Setting Additional Options for Custom Reports

On the More Options page of the Report Builder and Financial Report Builder, you can:

Select from predefined report filters, for reports where these are available.

For information, see Predefined Report Filters.
For selected reports, indicate whether report data should be on a cash basis or accrual basis. This option defaults to the setting for the Cash Basis Reporting preference set at Setup > Accounting > Accounting Preferences.

For information, see Setting Up Cash Basis Reporting.
For selected reports, indicate whether rows with a zero balance should be displayed.
For selected reports, indicate whether only transactions completed in the Web store should be included.
For selected reports, indicate whether only accounts that had activity during the report range should be included.
Indicate whether the custom report should be available from the Reports page.
Indicate whether the custom report can be exported as an Excel Web Query.

For information, see Exporting a Saved Report as an Excel Web Query.
Indicate whether the report should display a currency symbol, such as $, next to monetary amounts. (Available for reports displaying monetary amounts.)
Define an Expand Level for the custom report:
- Collapse All: Displays only the top levels of data.
- Level 1: Displays the top level plus an additional one level of data.
- Level 2: Displays the top level plus an additional two levels of data.
- Level 3: Displays the top level plus an additional three levels of data.
- Expand All: Displays the top level and all sublevels of data.
This expand/collapse setting is maintained when you print the report, email the report, schedule the report, and export the report to Microsoft Word or Adobe PDF. You can override this setting after you have run the report by choosing an Expand Level in the report's footer options. For information, see Setting Report Footer Options.

For financial statements, you should set the expansion level per row and financial section, using the Display field on the Edit Layout page. See Financial Report Builder Edit Layout Page.
(For summary reports only) Define a custom detail report to be the drilldown for the custom report's View Detail links. This option also applies to drilldowns from custom report snapshots built from the custom report.
Change the owner of the report. (Note that only account administrator and report owners can make this change.)

Warning:

If the owner of a scheduled report is changed to another user who has never previously scheduled a report, the report no longer runs according to schedule. For the report to resume running according to schedule, the new owner needs to log in with the appropriate role and resave the report.

Enter a description of the custom report.

You can use up to 200 characters.
Define an audience for the custom report, meaning the users who can run it.

For information, see Sharing Custom Reports with Other Users.

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