JDBC Driver for Reckon Accounts Hosted

Build 22.0.8462

CreateReportSchema

Generates a report schema file.

CreateReportSchema

CreateReportSchema creates a schema file based on the specified report. This schema adds a table to your existing list that corresponds with the results of your report which can be queried like other tables. Reports from the Reckon Accounts Hosted are not modeled by driver as queryable tables by default.

The generated schema file outlines the metadata for the report, such as columns and column data types. You can edit the file to adjust data types, rename columns, and include or exclude columns.

Input

Name Type Accepts Output Streams Description
ReportName String False The name of the report. If this is not specified the ReportType will be used as the name.
ReportDescription String False A description for the report. If one is not specified, a description based on the ReportType will be selected.
ReportType String False The type of report to create a schema for.

The allowed values are 1099DETAIL, APAGINGDETAIL, APAGINGSUMMARY, ARAGINGDETAIL, ARAGINGSUMMARY, AUDITTRAIL, BALANCESHEETBUDGETOVERVIEW, BALANCESHEETBUDGETVSACTUAL, BALANCESHEETDETAIL, BALANCESHEETPREVYEARCOMP, BALANCESHEETSTANDARD, BALANCESHEETSUMMARY, CHECKDETAIL, COLLECTIONSREPORT, CUSTOMDETAIL, CUSTOMERBALANCEDETAIL, CUSTOMERBALANCESUMMARY, DEPOSITDETAIL, EMPLOYEEEARNINGSSUMMARY, EMPLOYEESTATETAXESDETAIL, ESTIMATESBYJOB, EXPENSEBYVENDORDETAIL, EXPENSEBYVENDORSUMMARY, GENERALLEDGER, INCOMEBYCUSTOMERDETAIL, INCOMEBYCUSTOMERSUMMARY, INCOMETAXDETAIL, INCOMETAXSUMMARY, INVENTORYSTOCKSTATUSBYITEM, INVENTORYSTOCKSTATUSBYVENDOR, INVENTORYVALUATIONDETAIL, INVENTORYVALUATIONSUMMARY, ITEMESTIMATESVSACTUALS, ITEMPROFITABILITY, JOBESTIMATESVSACTUALSDETAIL, JOBESTIMATESVSACTUALSSUMMARY, JOBPROFITABILITYDETAIL, JOBPROFITABILITYSUMMARY, JOBPROGRESSINVOICESVSESTIMATES, JOURNAL, MISSINGCHECKS, OPENINVOICES, OPENPOS, OPENPOSBYJOB, OPENSALESORDERBYCUSTOMER, OPENSALESORDERBYITEM, PAYROLLITEMDETAIL, PAYROLLLIABILITYBALANCES, PAYROLLREVIEWDETAIL, PAYROLLSUMMARY, PAYROLLTRANSACTIONDETAIL, PAYROLLTRANSACTIONSBYPAYEE, PENDINGSALES, PHYSICALINVENTORYWORKSHEET, PROFITANDLOSSBUDGETOVERVIEW, PROFITANDLOSSBUDGETPERFORMANCE, PROFITANDLOSSBUDGETVSACTUAL, PROFITANDLOSSBYCLASS, PROFITANDLOSSBYJOB, PROFITANDLOSSDETAIL, PROFITANDLOSSPREVYEARCOMP, PROFITANDLOSSSTANDARD, PROFITANDLOSSYTDCOMP, PURCHASEBYITEMDETAIL, PURCHASEBYITEMSUMMARY, PURCHASEBYVENDORDETAIL, PURCHASEBYVENDORSUMMARY, SALESBYCUSTOMERDETAIL, SALESBYCUSTOMERSUMMARY, SALESBYITEMDETAIL, SALESBYITEMSUMMARY, SALESBYREPDETAIL, SALESBYREPSUMMARY, SALESTAXLIABILITY, SALESTAXREVENUESUMMARY, TIMEBYITEM, TIMEBYJOBDETAIL, TIMEBYJOBSUMMARY, TIMEBYNAME, TRIALBALANCE, TXNDETAILBYACCOUNT, TXNLISTBYCUSTOMER, TXNLISTBYDATE, TXNLISTBYVENDOR, UNBILLEDCOSTSBYJOB, UNPAIDBILLSDETAIL, VENDORBALANCEDETAIL, VENDORBALANCESUMMARY.

IncludeRowtype Boolean False A boolean determining if the rowtype column should be included in the output schema.

The default value is FALSE.

ReportPeriod String False Report date range in the format fromdate:todate where either value may be omitted for an open-ended range (e.g., 2009-12-25:). Supported date format: yyyy-MM-dd.
ReportDateRangeMacro String False A macro that can be specified for the report 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.

AccountType String False The specific type of account to request in the report.

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.

