Reports
Here you can create report templates, run reports, and share reports with your colleagues.
In the Reporting window, you can see report templates created by you or your colleagues. Report templates that have not been published, are displayed with the Draft status icon.
If you want to refine the list of reports in your report library, use the filter on the right side of the screen.
Options in the Reporting screen
| Layout | Click one of these buttons to change the layout of the report template view.
Under the button with three dots … 
And the Three dots … behind the reports 
You will find these options
| Name | Description |
|---|---|
| New | Click here to create a new report template. |
| Upload | Click here to upload a report template to the portal. |
| Download | Click here to download the report template (for example as a backup). |
| Categorize | Click this button to categorize the selected report templates. |
| View Details | Click here to view details for the selected report template. |
| Edit | Click here to edit the selected report template or package |
| Add to package | Click here to add the selected report templates to a package. |
| Duplicate | Click here to create a copy of the selected report template. S |
| Open in Excel | Click here to open the report in a run-only mode in Excel. No editing is possible in this mode and the Design mode is disabled. |
Section Content
Drilldown and voucher view
Use drilldown to view underlying transactions and linked documents directly from reports.
Open report template
Open report templates to select parameters, run, export, or archive
Export template as PDF or Excel
Open the template, run the report, and select Download as PDF or Excel
Package report templates
Group multiple report templates into a package
Manage categories and share your report templates
Create, assign, and share categories to organize and distribute report templates.
View and change ownership of reports
Transfer report ownership to others to allow renaming and deletion.
Search and Filter
Search and filter in report and budget templates.
Mark reports as favorites
Click the star icon to save and view client-specific favorites.