Use the reports library

Open the reports area, understand the common report types, and answer routine business questions.

Reports

Use the reports library

Open the reports area, understand the common report types, and answer routine business questions.

Where this lives

Open Reports to browse saved report types, compare date ranges, and move from summary numbers into the underlying records.

Pick the report that matches the question first, then adjust filters instead of starting with a random date range.
Use saved reports for recurring operations like revenue review, upcoming workload, or customer activity.
Drill into rows when a total looks odd because the supporting records usually explain the issue.

An empty report often comes from the wrong date range, status filter, or business unit selection.
Do not compare reports with different filter logic and then assume one is wrong.
Export only after you confirm the on-screen report is scoped correctly.

Open the reports area, understand the common report types, and answer routine business questions.

Open Reports to browse saved report types, compare date ranges, and move from summary numbers into the underlying records.

Pick the report that matches the question first, then adjust filters instead of starting with a random date range.
Use saved reports for recurring operations like revenue review, upcoming workload, or customer activity.
Drill into rows when a total looks odd because the supporting records usually explain the issue.

An empty report often comes from the wrong date range, status filter, or business unit selection.
Do not compare reports with different filter logic and then assume one is wrong.
Export only after you confirm the on-screen report is scoped correctly.