Supplier ledger reports

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

</content>
</page><page>
<metadata>
<title>Aged outstanding (AP631500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-outstanding-ap631500</path>
<kind>section</kind>
<description>This report displays the list of suppliers with outstanding balances.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Aged outstanding (AP631500)

This report displays the list of suppliers with outstanding balances.


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

## Introduction

This report displays the list of suppliers with outstanding balances.

+ Balances are arranged by days outstanding.
+ The report can be shown in summary format or in detail format with the documents that created the balance.
+ The amounts are shown in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): To view outstanding documents on the selected ageing date.</dd>
<dt>Summary</dt>
<dd>To view outstanding balances on the selected ageing date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which balances will be displayed.
You can select a company or make no selection to view information for all companies.
The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.
You can select
a branch or make no selection to view information on all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier class</td>
<td class="vismanet-table__cell">The supplier class whose suppliers will be included in the
report.
Select a supplier class from the list of supplier classes, or make no
selection to view information on all classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier the report will cover.
Select a supplier from the list
of active suppliers, or make no selection to view information on all
suppliers.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ageing date</td>
<td class="vismanet-table__cell"><p>The date the system will use to calculate the ageing categories for the documents.</p>
<p>By default, the current business date is selected.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
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Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

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{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

{{&lt; /vismanet-cell &gt;}}
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### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Aged outstanding (currency) (AP631600)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-outstanding-currency-ap631600</path>
<kind>section</kind>
<description>This window is available only if the Multi-currency accounting functionality is enabled in the Enable/disable functionalities (CS100000) window.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Aged outstanding (currency) (AP631600)

This window is available only if the Multi-currency accounting functionality is enabled in the Enable/disable functionalities (CS100000) window.


For more information: [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/).

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

## Introduction

This multi-currency report displays the list of suppliers with outstanding balances.
Balances are arranged by days outstanding.

The report can be shown in summary format or in detail format with documents that created the balance.

The amounts are shown in the currency of the document and in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): To view outstanding documents on the selected ageing date.</dd>
<dt>Summary</dt>
<dd>To view outstanding balances on the selected ageing date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which balances will be displayed.
You can select a company or make no selection to view information for all companies.
The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch for which balances will be displayed. You can select a branch or make no selection to view information on all branches.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier class</td>
<td class="vismanet-table__cell">The supplier class whose suppliers will be included in the
report.
Select a supplier class from the list of supplier classes, or make no
selection to view information on all classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier the report will cover.
Select a supplier from the list
of active suppliers, or make no selection to view information on all suppliers.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ageing date</td>
<td class="vismanet-table__cell">The date the system will use to calculate the ageing categories for the documents.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Aged past due (AP631000)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-past-due-ap631000</path>
<kind>section</kind>
<description>This report lists the suppliers with past due balances.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Aged past due (AP631000)

This report lists the suppliers with past due balances.


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

## Introduction

This report lists the suppliers with past due balances.

+ Balances are broken down by days past due, based on the ageing periods defined for your company.
+ All the amounts are shown in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): To view outstanding documents on the selected ageing date.</dd>
<dt>Summary</dt>
<dd>To view outstanding balances on the selected ageing date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which balances will be displayed.
You can select a company or make no selection to view information for all companies.
The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.
You can select
a branch or make no selection to view information on all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier class</td>
<td class="vismanet-table__cell">The supplier class whose past due balances will be included in the
report.
Select a supplier class from the list of supplier classes, or make no
selection to view information on all classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier the report will cover.
Select a supplier from the list
of active suppliers, or make no selection to view information on all
suppliers.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ageing date</td>
<td class="vismanet-table__cell"><p>The date the system will use to calculate the ageing categories for the documents.</p>
<p>By default, the current business date is selected.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Aged past due MC (AP631100)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-past-due-mc-ap631100</path>
<kind>section</kind>
<description>This multi-currency report lists the suppliers with past due balances.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Aged past due MC (AP631100)

This multi-currency report lists the suppliers with past due balances.


