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Delrafarm
Delrafarm Member Posts: 1

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

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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,025 Community Manager Community Manager
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    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.


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  • KevinNZ
    KevinNZ Member Posts: 2
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    How do you save it once you've set it up ?