custom summary report by Customer

  • 1
  • Question
  • Updated 7 months ago
  • Answered

I am using Reckon Accounts Premier 2017.

I have created a Custom Summary Report, Columns displayed by Customer  and Rows by Account list.

Our customers have Job and sub-jobs, and I have filtered and selected the main Job Name, which also includes the sub jobs in the report which we require.

ie Smith Building Group, Job AA, sub job AA-1, AA-2

The report displays columns left to right as  ie AA-3, AA-2. AA-1, AA(main job)

Is there an option to sort so the report shows left to right as AA(main job), sub job AA-1,AA-2 AA-,3 etc etc



Photo of Jenny

Jenny

  • 70 Points

Posted 7 months ago

  • 1
Photo of John G

John G, Information Support Analyst

  • 27,280 Points 20k badge 2x thumb
Welcome to the Reckon Community Jenny.

If you re-sort the Customer list (right click on Name column header and select Resort) does it make a difference to your Custom Summary Report display?


regards,
John