CreateReportSchema

Generates a schema file for custom QuickBooks reports, providing a structure for tailored data extraction.

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 then be queried like other tables. (Reports from the QuickBooks are not modeled by 本製品 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.

Updating a Report Schema

In the following example, the SP CreateReportSchema creates a new report using TestReportTest1 as a base template. It appends new columns to TestReportTest1 and creates a new report, named TestReport2. The new report is saved as ...\\TestReportTest2.rsd.

EXECUTE [CreateReportSchema] 
    [ReportName] = "TestReportTest2",
    [CustomFieldIdsPrimitive] = "1459925,1459928",
    [CustomFieldIdsDropdown] = "1469785",
    [CustomDimensionKeyIds] = "13539564",
    [BaseReportName] = "TestReportTest1", 
    [FileName] = "...\\TestReportTest2.rsd"

Input


Name	Type	Accepts Output Streams	Description
ReportName	String	False	The name of the report. If not specified, the ReportType is used as the default name.
ReportDescription	String	False	A brief description of the report. If not provided, a description based on the ReportType is used.
ReportType	String	False	Specifies the type of report for which the schema will be created. 使用できる値は次のとおりです。1099DETAIL, APAGINGDETAIL, APAGINGSUMMARY, ARAGINGDETAIL, ARAGINGSUMMARY, AUDITTRAIL, BALANCESHEETBUDGETOVERVIEW, BALANCESHEETBUDGETVSACTUAL, BALANCESHEETDETAIL, BALANCESHEETPREVYEARCOMP, BALANCESHEETSTANDARD, BALANCESHEETSUMMARY, CHECKDETAIL, COLLECTIONSREPORT, CUSTOMDETAIL, CUSTOMERBALANCEDETAIL, CUSTOMERBALANCESUMMARY, CUSTOMSUMMARY, 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 indicating whether the rowtype column should be included in the output schema. デフォルト値はFALSEです。
ReportPeriod	String	False	The date range for the report in the format fromdate:todate. You can omit either value for an open-ended range or use a macro such as TODAY, THISMONTH, or LASTYEAR. Supported formats include yyyy-MM-dd.
AccountType	String	False	The specific type of account to include in the report. 使用できる値は次のとおりです。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 to include in the report. Use with AccountListType for additional filtering.
AccountListType	String	False	Specifies whether the AccountList represents account names or account IDs. 使用できる値は次のとおりです。LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN
EntityType	String	False	The type of entity to include in the report, such as Customers or Vendors. 使用できる値は次のとおりです。NONE, CUSTOMER, EMPLOYEE, OTHERNAME, VENDOR
EntityList	String	False	A comma-separated list of entity names or IDs to include in the report. Use with EntityListType for additional filtering.
EntityListType	String	False	Specifies whether the EntityList represents entity names or entity IDs. 使用できる値は次のとおりです。LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN
ItemType	String	False	The type of items to include in the report, such as Inventory or NonInventory. 使用できる値は次のとおりです。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 to include in the report. Use with ItemListType for additional filtering.
ItemListType	String	False	Specifies whether the ItemList represents item names or item IDs. 使用できる値は次のとおりです。LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN
ClassList	String	False	A comma-separated list of class names or IDs to include in the report. Use with ClassListType for additional filtering.
ClassListType	String	False	Specifies whether the ClassList represents class names or class IDs. 使用できる値は次のとおりです。LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN
ModifiedDateRange	String	False	The range of modification dates to filter the report, in the format fromdate:todate. You can omit either value for an open-ended range or use macros. 使用できる値は次のとおりです。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, such as Summary or All. 使用できる値は次のとおりです。ALL, ALLEXCEPTSUMMARY, SUMMARYONLY
SummarizeColumnsBy	String	False	Determines how data is grouped and labeled across the columns of the report, such as by Date or Account. 使用できる値は次のとおりです。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 whether subcolumns should be included in the report.
IncludeColumns	String	False	A comma-separated list of columns to include in the report, such as ACCOUNT, DATE, or AMOUNT.
IncludeAccounts	String	False	Indicates whether the report should include all accounts or only those currently in use. 使用できる値は次のとおりです。ALL, INUSE
SummarizeRowsBy	String	False	Determines how data is grouped and labeled across the rows of the report, such as by Account or Customer. 使用できる値は次のとおりです。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 used in the report, such as Fiscal or Calendar. 使用できる値は次のとおりです。NONE, CALENDARYEAR, FISCALYEAR, TAXYEAR
ReturnRows	String	False	Specifies whether the report should include all rows, only rows with active information, or only rows with nonzero values. 使用できる値は次のとおりです。NONE, ACTIVEONLY, NONZERO, All
ReturnColumns	String	False	Specifies whether the report should include all columns, only columns with active information, or only columns with nonzero values. 使用できる値は次のとおりです。NONE, ACTIVEONLY, NONZERO, All
PostingStatus	String	False	Allows filtering the report for posting, nonposting, or both types of transactions. 使用できる値は次のとおりです。EITHER, NONPOSTING, POSTING
ReportAsOf	String	False	Returns open balance information as of the specified date. 使用できる値は次のとおりです。REPORTENDDATE, TODAY
TransactionTypes	String	False	A comma-separated list of transaction types to include in the report, such as INVOICE, BILL, or CREDITMEMO.
ReportBasis	String	False	Specifies whether the report is based on Cash, Accrual, or the default setting in QuickBooks. 使用できる値は次のとおりです。ACCRUAL, CASH, NONE
FiscalYear	String	False	The fiscal year to query for budgets in the report.
BudgetCriterion	String	False	Specifies what the budget covers, such as Accounts or Classes. 使用できる値は次のとおりです。NONE, ACCOUNTS, ACCOUNTSANDCLASSES, ACCOUNTSANDCUSTOMERS
SummarizeBudgetColumnsBy	String	False	Determines how budget data is grouped and labeled across the columns of the report. 使用できる値は次のとおりです。NONE, CLASS, CUSTOMER, DATE
SummarizeBudgetRowsBy	String	False	Determines how budget data is grouped and labeled across the rows of the report. 使用できる値は次のとおりです。NONE, CLASS, CUSTOMER, ACCOUNT
FileStream	String	True	An output stream where file data is written.

Result Set Columns


Name	Type	Description
Result	String	Indicates whether the operation succeeded or failed.
SchemaFile	String	The file containing the generated report schema.
Columns	String	The number of columns identified in the report schema.

ADO.NET Provider for QuickBooks

CreateReportSchema