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Add and remove report columns

You can tailor the information that appears on your reports by adding or removing data columns.

For example, you can add:

  • account numbers to your Balance Sheet, Profit & Loss, or Accounts List reports (see the FAQ below).

  • customer purchase order numbers to sales reports.

  • GST codes for your stock items to the Price List report.

AccountRight has many reports that you can modify. The columns available to add depend on the type of report you are viewing. In general, reports labeled "Detail" allow you to add more columns than the "Summary" reports.

If you still can't find a report that matches your needs, use the Export/Import Assistant to export data to a spreadsheet (such as Microsoft Excel).

Save your changes If you've modified the columns in a report, save your changes (use the save icon (  ) at the top of the window).

To add and remove report columns

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  1. Open the report you want to view.

  2. Click the Insert/Modify tab.

    Insert column

  3. Click Show/Hide. 

    Insert column2


    The Show/Hide Columns window appears with the Available columns listed for this report.

    Show Hide columns.png

  4.  If you want to:

    • add a column to your report, select it in the Available columns list and click Show.

    • remove a column from your report, select it in the Columns in your report list and click Hide.

  5. Click OK. Your selections are displayed on the report. If needed, you can change the column order or column widths as described below.

  6. Click the Print Preview tab to save the changes as printable.


To change the column order

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  1. Open the report you want to view.

  2. Click the Insert/Modify tab.

  3. Do one of the following:

    • Click and drag a column heading to a new position.

      Move column



    • Click Order in the Insert/Modify tab. In the window that appears, select the column heading you want to reorder and then click the up and down arrows to change the column order.

      Move1



  4. Click the Print Preview tab to save the changes as printable.



To change the column width

AddAdd

  1. Open the report you want to view.

  2. Click the Insert/Modify tab.

  3. Click and drag the edge of a column heading left or right.

    Resize column width


  4. Click the Print Preview tab to save the changes as printable.



FAQs

How do I show account numbers on a report?

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A column for account numbers isn't shown by default on the Balance Sheet, Profit & Loss, Accounts List and Trial Balance reports.

To add account numbers to these reports, do this:

  1. Open the report.

  2. Click the Insert/Modify tab.

  3. Click Show/Hide (in the Report Columns section of the ribbon). A list of available columns appears.

  4. Select the Account No. column and then click Show.

    Insert column3.png


  5. Click OK.

  6. Click the Print Preview tab to save the changes as printable.