Reports and analytics
Use the Reports work area and Home page metrics to review business performance, investigate the transactions behind summarized values, and identify trends that need attention. Reports support date ranges, filters, layout and formatting changes, exports, and private saved views, while Home metrics provide charts, lists, and links to related reports.
Open Menu > Reports to search all available reports. Enter text in Search by report or description and press Enter, or use Search criteria to filter by Name, Description, Category, Business area, Created from, Last viewed, Last modified, Recommended, Saved reports, or System default. Use Group by to arrange the results by Default, All reports, Category, or Business area, and use Card or Table to change the view. The Sales, Payables, Receivables, Accounting, Inventory, People, Purchasing, and Subscriptions business areas are available when their reports are enabled and permitted. Each report article describes its default date range, filters, calculation, included and excluded data, and export actions.
You can change a report’s date range and filters, adjust its layout and number formatting, and save your changes as a private report view. On the Home page, select a metric to open its related charts, lists, and report links. The metrics available to you depend on your access, enabled features, and account configuration.