will be processed. You can select one of the following row types:
Type Description
General ledger A row type that you select when the data to be displayed in the row does not include some calculated values like yearly or quarterly totals and can be used as a source in the summarised data calculations. This row type can be selected when no formulas are used to calculate the values in the row.
Caption A row type that you select to set the caption for a row or a group of rows. The row caption can be printed on a separate line in the report or merged with the data in the next row of the row set and displayed in the specified column on the next report line. To print the caption on a separate line, you should select Caption in the Type field, then specify the Style attribute to define the caption printing style, and specify the default settings for the other attributes in the row. To display the caption on the same line, specify the Column group attribute for the row, which defines a caption, and select the Merge next option for the Printing control attribute.
Line A row type that you select to insert a row separating line in the report. The separating lines are used to improve the report readability and visually segregate the groups of data displayed in the report lines. You can specify the line style for the separating lines by setting the Line style attribute for the row.
Total A row type that you select when the data displayed in the row includes some calculated values like yearly or quarterly totals and should be excluded from the volume of data that can be selected as a source for summarised values calculation. This row type is commonly used when the row includes a formula which calculates the sums or total values.
Header A row type that you select to print the specific header in this row in the report. You should specify the header in the Headers section of the Column sets (CS206020) window. To display the header in the report, specify the Column group attribute for the row, which defines a header. This attribute specifies the reference to the appropriate header defined for the column set included in this report.
## Value By specifying the **Value** attribute, you can define a certain value to be displayed in the report line. The values in the rows can be predefined parameters or computed values calculated using formulas. Values are frequently used to insert the sums and totals into the report lines. The formulas used to calculate the data in the report lines usually include the references to other rows or particular cells in the report. The expressions used to insert the data in the report rows can also use the parametric queries to select the necessary data from the data source. Note: When you use the **Values** attribute to display the total values in the row, it is necessary to confirm that the appropriate **Row type** attribute is selected for this row to exclude it from the data that can be selected as a source for summarised values calculation. ## Format You use the **Format** attribute to specify the format functions for the row cells. For the rules of the row cell formatting, see [Cell formatting.](/visma-net-erp/help/general-ledger/manage-analytical-reports/cell-formatting/) ## Data source You use the **Data source** attribute to define the filtering criteria for the data to be displayed in a specific row of your report. To set up filtering criteria, you should specify appropriate parameters in the **Data source editor** dialog box. You can specify criteria on different levels (row, column, unit, or entire report). The filtering rules defined for the unit have the highest priority. The rules defined on the row, column, and report levels have the next highest priorities (in that order). For example, if you want to define filtering criteria for a column and these criteria differ from the criteria that has already been specified for the rows, you need to clear the parameters or specify them as **Not set** for the row that interacts with the corresponding column so that the data filtering criteria specified for the column will be applied. By specifying the data filtering parameters on the row level, you define the data structure in the report. For example, if a group of lines in the report must display the calculated values for the specific period, you should set the start date and the end date of the period for each row included in this group of report lines. If some lines in the report must display the data related to a specific account, and the columns must display the values calculated for certain periods, you should specify the account on the rows level, and set the start date and the end date of each period on the columns level. ## Style You can use the **Style** attribute to define the printing style, such as the font, background colour, or text alignment, for the data in a specific report row. This attribute can be used when some report row must be visually emphasised and have formatting that differs from that of the other rows in the report. For example, you can set special formatting attributes for the rows that include the total values for some periods. ## Printing control You use the **Printing control** attribute to specify how the rows will be printed in the report. The following printing control options are available for the rows:
Parameter Description
Line break The option you select to insert a line break after each row. In this case, each row will be printed on a separate line.
Merge next The option you select to merge the row data with the data in the next row. When two rows are merged, the values from the merged row are inserted in the free cells of the next row. To merge the rows, you should define in which columns of the next row the data will be inserted, by setting the Column group attributes for the merged rows. You can merge the rows, for example, when some report line must include data from various rows selected from the database by using different selection criteria.
Start box and End box The option you select to visually group a certain number of sequential rows by adding a frame box to these rows in the printed report. Use the Start box option for the first row in the group of rows to be included in the frame, and use the End box option for the last row in this group.
## Page formatting and row printing control attributes Multiple row attributes are used to define the page formatting and to control printing. These attributes include the options that allow you to set the row printing options and block the empty lines printing.
Attribute Description
Page break This attribute allows you to insert a page break in the printed report after the current row.
Height This attribute allows you to set the row height in the printed report (in pixels).
Indent This attribute allows you to set the row indent in the printed report (in pixels).
Line style This attribute is used to set the line style for the row having the Underline type.
Suppress empty This attribute is used when the empty lines must not be printed in the report.
Hide zero This attribute is used to print blank spaces instead of zero values in the row.
Linked row This attribute enables inheriting the printing control properties of a row in the row set from the printing control properties of another row. The printing control properties of a row are defined by the values of Printing control, Suppress empty, and Hide zero attributes. Linked rows are used when the two rows should be printed or not printed in the report simultaneously, and the printing control properties of the first row are used to set the printing control properties for the second row. To define the row whose printing control properties should be used to set the same properties for the current row, you should enter the code of this row in Linked row for the current row attributes set.
## Column group The **Column group** attribute is used to define the group of columns where the values from the current row will be printed. Every column group selected for the current row can include one or several columns. When a column group attribute is set for the current row, the same value should be assigned to the **Printing group** attribute for the columns that will be included in this analytical report and where the values from the current row will be inserted. For example, if the values from the row having the R01 code should be displayed in the columns A and B, the **Column group** attribute should have the same value as the **Printing group** attribute defined for the columns A and B. ## Unit group You use the **Unit group** attribute to include the current row in the unit group. Unit groups are used to generate summarised or aggregated reports, to define the groups of rows to be displayed in some specific reports. Unit groups include the column sets and row sets into the hierarchically organised units that can be used to summarise the values in the report formed from the various column sets and row sets. ### Parent topic [About row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/) [About row sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/) [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/) [About printing styles](/visma-net-erp/help/general-ledger/manage-analytical-reports/printing-styles/) [About formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/)

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Column sets /visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets section 2026-02-19T17:09:06+01:00 # Column sets Column sets - overview /visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview page Column sets are used to define the set of columns to be used in a specific report or in a variety of reports having a common layout. 2026-02-19T17:09:06+01:00 # Column sets - overview Column sets are used to define the set of columns to be used in a specific report or in a variety of reports having a common layout. When different reports use the same columns, you can create a single column set for them. You can specify which columns will be displayed in the analytical report by creating a new column set, adding the columns to it, and including this column set in the report in the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window of the Visma Net Analytical report manager. Each column set can be used in a specific analytical report or in a variety of analytical reports. Every report can be associated only with a single column set. The column sets and their properties are defined in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window of the Analytical report manager. Every column included in the column set has its set of attributes. The column attributes include the report layout and column printing style parameters, the data source specification for the column, and data transformation and calculation rules defined to display the calculated values in the column. For more information about the column attributes, see [Column attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-attributes/).

