Finding Reports

This topic describes how to use the filters and keyword search on the Report List screen to find a specific report that you want to run or modify.

To find a report:

  1. Select Reports > Report List to view a list of the reports that are available to you.

  2. To search the Report List, enter one or more keywords and click Search. The search is performed against the report name and description in the displayed list.

    Example of a keyword search for reports with the word audit in their name or description

  3. To filter the Report List, select an option from each filter as applicable. You can make selections in multiple filters. Each successive choice continues to filter out results from the current view of the list. The table below lists the options in each filter.

     

    Report Type

    Report Category

    Output Format

    Schedule

    Report Type filter options: All, Standard, Client Custom, Templates, Quick Run

    Report Category filter options: All, Administration, Accounts, Transaction, SUA Payables, Merchant, QuickBooks

    * SUA Payables is included only if your organization has enabled Single-Use Accounts.

    Output Format filter options: All, Excel, PDF, QBO

    Schedule filter options: All, Scheduled, Unscheduled

  4. Click the plus sign next to a report name to display the report summary, which includes the report description, report columns, output file type, and owner's name. This information may help you decide which report you need. You can also click the name of a report to view the report settings.

    Example of expanded report information for the 30 and 60 Day report

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