{"id":57310,"date":"2021-06-18T13:28:45","date_gmt":"2021-06-18T13:28:45","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=57310"},"modified":"2025-09-11T09:24:58","modified_gmt":"2025-09-11T09:24:58","slug":"bi-export","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/bi-export\/","title":{"rendered":"O BI Exportu"},"content":{"rendered":"

[et_pb_section fb_built=“1″ _builder_version=“3.22″][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“3.25″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|0|0|false|false“ make_fullwidth=“on“][et_pb_column type=“3_4″ _builder_version=“3.25″ custom_padding=“|||“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“]<\/p>\n

BI Export<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ ul_text_shadow_style=“preset3″]<\/p>\n

BI Export<\/strong> (Business Intelligence Export) umo\u017e\u0148uje exportovat kl\u00ed\u010dov\u00e1 \u00fa\u010detn\u00ed data pro dal\u0161\u00ed pr\u00e1ci<\/strong> nebo export do jin\u00fdch BI \u0159e\u0161en\u00ed<\/strong>.<\/span><\/p>\n

Pou\u017e\u00edv\u00e1 se prim\u00e1rn\u011b ke shroma\u017e\u010fov\u00e1n\u00ed informac\u00ed o polo\u017ek\u00e1ch (klientsk\u00e1 rozpo\u010det, faktury, objedn\u00e1vky, pokladn\u00ed doklady atd.), kter\u00e9 maj\u00ed vytvo\u0159en\u00fd a sch\u00e1veln\u00fd \u00fa\u010detn\u00ed z\u00e1znam.<\/span><\/span><\/p>\n

Jakmile vytvo\u0159\u00edte klientsk\u00fd rozpo\u010det, fakturu nebo jin\u00fd dokument – z finan\u010dn\u00edho hlediska dan\u00fd dokument nen\u00ed nikde v report\u011bch zobrazen<\/strong> jako v\u00fdnos nebo n\u00e1klad. Po schv\u00e1len\u00ed klientsk\u00e9ho rozpo\u010dtu, faktury nebo jin\u00e9ho dokumentu,<\/strong><\/span>tyto dokumenty uvid\u00edte v reportech<\/span><\/strong> a a tak\u00e9 se automaticky vytvo\u0159\u00ed \u00fa\u010detn\u00ed z\u00e1znam.<\/span><\/span><\/p>\n

OBECN\u011a:<\/strong> Dokument, kter\u00fd nen\u00ed schv\u00e1len (nebo nem\u00e1 spr\u00e1vn\u00fd stav) = Nezobrazuje se v reportech a BI exportu.<\/p>\n

BI Export najdete ve Financ\u00edch – \u00da\u010detn\u00ed den\u00edk – BI Export.<\/strong><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/bi-export.png“ title_text=“bi-export“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ ul_text_shadow_style=“preset3″]<\/p>\n

BI data m\u016f\u017eete snadno exportovat kliknut\u00edm na ikonu Export. Do va\u0161eho po\u010d\u00edta\u010de se pot\u00e9 ulo\u017e\u00ed xlsx dokument.<\/b><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-17-v-11.13.41.png“ title_text=“BI-EXPORT“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|449px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.0″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|-9px|||“ ul_text_shadow_style=“preset3″][\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ hover_enabled=“0″ ul_text_shadow_style=“preset3″ sticky_enabled=“0″]<\/p>\n

Data m\u016f\u017eete filtrovat dv\u011bma zp\u016fsoby: podle datumu a podle typu dokumentu.<\/i><\/b><\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-10-3.gif“ title_text=“bi-export-filters“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ hover_enabled=“0″ box_shadow_style=“preset2″ sticky_enabled=“0″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ hover_enabled=“0″ ul_text_shadow_style=“preset3″ sticky_enabled=“0″]<\/p>\n

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Pozn\u00e1mka:<\/strong> <\/span>M\u016f\u017eete tak\u00e9 zkontrolovat, \u017ee uvnit\u0159 ka\u017ed\u00e9ho schv\u00e1len\u00e9ho dokumentu uvid\u00edte z\u00e1lo\u017eku – \u00da\u010detnictv\u00ed.<\/em><\/p>\n<\/div>\n<\/div>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-17-v-10.30.01.png“ title_text=“accounting“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“3.26.5″ text_font=“|300|||||||“ custom_margin=“-14px|40px||||“ custom_padding=“12px|0px||||“ text_font_last_edited=“off|desktop“ global_module=“14686″ saved_tabs=“all“]<\/p>\n

Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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BI ExportBI Export (Business Intelligence Export) umo\u017e\u0148uje exportovat kl\u00ed\u010dov\u00e1 \u00fa\u010detn\u00ed data pro dal\u0161\u00ed pr\u00e1ci nebo export do jin\u00fdch BI \u0159e\u0161en\u00ed. Pou\u017e\u00edv\u00e1 se prim\u00e1rn\u011b ke shroma\u017e\u010fov\u00e1n\u00ed informac\u00ed o polo\u017ek\u00e1ch (klientsk\u00e1 rozpo\u010det, faktury, objedn\u00e1vky, pokladn\u00ed doklady atd.), kter\u00e9 maj\u00ed vytvo\u0159en\u00fd a sch\u00e1veln\u00fd \u00fa\u010detn\u00ed z\u00e1znam. Jakmile vytvo\u0159\u00edte klientsk\u00fd rozpo\u010det, fakturu nebo jin\u00fd dokument – z finan\u010dn\u00edho hlediska dan\u00fd […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-57310","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t