Setting Additional Options for Custom Reports

On the More Options page in 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, choose whether report data should be on a cash or accrual basis. This option defaults the Cash Basis Reporting preference setting at Setup > Accounting > Accounting Preferences.

For information, see Setting Up Cash Basis Reporting.
For selected reports, choose whether to show rows with a zero balance.
For selected reports, choose whether to include only transactions completed in the Web store.
For selected reports, choose whether to include only accounts with activity during the report range.
Choose whether to make the custom report available on the Reports page.
Choose whether the custom report can be exported as an Excel Web Query.

For information, see Exporting a Saved Report as an Excel Web Query.
Choose whether the report displays a currency symbol, such as $, next to monetary amounts. (Available for reports with monetary values.)
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 stays the same when you print, email, schedule, or export the report to Word or PDF. You can change this setting after run the report by choosing an Expand Level in the footer options. For information, see Setting Report Footer Options.

For financial statements, 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 as the drilldown for View Detail links or custom report snapshots
Change the owner of the report. (Only users with the Administrator role and report owners can do this.)

Warning:

If you change the owner of a scheduled report to another user who has never scheduled a report before, the report stops running on schedule. To fix this, the new owner needs to log in with the appropriate role and resave the report.

Enter a description of the custom report, up to 200 characters.
Choose who can run the custom report by setting the audience.

For information, see Sharing Custom Reports with Other Users.

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