I need to create a report that is similar to the a...
# administration
b
I need to create a report that is similar to the account register reports. They cannot be customised so I need to basically replicate the account register report but add some extra data. Is this possible and what would the best way be to approach this. Thanks
s
Solution 1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Search Type: Select Transaction 3. Click Criteria 4. Filters: ◦ Select Account a. Account: Select Account b. Click Set ◦ Select Date c. Date: Select Within d. From: Select Date e. To: Select Date f. Click Set ◦ Select Posting g. Posting: Select Yes h. Click Set 5. Click Results 6. Click Columns 7. Fields: 8. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. You may also add other Result fields as necessary. 9. ◦ Select Date ◦ Select Type ◦ Select Posting Period ◦ Select Document Number ◦ Select Memo ◦ Select Account ◦ Select Amount (Debit) ◦ Select Amount (Credit) 10. Search Title: Enter Title 11. 12. Click Save & Run
b
Thanks, but this doesn't replicate the running balance at in the last column. Is this possible?
s
with formula you can