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. After a new report is saved from this Setup page, the Left Navigation panel includes links to these other pages.
| 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. 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 un checked 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.