Core Records Advanced Reports Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Before you begin You need the Brisk permission for the action you are taking on advanced reports. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Create an Advanced Report The Advanced Reports create screen in the Brisk documentation demo. Create an Advanced Report after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate. Select the business context first. Enter the required identifying and operational values: Report Title . Review Category , System Report , Allow Date Filters , Date Behavior , Display On Work Periods , and Display On Months , plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record. Save the Advanced Report, then confirm Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date on its detail page before continuing. After saving: Verify this Advanced Report in Advanced Report Rows , and Report Charts before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Delete an Advanced Report Delete this Advanced Report only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. Before confirming, check for related Report Charts , and Advanced Report Rows . Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail. On the confirmation page, verify Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date . After confirmation, return to the Advanced Reports list and make sure only the intended Advanced Report was removed. Review Advanced Report details Use the detail page as the shared record of what this Advanced Report currently means. Verify Category , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date , plus the remaining screen fields before relying on it for a decision. Compare the Advanced Report with its source document or approved setup request before deciding that it needs correction. Next check: Verify this Advanced Report in Advanced Report Rows , and Report Charts before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Edit an existing Advanced Report Edit this Advanced Report to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached. Open the detail page. Compare Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date with the supporting document or approved request. Recheck Category , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date , plus the remaining screen fields. These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the Advanced Report now appears under the expected Category , Date Behavior , and Print Layout . After the change: Verify this Advanced Report in Advanced Report Rows , and Report Charts before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Find and review advanced reports The Advanced Reports list screen in the Brisk documentation demo. Use the Advanced Reports list to find the correct record before opening or changing it. Compare Report Title , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date . Compare the full identifier rather than relying on a similar name. The initial order emphasizes Report Title . Select a column heading when you need a different comparison. Open the Advanced Report whose Report Title , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date match the task. If it is missing, clear the list filters and recheck Category , Date Behavior , and Print Layout rather than creating a replacement immediately. Fields and business rules Brisk stores 15 user-relevant fields for this Advanced Report, including 0 linked-record selections and 3 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Report Title Yes The name or title of this report. Description No Description of this advanced report. Category No The category recorded for this advanced report. Available values: Accounting, Inventory, Management, Manufacturing, Sales, Financial, Favorites. System Report No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified. Allow Date Filters No If this field is disabled, live date filters will not be available for this report. Date Field No By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled. Date Behavior No Select the initial state of the date filters on this report. Available values: All Time, Today, Yesterday, Last 7 Days, Week-to-date, Last 30 Days, Month-to-date, Last 365 Days, Year-to-date, Previous Week, Previous Week-to-day, Previous Month, Previous Month-to-date, Previous Year, Previous Year-to-date, Custom Date Range. Beginning Date No Sets the start date for this report if using a custom date range. Closing Date No Sets the end date for this report if using a custom date range. Report Depth No This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1. Display On Work Periods No Enable this setting to run this report directly from closed work periods. Display On Months No Enable this setting to run this report directly from closed months. Display On Years No Enable this setting to run this report directly from closed years. Filter Beginning No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date. Print Layout No Controls optional print formatting for advanced reports. Available values: Standard, Wide Detail Table. What happens next Verify this Advanced Report in Advanced Report Rows , and Report Charts before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Common mistakes and troubleshooting The record will not save: Recheck Report Title and any message beside the field. A required related record may also be inactive or unavailable to your role. The values look right but the result is wrong: Compare this Advanced Report with the source document or approved setup decision, then check the downstream screen where it is used. Email Templates Email Templates Purpose and when to use this record Maintain reusable email subject and body content used when Brisk sends business documents or notifications. At a glance Identify it by: Name . Check its business context: Pdf Renderer . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Before you begin You need the Brisk permission for the action you are taking on email templates. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Create an Email Template The Email Templates create screen in the Brisk documentation demo. Create an Email Template only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder. Select the business context first: Pdf Renderer . Enter the required identifying and operational values: Name , Subject , and Body . Review the identifying information shown on the screen against the source document or approved setup decision. Save the Email Template, then confirm Name on its detail page before continuing. After saving: Open the screen that uses this choice and confirm the Email Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Delete an Email Template Delete this Email Template only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. On the confirmation page, verify Name . After confirmation, return to the Email Templates list and make sure only the intended Email Template was removed. Review Email Template details Use the detail page as the shared record of what this Email Template currently means. Verify Name , Pdf Renderer , Subject , and Body before relying on it for a decision. Follow Pdf Renderer to determine whether the