custom summary report by Customer

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  • Updated 4 weeks ago
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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

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Posted 4 weeks ago

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John G, Official Rep

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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?