Drive any report: filter, sort, group, export.
What you will learn
- How to set a date range and filters.
- How to sort, group and pivot.
- How to export to Excel and drill down.
Overview
Reports turn your live data into figures you can read and share. Each part of Cloudby has its own Reports, and they all work the same way, so learn the controls once and use them everywhere.
Features in this function
- Report Controls – date range, filters, sort, grouping
- Matrix & Pivot – build a configurable pivot
- Export & Drill-down – to Excel, and into the detail
Highlights
Always live
Reports read straight from your records, so they are as current as the documents behind them.