Group or summarize transactions on a new report
Set how transactions are grouped on a new report, or summarize grouped transactions into one line.
You can also group and summarize 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 summarizing options from Layout.
- Standard for no grouping.
- Group By... to list transactions by your selected variable
- Summarize By... to display sum totals only for your selected variable
- Click Update.