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Column attributes /visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-attributes page Each column in the column set has its set of attributes displayed in the lines of the Column sets (CS206020) window. 2026-02-19T17:09:06+01:00 # Column attributes Each column in the column set has its set of attributes displayed in the lines of the Column sets (CS206020) window. For more information: [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/). The column attributes specify how the data is selected, calculated, formatted, and displayed in the columns of printed analytical reports. By changing the column attributes, you can define the data selection, processing, and formatting rules for a specific column in the analytical report. To define what data should be included in the report and set up the formatting for the columns, you can set the values of the column attributes covered in the sections in this topic. ## Code and description The system assigns a letter code to every column that you add to the column set. The added columns are named as they are named in the Excel file, and the letter assigned to the column cannot be changed later. In the **Description** field, you can add a descriptive definition of the column contents. The data from the **Description** field is not automatically printed in the analytical report. To include the column description in the report, you should create a header for this column. ## Type By defining the **Type** attribute for a column in the column set, you specify what data will be displayed in the particular report column, and how the data in this column will be processed. You can select one of the following column types:
Type Description
General ledger A column type you select when the data to be displayed in the column does not include the values calculated on the column level. This column type can be selected when no formulas are used to calculate the values in the column. If some cells from the rows to be displayed in the report use formulas to calculate the values to be inserted in the row, these formulas will be applied to calculate the values in this column.
Calc A column type you select when a formula is used to calculate the values to be inserted in this cell (for example, when a column cell summarises the values from the other columns).
Descr A column type you select if a test description must be displayed in this column of the printed report.
## Value By specifying the **Value** attribute, you define a certain value to be displayed in the report column. The values in the columns can be predefined parameters or computed values calculated by using formulas. Values are frequently used to insert the sums and totals into the report columns. The formulas used to calculate the data in the report columns usually include the references to other columns or particular cells in the report. The expressions defined for the report columns can also use the parameter queries to select the values from the data source and insert them in the column cells. Note: When you use the **Value** attribute to display the predefined or calculated values in the column, you must confirm that the appropriate **Type** attribute is selected for this column; otherwise, the formula and value calculation rules will be ignored. For more information about the formulas, see [About formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/). ## Rounding By specifying the **Rounding** attribute, you set up the level of rounding that will be used in each particular column of your report to round the values. You can select one of the following types of rounding for a column: **No rounding**, **Whole dollars**, **Thousands**, **Whole thousands**, **Millions**, **Whole millions**, **Billions**, and **Whole billions**. For a detailed description of each type, see [Column sets (CS206020).](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) ## Format You use the **Format** attribute to specify the format functions for the column cells and row cells. For the rules of cell formatting, see [Cell formatting.](/visma-net-erp/help/general-ledger/manage-analytical-reports/cell-formatting/) ## Page formatting and column printing control attributes Multiple column attributes are used to define page formatting and to control printing, as shown in the following table. These attributes include options you can use to set the column printing options and block the printing of empty columns.
Column type Description
Width The column width in the printed report (in pixels).
Auto height An attribute that automatically adjusts (if selected) the height of the selected cell in a column. You can select this check box to move a long string of text to the next line inside the cell.
Extra space The indentation for the entire column.
Suppress empty An attribute that is used when the empty columns must not be printed in the report.
Suppress line An attribute that is used to control the underline printing in the column. This parameter switches printing the underlines in the report if some rows in the report have the Underline type; the underlines will not be printed in the column when the Suppress line option is selected for it.
Page break An attribute that you use to split the printed report into the pages and insert a page break in the printed report after the current column. If this option is selected, the next columns in the column set will be printed on the next page.
## Printing group You use the **Printing group** attribute to define the group of rows where the values from the current column will be printed. Every printing group can include one row or multiple rows, and can be assigned to a single column set or multiple sets. When a column group attribute is set for the current row, the same column group should be assigned to the **Printing group** attribute for the column set that will be included in this analytical report. ## Unit group You use the **Unit group** attribute to include the current column in the unit group. Unit groups are used to generate summarised or aggregated reports; they define the groups of columns to be displayed in some specific reports. Unit groups include the column sets and row sets in the hierarchically organised units that can be used to summarise the values in the report formed from the various column sets and row sets. ## Printing control You use the **Printing control** attribute to specify how the columns will be printed in the report. The following printing control options are available for the columns.
Printing control parameter Description
Print The option you select to print the column in the report.
Hidden The option you select to prevent the column from appearing in the printed report. If you select it, the column will not be printed in the report. You can use this option when some columns are used only as a source of data to calculate other report values and must not be included in the printed report.
Merge next The option you select to merge the data in the current column with the data in the next column. When the two columns are merged, the values from the merged column are inserted in the free cells of the next column. To merge the columns, you should define in which rows of the next row the data will be inserted, by setting the Printing group values for the merged rows. Rows merging is used, for example, when a single report line must include data from various rows selected from the database by using different selection criteria or calculated values.
## Visible formula You use the **Visible formula** attribute to define the conditions of hiding a column when you run the report. If you do not want to have needless columns (for example, those with no data) in the report, you can hide a column or multiple columns by specifying appropriate hiding conditions in the **Visible formula** box. Hiding a column does not remove a column or its data at all. The column will be displayed when the report is generated outside the specified conditions. For example, suppose you have an annual report that has twelve columns, where each column accumulates data by month. If you run the report in March, it will contain the data for the three months (from January to March), so only three columns will contain data. In that case, there is no need to display other columns that have no data. Thus, you can specify conditions to hide the columns depending on the period of time when you run the report. For the **Visible formula** attribute, you can specify such values as = **True** (for displaying the column), **=False** (for hiding the column), or a formula with specific conditions for hiding the column depending on the @StartPeriod parameter. ## Style You can use the **Style** attribute to define the printing style, such as the font, background colour, or text alignment, for the data in a specific report column. This attribute can be used when some report column must be visually emphasised and have formatting that differs from that of the other columns in the report. For example, you can set special formatting attributes for the columns that include the total values for some periods. For more information about the printing style, see [Printing styles](/visma-net-erp/help/general-ledger/manage-analytical-reports/printing-styles/). ## Data source You use the **Data source** attribute to define the filtering criteria for the data to be displayed in a specific column of your report. To set up filtering criteria, you should specify appropriate parameters in the **Data source editor** dialog box. You can specify criteria on different levels (row, column, unit, or entire report). The filtering rules defined for the unit have the highest priority. The rules defined on the row, column, and report levels have the next highest priorities (in that order). For example, if you want to define filtering criteria for a column and these criteria differ from the criteria that has already been specified for the rows, you need to clear the parameters or specify them as **Not set** for the row that interacts with the corresponding column so that the data filtering criteria specified for the column will be applied. For more information about the data filtering criteria, see [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/). By specifying the data filtering parameters on the row level, you define the data structure in the report. For example, if a group of lines in the report must display the calculated values for the specific period, you should set the start date and the end date of the period for each row included in this group of report lines. If some lines in the report must display the data related to a specific account, and the columns must display the values calculated for certain periods, you should specify the account on the rows level, and set the start date and the end date of each period on the columns level.
Cell formatting /visma-net-erp/help/general-ledger/manage-analytical-reports/cell-formatting page You use the format functions specified for the Format attribute in the Column sets (CS206020) window (for the column cell) and in the Row sets (CS206010) window (for the row cell). 2026-02-19T17:09:06+01:00 # Cell formatting You use the format functions specified for the Format attribute in the Column sets (CS206020) window (for the column cell) and in the Row sets (CS206010) window (for the row cell). For more information: [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/), [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/). To set the format for the column or row cells, you can use the standard formats defined for the format function in.Net. Both standard (numeric and datetime) and user-defined data formats are supported. The standard numeric data formats use the window **Axx**, where **A** is a single alphabetic character called the format specifier, and **xx** is an optional integer called the precision specifier. The precision specifier ranges from 0 to 99 and controls the number of significant digits or zeros to the right of a decimal point. The format string cannot contain white spaces. The standard **DateTime** format string consists of a single format specifier character. If the format specifier is not found in the list of standard string format specifiers, a runtime exception is thrown. If the format string is longer than a single character (even if the extra characters are blanks), the format string is interpreted as a custom format string. If the standard numeric format specifiers do not provide the type of formatting required by the report, you can use custom format strings. The custom format strings use the format characters to specify what symbol should be placed in the specific position of the format string. Any numeric format string that does not fit the definition of a standard numeric format string is interpreted as a custom numeric format string. Thus, the format string **c!** is interpreted as a custom format string because it contains two alphabetic characters, even though the character **c** is a standard numeric format specifier. The custom **DateTime** format specifiers can be used to create a custom **DateTime** format string. ## Standard numeric format strings The following table describes the standard numeric format strings. Note that the result string produced by these format specifiers is influenced by the settings in the **Regional options** control panel. Computers using different settings will generate different result strings. |Format specifier|Name|Description| |---|---|---| |**C** or **c**|Currency|The numbers in the report row or column will be converted to strings that represent the currency amounts. The precision specifier indicates the number of decimal places to be shown. **Examples**: `c` `c2` You can use a currency symbol in the report rows, such as the US dollar symbol ($) or the European Euro symbol (€). To set up the required symbol, use the format string as in the following example: **Example (for Euro)**: `\€ #,##0.00` Any symbol that you type after the backslash (\) will be printed as is.