Reports Overview - Creating custom reports - Using the Report Design feature

Using the Report Design feature

Use the Report Design feature to choose the type of information to include on a report.

Since AccountEdge's reports are already set up to be comprehensive enough for most businesses, you may want to consider printing a report or displaying it before you design it, just to check to see whether the report already contains the information you want.

Click the Customize button to open the Report Customization window; then click the Design button to open the Report Design window. This window lists all of the fields that are available for the report. You can simply choose the fields you want to print on specific reports. For example, if you want to print tax amounts on a sales report, you can choose to do so by designing the report so it includes tax amounts.

Step by step
To create a custom report