VAT reports /visma-net-erp/help/vat/vat-reports section 2026-02-19T17:09:06+01:00 # VAT reports VAT reports - overview /visma-net-erp/help/vat/vat-reports/vat-reports-overview page By using the reports for the VAT workspace, you can view key VAT-related information. 2026-02-19T17:09:06+01:00 # VAT reports - overview By using the reports for the VAT workspace, you can view key VAT-related information. > [!NOTE] > Because the VAT reports are generated by user request, they run on only accounts and subaccounts that the user is authorised to access, based on the user's roles and membership in restriction groups. The reports can be generated in multiple formats, including PDF and HTML. Also, you can print the report you generated or send the report by email. ## VAT reports The VAT workspace includes the following reports: ### Balance + [VAT summary (TX62100S)](/visma-net-erp/help/vat/vat-reports/vat-summary-tx62100s/): For the selected tax agency and VAT period, displays the report lines and the respective amounts. + [VAT details (TX62051S)](/visma-net-erp/help/vat/vat-reports/vat-details-tx62051s/): For the selected tax agency and VAT period, displays the report lines and the supporting documents for each line. + [VAT specification (TX62050S)](/visma-net-erp/help/vat/vat-reports/vat-specification-tx62050s/) + [VAT summary by general ledger account by period (TX622000)](/visma-net-erp/help/vat/vat-reports/vat-summary-by-general-ledger-account-by-period-tx622000/): For the selected tax agency and tax period, lists totals of taxable transactions by account and by VAT. + [VAT details by general ledger account by period (TX621500)](/visma-net-erp/help/vat/vat-reports/vat-details-by-general-ledger-account-by-period-tx621500/): Displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. Transactions are listed by transaction date. + [VAT summary by general ledger account by date (TX623000)](/visma-net-erp/help/vat/vat-reports/vat-summary-by-general-ledger-account-by-date-tx623000/) + [VAT details by general ledger account by date (TX622500)](/visma-net-erp/help/vat/vat-reports/vat-details-by-general-ledger-account-by-date-tx622500/): For the selected tax agency, displays taxable transactions, grouped by general ledger account-subaccount pair, VAT, and workspace. + ### Window + [VAT report, Dutch (TX62105S)](/visma-net-erp/to-be-deleted/help/vat/vat-reports/vat-report-dutch-tx62105s/): The VAT report depending on the country of the company. + [VAT report, Finnish (TX62102S)](/visma-net-erp/to-be-deleted/help/vat/vat-reports/vat-report-finnish-tx62102s/): The VAT report depending on the country of the company. + [VAT report, Norwegian (TX62104S)](/visma-net-erp/help/vat/vat-reports/vat-report-norwegian-tx62104s/): The VAT report depending on the country of the company. + [VAT report, Swedish (TX62108S)](/visma-net-erp/to-be-deleted/help/vat/vat-reports/vat-report-swedish-tx62108s/): The VAT report depending on the country of the company. SAF-T report (TX50600S) /visma-net-erp/help/vat/vat-reports/saf-t-report-tx50600s page The purpose of this report is to report accounting figures to the government in a standardised format. 2026-02-19T17:09:06+01:00 # SAF-T report (TX50600S) The purpose of this report is to report accounting figures to the government in a standardised format. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Before you start Before you can send or download a SAF-T file, you must go to the [Organisations (CS101500)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500/) window, to enter some information for the report. On the tab **Altinn settings**, enter: + contact person, **Name** + phone number, **Telephone** + email address, **Notifications by email to** and + reference number (provided by the government when the report is due) All used **VAT categories** needs to contain **Standard VAT code**. All **Accounts** must contain a **Standard account code**. Depending on the **Organisation type** and if **File VAT by branch** is selected, you have to go to the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window. ## The top part
Button Description
Send report

Click this button to create the report according to the filter and selections made, and send it to the Government portal (Altinn) as a zipped file.

The system will not validate the file during this process, and the Government will contact you regarding the result.

Note

If the size of the file exceeds 200 MB, you will see a warning and the file will not be sent. Reduce the size by sending fewer periods. You can, for example, send the first half year and then the second half year, or you can divide it into quarters or one for every month.