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

## Introduction

+ Balances are broken down by days past due, based on the ageing periods defined for your company.
+ The amounts are shown in the currencies of the documents and in the base currency.

This window is available only if the **Multi-currency accounting** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): To view outstanding documents on the selected ageing date.</dd>
<dt>Summary</dt>
<dd>To view outstanding balances on the selected ageing date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which balances will be displayed.
You can select a company or make no selection to view information for all companies.
The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.
You can select
a branch or make no selection to view information on all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier class</td>
<td class="vismanet-table__cell">The supplier class whose balances will be included in the
report.
Select a supplier class from the list of supplier classes, or make no
selection to view information on all classes.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier the report will cover.
Select a supplier from the list
of active suppliers, or make no selection to view information on all
suppliers.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ageing date</td>
<td class="vismanet-table__cell"><p>The date the system will use to calculate the ageing categories for the documents.</p>
<p>By default, the current business date is selected.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Aged period sensitive (AP630500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-period-sensitive-ap630500</path>
<kind>section</kind>
<description>This report displays the list of suppliers with past due balances.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Aged period sensitive (AP630500)

This report displays the list of suppliers with past due balances.


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

## Introduction

This report displays the list of suppliers with past due balances.

+ The balances are arranged by days past due on the last day of the specified period.
+ All the amounts are shown in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>(default): To view outstanding documents on the selected ageing date.</dd>
<dt>Summary</dt>
<dd>To view outstanding balances on the selected ageing date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.</p>
<p>You can select a branch or make no selection to view information on all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period the system will
use to calculate the ageing categories for the documents.</p>
<p>By default, the current business period is selected.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier class</td>
<td class="vismanet-table__cell"><p>The supplier class for which you want to view information.</p>
<p>Select a supplier class from the list of supplier classes, or make no selection to view information on all classes.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Balance by GL account (AP63200S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-gl-account-ap63200s</path>
<kind>section</kind>
<description>This report displays the balances of the supplier ledger accounts and activities on the accounts for the selected period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance by GL account (AP63200S)

This report displays the balances of the supplier ledger accounts and activities on the accounts for the selected period.


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

## Introduction

This report displays the balances of the supplier ledger accounts and activities on the accounts
for the selected period.

Documents are grouped by account, subaccount, and supplier.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>An indicator of the documents to be reported on. Select one of the following options:</p>
<ul>
<li><strong>Account summary</strong></li>
</ul>
<p>To view the supplier balance sorted by account.</p>
<ul>
<li>Supplier summary:</li>
</ul>
<p>To view the supplier balance sorted by supplier.</p>
<dl>
<dt>Open documents</dt>
<dd>To view the list of documents that are open at the end of the reporting period grouped by supplier ledger account, subaccount, and supplier account.</dd>
<dt>Open + current period</dt>
<dd>To view the list of documents that are open at the end of the reporting period along with documents posted or closed during the reporting period grouped by supplier ledger account, subaccount, and supplier account.</dd>
</dl>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which you want to view information. By default, the current company is selected.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information about all branches. By default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell">The financial period for which information will be
displayed.
Select a financial period from the list of periods, which
contains all the periods (including the closed ones).
By default, the current
financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include applications</td>
<td class="vismanet-table__cell">A check box that you select to include payment applications to the report.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Balance by supplier (AP63250S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-ap63250s</path>
<kind>section</kind>
<description>This report displays the supplier balances for each account related to the supplier.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance by supplier (AP63250S)

This report displays the supplier balances for each account related to the supplier.


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

## Introduction

This report displays the supplier balances for each account related to the supplier.

You can control which documents you view and whether they are matched against payments. All the amounts are shown in the base currency.

