Contents of the Report Type Form

Use the fields and options of this form to view and print personal and global favorite reports.

Contents

Field Description
Report Type Click and choose a report type option to filter the list of favorite reports that display in the Favorite Reports grid.
You can select All Favorites to show all the personal and global favorite reports available.
The report types, which are based on the report types in the Reporting section, are the following:
  • All Favorites
  • Firm
  • Contact
  • Marketing Campaign
  • Opportunity
  • Employee
  • Project
  • Unit
  • Accounts Payable
  • Equipment
  • Boilerplate
  • Payroll
  • Purchasing
  • Inventory
  • Accounts Receivable
  • Billing
  • Generated Ledger
  • Consolidated GL
  • Accounting
  • Resource Planning
  • Executive
  • Data Export
  • Administration
  • Activity

Favorite Reports Grid

This grid displays personal and global favorite reports based on the type of report that you selected in the Report Type field.

Field Description
Name This field displays the report name.
Type This field displays the report type.
Filter

Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.

Preview Report This icon appears at the end of a row in the grid when you hover on a favorite report entry. Click this icon to launch a new browser tab where you can review, save, and print the favorite report you selected.