Overview
The 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 a new report is saved from this Setup page, the Left Navigation panel includes links to these other pages.
Page – What It Does
| Page | What It Does |
| Setup | Sets the name, description, and visibility of the report. |
| Display | Sets the report's output type and printer settings. |
| Groups | Enables you to specify up to three summary groups for organizing reports in printable formats (HTML and PDF). |
| Subtotals | For reports that display numbers, the Subtotals area enables you to set the automatic display of totals on the report. |
| Subtotals | Works for reports in printable formats only (HTML and PDF). |
| Columns | Configures the specific data fields that will be displayed on the report. |
| Filters | Enables you to filter data based on two separate date criteria and up to six general data field criteria. |
| Page | Enables you to create custom report headers and footers that include HTML formatting and dynamic data fields. |
Report Name
- Report Name – (Required) A descriptive name for the report.
- Description – (Optional) A brief description of the report.
- 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 – 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.
Report Type
Currently, the only report type available is Suppliers.
A Suppliers report returns one row for each supplier record in the current account.