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Input fields:

  • Display Name: see report fields
  • Name: see report fields
  • Description: see report fields
  • Type: The type of a row describes where it collects the data (see description on the right). Depending what type is selected the options to configure the type are displayed below:
    • Invoice: Collects data from the invoices table
    • Invoice Line: Collects data from the invoice lines table
    • Profit and Loss: Collects data from the ledger accounts imported from the bookkeeping software
    • KPI: Collects data from "Manual Data Points" (time based static values) (see Settings > Manual Data Points)
    • Formula: Use existing report variables or row results to calculate a value
    • SQL: Use a predefined SQL query (see Settings > SQL Query). These SQL queries can only be defined/edited by admins (for security reasons)
    • Alias Normalisation Factor: (currently not in use)

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