Reports

From Reports, you view, add, and manage reports. You can also schedule reports to be emailed to existing users. To learn more about which types of reports you can create, such as Payables reports, see Report Types. To learn more about scheduling reports, see Report Scheduler.

Generate a report

To generate from a report's menu, select the type you need. For example, you can select Generate PDF or Generate Excel. You can also generate a report when adding or editing.

Tip: When viewing reports, you can use active links to view details about a specific record. You can only view records you have rights to access.

Report considerations

Use the following tips when working with reports.

• In some cases, cent amounts or text may appear truncated due to font size. To resolve this, adjust the column width in the report.

• When you select an account number in a report, you’ll be redirected to the first account that contains data.

• Use active links in reports to view details for specific records. You can only view records you have permission to access.

• Any parameters you specify when adding or editing are included in the report output.

• To print a report, print it directly from the PDF, Excel, or Word file.