View calculation results and transactions
After you run a calculation, you can view the results and the underlying transactions.
View calculation results
On the project page > Results tab, a list of calculation results displays. This is a summary of the calculation results; one row per rule.
Click a row to open the corresponding rule setup screen > Results section. This is a more detailed view of the calculation results for that rule; one row per bracket. If the rule has multiple brackets, each calculation ‘result’ might consist of several rows.
In both locations:
Calculations that contain no results (zero) are highlighted in green.
Calculations that failed, producing an error, are shaded in red.
To view the calculation results at the lowest level of detail, view the transactions (see below).
Filter calculation results
On both the project page > Results tab and the rule setup screen > Results section, you can filter the results list by Unposted (default) or Posted, as required.
If you are viewing the results in the Results tab, you also have the option to filter the result list by calculation outcome (All, Results Only, No Results, Errors) and you can search for specific results.
Export calculation results
You can export the list of calculation results in order to import the data into your ERP or invoice system. Both unposted and posted results can be exported.
On the project’s page > Results tab, click the Export button, then select CSV or XLSX file format, as required.
View the transactions
To view the calculation results in more detail, you can view the underlying transactions. These transactions represent the rebates you can pay your customers or claim from your suppliers.
In the rule setup screen > Results section, click the result (blue bracket name). The Unposted Transaction Details screen opens, in which the transactions display, sorted by date and then by value/quantity.