| |**D** or **d**|Decimal|This format is supported for integral types only. The number is converted to a string of decimal digits (0 to9), prefixed by a minus sign if the number is negative. The precision specifier indicates the minimum number of digits in the resulting string. If required, the number is padded with zeros to its left to produce the number of digits given by the precision specifier. The exponent always consists of a plus or minus sign and a minimum of three digits. The exponent is padded with zeros to meet this minimum, if required. **Examples**: dd4| |**E** or **e**|Scientific (exponential) (This format is very seldom used in the analytical reports)|The number is converted to a string of the window **-d.ddd... E+ddd** or **-d.ddd... e+ddd** , where each **d** indicates a digit (0 to 9). The string starts with a minus sign if the number is negative. One digit always precedes the decimal point. The precision specifier indicates the appropriate number of digits after the decimal point. If the precision specifier is omitted, a default of six digits after the decimal point is used. The case of the format specifier indicates whether to prefix the exponent with an **E** or an **e** . The exponent always consists of a plus or minus sign and a minimum of three digits. The exponent is padded with zeros to meet this minimum, if required. **Examples**: ee2| |**F** or **f**|Fixed point|The number is converted to a string of the window **-ddd.ddd...** where each **d** indicates a digit (0 to 9). The string starts with a minus sign if the number is negative. The precision specifier indicates the number of decimal places to be shown. **Examples**: ff4| |**G** or **g**|General|The number is converted to the most compact of the fixed-point or scientific notation, depending on the type of the number and whether a precision specifier is present. If the precision specifier is omitted or zero, the type of the number determines the default precision, as indicated by the following list. + Byte or SByte: 3 + Int16 or UInt16: 5 + Int32 or UInt32: 10 + Int64 or UInt64: 19 + Single: 7 + Double: 15 + Decimal: 29 Fixed-point notation is used if the exponent that would result from expressing the number in scientific notation is greater than –5 and less than the precision specifier; otherwise, scientific notation is used. The result contains a decimal point, if required, and trailing zeroes are omitted. If the precision specifier is present and the number of significant digits in the result exceeds the specified precision, then the excess trailing digits are removed by rounding. If scientific notation is used, the exponent in the result is prefixed with **E** if the format specifier is **G** , or **e** if the format specifier is **g** . The exception to the preceding rule is if the number is a decimal and the precision specifier is omitted. In that case, fixed-point notation is always used and trailing zeroes are preserved. **Examples**: gg4| |**N** or **n**|Number|The number is converted to a string of the window **"-d,ddd,ddd.ddd...** where each **d** indicates a digit (0 to 9). The string starts with a minus sign if the number is negative. Thousand separators are inserted between each group of three digits to the left of the decimal point. The precision specifier indicates the number of decimal places to be shown. **Examples**: nn4| |**P** or **p**|Percent|The number is converted to a string that represents a percent. The converted number is multiplied by 100 in order to be presented as a percentage. The precision specifier indicates the number of decimal places to be shown. **Examples**: pp4| |**R** or **r**|Round-trip (This format is very seldom used in the analytical reports)|The round-trip specifier guarantees that a numeric value converted to a string will be parsed back into the same numeric value. When a numeric value is formatted using this specifier, it is first tested using the general format, with 15 spaces of precision for a **Double** and 7 spaces of precision for a **Single** . If the value is successfully parsed back to the same numeric value, it is formatted by using the general format specifier. However, if the value is not successfully parsed back to the same numeric value, then the value is formatted by using 17 digits of precision for a **Double** and 9 digits of precision for a **Single** . Although a precision specifier can be appended to the round-trip format specifier, it is ignored. Round trips are given precedence over precision when using this specifier. This format is supported by floating-point types only. **Example**: r| |**X** or **x**|Hexadecimal (This format is very seldom used in the analytical reports)|The number is converted to a string of hexadecimal digits. The case of the format specifier indicates whether to use uppercase or lowercase characters for the hexadecimal digits greater than 9. For example, use **X** to produce **ABCDEF** , and **x** to produce **abcdef** . The precision specifier indicates the minimum number of digits in the resulting string. If required, the number is padded with zeros to its left to produce the number of digits given by the precision specifier. This format is supported for integral types only. **Examples**: xX| ## Custom numeric format strings The following table shows the characters you can use to create custom numeric format strings and their definitions. Note that the result strings produced by some of these characters are influenced by the settings in the **Regional options** control panel. Computers using different cultures will generate different result strings. |Format character|Name|Description| |---|---|---| |**0**|Zero placeholder|If the value being formatted has a digit in the position where the **0** appears in the format string, then that digit is copied to the result string. The position of the leftmost **0** before the decimal point and the rightmost **0** after the decimal point determines the range of digits that are always present in the result string. The **00** specifier causes the value to be rounded to the nearest digit preceding the decimal, where rounding away from zero is always used. For example, formatting 34.5 with **00** would result in the value 35.| |**#**|Digit placeholder|If the value being formatted has a digit in the position where the **#** appears in the format string, then that digit is copied to the result string. Otherwise, nothing is stored in that position in the result string. Note that this specifier never displays the **0** character if it is not a significant digit, even if **0** is the only digit in the string. It displays the **0** character if it is a significant digit in the number being displayed. The **##** format string causes the value to be rounded to the nearest digit preceding the decimal, where rounding away from zero is always used. For example, formatting 34.5 with **##** would result in the value 35.| |**.**|Decimal point|The first **.** character in the format string determines the location of the decimal separator in the formatted value; any additional **.** characters are ignored. The actual character used as the decimal separator is determined by the settings in the **Regional options** control panel.| |**,**|Thousand separator and number scaling|This character serves two purposes. First, if the format string contains a **,** character between two digit placeholders (0 or #) and to the left of the decimal point if one is present, then the output will have thousand separators inserted between each group of three digits (counting from the right) to the left of the decimal separator. The actual character used as the decimal separator in the result string is determined by the settings in the **Regional options** control panel. Second, if the format string contains one or more **,** characters immediately to the left of the decimal point, then the number will be divided by the number of **,** characters multiplied by 1000 before it is formatted. For example, the format string **0,,** will represent 100 million as simply 100. Use of the **,** character to indicate that scaling does not include thousand separators in the formatted number. Thus, to scale a number by 1 million and insert thousand separators you would use the format string **#,##0,,**.| |**%**|Percentage placeholder|The presence of the **%** character in a format string causes a number to be multiplied by 100 before it is formatted. The appropriate symbol is inserted in the number itself at the location where the **%** appears in the format string. The percent character used is dependent on the settings in the **Regional options** control panel.| |**E0** **E+0** **E-0** **e0** **e+0** ### e-0|Scientific notation|If any of the strings **E**, **E+**, **E-**, **e**, **e+**, or **e-** is present in the format string and followed immediately by at least one **0** character, then the number is formatted using scientific notation with an **E** or **e** inserted between the number and the exponent. The number of **0** characters following the scientific notation indicator determines the minimum number of digits to output for the exponent. The **E+** and **e+** formats indicate that a sign character (plus or minus) should always precede the exponent. The **E**, **E-**, **e**, or **e-** formats indicate that a sign character should only precede negative exponents.| |**\**|Escape character|In C# and C++, the backslash character causes the next character in the format string to be interpreted as an escape sequence. It is used with traditional formatting sequences like **\n** (new line).| |**'ABC' "ABC"**|Literal string|Characters enclosed in single or double quotes are copied to the result string literally, and do not affect formatting.| |**;**|Section separator|This character is used to separate sections for positive, negative, and zero numbers in the format string.| |**Other**|All other characters|All other characters are copied to the result string as literals in the position they appear.| ## Standard DateTime format strings The following table describes the standard date/time format specifiers. The output of these format specifiers is influenced by the current culture and the settings in the **Regional options** control panel. |Format character|Name|Description| |---|---|---| |**d**|Short date pattern|Displays a value in a short date format. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **M/d/yyyy** (for **en-US** local settings) + **yyyy/MM/dd** (for **ja-JP** local settings) + **dd/MM/yyyy** (for **fr-FR** local settings) **Example**: d| |**D**|Long date pattern|Displays a value in a long date format. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **dddd, MMMM dd, yyyy** (for **en-US** local settings) + **yyyy'?'M'?'d'?'** (for **ja-JP** local settings) + **dddd d MMMM yyyy** (for **fr-FR** local settings) **Example**: D| |**t**|Short time pattern|Displays a value in a short time format. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **h:mm tt** (for **en-US** local settings) + **H:mm** (for ja-JP local settings) + **HH:mm** (for fr-FR local settings) **Example**: t| |**T**|Long time pattern|Displays a value in a long time format. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **h:mm:ss tt** (for **en-US** local settings) + **H:mm:ss** (for ja-JP local settings) + **HH:mm:ss** (for fr-FR local settings) **Example**: T| |**f**|Full date/time pattern (short time)|Displays a value in a combination of the long date and short time format patterns, separated by a space. **Example**: f| |**F**|Full date/time pattern (long time)|Displays a value in a full date/time format. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **yyyy h:mm:ss tt** (for **en-US** local settings) + **yyyy'?'M'?'d'?' H:mm:ss** (for ja-JP local settings) + **dddd d MMMM yyyy HH:mm:ss** (for fr-FR local settings) **Example**: `F`| |**g**|General date/time pattern (short time)|Displays a combination of the short date and short time patterns, separated by a space. **Example**: `g`| |**G**|General date/time pattern (long time)|Displays a combination of the short date and long time patterns, separated by a space. **Example**: `G`| |**M** or **m**|Month day pattern|Displays a day of month defined by the value. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **MMMM dd** (for **en-US** local settings) + **M'?'d'?'** (for ja-JP local settings) + **d MMMM** (for fr-FR local settings **Examples**: Mm| |**R** or **r**|RFC1123 pattern|Displays a time value based on the Internet Engineering Task Force (IETF) Request for Comments (RFC) 1123 specification. This specification sets the following common time format (regardless of the settings in the **Regional options** control panel): **ddd, dd MMM yyyy HH':'mm':'ss 'GMT'** Formatting does not modify the **DateTime** value; therefore, you must adjust the value to GMT before formatting. **Examples**: Rr| |**s**|Sortable date/time pattern; conforms to ISO 8601|Displays a date and time in ISO 8601-compatible format. The format uses the following custom format: **yyyy-MM-ddTHH:mm:ss** **Example**: `s`| |**u**|Universal sortable date/time pattern|Displays a time value in a standard defined window. This specification sets the following common time format (regardless of the settings in the **Regional options** control panel): **yyyy-MM-dd HH:mm:ssZ** No time zone conversion is done when the date and time is formatted; therefore, convert a local date and time to universal time before using this format specifier. **Example**: `u`| |**Y** or **y**|Year month pattern|Displays a year value. Depending on the settings in the **Regional options** control panel, the value can be in one of the following formats: + **MMMM, yyyy** (for **en-US** local settings) + **yyyy'?'M'?'** (for ja-JP local settings) + **MMMM yyyy** (for fr-FR local settings) **Examples**: `Y` `y`| ## Custom Date Time Format Strings The following table describes the custom date/time format specifiers. The output of these format specifiers is influenced by the current culture and the settings in the **Regional options** control panel.
