Customizing reports

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Working with custom reports

Within AccountEdge, you have a number of options with which you can personalize your displayed and printed documents as well as the process by which you print reports. Some options affect all reports and other options affect specific reports. For information about settings that affect all reports, see Choosing preference settings for reports and forms.

AccountEdge gives you complete control of the content and appearance of your AccountEdge reports. Click the Customize button to open the Report Customization window. In this window, you can

Use the general filters in the top area of the window.

Use the advanced filters in the Advanced Filters tab.

Select the fields you want to appear in the report in the Report Fields tab.

Use a variety of options available in the Finishing tab that allow you to make selections that affect the formatting of the report, the way the system works when you print the report and the inclusion of the report in the Reports menu.

Open the Report Format window, where you can determine how you want the printed output of your reports to look.

You can use these features in any combination to customize your reports. If you want, you can customize a report, print it immediately, then revert back to the original report settings. Or, if you want to retain a report's modifications, you can customize the report and save the changed report. When you save a customized report, it is known as a custom report.

Notes:
Some of your formatting changes won't appear in reports exported to Excel

If you've created custom reports using a previous MYOB product