CData JDBC Driver for Reckon 2019 - Online Help
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ReportCustomSummary

CData JDBC Driver for Reckon 2019 - Build 19.0.7354

Generates a custom summary report.

Input

Name Type Description
Reporttype String The type of the report.

The allowed values are BALANCESHEETPREVYEARCOMP, BALANCESHEETSTANDARD, BALANCESHEETSUMMARY, CUSTOMERBALANCESUMMARY, EXPENSEBYVENDORSUMMARY, INCOMEBYCUSTOMERSUMMARY, INVENTORYSTOCKSTATUSBYITEM, INVENTORYSTOCKSTATUSBYVENDOR, INCOMETAXSUMMARY, INVENTORYVALUATIONSUMMARY, PHYSICALINVENTORYWORKSHEET, PROFITANDLOSSBYCLASS, PROFITANDLOSSBYJOB, PROFITANDLOSSPREVYEARCOMP, PROFITANDLOSSSTANDARD, PROFITANDLOSSYTDCOMP, PURCHASEBYITEMSUMMARY, PURCHASEBYVENDORSUMMARY, SALESBYCUSTOMERSUMMARY, SALESBYITEMSUMMARY, SALESBYREPSUMMARY, SALESTAXLIABILITY, SALESTAXREVENUESUMMARY, TRIALBALANCE, VENDORBALANCESUMMARY.

The default value is BALANCESHEETPREVYEARCOMP.

Reportperiod String Report date range in the format fromdate:todate. Either value may be omitted for an open ended range (e.g., 2009-12-25:). Supported date format: yyyy-MM-dd.
Reportdaterangemacro String Use a predefined date range.

The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR.

The default value is ALL.

Accounttype String Allows the user to query for a specified account type.

The allowed values are NONE, ACCOUNTSPAYABLE, ACCOUNTSRECEIVABLE, ALLOWEDFOR1099, APANDSALESTAX, APORCREDITCARD, ARANDAP, ASSET, BALANCESHEET, BANK, BANKANDARANDAPANDUF, BANKANDUF, COSTOFSALES, CREDITCARD, CURRENTASSET, CURRENTASSETANDEXPENSE, CURRENTLIABILITY, EQUITY, EQUITYANDINCOMEANDEXPENSE, EXPENSEANDOTHEREXPENSE, FIXEDASSET, INCOMEANDEXPENSE, INCOMEANDOTHERINCOME, LIABILITY, LIABILITYANDEQUITY, LONGTERMLIABILITY, NONPOSTING, ORDINARYEXPENSE, ORDINARYINCOME, ORDINARYINCOMEANDCOGS, ORDINARYINCOMEANDEXPENSE, OTHERASSET, OTHERCURRENTASSET, OTHERCURRENTLIABILITY, OTHEREXPENSE, OTHERINCOME, OTHERINCOMEOREXPENSE.

The default value is NONE.

Accountlisttype String Allows the user to query for specific list elements.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

The default value is FULLNAME.

Accountlists String The list elements to report on. For LISTIDLIST and FULLNAMELIST, use a comma-separated list.
Entitytype String Allows the user to query for a specified name type.

The allowed values are NONE, CUSTOMER, EMPLOYEE, OTHERNAME, VENDOR.

The default value is NONE.

Entitylisttype String Allows the user to query for specific list elements.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

The default value is FULLNAME.

Entitylists String The list elements to report on. For LISTIDLIST and FULLNAMELIST, use a comma-separated list.
Itemtype String Allows the user to query for a specified item type.

The allowed values are NONE, ALLEXCEPTFIXEDASSET, ASSEMBLY, DISCOUNT, FIXEDASSET, INVENTORY, INVENTORYANDASSEMBLY, NONINVENTORY, OTHERCHARGE, PAYMENT, SALES, SALESTAX, SERVICE.

The default value is NONE.

Itemlisttype String Allows the user to query for specific list elements.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

The default value is FULLNAME.

Itemlists String The list elements to report on. For LISTIDLIST and FULLNAMELIST, use a comma-separated list.
Classlisttype String Allows the user to query for a specified class.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

The default value is FULLNAME.