Format specifier Description
d Displays the current day of the month, measured as a number between 1 and 31. If the day is a single digit only (1 to 9), then it is displayed as a single digit. Note that if the d format specifier is used without other custom format strings, it is interpreted as the standard format specifier for the short date pattern. If the d format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
ddd Displays the abbreviated name of the day for the specified DateTime.
dddd (plus any number of additional “d” characters) Displays the full name of the day for the specified DateTime.
dddd (plus any number of additional “d” characters) Displays the full name of the day for the specified DateTime.
f Displays the most significant digit of the seconds fraction. Note that if the f format specifier is used alone, without other custom format strings, it is interpreted as the full (long date + short time) format specifier. If the f format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
ff Displays the two most significant digits of the seconds fraction.
fff Displays the three most significant digits of the seconds fraction.
ffff Displays the four most significant digits of the seconds fraction.
fffff Displays the five most significant digits of the seconds fraction.
ffffff Displays the six most significant digits of the seconds fraction.
fffffff Displays the seven most significant digits of the seconds fraction.
F Displays the most significant digit of the seconds fraction. Nothing is displayed if the digit is zero.
FF Displays the two most significant digits of the seconds fraction. However, trailing zeros, or two zero digits, are not displayed.
FFF Displays the three most significant digits of the seconds fraction. However, trailing zeros, or three zero digits, are not displayed.
FFFF Displays the four most significant digits of the seconds fraction. However, trailing zeros, or four zero digits, are not displayed.
FFFFF Displays the five most significant digits of the seconds fraction. However, trailing zeros, or five zero digits, are not displayed.
FFFFFF Displays the six most significant digits of the seconds fraction. However, trailing zeros, or six zero digits, are not displayed.
FFFFFFF Displays the seven most significant digits of the seconds fraction. However, trailing zeros, or seven zero digits, are not displayed.
g or gg (plus any number of additional “g” characters) Displays the era (A.D. for example) for the specified DateTime value. Note that if the g format specifier is used alone, without other custom format strings, it is interpreted as the standard general format specifier. If the g format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
h Displays the hour for the specified DateTime value in the range 1 to 12. The hour represents whole hours passed since either midnight (displayed as 12) or noon (also displayed as 12). If this format is used alone, then the same hour before or after noon is indistinguishable. If the hour is a single digit (1 to 9), it is displayed as a single digit. No rounding occurs when the hour is displayed. For example, a DateTime of 5:43 returns 5.
hh, hh (plus any number of additional “h” characters) Displays the hour for the specified DateTime value in the range 1 to 12. The hour represents whole hours passed since either midnight (displayed as 12) or noon (also displayed as 12). If this format is used alone, then the same hour before or after noon is indistinguishable. If the hour is a single digit (1 to 9), it is formatted with a preceding 0 (01-09).
H Displays the hour for the specified DateTime value in the range 0 to 23. The hour represents whole hours passed since midnight (displayed as 0). If the hour is a single digit (0 to 9), it is displayed as a single digit.
HH, HH (plus any number of additional “H” characters) Displays the hour for the specified DateTime value in the range 0 to 23. The hour represents whole hours passed since midnight (displayed as 0). If the hour is a single digit (0 to 9), it is formatted with a preceding 0 (01 to 09).
m Displays the minute for the specified DateTime value in the range 0 to 59. The minute represents whole minutes passed since the last hour. If the minute is a single digit (0 to 9), it is displayed as a single digit. Note that if the m format specifier is used alone, without other custom format strings, it is interpreted as the standard format specifier for the month-day pattern. If the m format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
mm, mm (plus any number of additional “m” characters) Displays the minute for the specified DateTime in the range 0 to 59. The minute represents whole minutes passed since the last hour. If the minute is a single digit (0 to 9), it is formatted with a preceding 0 (01 to 09).
M Displays the month, expressed as a number between 1 and 12. If the month is a single digit (1 to 9), it is displayed as a single digit. Note that if the M format specifier is used alone, without other custom format strings, it is interpreted as the standard format specifier for the month-day pattern. If the M format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
MM Displays the month, measured as a number between 1 and 12. If the month is a single digit (1 to 9), it is formatted with a preceding 0 (01 to 09).
MMM Displays the abbreviated name of the month for the specified DateTime value.
MMMM Displays the full name of the month for the specified DateTime value.
s Displays the seconds for the specified DateTime value in the range 0 to 59. The second represents whole seconds passed since the last minute. If the second is a single digit (0 to 9), it is displayed as a single digit only. Note that if the s format specifier is used alone, without other custom format strings, it is interpreted as the standard sortable format specifier for the date-time pattern. If the s format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
ss, ss (plus any number of additional “s” characters) Displays the seconds for the specified DateTime value in the range 0 to 59. The second represents whole seconds passed since the last minute. If the second is a single digit (0 to 9), it is displayed as a single digit only. Note that if the s format specifier is used alone, without other custom format strings, it is interpreted as the standard sortable format specifier for the date-time pattern. If the s format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
ss, ss (plus any number of additional “s” characters) Displays the seconds for the specified DateTime in the range 0 to 59. The second represents whole seconds passed since the last minute. If the second is a single digit (0 to 9), it is formatted with a preceding 0 (01 to 09).
t Displays the first character of the a.m./p.m. designator for the specified DateTime value. Note that if the t format specifier is used alone, without other custom format strings, it is interpreted as the standard format specifier for the long time pattern. If the t format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
tt, tt (plus any number of additional “t” characters) Displays the a.m./p.m. designator for the specified DateTime value.
y Displays the year for the specified DateTime value as a maximum two-digit number. The first two digits of the year are omitted. If the year is a single digit (1 to 9), it is displayed as a single digit. Note that if the y format specifier is used alone, without other custom format strings, it is interpreted as the standard format specifier for the short date pattern. If the y format specifier is passed with other custom format specifiers or the % character, it is interpreted as a custom format specifier.
yy Displays the year for the specified DateTime value as a maximum two-digit number. The first two digits of the year are omitted. If the year is a single digit (1 to 9), it is formatted with a preceding 0 (01 to 09).
yyyy Displays the year for the specified DateTime value, including the century. If the year is fewer than four digits in length, then preceding zeros are appended as necessary to make the displayed year four digits long.
z Displays the time zone offset for the system’s current time zone in whole hours only. The offset is always displayed with a leading sign (zero is displayed as +0 ), indicating hours ahead of Greenwich mean time (+) or hours behind Greenwich mean time (–). The range of values is –12 to +13. If the offset is a single digit (0 to 9), it is displayed as a single digit with the appropriate leading sign. The setting for the time zone is specified as +X or –X where X is the offset in hours from GMT. The displayed offset is affected by daylight saving time.
zz Displays the time zone offset for the system’s current time zone in whole hours only. The offset is always displayed with a leading or trailing sign (zero is displayed as +00 ), indicating hours ahead of Greenwich mean time (+) or hours behind Greenwich mean time (–). The range of values is –12 to +13. If the offset is a single digit (0 to 9), it is formatted with a preceding 0 (01 to 09) with the appropriate leading sign. The setting for the time zone is specified as +X or –X where X is the offset in hours from GMT. The displayed offset is affected by daylight saving time.
zzz, zzz (plus any number of additional “z” characters) Displays the time zone offset for the system’s current time zone in whole hours only. The offset is always displayed with a leading or trailing sign (zero is displayed as +00 ), indicating hours ahead of Greenwich mean time (+) or hours behind Greenwich mean time (–). The range of values is –12 to +13. If the offset is a single digit (0 to 9), it is formatted with a preceding 0 (01 to 09) with the appropriate leading sign. The setting for the time zone is specified as +X or –X where X is the offset in hours from GMT. The displayed offset is affected by daylight saving time.
: Serves as a time separator.
/ Functions as a date separator.
" Indicates a quoted string. Displays the literal value of any string between two quotation marks preceded by the escape character (/).
' Indicates a quoted string. Displays the literal value of any string between two single quotation marks.
%c Where c is both a standard format specifier and a custom format specifier, displays the custom format pattern associated with the format specifier. Note that if a format specifier is used alone as a single character, it is interpreted as a standard format specifier. Only format specifiers consisting of two or more characters are interpreted as custom format specifiers. In order to display the custom format for a specifier defined as both a standard and a custom format specifier, precede the specifier with a % symbol.
\c Where c is any character, displays the next character as a literal. The escape character cannot be used to create an escape sequence (like \n for new line) in this context.
Related concepts [Analytical report parameters](/visma-net-erp/help/general-ledger/manage-analytical-reports/analytical-report-parameters/) [Column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/) [Row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/) [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/) [Printing styles](/visma-net-erp/help/general-ledger/manage-analytical-reports/printing-styles/) [Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/)
Unit sets /visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets section 2026-02-19T17:09:06+01:00 # Unit sets Unit sets - overview /visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview page Unit sets are used to organise the report structure in a report or a group of reports when the groups of rows and columns included in the report use data from the different data sources, or formulas must be applied to calculate the report values based on specific data from the explicitly defined groups of columns and rows. 2026-02-19T17:09:06+01:00 # Unit sets - overview Unit sets are used to organise the report structure in a report or a group of reports when the groups of rows and columns included in the report use data from the different data sources, or formulas must be applied to calculate the report values based on specific data from the explicitly defined groups of columns and rows. Unit sets and their properties are defined in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window. A unit set can include one or more units that define the calculation formulas (for report values), printing groups, and the data source for a data set to be used. Units allow for applying additional data filtering criteria and data calculations for the specific data set in the report. You can specify what units will be included in the unit set by adding the units in it, and organising the unit structure in the report. Each unit set can be used in a report or a group of reports, and each report can use only one unit set. Every unit included in the unit set has a number of attributes. The unit attributes include the formulas used to calculate the report values, and the data source parameters used to select the data. Every unit can use either the formula or the data source parameters to define the data processing rules for the report. [About unit attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/about-unit-attributes/) Related reference [Report definitions](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) [Column sets](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/)