## What to do from this window

+ [View supplier balances](/visma-net-erp/help/supplier-ledger/suppliers/view-supplier-balances/)

### Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>An indicator of the documents to be reported on. Select one of the following options:</p>
<ul>
<li><strong>Account summary</strong></li>
</ul>
<p>To display the balance by supplier by account.</p>
<ul>
<li><strong>Open documents</strong>: To view the list of documents that are open at the end of the reporting period.</li>
<li><strong>Open + current period</strong>: To view the list of documents that are open at the end of the reporting period along with documents posted or closed during the reporting period.</li>
<li><strong>All documents (supplier required)</strong>: To view all documents that have been posted before the end of the reporting period. You must specify a supplier if you select this option.</li>
</ul>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information about all branches. By default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period for which information will be
displayed.</p>
<p>You must select a financial period from the list of periods, which
contains all the periods (including the closed ones).
By default, the current
financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier to be reported on.</p>
<p>Either select a supplier from the list of active suppliers or make no selection to view information about all suppliers.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include applications</td>
<td class="vismanet-table__cell">A check box that you select to include payment applications to the report.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Balance by supplier (currency) (AP63300S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-currency-ap63300s</path>
<kind>section</kind>
<description>This multi-currency report displays the supplier balances in each of the currencies used.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Balance by supplier (currency) (AP63300S)

This multi-currency report displays the supplier balances in each of the currencies used.


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

## Introduction

This multi-currency report displays the supplier balances in each of the currencies used.

You can control which documents you view and whether they are matched against payments.
Total amounts are also shown in the base currency.

This window is available only if the **Multi-currency accounting** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>An indicator of the documents to be reported on. Select one of the following options:</p>
<ul>
<li><strong>Account summary</strong></li>
</ul>
<p>To display the balance by supplier account.</p>
<ul>
<li><strong>Open documents</strong>: To view the list of documents that are open at the end of the reporting period.</li>
<li><strong>Open + current period</strong>: To view the list of documents that are open at the end of the reporting period along with documents posted or closed during the reporting period.</li>
<li><strong>All documents (supplier required)</strong>: To view all documents that have been posted before the end of the reporting period. You must specify a supplier if you select this option.</li>
</ul>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which balances will be displayed.</p>
<p>You can select
a company or make no selection to view information about all branches.
By
default, the current company is selected.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information about all branches.
By
default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period for which information will be
displayed.</p>
<p>You must select a financial period from the list of periods, which
contains all the periods (including the closed ones).
By default, the current
financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier to be reported on.</p>
<p>Either select a supplier from the list of active suppliers or make no selection to view information about all suppliers.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include applications</td>
<td class="vismanet-table__cell">A check box that you select to include payment applications to the report.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Batch register suppliers (AP62050S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/batch-register-suppliers-ap62050s</path>
<kind>section</kind>
<description>This report lists all the batches released in Supplier ledger for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Batch register suppliers (AP62050S)

This report lists all the batches released in Supplier ledger for the specified financial period.


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

## Introduction

This report lists all the batches released in Supplier ledger for the specified financial period.

Transactions are listed by their date and shown with batch control totals in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell"><p>The financial period for which you want to view information.</p>
<p>The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Batch register suppliers (detailed) (AP621000)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/batch-register-suppliers-detailed-ap621000</path>
<kind>section</kind>
<description>This report displays all the supplier ledger batches, listed by date, posted during the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Batch register suppliers (detailed) (AP621000)

This report displays all the supplier ledger batches, listed by date, posted during the specified financial period.


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

## Introduction

This report displays all the supplier ledger batches, listed by date, posted during the specified financial period.

+ Batch details include accounts, subaccounts, document reference numbers, and debit and credit amounts.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.</p>
<p>You can select a branch or make no selection to view information for all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ledger</td>
<td class="vismanet-table__cell">The ledger to be reported on.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The financial period that starts the range
of periods for which you want to view information.</p>
<p>The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The financial period that ends the range of
periods for which you want to view information.
By default, the current
financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who created a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who last modified a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include unposted transactions</td>
<td class="vismanet-table__cell">If you check this box, the report will include transactions that have not been posted.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Cash requirements (AP61200S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/cash-requirements-ap61200s</path>
<kind>section</kind>
<description>This report shows the cash requirements grouped by pay date and by supplier.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Cash requirements (AP61200S)

This report shows the cash requirements grouped by pay date and by supplier.


