Getting the most out of a report

customize report

report buttons

report

create report

Once you've found the report you need, you may want to do some basic tasks with it, modify the way it looks, or change some of the data it contains.

For specific information about the report that you are currently viewing, go to the How Do I menu (on the title bar in the upper right corner of the report window) and choose "Learn more about this report." You'll find information about the data the report contains, which dates to use, and, if applicable, common ways to customize the report to get the exact data you need.

Basic tasks

• Viewing more of a report on your screen

• Seeing the detail behind an amount on a report

• Refreshing a report (if necessary)

• Memorizing a report for reuse

• Printing a report

Change the way a report looks (format, layout, and so on)

• Modifying the appearance of a report

• Sorting report data

Change the set of data that you see in a report

• Changing the date range of a report

• Changing the scope of a report (filtering the data to focus on the specific information you need)

• Grouping and subtotaling data in a report

See also

• Exporting a report to Microsoft Excel

• Setting report preferences

• Troubleshooting report problems