...
The general structure of a report includes two main sections and general saving/sharing options:
Filters (1): some of them might be hidden (click on 
to display them)
...
1 - Tick the filters' check box → to set the related filter filters as visible and modifiable for the operators (with read only privileges)
2 - Untick the filters' check box → to set the related filter filters as not visible and therefore not modifiable for the operators (with read only privileges). Please note that the filter filters will still work as configured!
.
1 - General options: NB when modifying the options values ' choices the columns selection below (see point 3) are often reset, resulting in a loss of configuration. We suggest you select these options before filtering the columns, in order to avoid redoing the settings.
2 - Groupings: depending on the domain is it possible to set up to 5 possible groupings as the first 5 columns of the report. NB: it means giving up all the details per row that by nature cannot be added up (example: tariffs name).
NB Grouping allows you to have fewer rows, summing values that are quantities or amounts. However, sometimes grouping results in a ''loss of columns‘’It means giving up all the details per rows that by nature cannot be summed, and sometimes resulting in a loss of columns.
→ If they are important values, you can set them directly as groupings (if available)
→ You may need to use different reports and/or external data manipulation
example: List of payment: Grouping payments makes 'Rate' column disappear.
...
1 - Sharing: review access preferencessettings
2 - Last update: this will tell you up to what time the report's results will be. It refr
3 - Preview: to launch the report without saving it (often used during first report configuration, to go back and forth to set and refine the options until the desired result is achieved)
4 - Saving:you can rename the report from here (Save as) though : be aware that if you "save as" the edit screen will stay on the original report originally opened (not the new one just saved).
Results and export options
...
1 - Summary of filters
2 - Chart (if anyticked)
3 - Columns, groupings and resulting data as configured according to filters
4 - Export options
You might need