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

## Introduction

This report shows the cash requirements grouped by pay date and by supplier.

The amounts due are calculated for released documents and for documents approved for payment.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell"><p>The format of the report. Select one of the following options:</p>
<dl>
<dt>Detailed</dt>
<dd>To view the list of documents itemised by reference numbers, pay date, due date, supplier, and other details.</dd>
<dt>Summary</dt>
<dd>To view the account balances divided by the pay date.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch whose cash requirements you want to view.</p>
<p>You can
select a branch, or make no selection to view information about all branches.
By
default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Cash account</td>
<td class="vismanet-table__cell"><p>The cash account whose
cash requirements you want to view.</p>
<p>Select a cash account, or make no selection to display the cash requirements for all cash accounts.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Payment method</td>
<td class="vismanet-table__cell">The payment method whose cash requirements you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier whose cash requirements you want to view.</p>
<p>Select a supplier from the list of active suppliers, or make no selection to view information about all suppliers.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Payment register (AP622500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/payment-register-ap622500</path>
<kind>section</kind>
<description>This report shows the details of the payments (of all types or the selected type) released in the Supplier ledger for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Payment register (AP622500)

This report shows the details of the payments (of all types or the selected type) released in the Supplier ledger for the specified financial period.


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

## Introduction

This report shows the details of the payments (of all types or the selected type) released in the Supplier ledger for the specified financial period.

+ Payment documents are arranged by type, date, and supplier, to make it easier for you to comprehend larger amounts of data.
+ Document amounts are shown in the original currencies.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.</p>
<p>You can select a branch or make no selection to view information for all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The financial period that starts the range
of periods for which you want to view information.</p>
<p>The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The financial period that ends the range of
periods for which you want to view information.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell"><p>The document type to be viewed.</p>
<p>Select one of the available types, or make no selection to view payments of all types.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no.</td>
<td class="vismanet-table__cell"><p>The reference number of the payment.</p>
<p>Select a specific payment by its reference number, or make no selection to view all payments of the chosen type.</p>
</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Purchase invoices pending payment (AP611500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/purchase-invoices-pending-payment-ap611500</path>
<kind>section</kind>
<description>This report shows documents that have been approved for payment but not paid.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Purchase invoices pending payment (AP611500)

This report shows documents that have been approved for payment but not paid.


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

## Introduction

This report shows documents that have been approved for payment but not paid.

+ Documents are listed by cash account, document date, and supplier.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which balances will be displayed.</p>
<p>You can select a branch or make no selection to view information for all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Cash account</td>
<td class="vismanet-table__cell"><p>The cash account for which you want to view information.</p>
<p>Select an account, or make no selection to view information for all cash accounts.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Payment method</td>
<td class="vismanet-table__cell"><p>The payment method whose documents you want to view.</p>
<p>Select a payment method, or make no selection to view documents of all payment methods.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier whose documents you want to view.</p>
<p>You can select a supplier or make no selection to view information for all suppliers.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report date</td>
<td class="vismanet-table__cell">The date used for this report. By default, the current business date is used.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier documents register (AP621500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-documents-register-ap621500</path>
<kind>section</kind>
<description>This report lists all the documents released in supplier ledger for the specified financial period and for the selected supplier (or all suppliers).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier documents register (AP621500)

This report lists all the documents released in supplier ledger for the specified financial period and for the selected supplier (or all suppliers).


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

## Introduction

This report lists all the documents released in supplier ledger for the specified financial period and for the selected supplier (or all suppliers).

