Tableau Connector for Reckon

Build 24.0.9060

ReportBudgetSummary

Generates budget reports.

Input

Name Type Description
Reporttype String The type of the report.

The allowed values are BALANCESHEETBUDGETOVERVIEW, BALANCESHEETBUDGETVSACTUAL, PROFITANDLOSSBUDGETOVERVIEW, PROFITANDLOSSBUDGETPERFORMANCE, PROFITANDLOSSBUDGETVSACTUAL.

The default value is BALANCESHEETBUDGETOVERVIEW.

Fiscalyear String The fiscal year of the budget to be queried. For example, 2014.
Budgetcriterion String Specifies what this budget covers.

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

The default value is NONE.

Summarizebudgetcolumnsby String 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.

The default value is NONE.

Summarizebudgetrowsby String 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.

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 24.0.9060