Related pages

Concepts

About unit attributes /visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/about-unit-attributes page Each unit in the unit set has the attributes displayed in the lines of the Unit sets (CS206030) window. 2026-02-19T17:09:06+01:00 # About unit attributes Each unit in the unit set has the attributes displayed in the lines 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 unit attributes specify how the data are selected, calculated, and displayed in the printed analytical reports. By changing the unit attributes, you can define the data selection and processing rules and layout parameters for a specific unit included in the analytical report. To define what data should be included in the unit set and set up the formatting for the rows and columns, you can set the values of the attributes covered in the sections in this topic. ## Unit code and description The unit code is an unique value specified by the system when a new unit is added to the unit set. This code is used to identify the unit within the row set, and the references in the formulas defined for the units can also include the unit codes. The units in the unit sets are sorted by the row code in ascending order, and this is the order they appear in the hierarchical structure in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window. We do not recommend that you use the successive values as the codes of new units added to the unit set to simplify the procedure of adding the units between the existing ones. The **Description** field should contain a descriptive definition of the unit. The data from the **Description** field is not printed in the analytical report. ## Value By specifying the **Value** unit attribute, you can define a certain calculated value to be displayed in the report. The values in the units can be predefined parameters or computed values calculated using formulas. Values are frequently used to insert the sums and totals into the reports. The formulas used to calculate the data in the units usually include the references to other units. The expressions defined for the units can also use the parameter queries to select the values from the data source and insert them in the column cells. Values defined for the units in the analytical reports usually specify the report structure and follow up the defined units hierarchical structure. The units from the top hierarchical level are usually based on the calculated values from the units on the lower hierarchical levels. The higher hierarchical levels can include the summarised and aggregated values based on the units from the lower hierarchical levels. ## Printing group The **Printing group** attribute identifies which groups of columns and rows from the row and column sets will be included in the current unit. The **Printing group** parameter should be specified for the respective columns and rows in the row and column sets of the analytical report. ## Data source You can use the **Data source** attribute to define the data filtering criteria for the data set to be displayed in the specific report column. You can specify the data filtering criteria on the row, column, unit and report levels. The filtering rules defined for the data rows are applied first, and the rules defined on the column level are applied to the data set formed by applying the rules defined on the row level, and after that the criteria defined on the unit level are applied. The data filtering criteria specified on the unit level are applied to the unit as a number of rows and columns included in it. If the data selection criteria set on the unit level have no common data source with the data set received from the data source defined on the rows and columns level, the report will not produce any meaningful result. Data filtering rules used in the data source definition on the unit level help you to narrow the criteria applied on the row and column level. For example, if a group of columns in the report included in the unit must display the calculated values for the specific subaccounts, you should set the start subaccount and the end subaccount in the data filtering rules defined for the unit. ### Parent topic [Unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/) Related concepts [Column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/) [Row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-sets/) [Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/) [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/) Formulas /visma-net-erp/help/general-ledger/manage-analytical-reports/formulas section 2026-02-19T17:09:06+01:00 # Formulas About formulas /visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas page Formulas are used to calculate the values to be displayed in the report rows and columns. 2026-02-19T17:09:06+01:00 # About formulas Formulas are used to calculate the values to be displayed in the report rows and columns. The formulas provide the possibility to use advanced calculations and data transformation functions if some values in the report rows and columns are calculated or depend on the data from other sources (such as rows, columns or individual cells included in the report). Formulas used in the analytical reports are much like the formulas used in Excel. You can define the parameters and construct a formula using operators and functions. You can select the parameters used in the formula from the list of predefined parameters or enter them into the formula. Related concepts [About parameters](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-parameters/) [About functions](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-functions/) About parameters /visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-parameters page A formula may include parameters that reference the data you want use in calculating the values in the report. 2026-02-19T17:09:06+01:00 # About parameters A formula may include parameters that reference the data you want use in calculating the values in the report. There are two types of parameters: predefined parameters and links to specific rows, columns, or individual report cells. ## Predefined parameters The predefined parameters are application-specific and refer to the report parameters that you specify in other ARM windows, such as the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window or the [Row sets (CS206010](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. For example, the @StartPeriod parameter refers to the value specified in the **Start period** field in the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window, or the @BaseRowCode parameter refers to the value specified in the **Base row** field in the [Row sets (CS206010](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. All available predefined parameters are listed in the **Data source editor** dialog box. The table below provides the list of the predefined parameters with their descriptions.
Parameter Description
@AccountCode

The code of the current account (if the Account option is selected in the Expand field in the Data source editor).

The code of the current subaccount (if the Sub option is selected in the Expand field in the Data source editor).

@AccountDescr

The description of the current account (if the Account option is selected in the Expand field in the Data source editor).

The description of the current subaccount (if the Sub option is selected in the Expand field in the Data source editor).

@BaseRowCode The row code specified in the selected row in the Base row column in the Row sets (CS206010 window. This row code is referred to by the @BaseRowCode parameter, which you use in the formula in the Value field in the Column sets (CS206020) window to retrieve the value specified in this row for computing another value in the report.
@BookCode The code of the ledger whose data is used in the report. Refers to the value in the Ledger field in the Default data source section section.
@BranchName The name of the branch that is used in the report.
@ColumnCode The code of the current column in the report.
@ColumnIndex The index of the current column in the report.
@ColumnSetCode The code of the current column set in the report.
@ColumnText The description of the current column in the report.
@EndAccount The last account in the range of accounts used in the report. Refers to the value in the Start account field in the Default data source section section.
@EndAccountGroup

The last account group in the range of account groups used in the report. Refers to the value in the End account field in the Default data source section section.

Note: This parameter is valid only in the reports of the PM type.

@EndBranch The last branch in the range of branches used in the report. Refers to the value in the End branch field in the Default data source section section.
@EndPeriod The end period of the report. Refers to the value in the End period field in the Default data source section section.
@EndProject

The last project in the range of projects used in the report. Refers to the value in the End project field in the Default data source section section.

Note: This parameter is valid only in the reports of the PM type.

@EndProjectTask

The last project tasks in the range of the project tasks used in the report. Refers to the value in the End task field in the Default data source section section.

Note: This parameter is valid only in the reports of the PM type.

@EndSub The last subaccount in the range of subaccounts used in the report. Refers to the value in the End sub field in the Default data source section section.
@StartAccount The first account in the range of accounts used in the report. Refers to the value in the Start account field in the Default data source section section.
@StartAccountGroup

The first account group in the range of account groups used in the report. Refers to the value in the Start account field in the Default data source section section.

Note: This parameter is valid only in the reports of the PM type.

@StartBranch The first branch in the range of branches used in the report. Refers to the value in the Start branch field in the Default data source section section.
@StartPeriod The start period of the report. Refers to the value in the Start period field in the Default data source section section.
@StartProject The first project in the range of projects used in the report. Refers to the value in the Start project field in the Default data source section section. Note: This parameter is valid only in the reports of the PM type.
@StartProjectTask The first project tasks in the range of the project tasks used in the report. Refers to the value in the Start task field in the Default data source section section. Note: This parameter is valid only in the reports of the PM type.
@StartSub The first subaccount in the range of subaccounts used in the report. Refers to the value in the Start sub field in the Default data source section section.
@ReportDescr Report description that the system prints in the column set header.
@RowCode The code of the current row in the report.
@RowIndex The index of the current row in the report.
@RowSetCode The code of the current row set in the report.
@RowText The description of the current row in the report.
@UnitCode The code of the current unit in the report.
@UnitSetCode The code of the current unit set in the report.
@UnitText The description of the current unit in the report.
## Links to rows You can use the links to the rows in the formulas to define the parameters. The links to the rows are used when a formula is defined for the row to calculate its values, and the referenced rows are the parameters used in these calculations. For example, when a row is a summarised value of the other two rows, the formula includes the references to the rows to be summarised. You can use the links to the rows in the formulas designed for the calculation of row and column values. However, we do not recommend that you reference the rows in the formulas defined for columns because of the self-references in such formulas. Self-references can be the source of circular reference errors in the formulas. The links to the rows have the following format: **row_code**, where **row_code** is the code of the referenced row (for example, **00112** ). ## Links to columns You can use the links to the columns in the formulas to define the parameters. Use the links to the columns when a formula is defined for the column to calculate its values, and the referenced columns are the parameters used in these calculations. For example, when a column is a summarised value of the other two columns, the formula includes the references to the columns to be summarised. You can use the links to the columns in the formulas designed for calculation of column and row values. Again, avoid referencing the columns in the formulas defined for rows because self-references in such formula can cause circular reference errors. To reference a column, replace its code into the formula as a parameter. ## Links to cells You can use the links to the report cells in the formulas to define the parameters. You use these links when a formula is defined for the column or row to calculate its values, and the referenced cells are the parameters used in these calculations. To reference a cell, substitute its code into the formula as a parameter. ## Self-links in formula parameters The self-links in the formulas can be used in very few cases; they typically are avoided to escape the situations when a self-link results in circular reference error. An example of a useful self-link is the case when some operations must be performed with the values selected directly from the data source, such as calculations of charges for a certain period. To use a self-link in a formula, insert a link to the row or column in the formula defined for this row or column. ### Parent topic [About formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/) Related concepts [About functions](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-functions/) [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/)
About operators /visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-operators page You use operators to perform certain operations with the formula parameters or modify the data specified by the Data source report parameter before the data is added in the report. 2026-02-19T17:09:06+01:00 # About operators You use operators to perform certain operations with the formula parameters or modify the data specified by the Data source report parameter before the data is added in the report. You can add operator manually by typing them in the formula area or select them from the list of operators available in the formula editor. There are several groups of operators in the formulas which are covered in the following sections. ## Arithmetic operators Arithmetic operators perform common arithmetic operations with numeric values. The parameters of the arithmetic expressions are handled as the decimal values. The parameters of any other data type will be converted to the decimal type.
Operator Description and examples
+ (addition)

Adds the value of one numeric expression to another or concatenates two strings.

