Reporting

Tabs help you stay organized and efficiently track your reports.

• All reports — All existing reports, regardless of who created them.

• Recently run — Reports run over the past 31 days (based on user login).

• Frequently run — Reports run at least four times in the past 31 days (based on user login).

• Favorites — Reports marked as favorite (based on user login). To mark a favorite from a report's menu , select Add to favorites.

On the Reports list page, select Add. When you add a new report in web view, it's also available database view. For more information, see Add a Report.

Add and manage tags and categories to organize, filter, and manage details for your financial reports based on General ledger, Payables, Treasury, and Fixed assets.

For example, create a "Year" category and add new tags for each year you want to include. You can then associate these tags with specific reports and filter as needed.

To incorporate tags into your daily workflow, take note of the following:

• From the Reports list page, select Manage tags. For General ledger, Payables, Treasury, and Fixed assets, use the context menu to insert, move, edit, and delete categories and tags.

• From a report's context menu on the Reports list page, select Associate tags. Search for and associate one or more existing tags with a report.

• Mark a tag Active or Inactive. To update your selection, edit the tag.

• Use tag filters to better organize and display reports.

Tip: As you adjust tags and categories over time, you may need to update a report's name and description. From a report's menu, select Rename.

To quickly locate a specific report, search the list. You can also select Filter to minimize the list. If you don't recall the full report name when searching, use a partial name.

To run from a report's menu , select Run. You can also run a report when adding or editing. From the status message that displays, select View report.

Tip: When viewing reports, you can use active links to view details about a specific record. You can only view records you have rights to access.

Over time, reports may be invalid or no longer needed. To delete from a report's menu , select Delete. When you delete a report, it's removed from web view and database view. You can only delete reports you have rights to access.

• When running an Income statement, Balance sheet, or Custom management report, pay close attention to the report totals. In some instances, the cent amount or text may be truncated because the font size is larger in web view than database view.

  To resolve this issue, adjust the column size for the report.

• If you select an account number when viewing a report, you're redirected to the first account that contains any information.

• Report parameters you set up and maintain in database view display in web view (and vice versa).

• Use active links in a report to view details about a specific record. You can view only the records you have rights to access.

• Parameters you specify when adding or editing are included in the report. To print from the report viewer, select Print or print directly from the report PDF.