Reports

MichelleS

Is there a way to default the detail reports to show specific columns? I know I can set up memorised reports but I would like to be able to double click from the Profit & Loss to show the detail columns that I want. Specifically Tax Amounts, Source Names and to lose the Split & Balance column.

Also all of our customers/employees etc must be stored under Source Name and not Name as this detail is not shown on the reports - meaning a blank Name column and I have to continually go into Modify Report to show Source Name. Is this an easy fix to change Source Name to Name or better to be able to configure the detail reports.

Love to know an answer thankyou :)

man, what's the deal with airplane food. I chucked it out the window, it didn't fly. **** name

Acctd4

Not by default, however If you double-click from the main P&L, you can then click on the Modify button (top left) Here, you can add (tick) & remove (untick) columns accordingly. TIP: You can also remove columns directly from the report by hovering the mouse over the column- separating diamond icon until the double-ended arrow displays then hold down the mouse & drag this to the left.

Additionally, you can rename the report on the Header/Footer tab (by editing the Report Title field) & change font size, colour etc on this tab also.

You can further customise for filter detail (eg specific accounts etc) on the Filters tab.

Once you have your report customised to your requirements, you can then “save” it (by clicking on the Memorise button located next to Modify on the main report) to your Memorised Reports. Your customising/configurations will then be retained for you next time you generate it!

TIP: If you have a specific report you like to view regularly, you can add this to your Icon Bar for easy 1-click access. You can also add any windows you would like too (eg Bill, Pay Bill, Write Cheque etc)! To do this, open the window or report, click on View (along top toolbar) then from the dropdown menu, click on “Add …. To Icon Bar”. You can edit the Icon Name & choose a relevant image (Keep the name as short as possible, so you can fit more icons in!)

MichelleS

Thankyou for taking the time to reply in depth.

Yes I thought that was the case. Disappointed as I have to modify it each time. And yes I do use the Memorise Reports so that I don’t have to. I was hoping it could be changed by default in preferences.

Can you also enlighten me as to why the Reports don’t show any names under the Names column by default? I have to modify to show Source Names, are our customer names put in there incorrectly that they’re not showing under the Names column?

Thankyou 😊

My wife asked me to stop singing “Wonderwall”, I said maybe

Acctd4

If you use it for multiple purposes, Modify & Memorise each different variation.

You can create new Report Group headings & save them all under a specific group.

The Name column picks up the Customer:Job allocation, Source Name reflects the Payee ☺️