Report transformations allow you to create customized versions of standard reports with specific filtering, grouping, and layout options.
Use report transformations when you need to regularly generate reports with consistent formatting and filtering criteria that differ from the standard report options.
Report transformations are particularly useful for creating departmental reports, filtered financial statements, or reports that group data by suppliers or employees.
You can also add custom JavaScript processing to further manipulate report data and include step-by-step instructions for users who will work with the transformed reports.
Click the New Report Transformation button to create your first transformation.
Once created, report transformations appear in the list below where you can edit or view them as needed.