AccountList String False A comma separated list of account names or IDs. Also specify a value for AccountListType if specifying a value for this input. For instance AccountName,AccountId2,AccountId3.
AccountListType String False Allows the user to query for specific list accounts.

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

EntityType String False The specific type of entity to request in the report.

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

EntityList String False A comma separated list of entity names or IDs. Also specify a value for EntityListType if specifying a value for this input.
EntityListType String False Allows the user to query for specific list of entities.

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

ItemType String False The specific type of item to request in the report.

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

ItemList String False A comma separated list of item names or IDs. Also specify a value for ItemListType if specifying a value for this input.
ItemListType String False Allows the user to query for specific list of items.

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

ClassList String False A comma separated list of class names or IDs. Also specify a value for ClassListType if specifying a value for this input.
ClassListType String False Allows the user to query for specific list of classes.

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

ModifiedDateRange String False Date modified range in the format fromdate:todate where either value may be omitted for an open-ended range (e.g., 2009-12-25:). Supported date format: yyyy-MM-dd.
ModifiedDateRangeMacro String False A predefined date modified 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.

DetailLevel String False The level of detail to include in the report.
SummarizeColumnsBy String False 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.

IncludeSubColumns String False A boolean indicating if subcolumns should be included.
IncludeColumns String False A comma separated list of columns to include. Supported values include ACCOUNT,AGING,AMOUNT,AMOUNTDIFFERENCE,AVERAGECOST,BILLEDDATE,BILLINGSTATUS,CALCULATEDAMOUNT,CLASS,CLEAREDSTATUS,COSTPRICE,CREDIT,CURRENCY,DATE,DEBIT,DELIVERYDATE,DUEDATE,ESTIMATEACTIVE,EXCHANGERATE,FOB,INCOMESUBJECTTOTAX,INVOICED,ITEM,ITEMDESC,LASTMODIFIEDBY,LATESTORPRIORSTATE,MEMO,MODIFIEDTIME,NAME,NAMEACCOUNTNUMBER,NAMEADDRESS,NAMECITY,NAMECONTACT,NAMEEMAIL,NAMEFAX,NAMEPHONE,NAMESTATE,NAMEZIP,OPENBALANCE,ORIGINALAMOUNT,PAIDAMOUNT,PAIDSTATUS,PAIDTHROUGHDATE,PAYMENTMETHOD,PAYROLLITEM,PONUMBER,PRINTSTATUS,PROGRESSAMOUNT,PROGRESSPERCENT,QUANTITY,QUANTITYAVAILABLE,QUANTITYONHAND,QUANTITYONSALESORDER,RECEIVEDQUANTITY,REFNUMBER,RUNNINGBALANCE,SALESREP,SALESTAXCODE,SHIPDATE,SHIPMETHOD,SOURCENAME,SPLITACCOUNT,SSNORTAXID,TAXLINE,TAXTABLEVERSION,TERMS,TXNID,TXNNUMBER,TXNTYPE,UNITPRICE,USEREDIT,VALUEONHAND,WAGEBASE,WAGEBASETIPS
IncludeAccounts String False Indicates whether this report should include all accounts or just those that are currently in use.

The allowed values are ALL, INUSE.

SummarizeRowsBy String False Determines along with includecolumnlist, in most cases, what data is calculated for this report and controls how the rows are organized and labeled. For example, if you set the value to Account, the report's row labels might be Checking, Savings, and so on.

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.

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

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

ReturnRows String False 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.

ReturnColumns String False 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.

PostingStatus String False Allows you to query for posting reports, nonposting reports, or reports that are either one.

The allowed values are EITHER, NONPOSTING, POSTING.

ReportAsOf String False The report will return open balance information up to the reportopenbalanceasof date.

The allowed values are REPORTENDDATE, TODAY.

TransactionTypes String False A comma separated list of the transaction types you want the report to cover. 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.
ReportBasis String False 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.

FiscalYear String False The fiscal year of the budget to be queried. For example, 2014.
BudgetCriterion String False Specifies what this budget covers.

The allowed values are NONE, ACCOUNTS, ACCOUNTSANDCLASSES, ACCOUNTSANDCUSTOMERS.

SummarizeBudgetColumnsBy String False The data the report calculates and how the columns will be labeled across the top of the report.

The allowed values are NONE, CLASS, CUSTOMER, DATE.

SummarizeBudgetRowsBy String False How rows are to be labeled in the report. For example, if you set the value to Account, the row labels of the report might be Checking, Savings, and so on.

The allowed values are NONE, CLASS, CUSTOMER, ACCOUNT.

FileStream String True An instance of an output stream where file data is written to.

Result Set Columns

Name Type Description
Result String Success or Failure.
SchemaFile String The generated schema file.
Columns String The number of columns found.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462