Create or edit a report from Reports center

You can create the following from the Reports center:

  • financial reports
  • financial graphs
  • custom reports
  • new report groups
Subscription

For custom reports: General Ledger, Customization Services, or Platform Services

For interactive custom reports: Interactive Custom Report Writer

For visual boards: Interactive Visual Explorer
Regional availability

All regions

User type

Business, Admin to create and edit report

Business, Admin to create interactive custom reports

Employee to run interactive custom reports
Permissions

Reports, Admin: List, View, Add, Edit
Prerequisites

Access to create, view, and edit reports can vary depending on your organization's subscriptions and your permissions. The ability to drill down from report amounts to transactions is controlled by separate General Ledger permissions.

Make sure that you have all of the necessary permissions when working with reports.

Open Reports center

You must have the proper permissions to view the data in any report. The necessary permissions might differ based on the report, the application, and custom report privileges.

  • Go to Reports > All > Reports center.

Create a report

  1. Go to Reports > All > Reports center.

  2. Select New report.
  3. Select one of the options available, based on your user permissions:
    4. Report type options
    Type Options

    Financial report

    Graph

    Custom report

    Report group
    Interactive Custom Report
    • Create a new interactive custom report. You can create these reports if you’re a business, Project Manager, or Warehouse user and your company includes the Author application.
    • Base the new report on a report in the QuickStart library.
    Interactive Visual Explorer
  4. Create the report based on the report type you selected.

Report groups are unable to locate reports with names that include double spaces. When creating a report name, the best practice is to use only the characters recommended in the Use column of the following table.

Best practices for report names
Use Don't use
  • letters
  • numbers
  • a single space
  • a single dash
  • underscores
  • periods
  • special characters such as ampersands (&), exclamation marks (!), at signs (@), and others.
  • double spaces
  • double dashes
  • leading spaces

When rendered in HTML, double spaces look the same as a single space. Check the report name in the Reports list to make sure there are no extra or hidden characters in the report name.

Report center editing capabilities

Review the following report types for their editing capabilities. Not all reports can be edited from the Reports center.

  • Financial reports and graphs

    You can edit financial reports and financial graphs from the Reports center, if you have the correct permissions.

    If you do not see the Edit option next to a financial report, you do not have the necessary permissions for this task.

  • Custom reports

    You are not allowed to edit custom reports from the Reports center. However, with the correct permissions, you can duplicate a custom report and modify the duplicated version. You can also edit the parameters of a memorized custom report.

    If a custom report was installed as part of a package, it cannot be edited.

  • Standard application reports

    You cannot edit standard application reports, for example the General Ledger - Trial Balance report. However, when running a standard report, you can do the following:

    • change the time period
    • filter the data
    • change the formatting options
    • specify a report title
  • Report groups

    You can edit report groups from the Reports center, if you have the correct permissions.

    If you do not see the Edit option next to a report group, you do not have the necessary permissions for this task.

Edit a report in the Report center

  1. Go to Reports > All > Reports center.

  2. Locate the report to change and select Edit.
  3. Make the desired changes.
  4. Select Save.