{"article":{"id":139,"title":"Reporty prodej\u016f, zak\u00e1zek a financ\u00ed","body":"

Lamael obsahuje bonusov\u00fd modul Reporty, kter\u00fd je mo\u017en\u00e9 jednor\u00e1zov\u011b zakoupit.<\/p>\n

Modul Reporty slou\u017e\u00ed k p\u0159ehledn\u00e9mu zobrazen\u00ed kl\u00ed\u010dov\u00fdch ukazatel\u016f va\u0161\u00ed organizace. Zobrazuje data z vybran\u00fdch agend syst\u00e9mu, kter\u00e1 ukazuj\u00ed v\u00fdkonnost v r\u016fzn\u00fdch oblastech.<\/p>\n

Report fakturace<\/h3>\n

Zobrazuje fakturovan\u00e9 \u010d\u00e1stky za zvolen\u00e9 obdob\u00ed s mo\u017enou agregac\u00ed - se\u010dten\u00edm a seskupen\u00edm dat dle r\u016fzn\u00fdch hodnot. Fakturaci je mo\u017en\u00e9 agregovat dle obchodn\u00edk\u016f, odb\u011bratel\u016f, zak\u00e1zek, kategori\u00ed, produkt\u016f a obdob\u00ed. Faktury jsou za\u0159azeny do obdob\u00ed dle data zdaniteln\u00e9ho pln\u011bn\u00ed nebo vystaven\u00ed faktury.<\/p>\n

Report zak\u00e1zek<\/h3>\n

Stejn\u011b jako report Fakturace, report Zak\u00e1zky zobrazuje fakturovan\u00e9 \u010d\u00e1stky a data bere z faktur. M\u00e1 stejn\u00e9 agregace dat. Rozd\u00edl je v za\u0159azen\u00ed faktur do obdob\u00ed. Zat\u00edmco report Fakturace rozd\u011bluje faktury do obdob\u00ed dle data na faktu\u0159e, report Zak\u00e1zky se \u0159\u00edd\u00ed datem ukon\u010den\u00ed zak\u00e1zky, ke kter\u00e9 je faktura p\u0159ipojena.<\/p>\n

Na zak\u00e1zku m\u016f\u017eete pr\u016fb\u011b\u017en\u011b vystavovat faktury s r\u016fzn\u00fdmi daty, ale a\u017e v okam\u017eiku nastaven\u00ed data dokon\u010den\u00ed zak\u00e1zky se faktury na t\u00e9to zak\u00e1zce dostanou do reportu a to pr\u00e1v\u011b do obdob\u00ed ur\u010den\u00ed datem konce zak\u00e1zky. Pokud nap\u0159\u00edklad otev\u0159ete zak\u00e1zku v lednu, postupn\u011b budete vystavovat faktury na tuto zak\u00e1zku a nakonec zak\u00e1zku uzav\u0159ete v kv\u011btnu, ve\u0161ker\u00e9 faktury na t\u00e9to zak\u00e1zce budou zapo\u010d\u00edt\u00e1ny a\u017e do kv\u011btna.<\/p>\n

Report cashflow<\/h3>\n

Zat\u00edmco reporty Fakturace a Zak\u00e1zky se d\u00edvaj\u00ed pouze na stranu prodeje, report Cashflow vyhodnocuje n\u00e1kup a prodej. Pracuje s fakturami z agendy N\u00e1kup a z fakturami z agendy Prodej. Faktury z agendy Prodej zapo\u010d\u00edt\u00e1v\u00e1 jako v\u00fdnosy, faktury z agendy N\u00e1kup zapo\u010d\u00edt\u00e1v\u00e1 jako n\u00e1klady. Rozd\u00edl v\u00fdnos\u016f a n\u00e1klad\u016f vyhodnocuje jako zisk.<\/p>\n

