Reporting

Delrafarm
Delrafarm Member Posts: 1 Novice Member Novice Member
in Reckon One

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

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,378 Reckon 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.

    image.png


    Reckon.png

    🎉 Get rewarded for contributing to the Reckon Community! Learn how you could get a $100 gift voucher each month HERE.

  • KevinNZ
    KevinNZ Member Posts: 2 Novice Member Novice Member

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

Categories