Report Builder

when you need to answer questions not covered by the standard reports then you can use the report builder to make a customer report our optional reporting addon gives even more advanced reporting capabilities to your account creating reports go to reports → new report to start creating a new report select the data type you want to build your report on there are over 40 types of data available, like customers, invoices, line items, payments, and more select the visualization type table, chart, or metric select the fields you want to display on your report the fields available will change depending on the reporting data type that was selected add optional filtering, grouping, and sorting conditions to your report you can create more than one section on your report each section can use a different reporting data type click the generate button to create your report after viewing your generated report you have the ability to save it if you want to reuse it in the future multi entity reports you can create a multi entity report by checking the "multi entity" toggle when building your report this will make data available from all entities which you have reporting access to modifying standard reports you can modify most standard reports and any custom report using the report builder in order to do this you must generate the report you want to customize and click the edit button saved reports when you have a custom report that you want to save you can click the save button to add it to your saved reports list once saved you can quickly recall that report scheduled reports you can schedule reports to be generated automatically every week or month and sent to you here's how you can schedule a report go to your saved reports list if you have not already you must save the report you want to schedule click on the schedule button next to the report you want to schedule enter the frequency, day of week/month, and time of day that you want to receive the report click the schedule button and enter any required report parameters the system will send an email with the generated report each week or month receiving scheduled reports does require an invoiced user account to receive and view the report available functions the report builder supports the following functions abs return the absolute value of the argument arguments num age calculates the age in days of a date value arguments date , \[as of date] age range returns the return value if the age of a date is within a range of days arguments date , return value , lower bound , upper bound , \[as of date] avg return the average value of the argument this function performs an aggregation arguments num case specify one or more comparison values where if the value matches a comparison value then the corresponding result is returned you can also specify a result if the value does not match any of the comparison values arguments value , compare value , result , \[ compare value , result …], \[ else result ] ceil return the smallest integer value not less than the argument arguments num count return a count of the number of rows returned this function performs an aggregation arguments \[field] count distinct return the count of a number of different values this function performs an aggregation arguments field date add add time values (intervals) to a date value arguments date , interval , unit date format format date as specified the table below shows the available specifiers arguments date , format specifier description %a abbreviated weekday name (sun sat) %b abbreviated month name (jan dec) %c month, numeric (0 12) %d day of the month with english suffix (0th, 1st, 2nd, 3rd, …) %d day of the month, numeric (00 31) %e day of the month, numeric (0 31) %h hour (00 23) %h hour (01 12) %i hour (01 12) %i minutes, numeric (00 59) %j day of year (001 366) %k hour (0 23) %l hour (1 12) %m month name (january december) %m month, numeric (00 12) %p am or pm %r time, 12 hour (hh\ mm\ ss followed by am or pm) %s seconds (00 59) %s seconds (00 59) %t time, 24 hour (hh\ mm\ ss) %u week (00 53), where sunday is the first day of the week %u week (00 53), where monday is the first day of the week %v week (01 53), where sunday is the first day of the week %v week (01 53), where monday is the first day of the week %w weekday name (sunday saturday) %w day of the week (0=sunday 6=saturday) %x year for the week where sunday is the first day of the week, numeric, four digits; used with %v %x year for the week, where monday is the first day of the week, numeric, four digits; used with %v %y year, numeric, four digits %y year, numeric (two digits) %% a literal % character date sub subtract a time value (interval) from a date arguments date , interval , unit day return the date formatted as yyyy mm dd arguments date first value value of argument from first row of window frame arguments column , parent reference , reference , order by floor return the largest integer value not greater than the argument arguments num from unixtime format unix timestamp as a date arguments date greatest return the largest argument arguments num1 , num2 , if returns the first result if the value is true, or else returns the second result if the value is false arguments value , result if true , result if false ifnull returns the alternate value if the value is null arguments column , alt value last value value of argument from last row of window frame arguments column , parent reference , reference , order by least return the smallest argument arguments num1 , num2 , lower return the argument in lowercase arguments str max return the maximum value this function performs an aggregation arguments num min return the minimum value this function performs an aggregation arguments num month return the date formatted as yyyy mm arguments date quarter return the date formatted as yyyyqx arguments date round round the argument arguments num , \[num decimals] sum return the sum this function performs an aggregation arguments num unix timestamp return a unix timestamp arguments date upper convert to uppercase arguments str week return the date formatted as yyyy ww arguments date year return the date formatted as yyyy arguments date limits the reporting addon has these limits in place to preserve system resources these limits are in addition to the standard reporting limits description limit minimum number of sections on a report 1 maximum number of sections on a report 10 minimum number of columns 1 maximum number of columns 25 maximum number of joins 10 maximum number of filter conditions 10 maximum number of groupings 2 maximum number of sort conditions 3 maximum number of saved reports 100 maximum number of scheduled reports 50