Pr\u00e1ce s reporty<\/h3>\n

Na n\u00e1strojov\u00e9 li\u0161t\u011b je mo\u017enost v\u00fdb\u011bru obdob\u00ed<\/strong> M\u011bs\u00edc \/ Rok \/ V\u0161e. P\u0159i v\u00fdb\u011bru M\u011bs\u00edc nebo Rok jsou vedle v\u00fdb\u011bru zobrazeny \u0161ipky doleva a doprava, kter\u00fdmi je mo\u017en\u00e9 p\u0159ech\u00e1zet na p\u0159edchoz\u00ed a dal\u0161\u00ed obdob\u00ed, tedy m\u011bs\u00edc nebo rok. Kdy\u017e je zvolen M\u011bs\u00edc, je vedle \u0161ipek zobrazen rozsah datum\u016f od - do. V\u00fdchoz\u00ed je pr\u016fb\u011b\u017en\u00fd m\u011bs\u00edc, tedy posledn\u00edch 30 dn\u016f. Je mo\u017en\u00e9 rozkliknout datum a vybrat libovoln\u00fd za\u010d\u00e1tek obdob\u00ed. Po v\u00fdb\u011bru 1. dne v m\u011bs\u00edci se nastav\u00ed obdob\u00ed na cel\u00fd kalend\u00e1\u0159n\u00ed m\u011bs\u00edc. Pak je mo\u017en\u00e9 se po cel\u00fdch m\u011bs\u00edc\u00edch posouvat dop\u0159edu a dozadu.<\/p>\n

Report je mo\u017en\u00e9 agregovat<\/strong> dle r\u016fzn\u00fdch hodnot v\u00fdb\u011brem z\u00e1lo\u017eky. V\u00fdb\u011brem z\u00e1lo\u017eky agregace se data seskup\u00ed a se\u010dtou dle vybran\u00e9ho parametru, nap\u0159\u00edklad dle odb\u011bratele. Zobraz\u00ed se kol\u00e1\u010dov\u00fd graf nejv\u011bt\u0161\u00edch hodnot a tabulka se v\u0161emi daty. Data v tabulce je mo\u017en\u00e9 \u0159adit kliknut\u00edm na n\u00e1zev sloupce tabulky. Kol\u00e1\u010dov\u00fd graf zobrazuje data ve stejn\u00e9m \u0159a\u017een\u00ed jako tabulka.<\/p>\n

Data je mo\u017en\u00e9 filtrovat<\/strong> p\u0159\u00edmo kliknut\u00edm na \u0159\u00e1dek dat v tabulce reportu. Kliknut\u00edm na \u0159\u00e1dek se provede v\u00fdb\u011br a dan\u00e1 hodnota se odebere z nab\u00eddky agregac\u00ed. Kdy\u017e nap\u0159\u00edklad agregujete faktury dle kategori\u00ed, pak kliknut\u00edm na zvolenou kategorii zafiltrujete na tuto kategorii, vy\u0159ad\u00edte z\u00e1lo\u017eku Kategorie z nab\u00eddky agregac\u00ed a zobraz\u00edte prodeje produkt\u016f v t\u00e9to katetgorii. Zvolen\u00fd filtr je mo\u017en\u00e9 zru\u0161it kliknut\u00edm na k\u0159\u00ed\u017eek na \u0161t\u00edtku filtru.<\/p>\n

