Reports Tab Menu Links

Other related links available from the Reports tab include the following:

New Report: Click this link to run an ad hoc report. See Ad Hoc Reports.
New Financial Report: Click this link to run a financial statement. See Financial Statements Overview.
Recent Reports: Click a link to rerun a report that you ran previously. These links provide quick access to your frequently run reports.
Saved Reports: Click a link to see a list of all custom reports you created in the Report Builder or Financial Report Builder, or to run one of these custom reports. See Exporting a Saved Report as an Excel Web Query.
Scheduled Reports: Click a link to see a list of all scheduled reports, or to display a page with links to results for completed long-running reports. See Report Schedules Page and Report Results Page.
Report Types: Links for report types applicable to your role and center are available, with sublinks for individual standard reports of each type. The following report type links may be included:
- Saved Reports
- Scheduled Reports
- Saved Searches
- Scheduled Searches
- Financial
- Revenue
- Banking/Budgeting
- Payroll
- Employees/HR
- Time & Billables
- Purchases
- Vendors/Payables
- Inventory Items
- Demand Planning
- Cost Accounting
- Tax
- VAT
- Order Management
- Customer/Receivables
- Commissions
- Sales
- Sales Orders
- Forecast
- Customer Service
- Issue Management
- Marketing
- Pipeline Analysis
- Web Presence
- Integration
- Sales Tax US
- Sales Tax Canada
- VAT/GST
For lists of standard reports of each type, with links to help topics for individual reports, see Standard Reports.

Note:

The Reports tab also includes menu links for viewing and running searches. For information about searches, see Search Overview.

Related Topics