Customize your reports with a modern view

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

1. Go to Reports , then Custom reports (Take me there).
2. Select Create new report.
3. Choose a report type and select Create.
   • Start with the report creation wizard: Search for a specific report type.
   • Start by adding data columns: Manually add, remove, or drag columns to reorder.
4. To edit the name, select the report name twice.

Customize and organize data

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

Organize columns

1. Go to Reports , then Custom reports (Take me there).
2. Open your report and select Columns.
3. Use the Reorder tab to drag columns into your preferred order.
4. Use the More Columns tab to check or uncheck data fields.
5. Note: You can also turn on Banded rows in General options to improve readability by alternating row colors.
6. Select Save As, then Save.

Filter items in your report

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

1. Go to Reports , then Custom reports (Take me there).
2. Open your report and select Customize.
3. Use the Filters dropdown.
4. Choose a data type from the dropdown ▼ menu and select the operation.
5. Select from the provided values and add another filter or condition if needed.

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 categorize items, go to the Groups dropdown, then select Group by. 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

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

1. Go to Reports , then Custom reports (Take me there).
2. Open your report and select Customize.
3. Use the Pivot dropdown. With modern view, You can pivot your data with one click.
4. Categorize fields in rows and columns, then select Values* to summarize.
5. Select Show totals to view row and column totals.

Drill down and refresh

• Zero balance drilldown: Drill down into accounts with zero balances directly from the Balance Sheet to see underlying details.
• Auto-refresh: Reports include an auto-refresh feature to ensure you’re viewing the most current data. You can also select the Refresh icon to update.

General formatting

Use 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 select or uncheck the box you want to add or remove.
• Column configurations ▼ dropdown — lets you switch on Show entity names in the columns.
• Row settings and Column settings ▼ dropdowns — lets you choose a banded row color, or a color for selected columns on your report.
• Gridlines ▼ dropdown — lets you choose borders for your report, such as vertical and horizontal borders.
• View options ▼ dropdown — lets you choose a view style which affects text size, spacing, and font. You can also expand or collapse all of your report data here.
• Display columns by: Choose time intervals such as Days, Weeks, Months, or Calendar quarters.

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

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

1. Go to Reports , then Custom reports (Take me there).
2. Select a report name, then select Chart View.
3. Choose a Chart Type.
4. Use the dropdown ▼ menus to set the Horizontal (X) axis and Vertical (Y) axis.
5. Select a value in the Split by ▼ dropdown.
6. Select Save.

1. Go to Reports , then Custom reports (Take me there).
2. Open the report and select the three dots icon.
3. Select Schedule report. 
4. Enter a 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 report list and select View all schedules, then select schedule and send a report.