Lot/serial numbers (IN613000)

The expiration dates are displayed for only stock items whose lot/serial class has the Track expiration date option selected.

Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

Button	Description
Parameters	Navigates to and from the report window to let you change the report parameters.
Cancel	Clears any changes you have made and restores default settings.
Run report	Initiates data collection for the report and displays the generated report.
Save template	Saves the currently selected report as a template with all the selected settings.
Remove template	Removes the previously saved template. This button is available only when you select a template.
Schedule template	Opens the Select schedule name dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.
Edit report	Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. Note However, if you are working with a Balance sheet (GL634000) report or any Profit and loss report or a Profit and loss (PM64300S) report, you will be navigated to the Report definitions (CS206000) window to make your changes there.
Export report design	Makes a copy of the report that you can import (for example, for another company) by using the button on the Report versions tab. Then you select that the copy of the report is not going to be the default version which is used when you click the Run report button. This button is only available for users assigned with the Report designer user role.

The Select schedule name dialog box

The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

The report toolbar

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

Buttons	Description
Parameters	Navigates back to the report window to let you change the report parameters.
Refresh	Refreshes the information displayed in the report (if any data changes were made).
Groups	Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.
View PDF / View HTML	Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the View HTML button.
Go to first page (Ctrl + Page up)	Displays the first page of the report.
Go to previous page (Page up)	Displays the previous page.
Go to next page (Page down)	Displays the next page.
Go to last page (Ctrl + Page down)	Displays the last page of the report.
Print	Opens the browser dialog box so you can print the report.
Send	Opens the Email activity dialog box, which you use to send the report file (in the chosen format) to the specified email address.
Export	Allows you to export the data in the chosen format: Excel Excel with headers (this option is only available for ARM reports) PDF

The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

• How many elements and which elements are available on a particular report
• Whether elements contain default values
• Whether specific elements require values to be selected
• Whether elements may be left blank to let you display a broader range of data

The Additional sort and filters tab

If you are working with a Balance sheet (GL634000) report or any Profit and loss report or a Profit and loss (PM64300S) report, this tab is not shown in your report window.

The Additional sort and filters tab contains additional sorting and filtering conditions:

Additional sorting conditions

Defines the sorting order. You can add a line, select one of the report-specific properties, and select the Descending or Ascending sort order for the column.

Additional filtering conditions

Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

The Print and email settings tab

The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the Print settings section.

The Email settings section

If you plan to send the report as an email, in the Email settings section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

Button	Description
Edit version	Click this to edit the selection version of the report.
Refresh dataset	Click this button to refresh the data set you have selected.
Activate	Temporarily activates the selected report.
Import report design	Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report.

Related pages

Concepts

• Inventory reports - overview
• About lot and serial number tracking