Customise your reports with a modern view

Use the report creation wizard or start with data columns to build your report.

1. Follow this link to complete the steps in product
2. Select Create new report and the report type, then select Create.
   Note: If you select a blank report, you'll see the following options:
   • Start by report creation wizard: This lets you search for the specific report type.
   • Start by adding data columns: This lets you manually add, remove, and drag the columns to reorder.
3. To edit the name, select the report name twice.

Customise and organise data

Tailor the layout of your report to see the most relevant business data.

Organise columns

1. Follow this link to complete the steps in product
2. Open your report, select Customise, then select Columns.
3. Use the Reorder tab to drag columns into your preferred order.
4. Use the More Columns tab, tick or untick data fields.
   Note: You can also turn on Banded rows in Visual tab to improve readability by alternating row colours.
5. Select Save As or Save. This lets you edit your report any time in the Report name field.
   • Select Save to save the report.

Filter items in your report

Filters allow you to show only the specific items you want to see.

1. Follow this link to complete the steps in product
2. Open your report and select Customise.
3. Use the Filters ▼ dropdown.
4. Select a data type from the ▼ dropdown and select the operation.
5. Select from the provided values and add another filter or condition if needed.

Tip: You can also add a condition or add another filter. To do this, select + Add condition or + Add another filter.

Group by items in your report

Find your report data easier. You can expand or collapse it to view the details in each group.

1. To categorise items, go to the Groups ▼ dropdown, then select an option from the Group by ▼ dropdown. You can select up to 3 columns.
2. Use the Edit group calculations ▼ dropdown to calculate totals, averages, or percentages for numeric groups.

Note: Use Calculated fields to add custom data directly to your reports.

Advanced viewing options

Pivot your report

Summarise and total your report data. Here’s how.

1. Follow this link to complete the steps in product
2. Open your report and select Customise.
3. Use the Pivot ▼ dropdown. With modern view, You can pivot your data with one click.
4. Categorise fields in Rows and Columns, then select Values* to summarise.
5. Tick Show totals box to view row and column totals.

General formatting

Use Customise or General options to update the report accounting method and visual style.

• Number format ▼ dropdown — shows the numbers in thousands, cents, and displays zero amounts or currency symbols in your report. You can also choose to show decimals up to 3 places, or round to the nearest whole number.
• Header or Footer ▼ dropdown — lets you tick or untick the box you want to add or remove.
• Column ▼ dropdown — lets you turn on Show entity names in the columns.
• Row settings and Column settings▼ dropdowns — lets you select a banded row colour, or a colour for selected columns on your report. Tip: Select Visual tab to see the option.
• Gridlines ▼ dropdown — lets you select borders for your report, such as vertical and horizontal borders.Tip: Select Visual tab to see the option.

Tip: Set your report period and select your custom date. You can also refresh your data with this icon to update.

Use View options

Compact | 100 % dropdown — lets you select a view style which affects text size, spacing, and font. You can also expand or collapse all of your report data here.

Create custom charts to get a visual representation of your business performance.

1. Follow this link to complete the steps in product
2. Select a report name, then select the chart view icon.
3. Select the Chart Type.
4. Use the dropdown ▼ to set the Horizontal (X) axis and Vertical (Y) axis.
5. Select a value in the Split by ▼ dropdown.
6. Select Save.

1. Follow this link to complete the steps in product
2. Select the report name to open it.
3. Select the icon, then select Schedule report.
   Note: If you don’t see this option, repeat Step 1, select the ▼ dropdown in the Action column, then select Create a schedule.
4. Enter your Workflow name.
5. Set the email recurrence, subject line, and message.
6. Select Save and turn on.
7. To see your schedules, go to the Action column in your Custom reports list and select View all schedules ▼ dropdown, then select Schedule and send a report.