Group or summarise transactions on a new report
Set how transactions are grouped on a new report, or summarise grouped transactions into one line.
You can also group and summarise accounts on the new financial reports such as the Profit & Loss and Balance Sheet, but the process is different.
- Open the report.
- Click Report Settings.
Select your preferred grouping or summarising options from Layout.
- Standard for no grouping.
- Group By... to list transactions by your selected variable
- Summarise By... to display sum totals only for your selected variable
- Click Update.