Review report selection and layout choices on fresh requests. The transaction determines the source records. Filters determine which records remain, and the layout determines what the next colleague can see. A correct report with a hidden key can still produce a spreadsheet that can't be reconciled. Keep the required columns visible before exporting.
These tasks mix purchasing and inventory lists. Totals apply after filtering; a subtotal names its group. Use numeric sorting for quantities and save variants only on the report they belong to. The independent exercises don't require the previous layout. Read the new requested population each time, including selections that return no rows. An empty, correctly filtered result is still a valid report.