Create Reports and Favorites

Related Topics:

• Create a New Report
  You can use standard reports as the baseline for creating new, customized reports that match your business requirements. You can add records to these reports and run them with the standard options selected.
• Create a Favorite Report
  If you customize a report format that you want to use again, you can save it as a favorite. When you run a favorite report, you do not need to specify the options each time. You can also share favorite reports with your team members. The ability to create and save favorites depend on the setting for your security role on the Roles form (Settings > Security > Roles).
• Create User-Defined Sections
  Use the User-Defined Sections to add user-defined sections for Customer Relationship Management (CRM) summary reports. Unlike list reports, CRM summary reports can include fields from several different grids in one report by using sections. Each section can include fields that are either directly from the hub (and not in a grid) or from a single grid. For example, you must set up a user-defined section for the non-grid columns, and then another section for each grid. You cannot assign different types of columns to the same report section.
• Exclude Promotional and Overhead Projects from the Unbilled Reports
  To exclude promotional and overhead projects from the Unbilled Detail and Aging report or the Unbilled Summary report, select projects for the report based on charge type.
• Use Account Groups in General Ledger Reports
  Account groups enable you to group related accounts on your general ledger reports.