Note

Altinn will validate the report file when you upload it. When you see a status similar to “Altinn archive number: AR3833490 Report was sent successfully to the government” it means that the report has passed the XML validation. You will not get any other information about the status in Visma Net, but you can log on to Altinn to see future status changes.

Note

The system does an internal validation according to the XML schema, to make sure it follows the minimum requirements. Some columns can be longer than what the schema allows and will then be truncated to avoid errors.

If this button is disabled, it is because one or all of the fields are empty in the SAF-T report information section on the Altinn settings tab in the Organisations (CS101500) window. This information is mandatory in the report.

If you click Download file, you can create the report and download it to your computer. Use this method if you want to send the report to your accounting auditor or export it to another system. The file is automatically zipped to reduce the size of the file that is stored on your disk.
Account details This button opens the Account details (GL404000) window with the selected account and from/to period. If you have selected another tab than Accounts no action happens.
VAT account control details Click this button to open the VAT account control details (TX40400S) window in a dialog box. The system displays details filtered on the from and to periods, and the account number. You can also include transactions without a VAT period.
General ledger transactions with VAT Clicking this button opens the General ledger transactions with VAT (TX40500S) pop-up window.
Field Description
Company The company that is reporting the SAF-T. The company is only displayed if you have a multi-branch company.
Branch If you have set the File VAT by branch on a Company you must select a branch before you can download or send the report.
Tax agency This filters the VAT codes in the file. It will select this from the Company / Branch - Standard tax agency or the first tax agency available.
From period The fields From and To period let you filter the results on the selected financial period(s). The results are displayed on the Accounts tab and then reported.
To period

The fields From and To period let you filter the results on the selected financial period(s). The results are displayed on the Accounts tab and then reported.

Note! The Closing balance on the Accounts tab will be wrong if the financial year is crossed, and you will not be able to send a report if you select a to period that cross a financial year.
Report status The Report status field is normally empty, but if you have sent or created a report for that period before, it displays the status of the previous report.
Contact person

The contact person in your company, that the government may contact. This field is mandatory. You enter and maintain this information on the Altinn settings tab in the Branches (CS102000) window.

Unless you have selected With branches requiring balancing as the Organisation type and the File VAT by branches check box in the same window, then you have to enter this information in the Branches (CS102000) window.

For companies with a different country then NO - Norway, the contact person is coming from Attention in Company/Branch - Organisation details.
Email The email address of contact person in your company, that the government may contact. This field is mandatory. You enter and maintain this information on the Altinn settings tab in the Branches (CS102000) window.
Phone no.

The telephone number of the contact person in your company, that the government may contact. This field is mandatory. You enter and maintain this information on the Altinn settings tab in the Branches (CS102000) window.

For companies with a different country then NO - Norway, the phone no. is coming from Phone no in Company/Branch - Organisation details.
Reference no.

The government’s reference number for the report. The reference number is mandatory when you send the report to Altinn. The number is given by the authority when they request this report.

For companies with a different country then NO - Norway the Reference no. is not available.
Include customers

If you select this check box, the system will add the Customers tab to the window, which displays all customers that will be sent as a customer segment together with the accounting transactions.

The Show only customer/supplier with missing postcode and/or city check box appears in this section.
Include suppliers

If you select this check box, the system will add the Suppliers tab to the window, which displays all suppliers that will be sent as a supplier segment together with the accounting transactions.

The Show only customer/supplier with missing postcode and/or city check box appears in this section.
Include subaccounts If you select this check box, the system will add the Subaccounts tab to the window, which displays all subaccounts that will be sent as analysis types together with the accounting transactions.
Include projects If you select this check box, the system exports the projects with the analysis type ‘P ’ and the description Project with the accounting transactions.
Include Company name and period in the file name If you select this check box, the Company name and the selected Period will be added as part of the file name when downloading the report. This check-box is selected as the default for all countries exempt from NO - Norway.
Text box

Missing Public code 1:

For Norway and Denmark: If any accounts are missing the Public code 1, you will get a message in this text box that Public code 1 is missing on accounts.

