Workspace Layout
This section describes the workspace layout across country statutory reports (data exports only).
Overview
However, this guide excludes the UK Tax Submissions (Data Exports), which has a different layout and instructions for generating a report.
Country reports share the same workspace layout with the following sections and tabs:
The tables below provide descriptions for the fields and actions within the workspace.Card Part
The card part displays across all tabs within the workspace.
Card Part Actions
| Action | Description |
|---|---|
|
Click this action to refresh data in the current workspace. |
|
| Generate Report |
Click this action to open the selection criteria dialog box. |
Statutory Retrieval Tab
The Statutory Retrieval tab displays a list of generated reports available for download. It also provides details related to each generated report.
Tab Fields
| Field | Description |
|---|---|
| Download File |
This column contains the Download File action. |
| File Name |
This column displays the file name of the generated report. |
| Size |
This column displays the file size of the generated report. |
| Date Created |
This column displays the date when the report was generated. |
| Time Created |
This column displays the time when the report was generated. |
|
This column contains the Delete action.
|
Tab Actions
|
Action |
Description |
|---|---|
|
Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
|
Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
|
|
Click this action to maximize the table view. Click this action to restore the default display size of the table. |
|
Click this action to open the Customize Columns window. |
Background Task Tab
Once you generate the report (by clicking the Generate Report action), you can view the associated background task. This tab provides details related to each background task instance.
Tab Fields
| Field | Description |
|---|---|
| Task Description |
This column displays the name of the report. |
| Execution Status |
This column displays the status of the report, which includes the following:
|
| Company No. |
This column displays the company number used for the report. |
| Period (or Fiscal Year) |
This column displays the time period used for the report. |
| Filename |
This column displays the file name of the generated report. |
| Due |
This column displays the expected time when the report can be generated. |
| Created |
This column displays the date and time when the background task was created. |
| Started |
This column displays the date and time when the background task started to generate the report. |
| Ended |
This column displays the date and time when the background task for generating the report ended. |
| Duration |
This column displays how long it has taken to generate the report . |
Tab Actions
|
Action |
Description |
|---|---|
| Abort |
Click this action to stop the process. |
|
Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
|
Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
|
|
Click this action to maximize the table view.
Click this action to restore the default display size of the table. |
|
Click this action to open the Customize Columns window. |
Data Table
This table provides details related to each background task instance.
Table Fields
| Field | Description |
|---|---|
| Line Type |
This column identifies what type of line displays in the report, such as User Input (for string) or Parameter (for Boolean). The Line Type is "User Input" by default. |
| Field/Parameter Name |
This displays the field or parameter that corresponds to the line that displays in the report. . |
| Type |
This column identifies what type of value displays in the report, such as string, Boolean, enumeration or integer. |
| Value |
This column displays the value for the field/parameter. |
Table Actions
|
Action |
Description |
|---|---|
| Abort |
Click this action to stop the process. |
|
Click this action to move the current line above the previous line in the table. |
|
|
Click this action to move the current line below the next line in the table. |
|
|
Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
|
Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
|
|
Click this action to maximize the table view.
Click this action to restore the default display size of the table. |
|
Click this action to open the Customize Columns window. |
Result Log Table
This table provides details related to each background task instance.
Table Fields
| Field | Description |
|---|---|
| Message |
This column displays the messages generated while the background task was running. |
| Type |
This column displays the type of message generated, such as Information, Warning or Result. |
| Rec. Key Descr. |
This column displays the container associated with the message. |
Table Actions
|
Action |
Description |
|---|---|
|
Click this action to move the current line above the previous line in the table. |
|
|
Click this action to move the current line below the next line in the table. |
|
|
Click this action to open the Display Options dialog box. Use the slider to drag the line height according to your preference, then click Apply to refresh the screen. Click Cancel to close the dialog box without applying the change. |
|
|
Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
|
Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
|
|
Click this action to maximize the table view.
Click this action to restore the default display size of the table. |
|
Click this action to open the Customize Columns window. |