Classlists String The list elements to report on. For LISTIDLIST and FULLNAMELIST, use a comma-separated list.
Transactiontypes String A list of the transaction types you want the report to cover. Available values include: ALL,ARREFUNDCREDITCARD,BILL,BILLPAYMENTCHECK,BILLPAYMENTCREDITCARD,BUILDASSEMBLY,CHARGE,CHECK,CREDITCARDCHARGE,CREDITCARDCREDIT,CREDITMEMO,DEPOSIT,ESTIMATE,INVENTORYADJUSTMENT,INVOICE,ITEMRECEIPT,JOURNALENTRY,LIABILITYADJUSTMENT,PAYCHECK,PAYROLLLIABILITYCHECK,PURCHASEORDER,RECEIVEPAYMENT,SALESORDER,SALESRECEIPT,SALESTAXPAYMENTCHECK,TRANSFER,VENDORCREDIT,YTDADJUSTMENT

The default value is ALL.

Modifieddaterange String Modified date range in the format fromdate:todate. Either value may be omitted for an open ended range (e.g., 2009-12-25:). Supported date format: yyyy-MM-dd.
Modifieddaterangemacro String Use a predefined modified date range.

The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR.

The default value is ALL.

Detaillevel String The level of detail to include in the report.

The allowed values are ALL, ALLEXCEPTSUMMARY, SUMMARYONLY.

The default value is ALL.

Summarizecolumnsby String Determines which data the report calculates and how the columns will be labeled across the top of the report.

The allowed values are NONE, ACCOUNT, BALANCESHEET, CLASS, CUSTOMER, CUSTOMERTYPE, DAY, EMPLOYEE, FOURWEEK, HALFMONTH, INCOMESTATEMENT, ITEMDETAIL, ITEMTYPE, MONTH, PAYEE, PAYMENTMETHOD, PAYROLLITEMDETAIL, QUARTER, SALESREP, SALESTAXCODE, SHIPMETHOD, TERMS, TOTALONLY, TWOWEEK, VENDOR, VENDORTYPE, WEEK, YEAR.

The default value is ACCOUNT.

Summarizerowsby String Determines along with IncludeColumnList, in most cases, what data is calculated for this report and controls how the rows are organized and labeled.

The allowed values are NONE, ACCOUNT, BALANCESHEET, CLASS, CUSTOMER, CUSTOMERTYPE, DAY, EMPLOYEE, FOURWEEK, HALFMONTH, INCOMESTATEMENT, ITEMDETAIL, ITEMTYPE, MONTH, PAYEE, PAYMENTMETHOD, PAYROLLITEMDETAIL, QUARTER, SALESREP, SALESTAXCODE, SHIPMETHOD, TAXLINE, TERMS, TOTALONLY, TWOWEEK, VENDOR, VENDORTYPE, WEEK, YEAR.

The default value is ACCOUNT.

Includesubcolumns String Determines whether to include any subcolumn information.

The allowed values are TRUE, FALSE.

The default value is FALSE.

Reportcalendar String Specifies the type of year that will be used for this report.

The allowed values are NONE, CALENDARYEAR, FISCALYEAR, TAXYEAR.

The default value is NONE.

Returnrows String Specifies whether you want the report to include only rows with active information, only rows with nonzero values, or all rows regardless of their content or active status.

The allowed values are NONE, ACTIVEONLY, NONZERO, All.

The default value is NONE.

Returncolumns String Specifies whether you want the report to include only columns with active information, only columns with nonzero values, or all columns regardless of their content or active status.

The allowed values are NONE, ACTIVEONLY, NONZERO, All.

The default value is NONE.

Postingstatus String Allows you to query for posting reports, nonposting reports, or reports that are either.

The allowed values are EITHER, NONPOSTING, POSTING.

The default value is EITHER.

Reportbasis String If reportbasis is Cash, the report bases income and expenses on the dates when money changed hands. If Accrual, the report bases income on the dates when customers were invoiced and bases expenses on the dates when bills were entered. If None, the report uses the default report basis, which is either the Reckon preference setting or the Reckon default for a given type of report. In a report response, the SDK returns None for reports that do not support a report basis. (The 1099 report, for example, has its own basis for generation.)

The allowed values are ACCRUAL, CASH, NONE.

The default value is NONE.

Delimiter String Set the delimiter character for the fields

The default value is ;.

Result Set Columns

Name Type Description
Rowtype String The type of row being output. For example, TitleRow, TextRow, DataRow, SubtotalRow, or TotalRow.
Column_value String The data in this row in a semicolon separated list of the report.

 
 
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Build 19.0.7354.0