Report Setup (Suppliers)
> Suppliers > Reports > Add Report, or
> Suppliers > Reports > (report) > 
edit, or
> Suppliers > Reports > (report) > > ... > Setup
"
This Report Setup page is used to add or edit custom Suppliers reports.
To copy an existing report, go to the main Suppliers > Reports page and click Copy Report.
Custom reports are configured using several pages. Once you have saved a new report from this Setup page, the Left Navigation panel includes links to these other pages.
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Page |
What It Does |
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Setup |
Sets the name, description, and visibility of the report. |
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Sets the report's output type and printer settings. |
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Enables you to specify up to three summary groups for organizing reports in printable formats (HTML and PDF). |
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For reports that display numbers, the Subtotals area enables you to set the automatic display of totals on the report. Works for reports in printable formats only (HTML and PDF). |
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Configures the specific data fields that will be displayed on the report. |
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Enables you to filter data based on two separate date criteria and up to six general data field criteria. |
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Enables you to create custom report headers and footers that include HTML formatting and dynamic data fields. |
Report Name
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Report Name – (Required) A descriptive name for the report.
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Description – (Optional) A brief description of the report.
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Report Group –You can optionally place the report in a group. Groups allow you to better organize your reports. The group name is used as a subheading on the Suppliers >Reports page.
To create a new group, enter a group name in the text entry field.
After a group has been created, you can select it from the Group drop-down list.
Visibility
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Show to selected user only – If selected, select a single user in the drop-down list, to grant access to only that user.
This enables access by a single user (not a Group), and should remain unchecked if you need all of your users to access the report. -
Include in 2.0 API EVENT object response – Applies only if account has access via 2.0 API enabled.
Report Type
Currently, the only report type available is Suppliers.
A Suppliers report returns one row for each supplier record in the current account.
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