issue is on this Email Template or on one of those linked records. Next check: Open the screen that uses this choice and confirm the Email Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Edit an existing Email Template Edit this Email Template when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one. Open the detail page. Compare Pdf Renderer with the supporting document or approved request. Recheck the identifying information shown on the screen. These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the Email Template now appears under the expected Name . After the change: Open the screen that uses this choice and confirm the Email Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Find and review email templates The Email Templates list screen in the Brisk documentation demo. Use the Email Templates list to find the correct record before opening or changing it. Compare Name . Records with similar names or numbers can still belong to different Pdf Renderer . The initial order emphasizes Name . Select a column heading when you need a different comparison. Open the Email Template whose Name match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately. Fields and business rules Brisk stores 4 user-relevant fields for this Email Template, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Name Yes Human-readable name for this mail template. Pdf Renderer No The pdf renderer associated with this mail template. Subject Yes The subject recorded for this mail template. Body Yes The body recorded for this mail template. What happens next Open the screen that uses this choice and confirm the Email Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Common mistakes and troubleshooting The record will not save: Recheck Name , Subject , and Body and any message beside the field. A required related record may also be inactive or unavailable to your role. The values look right but the result is wrong: Open Pdf Renderer from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it. Pdf Renderers Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name . Check its business context: Content Type . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Before you begin You need the Brisk permission for the action you are taking on pdf renderers. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Have valid Content Type records ready first. Those selections determine where this PDF Renderer belongs and which later screens can find it. Create a PDF Renderer The Pdf Renderers create screen in the Brisk documentation demo. Create a PDF Renderer after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate. Select the business context first: Content Type . Enter the required identifying and operational values: Name , Description , Category , and Content Type . Review Do Not Display , List View , and Printer Selection deliberately; these choices control availability or workflow rather than merely describing the record. Save the PDF Renderer, then confirm Name on its detail page before continuing. After saving: Verify this PDF Renderer in Email Templates , and Queued Prints before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Delete a PDF Renderer Delete this PDF Renderer only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. Before confirming, check for related Email Templates , and Queued Prints . Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail. On the confirmation page, verify Name . After confirmation, return to the PDF Renderers list and make sure only the intended PDF Renderer was removed. Review PDF Renderer details Use the detail page as the shared record of what this PDF Renderer currently means. Verify Printer Selection before relying on it for a decision. Follow Content Type to determine whether the issue is on this PDF Renderer or on one of those linked records. Next check: Verify this PDF Renderer in Email Templates , and Queued Prints before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Edit an existing PDF Renderer Edit this PDF Renderer to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached. Open the detail page. Compare Content Type with the supporting document or approved request. Recheck Printer Selection . These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the PDF Renderer now appears under the expected Printer Selection . After the change: Verify this PDF Renderer in Email Templates , and Queued Prints before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Find and review pdf renderers The Pdf Renderers list screen in the Brisk documentation demo. Use the Pdf Renderers list to find the correct record before opening or changing it. Compare Name . Records with similar names or numbers can still belong to different Content Type . The initial order emphasizes Name . Select a column heading when you need a different comparison. Open the PDF Renderer whose Name match the task. If it is missing, clear the list filters and recheck Printer Selection rather than creating a replacement immediately. Fields and business rules Brisk stores 9 user-relevant fields for this PDF Renderer, including 1 linked-record selection and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Name Yes Human-readable name for this pdf renderer. Description Yes Description of this pdf renderer. Category Yes The category recorded for this pdf renderer. Content Type Yes The content type associated with this pdf renderer. Template No File stored as template for this pdf renderer. Do Not Display No Do not display this template as a button on its selected content type. List View No Display this template on lists instead of detail views. Printer Selection No If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print. Available values: Label Printer, Report Printer, Receipt Printer. Copies No If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed. What happens next Verify this PDF Renderer in Email Templates , and Queued Prints before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Common mistakes and troubleshooting The record will not save: Recheck Name , Description , Category , and Content Type and any message beside the field. A required related record may also be inactive or unavailable to your role. The values look right but the result is wrong: Open Content Type from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it. Receipt Templates Receipt Templates Purpose and when to use this record Maintain receipt layout and business text used for point-of-sale or transaction printing. At a glance Identify it by: Name . Check its business context: Content Type . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it. Before you begin You need the Brisk permission for the action you are taking on receipt templates. