About this lesson
We cover how to generate account specific reports and, in the case of balance sheet accounts, view registers.
Download this lesson’s related exercise files.2.02 reporting-on-accounts - Exercise.docx
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Reporting on accounts
The reports option in the gray bar to the left is a great way to get reports that combine information from multiple accounts. This module is going to show you how to create reports for one account at a time.
When to use
This is useful if you want to view transactions related to just one account.
Run a Report:
- Find a account that you'd like to learn more about, click on the drop down to the right of view register and select run report (or click run report if that's the blue hyperlink instead of view register).
Customize the Report:
- Change the report period to include more than just 90 days
- Change the group by
Save the Report:
- Click on the green button in the upper right hand corner to save customizations
Export the Report:
- Export to Excel or PDF
Hints & tips
- This is helpful if you want to know about a particular account. More often you'll be looking at reports with multiple accounts, such as the profit and loss or balance sheet.
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