Global Reports

The Global Reports page allows users to view, organize, search, and manage reports within the system. Users can navigate report folders, search by keywords, view report metadata, and manage report status. To access global reports please navigate from top menu: Reports > Global reports.

The left sidebar provides access to organized report categories and folders:

• Master Report: Central repository containing master report templates.

• All Report: Default view displaying all accessible reports.

• Favorite: Stores reports marked as favorites for quick access.

• Trash: Holds deleted reports prior to permanent removal.

• Custom & Category Folders: Preset or user-created folders to organize reports by business functions (e.g., Profit & Loss, Revenue Analysis, Cost & Profitability, Operational Analysis, Executive Summary, Role-Based Dashboard).

Click Add Report button when you need to generate a report. You can select pre-populated templates from the options or you could create a custom report based on your needs. Click "Add+" button to create a report.

When a report detail page, on the left sidebar, you could see customize report drop down and  filter report.

You can customize report based on these options:

• Report data: the data you want to show on the report
• Rows grouped by: do you want to group this report data 
• And then grouped by: the next grouping you want to show 
• Columns: select columns to show (please select columns you want to show first)

FYI, not all data could be grouped into your choice because they don't have any connection. 

When you have made some changes on the report, do not forget to save it by clicking save report button on the right side of the page.