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Have valid Content Type records ready first. Those selections determine where this Receipt Template belongs and which later screens can find it. Create a Receipt Template The Receipt Templates create screen in the Brisk documentation demo. Create a Receipt Template only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder. Select the business context first: Content Type . Enter the required identifying and operational values: Name , Description , and Content Type . Review Active deliberately; these choices control availability or workflow rather than merely describing the record. Save the Receipt Template, then confirm Name on its detail page before continuing. After saving: Open the screen that uses this choice and confirm the Receipt Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Delete a Receipt Template Delete this Receipt Template only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. If the record is merely obsolete, use Active to remove it from future use while preserving existing references. On the confirmation page, verify Name . After confirmation, return to the Receipt Templates list and make sure only the intended Receipt Template was removed. Review Receipt Template details Use the detail page as the shared record of what this Receipt Template currently means. Verify Active before relying on it for a decision. Follow Content Type to determine whether the issue is on this Receipt Template or on one of those linked records. Next check: Open the screen that uses this choice and confirm the Receipt Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Edit an existing Receipt Template Edit this Receipt Template when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one. Open the detail page. Compare Content Type with the supporting document or approved request. Recheck Active . These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the Receipt Template now appears under the expected Active . After the change: Open the screen that uses this choice and confirm the Receipt Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Find and review receipt templates The Receipt Templates list screen in the Brisk documentation demo. Use the Receipt Templates list to find the correct record before opening or changing it. Compare Name . Records with similar names or numbers can still belong to different Content Type . The initial order emphasizes Name . Select a column heading when you need a different comparison. Open the Receipt Template whose Name match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately. Fields and business rules Brisk stores 5 user-relevant fields for this Receipt Template, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Name Yes Human-readable name for this receipt template. Description Yes Description of this receipt template. Content Type Yes The content type associated with this receipt template. Active No Sets this as the active ESC/POS receipt for a given Content Type. Message No An optional message that will be printed on the bottom of the receipt. What happens next Open the screen that uses this choice and confirm the Receipt Template appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Common mistakes and troubleshooting The record will not save: Recheck Name , Description , and Content Type and any message beside the field. A required related record may also be inactive or unavailable to your role. The record saved but is not available where expected: Recheck Active , then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state. The values look right but the result is wrong: Open Content Type from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it. Report Charts Report Charts Purpose and when to use this record Turn an advanced report into a chart by selecting label, value, grouping, sorting, series, and display options. At a glance Identify it by: Chart Title , Label Field , Label Subfield , and Show Values On Chart . Check its business context: Standard Report , and Advanced Report . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Before you begin You need the Brisk permission for the action you are taking on report charts. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Create a Report Chart The Report Charts create screen in the Brisk documentation demo. Create a Report Chart after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate. Select the business context first: Standard Report , and Advanced Report . Enter the required identifying and operational values: Chart Title . Review System Chart , Chart Type , Time Grouping , Sort , Stack Series , and Show Legend , plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record. Save the Report Chart, then confirm Chart Title , Label Field , Label Subfield , and Show Values On Chart on its detail page before continuing. After saving: Verify this Report Chart in Chart Series before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Delete a Report Chart Delete this Report Chart only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. Before confirming, check for related Chart Series . Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail. On the confirmation page, verify Chart Title , Label Field , Label Subfield , and Show Values On Chart . After confirmation, return to the Report Charts list and make sure only the intended Report Chart was removed. Review Report Chart details Use the detail page as the shared record of what this Report Chart currently means. Verify Chart Type , Time Grouping , Sort , and Color Palette before relying on it for a decision. Follow Standard Report , and Advanced Report to determine whether the issue is on this Report Chart or on one of those linked records. Next check: Verify this Report Chart in Chart Series before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Edit an existing Report Chart Edit this Report Chart to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached. Open the detail page. Compare Standard Report , and Advanced Report with the supporting document or approved request. Recheck Chart Type , Time Grouping , Sort , and Color Palette . These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the Report Chart now appears under the expected Chart Type , Time Grouping , Sort , and Color Palette . After the change: Verify this Report Chart in Chart Series before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Find and review report charts The Report Charts list screen in the Brisk documentation demo. Use the Report Charts list to find the correct record before opening or changing it. Compare Chart Title . Records with similar names or numbers can still belong to different Standard Report , and Advanced Report . The initial order emphasizes Chart Title . Select a column heading when you need a different comparison. Open the Report Chart whose Chart Title match the task. If it is missing, clear the list filters and recheck Chart Type , Time Grouping , Sort , and Color Palette rather than creating a replacement immediately. Fields and business rules Brisk stores 18 user-relevant fields for this Report Chart, including 2 linked-record selections and 4 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Chart Title Yes Human-readable name for this report chart. Description No Description of this report chart. Standard Report No The standard report associated with this report chart. Advanced Report No The advanced report associated with this report chart. Display Order No The display order value recorded for this report chart. System Chart No Charts provided by Brisk can be copied but not modified by standard users. Chart Type No