--- title: How to Create and Use Preset Precoro Reports description: Preset Precoro Reports How to Provide Access to the Reports Module How to Create a Preset Report Preset Precoro Reports Business Reports showcase a set of business-related information like facts, anal --- [Skip to content](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en) 3. [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports) # How to Create and Use Preset Precoro Reports ## Learn how to create and use preset Precoro reports. #### TABLE OF CONTENTS - [Preset Precoro Reports](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports#Preset) - [How to Provide Access to the Reports Module](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports#access) - [How to Create a Preset Report](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports#How) ### Preset Precoro Reports Business **Reports** showcase a set of business-related information like facts, analysis, figures, and such. **The objective** of business reports is to provide information in an organized manner, which helps to make significant decisions and plan for the future. In Precoro, you can create and use two types of Reports: - **Preset** — made by the Precoro team for you with the preconfigured parameters. To use it, all you need is to set filtering parameters. - **Custom** — you can create it yourself, selecting the needed system parameters and forming the necessary Report. Learn more about creating and working with Custom Reports [here](https://help.precoro.com/how-to-create-a-custom-report?hsLang=en).  ### How to Provide Access to the Reports Module Reports are available for users with an active **Report** role and access to the module they wish to use in reports. The rights to the module should include one of the following: **Create, Approve,** or **Pay**. For example, if users want to create reports on Invoices, they should have two roles: **Report** and **Invoices** (with the rights to either **Create**, **Approve**, or **Pay**).  To set user roles: - Open the **Configuration** page and go to the **User Management** tab. - Activate the **Reports** and other modules the users would work with and provide them with the corresponding roles. To do that, press **Edit** **Action** and set user rights in the **Roles** tab. - To save the changes, press the **Update** button below. [![](https://help.precoro.com/hubfs/Monosnap%20Company%20Users%202023-01-26%2018-10-33-png.png)](https://help.precoro.com/hubfs/Monosnap%20Company%20Users%202023-01-26%2018-10-33-png.png?hsLang=en) ### How to Create a Preset Report 1\. Provide users with appropriate roles and activate the module as described [above](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports#access). 2\. Open the **Reports** module in the left-side menu. 3\. Select and click on the needed Reportfrom the **Reports By Precoro** section. 4\. Adjust the filters to your needs and press the **Run Report** button to receive information gathered from the database. - If you wish to continue working with data in XLSX format, press the **Export** button. - Consult [this article](https://help.precoro.com/report-export-to-google-sheets-based-on-schedule?hsLang=en) if you want to export the Report to **Google Sheets**. - Learn more about exporting and sharing reports [here](https://help.precoro.com/how-to-export-and-share-reports?hsLang=en). - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management) - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments) - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication) - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security) - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server) - [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content) - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests) - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals) - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions) - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders) - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders) - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts) - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices) - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses) - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting) - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory) - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports) - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation) - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents) - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal) - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration) - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search) - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app) - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting) - [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content) - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration) - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration) - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration) - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks) - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting) - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration) - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi) - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack) - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs) - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors) - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration) - [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content) - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026) - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025) - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024) - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023) - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates) - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes) [![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/) Copyright © 2026, Precoro ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-01-26%2018-03-22.mp4", "dateModified" : "2023-09-21T09:15:33.379Z", "duration" : "PT35S", "height" : 1360, "name" : "Monosnap screencast 2023-01-26 18-03-22", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-01-26%2018-03-22.mp4/medium.jpg", "uploadDate" : "2023-01-26T16:05:03.819Z", "width" : 2322 } ```