Setting up reports in Rise Business: Additional attributes and information

By Rise SA Team, July 2, 2024
When using Rise Business, users sometines need to supplement the existing catalogs and documents with additional attributes. In order not to ask developers to change the application, you can take advantage of additional attributes and information.

In this article, you will find out:
  • How to create additional attributes and information
  • How to customize reports using additional attributes and information
Previously, we already described how users can customize the reports in Rise Business using the system tools.

ADDITIONAL ATTRIBUTES


Additional attributes are stored in the object they are created for in a special tabular section. They are created to implement such properties that are an integral part of an object, are entered when editing it, and are available for viewing and editing by the same users who can access the object and its properties.


To get started, activate this functionality in your infobase. Go to Quick menu > Settings, then General settings, and we select the Additional attributes and information checkbox. Then go to Additional attributes.

You can create additional attributes for every single object in the list. In this article, we will create an additional attribute for counterparties. Let's say we want to group all the customers and suppliers by their citizenship, and need to create the corresponding additional attribute. All you have to do is click Counterparty and then click Add > New.

Here, enter the name that's going to categorize your counterparties, for example, Citizenship. Select whether you want this attribute to be a Required field, in this case, when you create your customers, the system will not let you post them without filling in this attribute. Finally, save your attribute and click Create to create different values (=citizenships) for customers and suppliers. For example, American, German, South African, and so on. You can create as many as you want.

The second part here is to specify this citizenship for your customers and suppliers. Go to Quick menu > Counterparties. Open a required customer and go to the More tab. Select the required value, save, and close.

Now you can customize every single report you want. For example, in the Sales section, we have Customer AR/AP open items. This is what it looks like normally, we can see the currency and the customer:
Let's filter this report by customers according to their citizenship. Click Settings... and select Advanced. Click Add filter, type Citizenship and select the required value. Then specify Equal to and set the Value to the citizenship you want to see. For example, South African. If required, you can change the condition, for example, select several values, exclude a particular value, and so on. Let’s generate our report.
Now you see the report filtered by South Africans.

ADDITIONAL INFORMATION RECORDS


Now we will cover additional information records. Additional information records are intended to store information about an object that is not an integral part of it. Additional information records are stored in a separate register and can be viewed and edited by users who may not have access to the object itself.


The creation process is similar. Go to Quick menu > Settings > General settings. Make sure the Additional attributes and information checkbox is selected. Then go to Additional information records and select the object you would like to customize.

Let's look at a Sales order. For example, we want to customize our reports showing all our orders according to their nature: whether it's an order for services or products. So, enter Nature and create Goods and Services values for it. Save and close at the end. You can create as many additional infotmation records as you want, and you can do it for any of the allowed objects.
Then, allocate the created data to the existing or new invoices. Go to Sales > Sales orders. Open the required one and specify the required Nature. For example, Service, and Post and close.
Finally, you are ready to add your custom data to reports. Let's take the Reasons for sales order cancellation as an example.


Click Settings... > Advanced. Let's say we want to structure the report in a different way. Go to the Structure tab and click Add. We want to detail the report be sales orders and their nature, so we add two fields: Sales order and Sales order.Nature. Click Close and generate.
In the report, we can now see the cancellation reason, then the sales order, then it's nature. If the field is empty, it's because it doesn't have a Nature specified.

This is how we customize reports using custom fields and data. Find out more about the Rise Business capabilities.

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