Customize report results
Change the date range, filters, detail level, or sorting of a report from Menu > Reports. Available controls vary by report.
Before you begin
You need access to the report that you want to use. Open Menu > Reports, enter its name in Search by report or description, press Enter, and then select the report. You can also select Business area in Search criteria or Group by to narrow or arrange the results by Sales, Payables, Receivables, Accounting, Inventory, People, Purchasing, or Subscriptions.
Customize report results
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Open the report that you want to customize.
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To change the reporting period, select Change date range. Select a predefined Date range. For a point-in-time report, enter the Date. For a report that covers a period, enter the From and To dates. Close the drawer after the report refreshes.
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To limit the results, select a filter above the report and choose the applicable value or values. Repeat this step for each additional filter that you need.
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To remove an applied filter, select its remove icon.
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To sort a supported row or column, use the sort control in its header and select ascending or descending order. Applying a sort to another report dimension or metric can replace the previous sort.
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For a report with grouped results, select Collapse one level or Expand one level to change the visible level of detail.
The report refreshes when you change a date range, filter, layout, formatting option, or sort. These changes are not a shared modification of the original report. To keep them for later use, save a private report view.
To discard customizations made to the original report, select More actions > Restore defaults. In the Restore to default view? dialog, select Restore defaults.