+ Documents are arranged by type, date, and supplier.
+ Document amounts are shown in the original currency and in the base currency.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company whose balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch whose balances will be displayed.</p>
<p>You can select a branch or make no selection to view information for all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The financial period that starts the range
of periods for which you want to view information.</p>
<p>The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The financial period that ends the range of
periods for which you want to view information.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell"><p>The document type to be viewed.</p>
<p>Select one of the available types, or make no selection to view payments of all types.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier the report will cover.</p>
<p>Select a supplier, or make no selection to view documents of all suppliers.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who created the documents.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who last modified the documents.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier documents register (detailed) (AP622000)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-documents-register-detailed-ap622000</path>
<kind>section</kind>
<description>This report shows the details of the documents released in Supplier ledger for the specified financial period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier documents register (detailed) (AP622000)

This report shows the details of the documents released in Supplier ledger for the specified financial period.


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

## Introduction

This report shows the details of the documents released in Supplier ledger for the specified financial period.

+ Documents are arranged by type, date, and supplier.
+ The details include the batch number and batch transactions.
+ Document amounts are shown in the original currencies.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company whose balances will be displayed.</p>
<p>You can select a company or make no selection to view information for all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch whose balances will be displayed.</p>
<p>You can select a branch or make no selection to view information for all branches.</p>
<p>This field is
available only if the <strong>Multi-branch support</strong> functionality is enabled in your
system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The financial period that starts the range
of periods for which you want to view information.</p>
<p>The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The financial period that ends the range of
periods for which you want to view information.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell"><p>The document type to be viewed.</p>
<p>Select one of the available types, or make no selection to view payments of all types.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no.</td>
<td class="vismanet-table__cell"><p>The reference number of the payment.</p>
<p>Select a specific payment by its reference number, or make no selection to view all payments of the chosen type.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who created a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who last modified a batch whose information you want to view.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Sent payments (AP61300S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/sent-payments-ap61300s</path>
<kind>section</kind>
<description>This report displays the payments for which payment documents need to be printed.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Sent payments (AP61300S)

This report displays the payments for which payment documents need to be printed.


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

## Introduction

You can narrow the information by cash account, from and to batch number, and date range.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Cash account</td>
<td class="vismanet-table__cell">The cash account you want to view sent payments for.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From batch number</td>
<td class="vismanet-table__cell">The first batch number of the batch number range that the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To batch number</td>
<td class="vismanet-table__cell">The last batch number of the batch number range that the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From date</td>
<td class="vismanet-table__cell">The beginning date of the information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To date</td>
<td class="vismanet-table__cell">The end date of the information you want to view.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier profile (AP655500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-profile-ap655500</path>
<kind>section</kind>
<description>This report shows all the details (from the database) of a selected supplier or all suppliers.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier profile (AP655500)

This report shows all the details (from the database) of a selected supplier or all suppliers.


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

## Introduction

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier whose details will be reported, by its ID. Select a supplier, or make no selection to view details of all the suppliers.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier history (AP652000)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-history-ap652000</path>
<kind>section</kind>
<description>This report displays the supplier's balance history during the date range you specify.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier history (AP652000)

This report displays the supplier's balance history during the date range you specify.


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

## Introduction

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which you want to view information. The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information on all branches. The default selection is the current branch.</p>
<p>This field is available only if the <strong>Multi-branch</strong> support functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell"><p>The supplier the report will cover.</p>
<p>Select a supplier from the list of active suppliers, or make no selection to view historical information about all suppliers.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include prepayments into YTD balance</td>
<td class="vismanet-table__cell">When this check box is selected, the balance of prepayments will be included in a supplier&rsquo;s YTD balance.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier summary (AP65500S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-summary-ap65500s</path>
<kind>section</kind>
<description>This report displays the supplier summary of all suppliers in the system.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier summary (AP65500S)

This report displays the supplier summary of all suppliers in the system.


