Delrafarm Member Posts: 1

Hi, how do a compile a report - like a profit & loss - with only selected categories and/or accounts?


  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Hi @Delrafarm

    You can filter/customise the Profit & Loss report using the options menu after clicking a particular report.

    Once you have made your desired changes, click the 'Refresh' button on the top right for it to take effect on the open report.

  • KevinNZ
    KevinNZ Member Posts: 2

    How do you save it once you've set it up ?