Reports
Access reports to gain insights into your business, make decisions about the future, prepare tax filing information and more.
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Day to day
Formatting and customizing
- Add a text block to a new report
- Customize a report with the Report Settings menu
- Edit custom reports
- Edit, move or delete text blocks on new reports
- Group or summarize transactions on a new report
- Move accounts within a new financial report if the balance is negative or positive
- Run a 13 period four-weekly Income Statement
- Save custom reports
- Set or remove default from reports on the Custom tab
- Working with the layout editor on new financial reports