This article covers the reports available in Finance Pro and how to find, run, filter, and export them.
To access reports, click Reports in the left hand navigation on the All tab.
The reports are listed alphabetically. Use Search field or browse to locate the desired report.
Browse using the Category Tabs at the top of the screen
Reports are tied to your security settings, so if you don't have permission to view certain reports, they won't appear in your list.
To run a report, click its corresponding tile.
A brief summary of the report appears beneath the report name in the upper left corner.
Filters are applied by default, but changes can be made. To make changes click the 'All Filters button. Selections can be updated here and select 'Apply Filters'.
If you run a report frequently, you can save your filter selections.
Click Save Filters, enter a name and select Save.
Saved filters appear as buttons below the All Filters option.
To export the Report -
Select Export Report, choose which columns to include, and then select your preferred export format, CSV, PDF, or Excel.
Click Export to access your report
To access the report, click the Notification Icon.
Please note, Exported Data reflects the table results based on any filters currently applied.
To Export all data, be sure to clear your filters first.