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

## Introduction

## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier history summary (AP652100)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-history-summary-ap652100</path>
<kind>section</kind>
<description>This report displays a summary of balance history for suppliers whose balance has changed during the date range you specify.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier history summary (AP652100)

This report displays a summary of balance history for suppliers whose balance has changed during the date range you specify.


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

## Introduction

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which you want to view information.</p>
<p>The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.
You can select a branch or make no selection to view information on all branches.</p>
<p>The default selection is the current branch.</p>
<p>This field is available only if the <strong>Multi-branch</strong>support functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include prepayments into YTD balance</td>
<td class="vismanet-table__cell">When this check box is selected, the balance of prepayments will be included in a supplier&rsquo;s YTD balance.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Show supplier with no changes</td>
<td class="vismanet-table__cell">When this check box is selected, supplier accounts with no changes will be included in the balance history for the selected period.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Supplier specification (AP65200S)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-specification-ap65200s</path>
<kind>section</kind>
<description>This report displays the supplier's balance specification during the date range you specify.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Supplier specification (AP65200S)

This report displays the supplier's balance specification during the date range you specify.


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

## Introduction

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information about all branches. By default, the current branch is selected.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last period for the date range the report will cover.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier no.</td>
<td class="vismanet-table__cell">The supplier the report will cover. Select a supplier from the list of active suppliers, or make no selection to view historical information about all suppliers.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Unreleased supplier documents (AP656000)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/unreleased-supplier-documents-ap656000</path>
<kind>section</kind>
<description>By using this report, you can view and print the list of supplier ledger documents that are not yet released in the specified range of financial periods.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Unreleased supplier documents (AP656000)

By using this report, you can view and print the list of supplier ledger documents that are not yet released in the specified range of financial periods.


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

## Introduction

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The financial period from which you want to view information.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The financial period to which you want to view information.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

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

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

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

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

</content>
</page><page>
<metadata>
<title>Unreleased transactions (AP610700)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/unreleased-transactions-ap610700</path>
<kind>section</kind>
<description>This report lists the supplier ledger documents that have been entered but not released.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Unreleased transactions (AP610700)

This report lists the supplier ledger documents that have been entered but not released.


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

## Introduction

This report lists the supplier ledger documents that have been entered but not released.

+ You can narrow the information by supplier, branch, or both criteria.
+ Documents are listed by document type, financial period, and document date.

## Report parameters

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which you want to view information.
You can select a company or make no selection to view information for all companies.
The default selection is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information for all branches.
The default selection is the current branch.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

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

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

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Supplier</td>
<td class="vismanet-table__cell">The supplier whose documents you want to view.
You can select a supplier or make no selection to view information for all suppliers.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who created a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who last modified a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include transactions on hold</td>
<td class="vismanet-table__cell">If you check this box, the report will include transactions that have the <strong>Hold</strong> status.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include pre-booked transactions</td>
<td class="vismanet-table__cell">If you check this box, the report will include pre-booked transactions.</td>
</tr>

</table>


## The report settings and options

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

### The report window toolbar

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

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

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

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

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

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

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

#### The Select schedule name dialog box

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

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

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

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

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

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

### The template area

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

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

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

### The report toolbar

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

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

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

### The Report parameters tab

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

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

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

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

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

### The Print and email settings tab

#### The Print settings section

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

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

Selects the visibility of the data deleted from the database.

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

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

#### The Email settings section

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

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

The format in which the report will be emailed:

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

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

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

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

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Unreleased transactions (detailed) (AP610500)</title>
<path>/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/unreleased-transactions-detailed-ap610500</path>
<kind>section</kind>
<description>This report displays the list of supplier ledger documents that have been entered but not released.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Unreleased transactions (detailed) (AP610500)

This report displays the list of supplier ledger documents that have been entered but not released.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Introduction

This report displays the list of supplier ledger documents that have been entered but not released.

