Reports
Choose and configure reports, filters, summaries, charts, templates, and exports.
- Report Center and GroupsReport groups, predefined, personal, and saved templates.
- How to choose the right reportSelecting a report based on the data area and the issue being addressed.
- Report filters and time periodsFilter configuration, relative time periods, and date selection.
- Report table, columns, and sortingTable view, column selection, order, and sorting.
- Report Summary and MetricsUse of quantities, totals, averages, and other summary indicators.
- Creating a Report ChartAxes, calculated metrics, grouping, and comparison.
- Creating and copying a reportSaving, copying, and setting the default for filters and views (template).
- How to save and share reportsUnderstanding templates, team sharing, and access scope.
- Exporting the Report and Locating the Generated FileStarting the export, waiting, and data export history.
- Why report data might not matchPeriods, permissions, pagination, currencies, and the verification process.