2025/2026 QUESTIONS WITH ANSWERS GRADED A+
✔✔Distributing Reports - ✔✔1. Print or Graph
2. Email
3. Schedule
✔✔Collapse Button - ✔✔Rolls up data to its highest level
✔✔Email Report - ✔✔- Pop-up that allows you to select the recipient and others to copy
on the email
- Customize the email subject, message, and sending format
- Add attachments (including zips)
✔✔Schedule Report - ✔✔- Pop-up that allows you to schedule the report to run at a
specified time or recurring
- Click "Run Report More Than Once" to set the details for the recurrence
- Select email recipient and others to be copied
- Customize the email subject, message, and sending format
- Add attachments (including zips)
✔✔Column Filter - ✔✔Available column filters vary by report. Filter report data by:
- Total
- Class
- Class (Hierarchy)
- Department
- Department (Hierarchy)
- Location
- Location (Hierarchy)
- Subsidiary
- Subsidiary (Hierarchy)
✔✔Steps to Customize a Standard Report: - ✔✔1. On report page, click "Customize"
2. Edit default columns
3. Edit filters
4. Apply sorting (optional)
5. Consider More Options
6. Define audience and access
7. Save and run
If user doesn't see a customize link, the report is either un-customizable or the user
doesn't have permission to customize reports
✔✔More Options (Reports) - ✔✔- Define audience
- Define access
, - Web Query (only for non-financial reports)
- Cash Basis
- Show Zeros
- Activity Only
- Show on Reports Page
- Show Currency Symbol
- Set expand level
- Set drill down report (for summary reports only)
- Enter description
✔✔Define Audience (Reports) - ✔✔Filter report access by roles, departments,
subsidiaries, groups, employees, and partners
- If both a role and department are selected, the user must meet BOTH criteria
- If you select a group, employee, and/or partner, the user must be a member of the
group OR be the employee OR be the partner selected
✔✔Define Access (Reports) - ✔✔Access set at the report-level will override the
standard, role-based permission associated with the target
✔✔Max # of Columns in a Report - ✔✔30
✔✔# of Columns Report Results can Contain - ✔✔>30
✔✔# of reports that can be run at the same time by one user? - ✔✔2
✔✔# of instances of the report that can be run at one time? - ✔✔1
✔✔Comparative Reports - ✔✔1. Comparative Income Statement - compares income
and expenses across 2+ specified time periods (compare with previous years)
2. Comparative Balance Sheet - compares category and value of each account across
2+ specified time periods
✔✔Alternate Date Range - ✔✔1. None
2. Relative to Report Date (most commonly used)
3. Relative to Today's Date
This allows user to compare data for the same field across time by adding multiple
columns for the field and setting an alternate date range for each additional column
✔✔Alternate Period Range - ✔✔Allows user to compare data for the same field across
time by adding multiple columns for the field
✔✔Relative to Report Date - ✔✔Defined in relation to the overall range set for the report
and changes when the report range changes (most commonly used)