Modify the Transactions by Account Report

To modify the Transactions by Account report:

  1. In the Home window, open the Report Centre. Select Financials and then Transactions by Account. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive accounts.
  5. Select the account(s) you want to include in the report. Click Select All to report on all listed accounts.
  6. (Optional) Select Corrections.
  7. Select how you want to sort the report: Transaction number or Date.
  8. Select the type of comment to include with General Journal entries: Transaction or Line.
  9. (Optional) Customize the:
  10. Click OK to display the report.
  11. (Optional) Save the report as a template in My Reports.

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