Example: =A10+B10

Here, A10 and B10 are cell references. If the values in the cells are 12.85 and 2.25, the result of the expression would be 12.85 + 2.25 = 15.1.

+ (subtraction)

Subtracts the value of one numeric expression from another.

Example: =A20-B30

Here, A20 and B30 are cell references. If the values in the cells are 12.85 and 2.25, the result of the expression would be 12.85 - 2.25 = 10.6.

* (multiplication)

Multiplies the value of two expressions.

Example: =C10*D10

Here, A20 and B30 are cell references. Assuming that the parameters have the values C10 = 2.25 and D10 = 2, the example would evaluate to 2.25 * 2 = 4.5.

/ (division)

Divides the values of two expressions.

Example: =A10/C10.

Here, A10 and C10 are cell references. If the values in the cells are 4.0 and 2.0, the result of the expression would be 4.0 / 2.0 = 2.0.

% (Mod)

Divides two numbers and returns only the remainder.

Example: =B15 % C15

Here, B15 and C15 are cell references. If the values in the cells are 15.0 and 6.0, the result of the expression would be 3.0.

## Logical operators The logical operators, described below, compare Boolean expressions and return a Boolean result.
Operator Description and examples
And

Performs logical conjunction on two Boolean expressions. If both expressions evaluate to True, then the operator returns True; if either or both expressions evaluate to False, And returns False.

Example: =(A10>0) And (C10>0)

In this example, A10 and C10 are cell references. If A10 = 10 and C10 = 20, then the expression would evaluate to True. Alternatively, f A10 = -10 and C10 = 20, the expression would evaluate to False.

Or

Performs logical disjunction on two Boolean expressions. If either expression evaluates to True, the operation returns True; if neither expression evaluates to True, Or returns False.

Example: =(A10>0) Or (C10>0)

In this example, A10 and C10 are cell references. If A10 = 10 and C10 = 20, then the expression would evaluate to True. Alternatively, f A10 = -10 and C10 = -20, the expression would evaluate to False.

Not

Performs logical negation on a Boolean expression, yielding the opposite of the expression it evaluates. If the expression evaluates to True, the operator yields False; alternatively, if the expression evaluates to False, Not yields True.

Example: =Not (A10>C10)

In this example, A10 and C10 are cell references. If A10 is larger than C10, then the expression would evaluate to False. Alternatively, if A10 is smaller than C10, the expression would evaluate to True.

## Comparison operators These operators, described below, compare two expressions and return a Boolean value that represents the result of the comparison.
Operator Description and examples
=

Equality operator.

Example: =(A10=B10)

In this example, A10 and B10 are cell references. If the value in the A10 cell is equal to the value in C10, then the expression evaluates to True, otherwise the expression evaluates to False.

<>

Inequality operator.

Example: =(C10<>A10)

(where A10 and C10 are the links used as a formula parameters)

In this example, A10 and C10 are cell references. If the value in the A10 cell is not equal to the value in B10, then the expression evaluates to True, otherwise the expression evaluates to False.

<

The less than operator.

Example: =(@10<@12) (where @10 and @12 are the links to cells in the current column)

In this example, @10 and @12 are the links to cells in the current column. If the value in the A10 cell is not equal to the value in B10, then the expression evaluates to True, otherwise the expression evaluates to False.

>

Greater than operator.

Example: =(C10>A10) (where A10 and C10 are the links used as a formula parameters)

In this example, A10 and C10 are cell references. If the value in the A10 cell is not equal to the value in B10, then the expression evaluates to True, otherwise the expression evaluates to False.

<=

The less than or equal to operator.

Example: =(C10<=A10) (where A10 and C10 are the links used as a formula parameters)

In this example, A10 and C10 are cell references. If the value in the A10 cell is not equal to the value in B10, then the expression evaluates to True, otherwise the expression evaluates to False.

>=

The greater than or equal to operator.

Example: =(A10>=A10) (where A10 and C10 are the links used as a formula parameters)

In this example, A10 and C10 are cell references. If the value in the A10 cell is not equal to the value in B10, then the expression evaluates to True, otherwise the expression evaluates to False.

## Other operators This group includes the following operators.
Operator Description and examples
In (a binary operator)

This operator is used in an elementary logical expression that evaluates the search results and returns True when the parameter matches one of the elements from the set of values.

Example: =(A20 In (10, 50, 57)) (where A20 is the link used as a formula parameter)

True (a binary constant)

This operator is used as a parameter in logical expressions.

Example: =((D30<A30)=True) (where D30 is the link used as a formula parameter)

False (a binary constant)

This operator is used as a parameter in logical expressions.

Example: =((C10=E10)=False) (where C10 and E10 are the links to the data)

Null (a value)

This operator is used as a parameter in logical expressions.

Example: =(@20=Null) (where @20 is the cell in the current column and 10th row)

Parent topic: [Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/)

Related pages

Concepts

About functions /visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-functions page You use functions to perform specific tasks that facilitate data processing for the reports. 2026-02-19T17:09:06+01:00 # About functions You use functions to perform specific tasks that facilitate data processing for the reports. Many functions available in the Analytical report manager process the data selected from the data source and return the values to be used in the report. To use functions in the formula, you can enter them directly in the formula editing area or select them from the list of functions provided by the. The groups of functions in the formulas are described below. ## Conversion functions You use conversion functions, summarised in the following table to convert data from one data type to another.
Function Description and examples
CBool(x)

Converts an expression defined in a function argument into the Boolean expression. If the expression is zero, False is returned; otherwise, True is returned.

Example: =CBool(A11+B11-C11*0.05) (where A11, B11 and C11 are the links used in a function argument)

CDate(x)

Converts an expression defined in a function argument to a value of the Date type. The CDate function argument should be a valid date expression. CDate recognises date formats according to the locale setting of the system.

Example: =CDate(A2-B2) (where A2 and B2 are the links used in a function argument)

CStr(x)

Converts an expression defined in a function argument to a string. If the CStr function argument equals null, CStr returns a run-time error; otherwise, it returns a string of characters.

Example: =CStr(A12) (where A12 is the link used in a function argument)

CDbl(x)

Converts an expression defined in a function argument to a value of the Double type.

Example: =CDbl(A12/B2) (where A12 and B2 are the links used in a function argument)

CSng(x)

Converts an expression defined in a function argument to a value of the Single type. If the expression defined in the function argument lies outside the acceptable range for the Single type, an error occurs.

Example: =CSng(A12) (where A12 is the link used in a function argument)

CDec(x)

Converts an expression defined in a function argument to a value of the Decimal type.

Example: =CDec(A12*0.15) (where A12 is the link used in a function argument)

CInt(x)

Converts an expression defined in a function argument to a value of the Integer type.

Example: =CInt(A10) (where A10 is the link used in a function argument)

CShort(x)

Converts a numeric value to a value of the Short type.

Example: =CShort(B2) (where B2 is the link used in a function argument)

CLong(x)

Converts a numeric value to a value of the Long type.

Example: =CLong(B12) (where B12 is the link used in a function argument)

## Text functions Text functions, described in the following table, are used to perform operations with the text strings.
Function Description and Examples
LTrim(string)

Removes all leading spaces or parsing characters from the specified character expression, or all leading zero bytes from the specified binary expression.

Example: =LTrim(CStr(A12)) (where A12 is the link used in a function argument)

RTrim(string)

Removes all trailing spaces or parsing characters from the specified character expression, or all trailing zero bytes from the specified binary expression.

Example: =RTrim(CStr(A12)) (where A12 is the link used in a function argument)

Trim(string)

Removes all trailing spaces or parsing characters from the specified character expression, or all trailing zero bytes from the specified binary expression.

Example: =Trim(CStr(A12)) (where A12 is the link used in a function argument)

Format(format, argument(s) )

Replaces the format item in a specified formatting string ( format ) with the text equivalent of the arguments ( arguments ).

