{"id":2104,"date":"2020-08-27T07:39:44","date_gmt":"2020-08-27T07:39:44","guid":{"rendered":"https:\/\/help.hbsoftware365.com\/?p=2104"},"modified":"2025-06-05T09:46:14","modified_gmt":"2025-06-05T09:46:14","slug":"st-reporting-setup","status":"publish","type":"post","link":"https:\/\/help.hbsoftware365.com\/smarttrade\/st-about-smarttrade-help\/st-intro\/smarttrade\/st-reporting\/st-reporting-setup\/","title":{"rendered":"Reporting Setup"},"content":{"rendered":"\n

\n\t\t\tReporting Setup\t<\/h1>\n\t

This paragraph explains how to setup and work with the SmartTrade Reporting Module. This module allows you to interact with the SmartTrade Extended Text module and use Extended Texts on your document lay-outs.<\/p>\n

This module also enables you to repeat frequently used labels on document lay-outs for multiple lay-outs by setting them up once and give you more possibilities using Logo’s and Banners on your lay-outs.<\/p>\n\t

Report Labels<\/h2>\n

When are designing document lay-outs like invoice, order confirmation, etc. you most likely come across labels (translations) you need you re-enter on every lay-out. Examples like ‘Item No.’, ‘Description’, ‘Price’, etc. are most common.<\/p>\n

Use the Tell me what you want to do function (Ctrl + Q) searching for SmartTrade Report Labels and click related link. To create a new label presse New and enter No. Name and Description.<\/p>\n

From the SmartTrade Report Labels page select the label and click Translation to enter translations for this label into the used document lay-out languages.<\/p>\n

From the SmartTrade Report Labels page Press Copy translations to all reports to copy all translations for that label to all related reports. Next section describes how to relate reports to these labels.<\/p>\n

Report Label Relations<\/h3>\n

To make use of above created labels you need to related the labels to the used document lay-outs. To do so use the Tell me what you want to do function (Ctrl + Q) searching for SmartTrade Report Label Relations and click related link.<\/p>\n

You may press the Add sales\/purchase documents option to select one or more reports or select\/enter the report number under the Report ID column. Select the label you want to add for this report ID from the list.<\/p>\n

After the Copy translations to all reports function from previous section has been used all default translations will be present for this Report ID and selected label. You are able to modify a label translation for a specific report id by clicking the Translation option but the general idea is to use same labels on every lay-out to reach consistency.<\/p>\n

 <\/p>\n

Report Naamgeving<\/h2>\nAls een standaard Business Central rapport wordt opgeslagen, krijgt deze standaard de naam van het rapport waarmee het gemaakt wordt. Dus een offerte wordt opgeslagen als “verkoopofferte.pdf”. Met de SmartTrade report naamgeving functie, is het mogelijk om zelf te bepalen wat de naam is van het opgeslagen rapport.\n\nIn het scherm “smartrade rapport instellingen” is een sectie beschikbaar waarin het volgende opgegeven kan worden:\n