Report Options

As you work with reports, use the options in a report's menu to review, organize, present, and save details that fit your needs.

Tip: Options vary depending on the report you're working with.

From a report's menu, use the following actions:

• Edit. Update or a make a copy of a report.

• Generate options. You can also generate when adding or editing a report. Processing time depends on the amount of data in the report.

  • Preview (PDF). Generate a preview of the report that opens and displays in a new browser.

    Tip: This option only appears from the Generate drop down when you open the report's parameters.

    Note: Don't see this yet? Previewing reports are in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

  • Generate PDF. Generate a PDF file of the report.

  • Generate Excel. Generate an Excel file of the report. Displays multiple report titles and multiple column headers.

  • Generate Excel data. Generate an Excel file of the report. Displays one report title with one set of column headers. Use this for custom formulas and calculations.

  • Generate Word. Generate a Word file of the report.

• Add to (or remove from) favorites. Designate favorite reports. View and track these under Favorites from the list of reports.

• Associate tags. Search for and associate one or more existing tags. For more details, see Manage Report Tags.

• Edit schedule. Add or edit scheduling details for an existing report. Reports are emailed to users based on the schedule you set. Note that you can add and select external users or choose existing Financial Edge NXT users.

• Rename. Update report with a new name and description.

• Delete. You can only delete reports you have permission to access.

Tip: Use links in reports to view details about specific records. You can only open records you have permission to access.