Custom Financial Reports page

Templates / Reports / Packages

Allows the user to access different pages related to custom financial reports, including:

• Templates - Opens the list of templates, which can be used to build custom reports. 

• Reports - Selected by default, this option opens the reports list where users can view and run reports.

• Packages - Opens the list of report packages, which are groups of reports and PDF documents that can be run at the same time. New 

Create Report

Opens the Create New Report prompt where users can build a new custom report from an existing template.

Search

Users can enter the name or partial name of an existing custom report in the search bar to filter the list. The list updates to display reports that match the search criteria.

Report Type tabs

Filters the report list to display only reports matching the selected report type.

Reports list

Displays a list of available reports. Each report row includes the following features:

• Default label - If present, the report is a default or example report provided by R365.

• Filters Applied label - If present, filters were applied to the report using the Filters tab. Review the applied filters to ensure that the selected report returns the correct data.

• Quick Parameters -Expand to view and set parameters before running the report.

• Run - Runs the report as-is, without adjusting parameters.

• Favorite -Marks the report as a favorite. When selected, the star is filled in, and the report appears in the Favorites list.

• Hide -Hides a report from view. Once hidden, a report can be found at the bottom of All Reports or its designated report category under Hidden Reports.

Report name

Name of the selected report.

Rename Report

Allows the user to edit the name of the report.

Manage Subscriptions

Opens the Subscriptions page, where users can create and manage report subscriptions.

Close

Closes the side sheet.

Template

Shows which template was used to create the report.
Users with the following permission can select the link to view and edit the template: 

• Reporting → Custom Financial Reports → Templates → View/Create/Edit/Delete CFR Templates

Viewer Access

Users with the report role selected from this drop-down gain access to the report. For more information, see Assigning Reports.

Org Units tab

Organizational units selected on this tab are included in the generated report.

Filters tab

This tab is used to create and apply filters to the report. If filters are applied, the Filters Applied label appears next to the report name.

Organization units that have not already been selected in the Org Units tab and location reporting categories appear in this list as additional filters. Concept and District are location reporting categories that are not part of the organization structure set in System Preferences. Therefore, they can be used as Filters when running reports.

Settings tab

This tab is used to view and update report settings.

Manage Org Units

Opens the Organization Structure tab of System Preferences, where users can make changes to the organization units.

Report Date(s)

The date range for the report, which corresponds to the Time Frame (TF) Column Type. If the TF Type is not set to Time Frame to Date, then the report date represents the entire time frame. If the TF Type is set to Time Frame to Date, then the column represents data up to the report date.

Cover Page

If an optional cover page is required for the report, this field is used to enter the title for the cover page in this field. The Data As Of (Time) indicates the most recent time that data was polled from the POS.

Save

Saves changes to the report settings.

Save & Run

Saves changes to the report settings and generates the report.

Run

Generates the report, which can then be downloaded to the user's device or emailed as a PDF or spreadsheet file.