In order to view and run Reports found in 'My Reports', a User must first have a Report Role assigned to their User record. Click here to learn how to assign reports or view your Report Role on your User record.


Navigation



Navigate to 'My Reports' by clicking on 'My Reports' under 'Reports' in the Operations Module. 


Report Category Tabs


Each Report is grouped in to a Category tab within My Reports.  Click on the tab to navigate to the category and see and run reports within that group.  Additionally, a User can search the entire Reports list (regardless of which Report Category tab the report resides on) by using the Report Search bar located in the top right corner of the page.


To search, begin typing the name of the Report, or any identifying keywords.  Search results will appear instantly.


Favorites


 

The Favorites tab is the default tab when 'My Reports' is loaded.  If no Favorites have been saved, the Favorites tab will be blank.




Navigate to one of the Report Category tabs and locate a report to add to the Favorites tab.  Click the 'star' symbol to the left of the Report Name to save the Report to your 'Favorites' tab.


Quick Parameters

Similar to the Legacy Reports page, each report allows the User to set 'Quick Parameters' by clicking the button next to the Report View selector.  Clicking this button will expand the quick parameters, which will vary depending on the report.  Update the available quick parameters then click to run the report with the entered values.  Below are the sample Quick Parameters from the 'Profit & Loss' report:



Report Parameters


 

Click the button to the right of the 'Run' button to open the Full Report Parameters prompt.  The available parameters will vary depending on the report.  Update the available parameters then click to run the report with the entered values.  Below is a sample prompt from the 'Profit and Loss' report.


Saved Views


Report Views act as Report Parameter Templates.  A saved Report View can be set as the Default View so that each time the report is ran, the Report Parameters set in the Default View are already in place.  Multiple View can be created and saved then used as needed.  Report Views are created using the Full Parameters prompt on either the 'My Reports' page, or from within the actual Report Viewer page.


 

1) View Selector - All Report Views, including the System View, are listed in this selector. Any saved view can be updated and saved by all Users, unless the Public checkbox (#6) is checked 

2) Create - This will save the selected Report Parameters as a new View. Ensure that the Report Parameters are set before clicking this button

3) Save - This will save any updates made to a Report View. To update a view, select the view from the View Selector (#1), update the Report Parameters, and then click this button

  • Note: If the Public checkbox (#6) is checked, only the User who created this Report View can update and delete the View

4) Delete - This will delete the Report View. To delete a view, select the view from the View Selector (#1) and then click this button

  • Note: If the Public checkbox (#6) is checked, only the User who created this Report View can update and delete the View

5) Default Checkbox - When checked, this will mark the selected View as the default View. To change the Default View, select the current Default View from the View Selector (#1), uncheck this checkbox, click 'Save' (#3), and then update the Default checkbox on the desired Saved View

6) Public Checkbox - This will enable other Users who have access to this report in your Organization to use the Saved View when running the report. Only the User who created this view can modify, update, and delete the Report View

  • Note: If this was checked before the User saved the view, then any other User who has access to this report will be able to hover over the word 'Public' to view the name of the View Owner

7) Default for All Users Toggle - This toggle will only appear when Users with Full Access or the Accounting Manager Primary Security Role check the Public checkbox (#6). By clicking 'Yes', this View is set as the Default View for all Users, and the 'Disallow Changes' checkbox will appear beneath the toggle, which will provide the User the option to let other Users manually update their own Default View when left unchecked

8) Run - This button will run the report


Report Subscriptions


All Reports can be set up to be delivered directly to an email inbox via Email Subscription. These subscriptions are created and managed by your System Administrator. Click here to learn more about Email Subscriptions.


Report Viewer

The Report Viewer page appears when the button is clicked.  Each Report will contain varying information, however the Report Viewer Layout will be consistent regardless of the Report



1) Parameters - by default, the Report Parameter will be hidden when the Report is ran.  Click the button to open the Report Parameters, make any changes, then click to re-run the report based on the set parameters

2) Refresh - click the refresh button to update the data on the report without changing the report parameters

3) Export menu - reports can be saved to a local computer in various format.  Click on the export button to expand the export menu and select an export type



4) Page Navigation - if multiple pages exist for the Report, use the Page Navigation located in the report header to view each page

5) Report Title / Date - the Report Title will be displayed in the header of the content section of the Report.  If a date or other identifying characteristic of the report is appropriate, that information will also be displayed

6) Report Contents - the body of the Report will contain all of the Report Contents that were returned based on the set Report Parameters