Display report in section

The [Report in section] detail on the [Report access] tab is designed to select sections in which the report will be displayed. The list of reports in the section is in the drop-down list called [Print].

Fields:

• [Section]: section in which the report should be available for generation.

Report setup

Standard report setup

In the [Report templates] section, click [Add]. The edit page will open with empty fields.

Fill in basic information:

• Report name
• Specify the person, responsible for the report
• Specify the object
• Specify the base report filter
• Specify the custom filters
• Specify the columns
• Save the settings

Setting up report using multiple periods

Setting up a report using multiple periods is similar to setting up a report, but requires additional steps:

1. Specify the use of multiple periods in reports. Tab [Report setup], field [Period report]: set a flag.