+ Documents are listed by the financial period, the document date, and the supplier on the document.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell"><p>The company for which you want to view information.</p>
<p>You can select a company or make no selection to view information about all companies.
The default selection is the current company.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell"><p>The branch for which you want to view information.</p>
<p>You can select a branch or make no selection to view information about all branches.
The default selection is the current branch.</p>
<p>This field is available only if the <strong>Multi-branch support</strong> functionality is enabled in your system in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell"><p>The first financial period of the period range the report will cover.</p>
<p>By default, the current financial period is used.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell"><p>The last financial period of the period range the report will cover.</p>
<p>The default selection is the financial period.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell"><p>The document type the report should cover.</p>
<p>Select a document type to view only a certain type of documents.</p>
<p>Make no selection to view information on documents of all types.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no.</td>
<td class="vismanet-table__cell"><p>The reference number of a particular document.</p>
<p>Select a document by its reference number, or make no selection to view all documents.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who created a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who last modified a batch whose information you want to view.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include transactions on hold</td>
<td class="vismanet-table__cell">When this check box is selected, transactions that have the <strong>Hold</strong> status will be included into the report.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Include pre-booked transactions</td>
<td class="vismanet-table__cell">When this check box is selected, transactions that have the <strong>Pre-booked</strong> status will be included in the report.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

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Element	Description
Report format	The format of the report. Select one of the following options: Detailed (default): To view outstanding documents on the selected ageing date. Summary To view outstanding balances on the selected ageing date.
Company	The company for which balances will be displayed. You can select a company or make no selection to view information for all companies. The default selection is the current company.
Branch	The branch for which balances will be displayed. You can select a branch or make no selection to view information on all branches. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Supplier class	The supplier class whose suppliers will be included in the report. Select a supplier class from the list of supplier classes, or make no selection to view information on all classes.
Supplier	The supplier the report will cover. Select a supplier from the list of active suppliers, or make no selection to view information on all suppliers.
Ageing date	The date the system will use to calculate the ageing categories for the documents. By default, the current business date is selected.
Element	Description
Report format	An indicator of the documents to be reported on. Select one of the following options: Account summary To view the supplier balance sorted by account. Supplier summary: To view the supplier balance sorted by supplier. Open documents To view the list of documents that are open at the end of the reporting period grouped by supplier ledger account, subaccount, and supplier account. Open + current period To view the list of documents that are open at the end of the reporting period along with documents posted or closed during the reporting period grouped by supplier ledger account, subaccount, and supplier account.
Company	The company for which you want to view information. By default, the current company is selected.
Branch	The branch for which you want to view information. You can select a branch or make no selection to view information about all branches. By default, the current branch is selected. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Period	The financial period for which information will be displayed. Select a financial period from the list of periods, which contains all the periods (including the closed ones). By default, the current financial period is used.
Include applications	A check box that you select to include payment applications to the report.
Element	Description
Company	The company whose balances will be displayed. You can select a company or make no selection to view information for all companies. The default selection is the current company.
Branch	The branch whose balances will be displayed. You can select a branch or make no selection to view information for all branches. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
From period	The financial period that starts the range of periods for which you want to view information. The list of periods contains all the periods, including the closed ones. By default, the current financial period is used.
To period	The financial period that ends the range of periods for which you want to view information. By default, the current financial period is used.
Document type	The document type to be viewed. Select one of the available types, or make no selection to view payments of all types.
Supplier	The supplier the report will cover. Select a supplier, or make no selection to view documents of all suppliers.
Created by	The user who created the documents.
Last modified by	The user who last modified the documents.
Element	Description
Cash account	The cash account you want to view sent payments for.
From batch number	The first batch number of the batch number range that the report will cover.
To batch number	The last batch number of the batch number range that the report will cover.
From date	The beginning date of the information you want to view.
To date	The end date of the information you want to view.
Element	Description
From period	The financial period from which you want to view information.
To period	The financial period to which you want to view information.