Custom Reports

💡These articles explain how to view, create and edit custom reports, including their SQL queries, charts, filters and formatted text.

Articles

  • Custom Reports: Describes the buttons, filters, tabs, fields and charts of the Custom Reports screen.
  • Custom Reports Tutorials: Shows how to view a custom report, customise its chart and fix common problems.
  • Edit Reports: Edit SQL: Describes the Edit SQL code editor, its buttons and tabs, with tips, limitations and troubleshooting for SQL queries.
  • Edit Reports Formatted Text: Shows how to format text in a custom report field that uses the Formatted Text editor.
  • Edit Reports List and Edit Views: Describes the Edit Reports list and edit views: buttons, header, Fields tab, filters and drilldowns.
  • Edit Reports Tutorials: Shows how to create, edit, copy and delete custom reports, populate their fields, and add filters and drilldown actions.
  • Report Example – Quotations This Month: Shows how to create a custom report that lists the quotations for the current month, with their customer, status and totals.

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