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To create a new report click on "Settings" (top navigation) > "Reports"
Now a list of existing reports appears. Click on "Create new Report" (left right navigation)
Input fields:
- Display name: A descriptive name for the report. We recommend to use categories, e.g. "Profit and Loss > Revenue > Annual"
- Name: auto generated from display name if left empty. No spaces ore special chars allowed
- Description: A more detailed description of the purpose of the report
- Type: Depending on how the result of the report should be represented, different report types can be chosen:
- Transaction reports are used to display database results without any grouping
- Grouped by Calendar/Fiscal dates are grouping database results by the given period
- By Product Reports are grouping by the given field
- HTML Info Component reports can only display static HTML data
- Dashboard Reports accumulating different reports to one table or chart
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