Reports Menu Links

Other Links Available from the Reports Menu

You can access the following areas and actions from the Reports menu:

• 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.

Related Topics