Create a Customized Report

Permission Required: Create of Reports

To create a customized report:

1. Select the Reports menu.
   
2. Click on a report you want to clone to create the customized report.
   
3. Select Clone from the dropdown button in the top right corner.
   
   
   
   
4. Customize the Columns, Row Groups, Column Groups, or Aggregate Columns and click Save.

Within a folder, you cannot have duplicate report names. To change the report name, click the Edit [] icon next to the report name.

Customize the Report

1. Click + for the element (Columns, Row Groups, Column Groups, or Aggregate Columns) you want to add to the report.
   
   
   
   
2. Select the fields or attributes you want to add to your report and click Apply.
   You can filter these by modules or data type. The existing fields or attributes in the report will be selected. Uncheck the ones you want to remove.
   
   
   
   You can reorder the fields or attributes. Hover over a field or attribute and click on  to drag and drop it.
   
   
   

Edit a Customized Report

Permission Required: Edit of Reports

1. Select the Reports menu.
   
2. From the Custom Reports folder, click on a report you want to edit.
   
3. Select Edit from the dropdown button in the top right corner.
   
   
   
   
4. Make the necessary edits and click Save.

Points to remember

1. In a report, you can add a maximum of 30 columns.
   
2. In a report, you can add a maximum of three groupings, row-wise and column-wise combined.
   
3. In a report, you can add a maximum of four aggregate columns. Only currency fields can be added as aggregate columns.
4. Customized reports are supported only in the editions Standard and above. In the Standard edition, you can add five reports per module and a total of 15 reports. In the Professional edition, you can add ten reports per module and a total of 30 reports.