Example: =Format('Currency:........ {0:C}; Account:........ {1:N}', A1, B1) (where A1 and B1 are the links used as a function arguments; 0, 1 are the specifiers indicating where the arguments will be inserted; C is the currency format specifier; and N is the number format specifier)

UCase(string)

Returns a string that has been converted to upper case. The string argument is any valid string expression. If string contains a null value, the null value is returned.

Example: =UCase(CStr(A12)) (where A12 is the link used in a function argument)

LCase(string)

Returns a string that has been converted to lower case. The string argument is any valid string expression. If string contains a null value, the null value is returned.

Example: =LCase(CStr(A12)) (where A12 is the link used in a function argument)

InStr(string, findString)

Returns the position of the first occurrence of one string ( findString ) within another ( string ).

Example: =InStr(CStr(A12), 'rur') (where A12 is the link used in a function argument)

InStrRev(string, findString )

Returns the position of the last occurrence of one string ( findString ) within another ( string ), starting from the right side of the string.

Example: =InStrRev(CStr(A12), 'rur') (where A12 is the link used in a function argument)

Len(string )

Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable.

Example: =Len(CStr(A12)) (where A12 is the link used in a function argument)

Left(string, length )

Returns a string containing a specified number of characters from the left side of a string. If string contains the null value, the null value is returned.

Example: =Left(CStr(A12), 3) (where A12 is the link used in a function argument)

Right(string, length )

Returns a string containing a specified number of characters from the right side of a string. If string contains a null value, the null value is returned.

Example: =Right(CStr(A12), 3) (where A12 is the link used in a function argument)

Replace(string, oldValue, newValue )

Returns a string in which a specified sub string ( oldValue ) has been replaced with another sub string ( newValue ).

Example: =Replace(CStr(A12), 'rur', 'eur') (where A12 is the link used in a function argument)

PadLeft(string, width, paddingChar )

Right-aligns the characters in a specified string ( string ), padding with the specified characters ( paddingChar ) on the left for a specified total width ( width ).

Example: =PadLeft(CStr(A12), 3, '%') (where A12 is the link used in a function argument)

PadRight(string, width, paddingChar )

Left-aligns the characters in a specified string ( string ), padding with the specified characters ( paddingChar ) on the right for a specified total width ( width ).

Example: =PadRight(CStr(A12), 3, '%') (where A12 is the link used in a function argument)

## Math functions Mathematical functions, described in the following table, perform calculations, usually based on input values provided as arguments, and return numeric values.
Function Description and Examples
Abs(x)

Returns the absolute value of a number.

Example: =Abs(A10-B10)

Here A10 and B10 are the links used in a function argument.

Floor(x)

Returns the largest integer that is not greater than the argument.

Example: =Floor(A10-A12)

Here A10 and A12 are the links used in a function argument.

Ceiling(x)

Returns the smallest integer that is not less than the argument.

Example: =Ceiling(A10-C11)

Here A10 and C11 are the links used in a function argument.

Round(x, decimals )

Returns a numeric expression, rounded to the specified precision ( decimals ).

Example: =Round((A10-B12), 5)

Here A10 and B12 are the links used in a function argument, and 5 is the number of digits after the decimal separator.

Min(x, y)

Returns the smaller of the two values.

Example: =Min(A10, A12) =Min(A10, 12)

Here A10 and A12 are the links used as function arguments)

Max(x, y)

Returns the greater of the two values.

Example: =Max(A12, A14) =Max(A12, 240)

Here A12 and A14 are the links used as function arguments.

Pow(x, power )

Computes the value of x raised to the specified power ( power ).

Example: =Pow((A12, 2))

Here A12 is the link used as a function argument, and 2 is the power index.

## DateTime functions The DateTime functions (described below) perform operations on input values and return string, numeric, or **DateTime** value results.
Function Description and Examples
Now()

Returns the current date and time according to the system date and time on the local computer.

Example: =Now()

Today()

Returns the current date according to the system date and time on the local computer.

Example: =Today()

NowUTC()

Returns the current date and time according to the user’s time zone.

The system gets the user’s time zone from the following sources, which are ordered by the priority from the highest to the lowest:

  1. User’s preferences specified in the User settings (SM203010) window.
  2. The employee calendar specified in the Work calendar (CS209000) window and selected for the user’s employee in the Employees (EP203000) window.

Example: =NowUTC()

TodayUTC()

Returns the current date according to the user’s time zone.

The system gets the user’s time zone from the following sources, which are ordered by the priority from the highest to the lowest:

  1. User’s preferences specified in the User settings (SM203010) window.
  2. The employee calendar specified in the Work calendar (CS209000) window and selected for the user’s employee in the Employees (EP203000) window.

Example: =TodayUTC()

DateAdd(date, interval, number )

Returns the new date calculated as a date parameter to which the specified time interval has been added.

The interval argument is a string expression that is the interval to be added. This argument can have the following values:

yyyy
year (a number of years will be added to a date )
m
month (a number of months will be added to a date )
y
day of year (same as day )
d
day (a number of days will be added to a date )
h
hour (a number of hours will be added to a date )
n
minute (a number of minutes will be added to a date )
s
second (a number of seconds will be added to a date )

The number is the numeric expression that is the number of intervals to be added. The numeric expression can either be positive, for dates in the future, or negative, for dates in the past. The date argument is the date to which interval is added.

Example: =DateAdd(CDate('31/01/1995'), 'm', -2) =DateAdd(Today(), 'y', 3) =DateAdd(Now(), 'd', 1)

Year(date )

Returns the year component of the date.

Example: =Year(Now())

Month(date )

Returns the month component of the date.

Example: =Month(Now())

Day(date )

Returns the day component of the date.

Example: =Day(Now())

DayOfWeek(date )

Returns the day of week for a date.

Example: =DayOfWeek(Today())

DayOfYear(date )

Returns the day of the year for a date.

Example: =DayOfYear(Now())

Minute(date )

Returns the minutes for a date.

Example: =Minute(Now())

Second(date>)

Returns the second component of the date.

Example: =Second(Now())

## Other functions The **Other functions** group includes the following functions.
Function Description and examples
IIf(expression, truePart, falsePart )

Returns one of two values, depending on the evaluation of an expression. If the expression evaluates to True, the function returns the truePart value; otherwise, it returns falsePart value.

Example: =IIf((A10-B10)<>0), CStr(A12), 'No data available') (where A10, A12, and B10 are the links used as a function arguments)

Switch(expression_1, value_1, expression_2, value_2,…)

Returns one of the values, depending on the evaluation of the expressions in the parameter. The function returns the value_n, which corresponds to the first expression in the enumeration that evaluates to True.

Example: =Switch(((A10-B10)<>0), A12, ((A10-B10)>0), B35)

IsNull(value, nullValue )

Returns nullValue, if value is NULL; otherwise, returns value.

Example: =IsNull(A10, '0') (if A10 is NULL, returns 0, otherwise returns the A10 value)

Sum(from, to)

Returns the sum of the values in the specified interval.

Example: =Sum('A11','A100') (where A11 and A100 are the links used in a function argument)

Sort(from, to, column )

Returns the values in the specified range of rows in the specified column sorted in ascending order.

Example: Sort('0100','0145','B') (the values in rows from ‘0100’ to ‘0145’ in the ‘B’ column will be sorted in ascending order)

SortD(from, to, column )

Returns the values in the specified range of rows in the specified column sorted in descending order.

Example: SortD('0100','0145','B') (the values in rows from ‘0100’ to ‘0145’ in the ‘B’ column will be sorted in descending order)

## Application-specific functions This functions are specific for Visma Net.
Function Description and Examples
ExtToInt(object field, object value ) Converts the external format of the object field parameter into the internal object presentation (for example, converts AccountCD to AccountID ). Both arguments of the ExtToInt function must have the same data type.
ExtToUI(object field, object value ) Converts the external format of the object field parameter into the UI format. Both arguments of the ExtToUI function must have the same data type.
GetDefExt(object field) Gets the default value of the object field parameter in the external format.
GetDefInt(object field) Gets the default value of the object field parameter in the internal format.
GetDefUI(object field) Gets the default value of the object field parameter in the UI format.
GetDescription(object field, object value )> Returns the description of the object field parameter as it is defined in the PXSelectorAttribute. Both arguments of the GetDescription function must have the same data type. Note: If you use this function for subaccounts, the subaccount description is not available if the On-the-fly entry option is specified for subaccounts in the Segment keys (CS202000) window.
GetDisplayName(object field) Returns the localised name of the object field parameter.
GetFormat(object field) Returns the data type of the object field parameter.
GetMask(object field) Returns the mask of the object field parameter.
IntToExt(object field, object value ) Converts the external format of the object field parameter into the internal object presentation (for example, converts AccountID to AccountCD ). Both arguments of the IntToExt function must have the same data type.
IntToUI(object field, object value ) Converts the internal format of the object field parameter into the UI format. Both arguments of the IntToUI function must have the same data type.
UIToExt(object field, object value ) Converts the UI format of the object field parameter into the external object format. Both arguments of the UIToExt function must have the same data type.
UIToInt(object field, object value ) Converts the UI format of the object field parameter into the internal object format. Both arguments of the UIToInt function must have the same data type.
FormatPeriod(object period ) Performs ExtToUI data conversion for the object period parameter. This function is used to get the period defined by the report @StartPeriod and @EndPeriod dates.
FormatPeriod(object period, object period shift ) Performs ExtToUI data conversion for the object period parameter with a time shift defined by object period shift argument. This function is used to get the period defined by the report @StartPeriod and @EndPeriod dates.
FormatYear(object period ) Performs ExtToUI data conversion for the object period parameter year part. This function is used to get the period defined by the report @StartPeriod and @EndPeriod dates.
FormatYear(object period, object period shift ) Performs ExtToUI data conversion for the object period parameter year part with a time shift defined by object period shift argument. This function is used to get the period defined by the report @StartPeriod and @EndPeriod dates.
### Parent topic [Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/)

