Create Reports and Favorites
Reporting provides several methods for creating reports. The procedures for creating reports and favorites are similar across report types.
- Related Topics:
- Create a Report
You can use standard reports as the baseline for creating new reports that match your business requirements. You can select records for these reports and use the standard options. - Add a User-Defined Section to a Report
Use the Create Section dialog box to customize Customer Relationship Management (CRM) summary reports. CRM Summary reports are unique in that they allow you to build a series of user defined sections that provide more detailed information to meet your business needs. - 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.
Parent Topic: How to...