Start by choosing a record type and add the fields you want to see as report columns. You can analyze the information without copying it into a separate file.
Group records by quarter, status, customer, location, supplier, assignee, quantity, or another field.
Use aggregations to calculate totals, sums, averages, and other summaries across each group.
Filter records by date, status, location, owner, customer, or other details.
Sort the results to make priorities and patterns easier to review.
Preview the results and save the report for future use. Your selected columns, groups, filters, sorting, and calculations remain available. Reports can also be updated as your operation and reporting needs change.
