The Retrospective Analysis Form

This article talks about the Retrospective Analysis form of Connected Business.

The Retrospective Analysis Form allows you to get different views or layouts for your analysis reports in a Business Intelligence format. Each layout has a set of predefined fields which you can use to set how the data is presented in the report according to your needs.  Aside from setting the layout view, you can also create your own custom report layout and export it in different file formats.  The Retrospective Analysis form can be accessed from the Accounting module > Retrospective Analysis.

This feature is only available in Connected Business v14 and higher.

 

 

 

How To View Report Analysis Layout

Upon opening the form, the default report displayed is the Aged AR Analysis. You can view the list of all default report layouts by clicking on the Report Analysis dropdown. Select the report layout you want to view to load the report data.

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How To Create Custom Report Layout

You can create your own custom report analysis by rearranging the fields in the layout based on your preference and as needed.

Changes in the default report layout are not allowed. Any changes made in the default report layout can only be saved as a custom report.

To do this,

  1. Select the layout from the Report Analysis dropdown list (e.g. Aged AR Analysis).

  2. Define how you want the data to be presented in the report by adding /removing the predefined fields based on your preference.  The predefined fields for the currently selected report are located at the top of the layout form.

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    In formatting the layout, you can

    • Add fields in the Data area and the values will be updated in the Data grid.

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    • Add fields in the Row area. The field will be added as a column.

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    • Add fields in the Column area. The values in the Data grid will be updated based on the field added.

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  3. Click Save. The Save New Layout As dialog box will be displayed.

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  4. Enter the custom layout name (e.g. Custom Report 1) then click OK. The custom report layout will be added in the list of analysis reports.

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How To Export Report Layout

You can export default and custom report layouts in different file formats (EXCEL, CSV, PDF, PNG, HTML, RTF, TXT). To do this,

  1. Select the layout to be exported from the Report Analysis dropdown list.

  2. Click Export and select the export file format (e.g. Excel). A dialog window will be displayed.

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  3. Enter the file name for the layout to be exported.

  4. Set the location where the file will be saved and click Save. The export file display will still be in Business Intelligence format.

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How To Print Report Layout

In printing the report analysis, you can choose to print the report as defined in the Report Center or print the layout as displayed in the form. To do this, click the Print menu and select how you want to print the report layout.

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  • Print (default) – select this option if you want to print the report analysis for the active layout as defined in the Report Center. This only applies to default report layouts.

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  • Print Layout – select this option if you want to print the currently selected layout as displayed in the form.  Applicable to both default and custom report layouts.

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How To Filter Report Layout

You can filter the data in the currently selected report layout by period or by date range. To filter the data in the report layout,

  1. Click the Filter menu. The Filter Form will be displayed.

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    Filtering data using the Filter menu does not apply to layouts with no period or date.

  2. Define the filter criteria by entering the values in the From and To fields in the Period or Date Range sections.

  3. Click OK. The data in the report layout will be sorted or filtered based on the values defined in the filter.

Aside from the period or date range, you can also filter the data directly from the fields by clicking the drop down arrow in each field.

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How To Customize Report Layout

In customizing the report analysis, you can set which field to include or exclude in the layout as well as rename the fields. To do this,

  1. Click the Customize button. The Customize Fields Form will be displayed with the list of predefined fields for the currently active layout.

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  2. Tick or untick the Is Selected checkbox of the field name to show or hide it from the layout.

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    If you want to rename the field, enter the preferred field name in the Display Name column.

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  3. Click OK to apply changes in the report layout.

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How To Format Report Layout Field

You can edit how the values appear, as well as the format type, for each field in the report layout. To do this,

  1. Click the Format Field button.  The Field Formatting form will be displayed with the list of fields for the currently selected report layout.

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  2. Set the format type for each field by clicking on the arrow down icon from the Format Type column. You can select from the following format types:  Currency, Number, or Date.

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  3. If you want to edit how the values appear for each format type, click the ellipsis button (…) to load the Format Editor form.

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  4. In the Format Editor form, select the format type from the Category panel to view the formatting options. In the Formatting section of the selected format type, define the values for formatting as needed then click OK.

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How To Manage Report Layout

You can also rename or delete report layouts as needed.

Only custom report layouts can be renamed or deleted.

To do this,

  1. Click the Manage button. The Layout Manager form will be displayed with the list of custom reports.

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  2. If you want to rename the custom report, click the custom report layout name and enter your preferred name then click OK.

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  3. If you want to remove the custom report, tick the Delete checkbox of the custom report then click OK.

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  • Friday, 01 August 2014