The accounts missing the code will have a warning in the Account tab and on the accounts where Standard account id and Category grouping are missing. You have to update the accounts with the correct code. You cannot send or download the file if this is missing.

For other countries, the system uses the Public code 1 if filled in, or it will use the Account no.

Missing Standard VAT code:

For Norway and Denmark: If any of the VAT categories are missing Standard VAT code, you will get a message in this text box that Standard VAT code is missing, and you have to update the VAT category.

Balanced or unposted batches: If you have Batches that are not posted in the selected period, you will get a message in this text box that there are balanced or unposted batches in the system. You have to update, delete or move them to a later period before you can Send the report. Use the Release transactions (GL501000) or Post transactions (GL502000) window to post these.
## The Accounts tab The **Accounts** tab displays all accounts that have a transaction in the selected period, with a opening and closing balance.
Element Description
Account The account number of the account. If you click the link, the Chart of accounts (GL202500) window is displayed in a dialog box. The standard account number displays the selected number of digits, which you have defined as public account codes in the General ledger preferences (GL102000) window. The system selects the number of digits from the account no. from left. In Norway, the most common number is four digits, but you can also use two.
Account type The type of account, for example, GL for a general ledger account.
Account description The description of the type of account.
Standard account

This field is mandatory for Norway and Denmark. You will get a warning message if this is missing in your Chart of account.

Check and set the correct Standard account in the column Public code 1 in the Chart of accounts (GL202500) window.

It uses the Account no for other countries if the Public code is missing.

The Standard account code can be maintained in the window Public codes (CS20501S).
Grouping category For Norway and Denmark the values are defined in Public codes (CS20501S), Grouping category tab, and the text is defined by the government. For other countries, use the Account class if Public code 1 is missing
Grouping code

The Grouping code is the type of account from the chart of accounts, for example

Asset
,
Liability
,
Income
or
Expense
.

This information is not exported in the downloaded file, nor sent to the authorities.
Account creation date The date the account was created.
Opening balance The opening balance of the account.
Closing balance The closing balance of the account.
## The Customers tab The **Customers** tab displays all customers that have a transaction in the selected period, with a beginning and ending balance. > [!NOTE] > The postcode and the city are not mandatory, but it is preferred that add them. You will get a message if you have not added them.
Element Description
Customer no. If you click the link in the Customer no. field, the system displays a dialog box with the Customers (AR303000) window, where you can see further details about the customer.
Name The name of the customer.
Postcode The postcode of the customer’s address.
City The name of the place or city connected to the customer’s postcode.
Corporate ID The corporate ID or the VAT registration number of the customer.
Account no. The account number of the account.
Beginning balance The customer’s balance at the outset of the period selected in the top part of the window.
Ending balance The customer’s balance at the end of the period selected in the top part of the window.
## The Suppliers tab The **Suppliers** tab displays all suppliers that have a transaction in the selected period, with a beginning and ending balance. > [!NOTE] > The postcode and the city are not mandatory, but it is preferred that add them. You will receive a message if you have not added them.
Element Description
Supplier no. If you click the link in the Supplier no. field, the system displays a dialog box with the Suppliers window, where you can see further details about the supplier.
Name The name of the supplier.
Postcode The postcode of the supplier’s address.
City The name of the place or city connected to the supplier’s postcode.
Corporate ID The corporate ID or the VAT registration number of the supplier.
Account no. The account number of the account.
Beginning balance The supplier’s balance at the outset of the period selected in the top part of the window.
Ending balance The supplier’s balance at the end of the period selected in the top part of the window.
## The Subaccounts tab The **Subaccounts** tab displays the subaccount segments of the account of the branch. You can select which segments you want to export by selecting or deselecting each segment in the list.
Element Description
Export If you select this check box, you indicate that you want to export this subaccount.
Segment ID The subaccount segment ID for export is SUB1, SUB2, etc. You can change the subaccount segment ID and give it another name before you export it.
Segment description The description of the subaccount segment.
Segment ID exported

The name of the ID as you want it to be displayed after export. You can overwrite the text in this field. The system stores the values that you use for subaccounts.

