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Opening reports for advanced formatting or editing

Accountants Enterprise only

To open a report in Report Designer for formatting or editing
  1. Click Reports on the toolbar. The Reports page opens with the Tasks bar listing all of the available reporting areas and sub-areas.
  2. Select the report area (for example, Cashbook) and the sub-area (for example, Payments). This determines where your new report is listed and the fields that are available for your report. A list of existing reports under the selected report sub-area is displayed.
  3. Click the report you want to edit.
  4. Click Edit. The report opens in the Change Report page.
  5. Click
    to open the report in the Report Designer page for advanced formatting.
    or
    Click the Report fields and formatting tab to open the report in that tab for basic formatting.
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