Customize a report with the Report Settings menu

Use the Report Settings menu to further customize your report. The available choices depend on the report type.

You can only customize a draft report.

Open the Report Settings menu

Image of report with cursor poised over Report Settings link

Click Report Settings to expand the menu options.

About the report settings

The settings available depend on the report you're using. Below are some common options available in many reports.

Accounting basis

Choose Accrual to display revenue earned and expenses that occurred during the date range you selected.

Choose Cash to display revenue received and expenses paid during the date range you selected. For example, bill or invoice payments, spend or receive money transactions.

Numbers

Numbers will show to 2 decimal places by default. To show only round numbers, clear the Show decimals checkbox.

Layout

Set whether transaction data is grouped or summarized on your report and what variable it is gathered by. Select:

  • Standard for no grouping.
  • Group By... to list transactions by your selected variable
  • Summarize By... to display sum totals only for your selected variable

Columns

Select the checkbox for each column you want to show on the report. Clear a checkbox to hide a column.

Apply filters

Click Add a filter and select a column to filter by, then enter or select details. As you add more filters, the report displays results based on all your filters combined.

When you update the report, the filters show at the top in a text block you can edit or delete. You can edit, move or delete text blocks.

Click Update to run and view

After you've made your choices, click Update to close Report Settings and view your report. If you close the report, it will reset to its default settings next time you open it.

Save a draft of the report to keep the current format. If the layout is one you'd like to use again in the future, consider saving it as a custom report.

Sort and reorder columns

Once you've run your report and refined your results, you can:

  • Sort the report in ascending or descending order of the data in any column by clicking on the column heading.
  • Reorder the columns by dragging and dropping them into a different order.

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