The chart type recorded for this report chart. Available values: Bar, Horizontal Bar, Line, Area, Pie, Doughnut, Polar Area, Radar. Label Field No Field used for labels. For dates, combine this with Time Grouping. Label Subfield No The label subfield recorded for this report chart. Time Grouping No Group date or datetime label fields into reporting periods. Available values: No Time Grouping, Day, Week, Month, Quarter, Year. Sort No The sort recorded for this report chart. Available values: Source Order, Label A-Z, Label Z-A, Smallest Value, Largest Value. Maximum Labels No Limits long charts and groups the remainder into Other where possible. Stack Series No Whether the stack series option applies to this report chart. Show Legend No Whether the show legend option applies to this report chart. Start Axis At Zero No Whether the start axis at zero option applies to this report chart. Show Values On Chart No Whether the show values on chart option applies to this report chart. Chart Height No The chart height value recorded for this report chart. Color Palette No The color palette recorded for this report chart. Available values: Business, Finance, Inventory, High Contrast. What happens next Verify this Report Chart in Chart Series before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate. Common mistakes and troubleshooting The record will not save: Recheck Chart Title and any message beside the field. A required related record may also be inactive or unavailable to your role. The values look right but the result is wrong: Open Standard Report , and Advanced Report from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it. Reports Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date . Check its business context: Content Type . Why care: A report is only trustworthy when its data source, date field, filters, grouping, and totals answer the intended business question. Before you begin You need the Brisk permission for the action you are taking on reports. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role. Have valid Content Type records ready first. Those selections determine where this Report belongs and which later screens can find it. Create a Report The Reports create screen in the Brisk documentation demo. Create a Report only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder. Select the business context first: Content Type . Enter the required identifying and operational values: Report Title , and Content Type . Review Category , System Report , Allow Date Filters , Date Behavior , and Filter Beginning deliberately; these choices control availability or workflow rather than merely describing the record. Save the Report, then confirm Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date on its detail page before continuing. After saving: Open Advanced Report Rows , Report Charts , Report Columns , and Report Filters and confirm the Report appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Delete a Report Delete this Report only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option. Before confirming, check for related Report Charts , Report Columns , Report Filters , and Advanced Report Rows . Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail. On the confirmation page, verify Report Title , Allow Date Filters , Date Field , Date Behavior , and Beginning Date . After confirmation, return to the Reports list and make sure only the intended Report was removed. Review Report details Use the detail page as the shared record of what this Report currently means. Verify Category , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date before relying on it for a decision. Follow Content Type to determine whether the issue is on this Report or on one of those linked records. Next check: Open Advanced Report Rows , Report Charts , Report Columns , and Report Filters and confirm the Report appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Edit an existing Report Edit this Report when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one. Open the detail page. Compare Content Type with the supporting document or approved request. Recheck Category , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date . These values are most likely to change the population, date range, grouping, and totals users see. Save the change, return to the list, and confirm that the Report now appears under the expected Category , and Date Behavior . After the change: Open Advanced Report Rows , Report Charts , Report Columns , and Report Filters and confirm the Report appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Find and review reports The Reports list screen in the Brisk documentation demo. Use the Reports list to find the correct record before opening or changing it. Compare Report Title , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date . Records with similar names or numbers can still belong to different Content Type . The initial order emphasizes Report Title . Select a column heading when you need a different comparison. Open the Report whose Report Title , Allow Date Filters , Date Field , Date Behavior , Beginning Date , and Closing Date match the task. If it is missing, clear the list filters and recheck Category , and Date Behavior rather than creating a replacement immediately. Fields and business rules Brisk stores 11 user-relevant fields for this Report, including 1 linked-record selection and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. Field Required What it controls Report Title Yes The name or title of this report. Description No Description of this report definition. Content Type Yes The content type associated with this report definition. Category No The category recorded for this report definition. Available values: Accounting, Inventory, Management, Manufacturing, Sales, Financial, Favorites. System Report No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified. Allow Date Filters No If this field is disabled, live date filters will not be available for this report. Date Field No By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled. Date Behavior No Select the initial state of the date filters on this report. Available values: All Time, Today, Yesterday, Last 7 Days, Week-to-date, Last 30 Days, Month-to-date, Last 365 Days, Year-to-date, Previous Week, Previous Week-to-day, Previous Month, Previous Month-to-date, Previous Year, Previous Year-to-date, Custom Date Range. Beginning Date No Sets the start date for this report if using a custom date range. Closing Date No Sets the end date for this report if using a custom date range. Filter Beginning No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date. What happens next Open Advanced Report Rows , Report Charts , Report Columns , and Report Filters and confirm the Report appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting. Common mistakes and troubleshooting The record will not save: Recheck Report Title , and Content Type and any message beside the field. A required related record may also be inactive or unavailable to your role. The values look right but the result is wrong: Open Content Type from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.