The Report Output

Step By Step

• This is part of the Financial Report Writer step by step guide created by ADAXA, Australia.

The Full Report

The Summary Report

• If, when you printed the report, you had not selected List Sources then the Report would have appeared as follows.

• We hope the above is helpful. Please let us know of any improvements that would help others.

Create The Report

Step By Step

• This is part of the Financial Report Writer step by step guide created by ADAXA, Australia.

• First create a Financial Report record associating the Line Set and Column Set. Then click the “Create Report” button.

Run The Report

• Select the desired parameters.

• The report output will come to the screen as a print preview.

Modify the Print Format

• Click on the “Customize Report” button when looking at the print preview.
• Notice the Print Table Format. Zoom to it and it is set up as follows and then select it.

Create the Print Table Format

• Then select the Print Table Format into the Print Format.

Report Lines

Step By Step

• This is part of the Financial Report Writer step by step guide created by ADAXA, Australia.

• Select Report Line Set from the menu and create a record.

The Report Line

Report Source for the Line

A Line Record that Prints a Blank Line

• The Line Name is a space character – it prints about a half line space. If you use a “ . “ instead it will leave a whole line space.

A Line with a Calculation

The Working Parts of a Report Line Set

• Note: any words in the ‘Calculation’ column where Segment Value is shown in the Line Type column are not required and not shown when you view in Form view.

Financial Report Writer

Introduction

• This tutorial is created by ADAXA, Australia for the benefit of the ADempiere community.
• The following is a worked example of using the Adempiere Financial Report Writer to achieve a simple report with a reasonably pleasing appearance.
• It was prepared using version 352a alpha release and uses some features introduced in that version.
• The new features are stated in The Report Setup Steps.

Report Setup Steps

Step By Step

• This is part of the Financial Report Writer step by step guide created by ADAXA, Australia.

• Create a sensible tree for your Accounts Elements

• A second more exploded view:

• Now please go to the Financial Reports section of the main menu

• Create a FInancial Report Column Set
  • Select as shown below

• Create the Report Columns

• New features in 352a:
  • The Name field is using the @Period@ to pick up the Period Name
  • The Format Pattern is set to #,### . This says “print in whole dollars and use commas to separate the thousands.
  • If the numbers were large enough you could also select “Factor” and choose rounded thousands or millions.
• The Year-To-Date Column Definition