Reports in Bimp: filters, grouping, templates, export

How to open a report and what is on the screen

A report opens from the main Reports menu: select the report you need from the list. All reports have the same screen structure, so skills from one report work in the others. All articles in this section are listed on the “Reports” page. If a report total does not change when you search, see common interface errors.

The top panel of a report contains:

Element	Purpose
Report name with an arrow	Switching to another report without going back to the list
Period under the name	The current period of the report
Filters	Opens and hides the left panel with the period, filters and templates
Generate report	Builds the table with the current settings
“Search”	Finds a row in an already generated table
“Group by”	The first level of the table
“Detail by”	Nested levels inside a group
Down-arrow button	Downloads the report

Below is the report table with the “Total” row at the bottom. The arrows next to column headers sort the table, and the icons to the left of the first column header expand and collapse all groups at once.

How to set a period and filters

The period and filters are set in the left panel, which opens with the Filters button. Filters remove unneeded data before the report is generated.

1. Open the report in the Reports menu and click Filters.
2. Click the calendar at the top of the panel and select a time range, for example the current month.
3. Select values in the fields you need. The set of filters depends on the report: for sales it is “Customer”, “Product”, “Product group”, “Warehouse”, “Lines of business”, “Project”, “Contract”, “Organization”; for money reports it is “Bank account”, “Cash register”, “Currency”, “Cash flow item”.
4. Click Generate report.

The Reset filters button at the bottom of the panel clears all values.

How to group and detail data

The “Group by” field builds the first level of the table, and “Detail by” adds nested levels. For example, when you group by customers and detail by products, each customer row expands into a list of the goods they bought.

The available options depend on the report. In sales reports you can group by customers, parent counterparties, acquisition source, products, managers, author, order invoices, projects, lines of business, organizations, groups, equipment and region. In money reports you group by bank accounts and cash registers, cash flow items, item groups, currencies or types of activity.

Reports also have switches above the table:

Switch	What it does
“Show as last level: …” or “Show third level: Documents”	Adds a last level with the specific documents the amount was taken from
“Management accounting currency”	Converts all amounts to a single management accounting currency
“by days” / “by months” / “by quarters”	Splits amounts into columns by period (in reports with dynamics)
“Show closed debts”	In debt reports, adds closed documents to the unclosed ones

If an amount in a report is unclear, turn on the “Documents” level and expand the row: this shows which document produced it.

How to save a report template

A template remembers the period and filter values, so the report opens in one click. Templates are stored in the left panel, on the “Templates” tab.

1. Set the period and filters on the “Filters” tab.
2. Enter a name in the “New template…” field.
3. Click Save as new template.

To change an existing template, select it, fix the filters and click Save template. The Delete template button removes a template you no longer need.

How to download a report

A generated report is saved to your device with the down-arrow button in the top panel (in the Sales Dynamics report it is labeled “Download report”). First click Generate report, then the download button.

Which documents get into reports

Each report is built from specific documents, and this is the source of most “why do the numbers not match” questions. General rules:

• Sales (the Sales, Sales Dynamics and Gross Profit reports): Sales of goods and services and Customer return.
• Money reports: payment documents: receipts to an account and write-offs from an account, cash receipt and cash payment orders. Money movement is counted by the fact of payment, not by shipment.
• Expenses and financial result: accrual and expense documents: payroll accrual, expense report, depreciation, Goods receipt, Write-off, “Other expenses”.

The full list of documents is in the article for each specific report. For the difference between the cash method and the accrual method, see Income and Expenses (P&L) and Cash Flow.

Common questions

The report is empty. Check the period, the filters and whether documents are posted. One extra filter, such as “Warehouse”, cuts out everything else.

Amounts differ between reports. Reports select data differently: sales use the shipment date, money uses the payment date, expenses use the accrual document. Compare only reports with the same logic and the same period.

Amounts in different currencies. Turn on the “Management accounting currency” switch to see a single total.