@Bow to answer your first question, this report is built to show data for the last two weeks. You can certainly edit the existing filter to go back three years. I recommend making a copy of the report, pasting the copy in your My Content folder to avoid accidentally changing the master report. Once copied, you can open the report in edit mode. Use the filter toolbar icon to show the filter drop down options. You can select Edit filter. The filter window will open. You'll see two filters listed (See first screenshot). Click once on the first filter, then use the pencil icon (highlighted in screenshot). Change the filter so it looks like this: [Invoice Date]>=_add_years (current date, -3). This will pull data from today's date and go back three years. Give it a try and let me know how it goes.
Now, for your second question. When you run the report, I would recommend choosing Excel as the output format. That way once it is done running, you can open the Excel file and make changes as needed.
