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Create Financial ReportOn this page you can enter a name for the report as well as choose the variable type to be used in it. If the report is of special interest, you can mark it as preferred so that it appears at the top of the table in the Business Reports Browse
Name

The title of the business report.

Enter the text into the field.

Localised Name

The title of the business report in a different language. When your users or customers work in XTRF in a language different to your system default language, the localised value of of the report will appear to them instead of the original title.

    • To add another language expression of the same question, click Add Localised Value. A new window appears. For a description of the window, click here: Add Localised Value Window. When you create a localized value, the item appears above    Add Localised Value.
      Localised Name Example
    • To edit an entered localised question, click Edit Icon of the desired question. A new window appears. For a description of the window, click here: Add Localised Value Window.
    • To delete an entered localised question, clickDelete Icon of the desired question.
 Click here to get a list of available languages in XTRF Platform...

XTRF and its associated components can be displayed in a number of selected languages. The available languages and their level of localization are described on this page.  

 

Full Localization

The XTRF interface and the majority of the system elements are available in the following languages:

  1. Bulgarian
  2. Chinese (Simplified / China)
  3. English (United Kingdom)
  4. English (United States)
  5. French
  6. German
  7. Italian
  8. Latvian
  9. Polish
  10. Romanian
  11. Russian
  12. Spanish
  13. Slovak
  14. Swedish
  15. Turkish
  16. Ukrainian

Partial Localization

The following languages in which XTRF is partially available appear below. For some languages, the only feature is that a user can manually customize untranslated parts of the system so that they appear in the desired language.  

  1. Arabic
  2. Belarusian
  3. Catalan
  4. Chinese (Traditional / Taiwan)
  5. Czech
  6. Danish
  7. Dutch
  8. English (Canada)
  9. Estonian
  10. Finnish
  11. Georgian
  12. Greek
  13. Hungarian
  14. Icelandic
  15. Japanese
  16. Kazakh
  17. Lithuanian
  18. Norwegian
  19. Portuguese (Brazil)
  20. Serbian (Cyrillic)
  21. Serbian (Latin)
  22. Slovenian

Preferred

Preferred business reports appear at the top of the table in the Business Reports Browse.

    • Select the tickbox to designate the selected report as being favoured.
    • Deselect the tickbox to remove the preference designation from this business report.
Report Type

The category of variables used for data analysis.

Click on the drop-down list and select a type.

The report types are:

NumberThe report is organised by the quantity of the selected Data Type (e.g. the total number of projects per month).
ValueThe report is organised by the financial amount of the selected Data Type (e.g. the total cost of projects per month).
RelationThe report is organised by how the selected Data Type compares to the selected Related Data Type (e.g.a project's total profit to its total cost).
Data Type

The category of information represented in the chart.

Click on the drop-down list and select a data type.

Related Data Additional Fields

The following three fields only appear when you select "Relation" for Report Type.

Related Data Type

The associated information category which will be compared to the selected Data Type.

Click on the drop-down list and select a data type.

Data Type Base

The specific data property or properties for the selected Data Type. The data property you select here determines which filter settings are available for the Data Type. What is more, your selections for the Data Type Base and the Related Data Type Base influence the available properties which can be used for the chart's columns and rows.

Click on the drop-down list and select a property.

Related Data Type Base

The specific data property or properties for the selected Related Data Type.   

The data property you select here determines which filter settings are available for the Related Data Type . What is more, your selections for the Data Type Base and the Related Data Type Base influence the available properties which can be used for the chart's columns and rows.

Click on the drop-down list and select a property.

SaveClick to advance to the next step in the report creation.
CancelClick to terminate the report creation.