CreateCustomerIncomeReport
Generates a Customer Income report schema file.
Input
Name | Type | Description |
ReportName | String | The name of the report.
The default value is CustomerIncomeReport. |
ReportDescription | String | A description for the report. If one is not specified, a description based on the ReportType will be selected. |
AccountingMethod | String | The accounting method used in the report.
The allowed values are Cash, Accrual. |
Class | String | Filters report contents to include information for specified classes if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Class IDs. |
Customer | String | Filters report contents to include information for specified customers. This is a comma separated list (spaces omitted after/before separating comma) of one or more Customer IDs |
DateMacro | String | A predefined date range. Use this if you want the report to cover a standard report date range. Otherwise, use the StartDate and EndDate to cover an explicit range.
The allowed values are Today, Yesterday, This Week, This Week-to-date, Last Week, Last Week-to-date, Next Week, Next 4 Weeks, This Month, This Month-to-date, Last Month, Last Month-to-date, Next Month, This Fiscal Quarter, This Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year, Last Fiscal Year-to-date, Next Fiscal Year. |
Department | String | Filters report contents to include information for specified departments if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Department IDs. |
StartDate | String | The startdate of the report. StartDate must be less than EndDate. |
EndDate | String | The enddate of the report. EndDate must be greater than StartDate. |
SummarizeColumnsBy | String | The criteria by which to group the report results.
The allowed values are Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices. |
Term | String | Filters report contents to include information for specified term or terms supplied. This is a comma separated list (spaces omitted after/before separating comma) of one or more Term IDs. |
Vendor | String | Filters report contents to include information for specified vendors. This is a comma separated list (spaces omitted after/before separating comma) of one or more Vendor IDs. |
Indentation | String | Add spaces at the start of values to visually identify totals and group values. |
WriteToFile | String | Whether to write to an output file or not. Defaults to true, must be set to false to write to FileStream or FileData. |
Result Set Columns
Name | Type | Description |
Result | String | Success or Failure. |
SchemaFile | String | The generated schema file. |
Columns | String | The number of columns found. |
FileData | String | The BASE64 downloaded file content. Only returned if WriteToFile set to false and FileStream is not set. |