Report Parameters

Tip: Parameters vary depending on the report you select.

1. From the Reports list page, select Edit from a report's menu or select the report name from the Reports list page.

2. Under Headings, enter a title and subtitle, and specify the header alignment and format when printing.

3. Under Content, further define your report's format and the details to include when printing.

4. Under Format, select whether the report prints in Landscape or Portrait.

5. Under Sort, add, edit, and delete fields on the report. To add another sort, select Add another sort field. You can also manually drag and drop fields up and down using the row anchor .

6. Under Footers, enter the text you want to appear at the end of the report as well as the text for each page.

7. Under General, select the chart template and level to use. For more information about chart templates, see Chart Organizer.

8. Under Dates, select the dates you want to use to determine which transactions are included.

9. Under Columns, add, edit, and delete columns, or add a new one.

10. Under Multiple column headings, add, edit, and delete multiple columns, or add a new one.

11. Under Filters, specify filters or add new ones. You can filter your report based on selected criteria such as accounts, classes, and journals. For example, you can include only the accounts within a certain range. Accounts that are not within the range are excluded from the report.

12. In Statement body format, specify statement criteria.

13. In Change in fund balance section format, select how to display changes.

14. Under Number format, select how you want number and currency formats to appear in the report.

15. Select Save.

You can add, edit, and delete report columns from the Edit report parameters screen.

Tip: To edit, delete, copy, or move existing columns, select next to the column, and make your selection. Your choices include edit, copy all parameters, copy date parameters only, move up or down, and delete. You can also manually drag and drop columns up and down using the column row anchor .

1. From the Edit screen, select Add another column under Columns.

2. Under Copy settings, select the column settings you want to copy. The new column will have the same settings.

3. Under Definition, select "amount" or "description" for the column value type. If you select "amount," enter the calculations for that column. Select Validate to validate the expression.

4. Under Filters, enter the date or date range to include in the column. To add additional filters to the column, select Add a filter. You can filter the column based on selected criteria such as accounts, classes, and journals. For example, you can include only the accounts within a certain range. Accounts that are not within the range are excluded from the column.

5. Under Layout, specify the column heading and width, number format, and decimal places. If you select Hide this column on the report and export the report, hidden columns are not exported.

6. Select Save, or Save and new to add another column.

You can add a heading to cover more than one column.

Tip: To edit or delete existing columns, select next to the column, and make your selection. You can also manually drag and drop columns up and down using the column row anchor .

1. From the Edit screen, select Add another multiple column heading under Multiple column headings.

2. Enter the start column and end column for the heading to appear above, and specify alignment.

3. Select Save, or Save and new to add another column heading.

You may need to save a personal copy of the parameters to add security for future use.

1. From the Edit report screen, select Save as.

2. Enter the report name and description for the parameter file, and specify whether or not other users can run or modify the report.

3. Select Save.