Filter a report and choose columns
Narrow the results and show the data you need.
Most reports open with a sensible default filter, such as invoices from this year. You can change what is included and which columns appear.
Change the filters
Click part of the filter sentence to edit it, or click Add filter for a new rule.
Choose the field, the condition and the value.
Click Run. Results don't change until you do, and the button only turns on when there is something new to run.
Choose columns
Click Edit Columns.
Search for a column and tick it, including columns from related records.
Click Save, or Default to return to the original set.
Use the chart
Some reports include a chart above the table. Set Segment By and Measure by to change what it compares, or collapse the preview to see just the table.
To keep your changes for later, use More options and Clone to save your own copy.
Up next
Next, read Export a report.