Related pages

Concepts

Data source /visma-net-erp/help/general-ledger/manage-analytical-reports/data-source section 2026-02-19T17:09:06+01:00 # Data source Data source - overview /visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview page 2026-02-19T17:09:06+01:00 # Data source - overview The data source defines and applies the data filtering criteria to select the data that will be used in the report. You include the selected data in the report in the following ways: + For the row, by applying data filtering criteria to the report rows in the **Data source editor** dialog box. You invoke this dialog box from the **Data source** **column** field in the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window). + For the column, by applying data filtering criteria to the report columns in the dialog box. This dialog box is invoked from the **Data source** field in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window). + For the unit, by applying data filtering criteria to the rows and columns included in the unit in the **Data source editor** dialog box. You invoke this dialog box from the **Data source column** field in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window. + For the data source defined for the entire report, by applying additional data filtering criteria to the report rows and columns. You do this by setting the data source parameters in the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window. Thus, you can define the data filtering criteria for a separate row, column, or unit included in the report, or for the whole report at once. [About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/)

Related pages

Concepts

About data filtering criteria /visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria page Data filtering criteria specify how the data will be selected from the database. 2026-02-19T17:09:06+01:00 # About data filtering criteria Data filtering criteria specify how the data will be selected from the database. These criteria can be defined for the whole report, for a unit, or for any specific row or column in the report. Usually, the criteria defined for the rows and columns reflect the report structure: They specify how the report data will be grouped in rows and columns. Data filtering criteria specified for a report or individual row or column in the report include the following: Specific group of accounts and subaccounts : The specific group of accounts and subaccounts used to limit the volume of data to be included in the report Specific period : The limited time period used to set the time frame for the data to be used in the report Type of amount : The specific amount type to be used in the ARM report (in the whole report or in a separate row or column), such as the beginning balance amount or ending balance amount ## Specific group of accounts and subaccounts To filter out the data that is not related to the specific account and subaccount, or set the range of the accounts and subaccounts to be used for data filtering criteria in the report, you should define the account and subaccount ranges. To specify the group of accounts and subaccounts to be included in the report, you can use the **Account class** value. To set additional limitations and select the specific accounts, subaccounts, or both as data filtering criteria, you should set the values of the **Start account** and **End account** parameters. If the accounts specified in the **Account class**, **Start account,** and **End account** fields have no common data, **Null** values will be displayed in the report rows, columns, or both. Note: You can use the denominated accounts for retrieving amounts in a foreign currency. ## Specific period To set the specific periods for the data to be included in the report, specify the **Start period** and **End period** parameters. The data related to the periods not included in the selected one will be filtered out and not included in the report. ## Amount type To define the type of amounts that should be used in the report lines (displayed or used in calculations), you should specify the **Amount type** parameter in the **Data source editor** dialog box. The following types of amounts can be selected: **Turnover**, **Credit**, **Debit**, **Beg balance**, **Ending balance**. These types of amounts can be specified for use in the whole analytical report or for a separate row or column. You can also use the amounts in a foreign currency retrieved from the denominated accounts by specifying one of the following parameters: **Curr. turnover**, **Curr. credit**, **Curr. debit**, **Curr. beg. balance**, **Curr. ending balance**. If the **Amount type** parameter is not specified for any report item (such as row or column), the **Null** value will be displayed in the report row or column. ### Parent topic [About the data source](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/) [About row attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-attributes/) [About column attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-attributes/) Related reference [Report definitions - reference information](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) [Row sets - reference information](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) [Column sets - reference information](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/)

Related pages

Concepts

Printing styles /visma-net-erp/help/general-ledger/manage-analytical-reports/printing-styles page Printing style parameters determine how the text in the report will be formatted and printed. 2026-02-19T17:09:06+01:00 # Printing styles Printing style parameters determine how the text in the report will be formatted and printed. The printing style parameters include the text formatting options defined for the report pages and the individual rows and columns. Report formatting parameters You set the report formatting parameters in the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window of the Analytical report manager. To define the printing style for a report, you can set the following report printing parameters.
Report layout parameter Description
Margins

Specifies the margin size settings for the report page, which can be set in pixels, points, picas, centimetres, millimetres, or inches.

Left
Specifies the size of the left margin of the report page.
Top
Specifies the size of the top margin of the report page.
Bottom
Specifies the size of the bottom margin of the report page.
Right
Specifies the size of the right margin of the report page.
Size

Determines the size of the report page, which can be set in pixels, points, picas, centimetres, millimetres, or inches.

Width
Specifies the report page width.
Height
Specifies the report page height.
Style Sets the style parameters, including font formatting, background colour, and text align options, for the report. These parameters are the same as the settings specified for the row and column Style parameters used to define the printing style for the rows and columns.
Row formatting parameters To set the formatting parameters for each report row, use the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window. Row formatting lets you highlight some rows in the report. To define the row formatting, set the following row attributes.
Row formatting parameter Description
Height Specifies the row height (in pixels).
Indent Specifies the row indentation (in pixels).
Style Sets the style parameters, including font formatting, background colour, and text align options, for the row.
Column formatting parameters You can set the text formatting parameters for each report column in the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. Column formatting is frequently used to highlight some columns in the report (for example, when the highlighted columns display totals calculated for some reporting periods, and they must have a notable formatting). To define the column formatting, set the following column attributes.
Column formatting parameter Description
Width Specifies the column width (in pixels).
Extra space Specifies the indent defined for a column (in pixels).
Style Sets the style parameters, including font formatting, background colour, and text align options for the column.
Style parameters Style parameters are the text formatting parameters specified for the entire report or for individual row or column. The text formatting parameters for a report, row, or column are specified in the Style group of the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window or in the Style dialog box, which you invoke from the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) or the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. Use the Style dialog box to set the following formatting parameters.
Formatting parameter Description
Text align The alignment for the text in the report lines.
Colour The text colour.
Back colour The background colour.
Font The font name.
Font size The font size.
Font style The font style (the following options are available: Regular, Bold, Italic, Underline, or Strikeout).
Related concepts [Analytical report parameters](/visma-net-erp/help/general-ledger/manage-analytical-reports/analytical-report-parameters/)
Design analytical reports /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports section 2026-02-19T17:09:06+01:00 # Design analytical reports Design analytical reports - overview /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-analytical-reports-overview page The process of designing an analytical report starts with the definition of the report layout. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout section 2026-02-19T17:09:06+01:00 # Design the report layout Design the report layout /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/design-the-report-layout page The report layout determines the report outlook, and identifies the rows and columns to be included in the report. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure page Defining the analytical report structure is a part of the report layout design process. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/select-rows-and-columns-for-the-report page Every report has its sets of rows and columns, which can be specific for this report or be used in other reports. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-analytical-report-sections page Every report can include one or more sections. 2026-02-19T17:09:06+01:00 # 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/)

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Concepts

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 page The order of the sections included in the report determine the report structure. 2026-02-19T17:09:06+01:00 # 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/)

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Concepts

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 page 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. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-the-report-title page The report title generally contains the report title and other information that will appear only at the beginning of the report. 2026-02-19T17:09:06+01:00 # 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 /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-a-title-for-the-report-section section The report can include multiple sections each having a header. 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 2026-02-19T17:09:06+01:00 # 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. 2026-02-19T17:09:06+01:00 # 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. 2026-02-19T17:09:06+01:00 # 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/)

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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: 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-delete](/media/visma-net-erp/icon-delete.png)** in the **Rows** toolbar; 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)** 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 2026-02-19T17:09:06+01:00 # 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. 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-delete](/media/visma-net-erp/icon-delete.png)** 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: 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)**. 1. Specify the new column attributes in the relevant columns of the **Columns** table. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)**. ## 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 **![icon-add](/media/visma-net-erp/icon-add.png)**. 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 **![icon-delete](/media/visma-net-erp/icon-delete.png)**. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)**. ## 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 2026-02-19T17:09:06+01:00 # 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. 2026-02-19T17:09:06+01:00 # 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. 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-save](/media/visma-net-erp/icon-save.png)** 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 **![icon-delete](/media/visma-net-erp/icon-delete.png)**. ## 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: 2026-02-19T17:09:06+01:00 # 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 **![icon-add](/media/visma-net-erp/icon-add.png)**. 1. Specify the new unit attributes in the relevant columns of the **Units** table. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)** 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 ![icon-delete-cross](/media/visma-net-erp/icon-delete-cross.png). 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)**. ### 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. 2026-02-19T17:09:06+01:00 # 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 ![icon-save](/media/visma-net-erp/icon-save.png). 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 page 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.