The codes ‘B’ and ‘GL’ are reserved for voucher and general ledger transactions. If you also export project-related segments, you cannot use the segment ID ‘P’, which is reserved for Projects. Examples of codes that you can use, are ‘A’ for Department (avdeling) and ‘E’ for Employee (ansatt).
Description exported The description of the ID as you want it to be displayed after export. You can overwrite the text in this field.

Related pages

Concepts

Windows

 VAT details (TX62051S) /visma-net-erp/help/vat/vat-reports/vat-details-tx62051s section You use the following parameters to select the information to be displayed on the report: 2026-02-19T17:09:06+01:00 # VAT details (TX62051S) You use the following parameters to select the information to be displayed on the report: This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Report parameters
Element Description
Company

The company for which the report will be prepared. Select the required company from the list.

By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Tax agency ID

The tax agency to be reported.

Select a tax agency, or leave this field empty to view information on all tax agencies.
Reporting period

The reporting period the report will cover.

Select a period, or leave the field blank to view information on all closed or prepared VAT periods.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT details by general ledger account by date (TX622500) /visma-net-erp/help/vat/vat-reports/vat-details-by-general-ledger-account-by-date-tx622500 section This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. 2026-02-19T17:09:06+01:00 # VAT details by general ledger account by date (TX622500) This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. Transactions are listed by VAT period. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company The company for which the report will be prepared. Select the required company from the list. By default, the current company is selected. This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Branch

The branch for which the report will be prepared.

Select the required branch from the list. By default, the current branch is selected.
From date The start date of the date range for which you want to view VAT information.
To date The end date of the date range for which you want to view VAT information.
Tax agency The tax agency for which VAT information will be displayed. Select a tax agency, or leave this field empty to view information on all tax agencies.
VAT The VAT for which you want to view information. Select a VAT, or leave the field blank to view information on all VAT rates associated with the tax agency.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT details by general ledger account by period (TX621500) /visma-net-erp/help/vat/vat-reports/vat-details-by-general-ledger-account-by-period-tx621500 section This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. 2026-02-19T17:09:06+01:00 # VAT details by general ledger account by period (TX621500) This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. This report displays VAT information for the selected tax agency, grouped by general ledger account and by VAT. Transactions are listed by VAT period. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company

The company for which the report will be prepared. Select the required company from the list.

By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Branch

The branch for which the report will be prepared.

Select the required branch from the list. By default, the current branch is selected.
Tax agency The tax agency to be reported. Select a tax agency, or leave this field empty to view information on all tax agencies.
VAT period The reporting period the report will cover. Select a period, or leave the field blank to view information on all closed or prepared VAT periods.
VAT The VAT (by its ID) for which you want to view information. Select a VAT, or leave the field blank to view information on all taxes associated with the tax agency.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT report, Norwegian (TX62104S) /visma-net-erp/help/vat/vat-reports/vat-report-norwegian-tx62104s section You use this window to create a report for a selected tax agency and VAT period. 2026-02-19T17:09:06+01:00 # VAT report, Norwegian (TX62104S) You use this window to create a report for a selected tax agency and VAT period. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The report displays the report lines with the summary for each line. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Tax agency The tax agency to be reported.
Reporting period The reporting period to be reported.
From revision ID

The revision number of the VAT report.

It changes each time you prepare a VAT report for a closed reporting period. With each revision, a new purchase invoice is generated automatically and is listed on the Supplier documents tab.

You can generate updated VAT reports for closed reporting periods if this functionality is enabled. The Update closed VAT periods check box is located in the Suppliers (AP303000) window on the Tax agency settings tab.

Select which revision number you want your VAT report to start from. If you leave the field empty the report will start with revision 1.
To revision ID

The revision number of the VAT report.

It changes each time you prepare a VAT report for a closed reporting period. With each revision, a new purchase invoice is generated automatically and is listed on the Supplier documents tab.

You can generate updated VAT reports for closed reporting periods if this functionality is enabled. The Update closed VAT periods check box is located in the Suppliers (AP303000) window, on the Tax agency settings tab.

