Example reports

Each example report uses a combination of Query & Analysis and Microsoft Excel features, including VBA scripts. All reports link to the SunSystems demonstration Business Unit - PK1. Depending on the definition type, query definitions extract single or multiple table records from the database.

Example reports for Q&A are available in these spreadsheets:
  • Infor Q&A 11.3 Example Reports for SunSystems 6.xlsm
  • Infor Q&A 11.3 Example Reports for SunSystems 6 (performance improvements).xlsm

The performance improvements spreadsheet includes changes to the design of some reports to illustrate how using different data extraction techniques in a report can improve the speed of data extraction and the calculation of values.

These reports have been redesigned in the Infor Q&A 11.3 Example Reports for SunSystems 6 (performance improvements).xlsm spreadsheet:
  • Balance Sheet
  • Profit & Loss
  • P&L consolidated
  • Quarterly P&L

In the report designs in the Infor Q&A 11.3 Example Reports for SunSystems 6.xlsm spreadsheet, individual Summary Links queries are used to extract the data into each relevant cell in the report design.

In the report designs in the Infor Q&A 11.3 Example Reports for SunSystems 6 (performance improvements).xlsm spreadsheet, instead of using individual Summary Links to extract the data, one Summary Report query is used to extract the data into cells that are outside the report design. Then, the SUMIFS Excel function is used in each cell in the report design to calculate the values in a range that meet criteria that you specify.

Note: To compare the different techniques used in these report designs, open one of these reports in each spreadsheet and select cells in each report that contain the same expression. Then compare the expressions used in each report.

These are the four types of data extraction used in the example reports:

  • Reference Links: Create queries that return data from a single record. The results are not aggregated. The Debtors Inquiry report shows the combined use of a Reference Link along with Summary Links and a Detail Report.
  • Summary Links: Create queries that returns data from one or more records. The results are aggregated. In the Infor Q&A 11.3 Example Reports for SunSystems 6.xlsm spreadsheet Summary Links are used in the Balance Sheet, Profit and Loss, P&L Consolidated, Quarterly P&L reports, and Debtors Inquiry.
  • Summary Reports: Create reports containing a summary of aggregated data, grouped by specific fields. Summary Reports are used in the Account Balances, Asset Register, Trial Balance, P&L Forecast, Aged Creditors reports and Inventory listing. Also, in the Infor Q&A 11.3 Example Reports for SunSystems 6 (performance improvements).xlsm spreadsheet Summary Reports are used in the Balance Sheet, Profit and Loss, P&L Consolidated, Quarterly P&L reports.
  • Detail Reports: Create reports containing a list of results from the database. The results are not aggregated. Detail Reports are used in the Chart of Accounts, Debtors Inquiry, and Ledger Listing.

The Report Designer is used in the Summary Reports and Detail Reports to design and format reports, and to apply filters.