Reporting & Dashboards

Build and save a report

Start with a module report or configure your own report.

User guide · 2 min read

Before you begin

Decide what question the report should answer, which module holds the records, and which period and scope to include.

Open Reports and choose Overview, Report Builder, Module Reports, or Report Library.
In Report Builder, select the source and configure the fields and available filters.
Choose a preset period or open Date range, select the start and end, and Apply.
Review the result, then use the available save, sharing, or export action.
Return to Report Library to find saved reports.

Concept	What to know
Module Reports	Start here for reports organized around a specific module.
Report Builder	Choose a source, fields, and the filters available for that source.
Date range	Choose a preset or select a start and end date, then Apply. The period must match the question you are answering.
Report Library	Find saved reports and open their configuration or results.
Export and sharing	Use the actions offered for the report and your permissions. Review the result and scope before sharing.

Clear narrow filters, widen the period, and check the source and your access scope. An empty result is not proof that no records exist.

Match the source, date range, status, scope, and any currency filters before comparing.

Available fields and filters depend on the selected source. Choose the source that owns the records you need.