Allocation object report
This report allows you to output the totals for allocation objects (cost centres, etc.) as a PDF. A filter allows you to narrow down the results to one or more elements. Using a schedule, this can also be done cyclically, for example monthly.
Where can I find this workflow? Evaluation section => Documents => + Add => Reports |
Properties
Name/Designation/Title | A meaningful text entry. The designation is used for identification and search purposes and can be changed at any time. |
Time span | Selection – Defines how the time span for the action is set.
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Title / heading | Text – Specific text for the report title. |
Language | Select German / English – Sets the report language. |
Filter medium | Selection – Restricts the output to the selected medium. |
Filter number | Text – Limits the output to elements with the specified number. |
File name | Text – Specify the name of the output file (without a suffix such as .txt or .pdf). Note:In workflows that export multiple intervals to separate files during a run, use the “Automatic file name generation” option instead of specifying the file name manually. Otherwise, specifying a file name will result in the generated output file containing only the values from the last time interval. |
Email recipient list | Text – Specifies the recipients to whom the email should be sent. Recipients can be separated by semicolons. |
Completion trigger | Trigger – Specifies the trigger that is executed once the workflow has finished. |