Nasazen\u00ed report\u016f<\/h3>\n

Implementaci modulu Reporty \u0159e\u0161\u00edme individu\u00e1ln\u011b dle va\u0161ich po\u017eadavk\u016f. Vyjdeme ze z\u00e1kladu report\u016f popsan\u00fdch v\u00fd\u0161e, zjist\u00edme va\u0161e po\u017eadavky a navrhneme \u00fapravu nebo dopln\u011bn\u00ed report\u016f tak, aby vyhovovaly pr\u00e1v\u011b v\u00e1m. Kontaktujte n\u00e1s pros\u00edm na info@lamael.cz<\/a>.<\/p>","slug":"reporty-prodeju-zakazek-a-financi","draft":0,"visibility":"public","views":83,"position":0,"description":null,"created_at":"2025-02-25T08:16:04.000000Z","updated_at":"2026-10-05T17:39:50.000000Z","model_type":"article","tags":[{"id":28,"name":"finance","display_name":"finance","type":"custom","created_at":"2025-01-30T14:16:51.000000Z","updated_at":"2025-01-30T14:16:51.000000Z"},{"id":78,"name":"reporty","display_name":"reporty","type":"custom","created_at":"2025-02-25T08:16:04.000000Z","updated_at":"2025-02-25T08:16:04.000000Z"}],"uploads":[],"categories":[{"id":27,"name":"N\u00e1kup a Prodej","description":null,"position":20,"default":0,"parent_id":19,"hidden":false,"created_at":"2022-01-19T15:29:33.000000Z","updated_at":"2022-01-19T15:29:33.000000Z","image":null,"model_type":"category","parent":{"id":19,"name":"ERP syst\u00e9m","description":null,"position":5,"default":0,"parent_id":null,"hidden":false,"created_at":"2022-01-11T10:43:02.000000Z","updated_at":"2022-01-12T12:28:41.000000Z","image":"storage\/category\/z0Em0CRqb9wDMvvwRuehNdpA0iuKtxA1LsgTD8n6.svg","model_type":"category"}}]},"contentNav":[{"display_name":"Report fakturace","slug":"report-fakturace","indent":false,"type":"h3"},{"display_name":"Report zak\u00e1zek","slug":"report-zakazek","indent":false,"type":"h3"},{"display_name":"Report cashflow","slug":"report-cashflow","indent":false,"type":"h3"},{"display_name":"Pr\u00e1ce s reporty","slug":"prace-s-reporty","indent":false,"type":"h3"},{"display_name":"Nasazen\u00ed report\u016f","slug":"nasazeni-reportu","indent":false,"type":"h3"}],"status":"success","seo":[{"property":"og:url","content":"https:\/\/help.lamael.cz\/help-center\/articles\/139\/reporty-prodeju-zakazek-a-financi","nodeName":"meta"},{"property":"og:title","content":"Reporty prodej\u016f, zak\u00e1zek a financ\u00ed - Lamael Podpora","nodeName":"meta"},{"property":"og:description","content":"Lamael obsahuje bonusov\u00fd modul Reporty, kter\u00fd je mo\u017en\u00e9 jednor\u00e1zov\u011b zakoupit.\nModul Reporty slou\u017e\u00ed k p\u0159ehledn\u00e9mu zobrazen\u00ed kl\u00ed\u010dov\u00fdch ukazatel\u016f va\u0161\u00ed organizace. Zobrazuje data z vybran\u00fdch agend syst\u00e9mu, kter\u00e1 ukazuj\u00ed v\u00fdkonnost v r\u016fzn\u00fdch oblastech.\nReport fakturace\nZobrazuje fakturovan\u00e9 \u010d\u00e1stky za zvolen\u00e9 obdob\u00ed s mo\u017enou agregac\u00ed - se\u010dten\u00edm a seskupen\u00edm dat dle r\u016fzn\u00fdch hodnot. Fakturaci je mo\u017en\u00e9 agreg...","nodeName":"meta"},{"property":"og:type","content":"article","nodeName":"meta"},{"property":"article:published_time","content":"2025-02-25 09:16:04","nodeName":"meta"},{"property":"article:modified_time","content":"2026-10-05 19:39:50","nodeName":"meta"},{"property":"article:tags","content":["finance","reporty"],"nodeName":"meta"},{"property":"og:site_name","content":"Lamael Podpora","nodeName":"meta"},{"name":"twitter:card","content":"summary","nodeName":"meta"},{"nodeName":"link","rel":"canonical","href":"https:\/\/help.lamael.cz\/help-center\/articles\/139\/reporty-prodeju-zakazek-a-financi"},{"nodeName":"title","_text":"Reporty prodej\u016f, zak\u00e1zek a financ\u00ed - Lamael Podpora"},{"name":"description","content":"Lamael obsahuje bonusov\u00fd modul Reporty, kter\u00fd je mo\u017en\u00e9 jednor\u00e1zov\u011b zakoupit.\nModul Reporty slou\u017e\u00ed k p\u0159ehledn\u00e9mu zobrazen\u00ed kl\u00ed\u010dov\u00fdch ukazatel\u016f va\u0161\u00ed organizace. Zobrazuje data z vybran\u00fdch agend syst\u00e9mu, kter\u00e1 ukazuj\u00ed v\u00fdkonnost v r\u016fzn\u00fdch oblastech.\nReport fakturace\nZobrazuje fakturovan\u00e9 \u010d\u00e1stky za zvolen\u00e9 obdob\u00ed s mo\u017enou agregac\u00ed - se\u010dten\u00edm a seskupen\u00edm dat dle r\u016fzn\u00fdch hodnot. Fakturaci je mo\u017en\u00e9 agreg...","nodeName":"meta"}]}