Select which revision number you want your VAT report to end at. If you leave the field empty it will report up to the last revision.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT summary (TX62100S) /visma-net-erp/help/vat/vat-reports/vat-summary-tx62100s section In this window, you can prepare a report that shows the summary VAT information for the specified closed or prepared VAT reporting period for the selected tax agency. 2026-02-19T17:09:06+01:00 # VAT summary (TX62100S) In this window, you can prepare a report that shows the summary VAT information for the specified closed or prepared VAT reporting period for the selected tax agency. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can prepare a report that shows the summary VAT information for the specified closed or prepared VAT reporting period for the selected tax agency. The report lists the VAT report lines with their respective amounts. The report uses the currency of the tax agency. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company

The company for which the report will be prepared. Select the required company from the list.

By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Tax agency The tax agency to be reported. Select a tax agency, or leave this field empty to view information on all tax agencies.
VAT period The reporting period the report will cover. Select a period, or leave the field blank to view information on all closed or prepared VAT periods.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT summary by general ledger account by date (TX623000) /visma-net-erp/help/vat/vat-reports/vat-summary-by-general-ledger-account-by-date-tx623000 section This report displays VAT information for the selected tax agency and time interval. 2026-02-19T17:09:06+01:00 # VAT summary by general ledger account by date (TX623000) This report displays VAT information for the selected tax agency and time interval. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. This report displays VAT information for the selected tax agency and time interval. Transactions are listed by general ledger account, VAT, workspace, and date. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company

The company for which the report will be prepared.

Select the required company from the list. By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Branch

The branch for which the report will be prepared.

Select the required branch from the list. By default, the current branch is selected.
From date The start date of the date range for which you want to view VAT information.
To date The end date of the date range for which you want to view VAT information.
Tax agency

The tax agency for which VAT information will be displayed.

Select a tax agency, or leave this field empty to view information on all tax agencies.
VAT

The VAT for which you want to view information.

Select a VAT, or leave the field blank to view information on all VAT rates associated with the tax agency.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT summary by general ledger account by period (TX622000) /visma-net-erp/help/vat/vat-reports/vat-summary-by-general-ledger-account-by-period-tx622000 section By using this report, you can select a tax agency, specify a closed or prepared VAT period, and view the taxable and VAT amounts by general ledger account. 2026-02-19T17:09:06+01:00 # VAT summary by general ledger account by period (TX622000) By using this report, you can select a tax agency, specify a closed or prepared VAT period, and view the taxable and VAT amounts by general ledger account. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Report parameters You use the following parameters to select the information to be displayed on the report:
Element Description
Company

The company for which the report will be prepared. Select the required company from the list.

By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) ../shared-files/cs100000-ref.html window.
Branch

The branch for which the report will be prepared.

Select the required branch from the list. By default, the current branch is selected.
Tax agency The tax agency to be reported. Select a tax agency, or leave this field empty to view information on all tax agencies.
VAT period The reporting period the report will cover. Select a period, or leave the field blank to view information on all closed or prepared VAT periods.
VAT The VAT (by its ID) for which you want to view information. Select a VAT, or leave the field blank to view information on all taxes associated with the tax agency.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) VAT specification (TX62050S) /visma-net-erp/help/vat/vat-reports/vat-specification-tx62050s section You use the following parameters to select the information to be displayed on the report: 2026-02-19T17:09:06+01:00 # VAT specification (TX62050S) You use the following parameters to select the information to be displayed on the report: This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Report parameters
Element Description
Company

The company for which the report will be prepared.

Select the required company from the list. By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system in the Enable/disable functionalities (CS100000) window.
Tax agency

The tax agency to be reported.

Select a tax agency, or leave this field empty to view information on all tax agencies.
From period The start date of the period range for which you want to view VAT specification.
To period The end date of the period range for which you want to view VAT specification.
From VAT period The start date of the VAT period range for which you want to view VAT specification.
To VAT period The end date of the VAT period range for which you want to view VAT specification.
## 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}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.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### 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. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} 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. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Parent topic: [Reports - overview](/visma-net-erp/help/vat/vat-reports/vat-reports-overview/) [tx205000-ref.html](/visma-net-erp/help/vat/vat-windows/vat-tx205000/)