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Building and Customizing Reports

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    • Report Configuration

      The report builder consists of two primary pages: the report configuration, and the report viewer. After you’ve selected a report...

      July 24th, 2025 43 views 0 likes

    • Report Columns

      Whether you built a report from scratch or used a report preset, the report viewer will always display an initial...

      July 24th, 2025 52 views 0 likes

    • Report Filters

      Filters allow you to limit the information displayed in the report based on parameters you select. In other words, filtering...

      July 24th, 2025 40 views 0 likes

    • Report Groupings

      Groupings allow you to merge rows that share characteristics into a single row and automatically calculate the total for all...

      July 24th, 2025 55 views 0 likes

    • Exporting & Saving Reports

      Now that you’ve constructed your perfect report, you’ll want to make sure you save or export it for future use....

      July 24th, 2025 36 views 0 likes

    • Large Reports & The Queue

      If you’re running big reports on large amounts of customer, ticket, or sales data, you may have encountered the following...

      August 6th, 2025 37 views 0 likes

    • Scheduled Reports and Relative Range Reports

      A report schedule is a recurring delivery of a saved report, sent via email to admin users or to non-users....

      July 24th, 2025 59 views 0 likes

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