Scenario: Create Comparative Report for Current and Previous Period. Solution: Go to Reports > Financial > Comparative Profit and Loss > Customize Summary Click Edit Columns Click Comparative Amount column On Financial: Amount section, set the following: Alternate Period Range Type: Relative to Report Date Alternate Period Range: Last Period Click Preview or Save Note:… Continue reading Create Comparative Profit & Loss Report for Current Period and Preceding Period
Tag: standard report
How to show 4 Decimal Places in Report Builder Reports
Scenario: Show up 4 decimal places on a report builder report? I am trying to have a report show Exchange Rate and on the Transaction record, it is showing 4 decimal places. Ex. “0.7558” But when I place that field on a report (not saved search), it seems to be showing only 2 decimal places… Continue reading How to show 4 Decimal Places in Report Builder Reports
Report and Saved Search
Report Saved Search 1 Standard reports for visibility into all areasof your business Filter and match data to answer all sorts ofbusiness questions 2 Easy-to-read, polished format Create custom list of real-time results,based on criteria and filters 3 100’s of pre-built standards reports Use it for yourself or others, as a list, aportlet or as… Continue reading Report and Saved Search