Reports
Regulated report
Creates, completes, and stores regulated reports using available report forms.
Creates, completes, and stores regulated reports using available report forms.
How to open
- Reports → Regulated reports
Opening requires view permission. Saving requires edit permission, and posting or unposting requires post permission when the form supports those actions.
Form and fields
The form contains General Data, Regulated Report Upload, Files tabs.
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Period | Yes | Enter the required date, period, or time. |
| Year | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Template | Yes | Select an available value; the available choices depend on the context already entered. |
| Comment | When required by the form | Enter the explanation or reason relevant to the document. |
| Responsible | Yes | Select an available value; the available choices depend on the context already entered. |
Saving and result
Complete every visible field marked with an asterisk, verify lines and totals, and save the document. If the module supports posting, use Save and post after verification.
Saving records report data; submission, validation, export, and statuses depend on the selected report form.
Configured print forms: @RegulatedReport, @RegulatedReportXmlFileName.