You can uncheck that if you don’t want to. You can see it’s also going to print the header on pages after the first page. This is the date prepared and that’s going to be the date that you see right up here and the time prepared is right here. If you don’t want to see something you just uncheck the box like this. Let’s say, I want the report title to be my customer name, I’ll say Tom Allen.
It says Customer Balance Detail and it says, “ All Transactions”. If I decided that I wanted Tom Allen and just any payments I could go through the list and I can pick the transaction type or whatever other information it is that I would want to see here and I would click OK to add it to the list. I can add additional filters to this if I’d like. Then when I click OK he’s the only one on the list.īack to Customize Report again. I could choose Name, come to the dropdown and pick Tom Allen from the list. Let’s say that I’m trying to show just my one customer Tom Allen and no one else from the list. You have the ability to filter by any of these that you see here on the left. When you tell QuickBooks you want to filter something what you’re saying is here’s what I want to see and I want you to hide everything else. I’m going back to Customize Report again and this time let’s look at the Filter’s tab. If I wanted to move that I could just move it wherever I wanted to rearrange the columns. You can see my memo column is right here now. Then, when you click OK you will see any changes you’ve made. If there happens to be one that is checked that you don’t want then you can go ahead and uncheck it. If there’s a particular one that you’d like to add, for example, you just go down the list and find that column and put a checkmark next to it. The columns that have a checkmark next to them are the ones that are currently being shown. You probably want to leave it where it is by default, but I wanted to show you the columns here. There are some options here for changing the dates, which you already know you can change right back here, and some sorting options. Notice in the top left it says, “ Customize Report”. The first tab here is your Display tab.
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Let me show you how to go and add a column that’s not here that you might want. If, for example, I wanted to put this class feature way over here all I have to do is drag it and then you’ll see it’s right next to the name in this particular case.
Notice also if I put my mouse on top of the headings I can rearrange these. If you decide you don’t need a column all you have to do is drag that same line all the way back the left and hide that column. Notice you can put your mouse on the line that separates the column headings and drag to the right a little bit and that would allow you to make that column a little bit wider. Let’s say, for example, that you want this account column but it’s not wide enough. So, let me show you how to work with those. There might be some columns that you don’t want or maybe there are some columns that aren’t here that you want to add. When you’re looking at any report you’ll see there are different columns of information available. Let me just show you all the customization options you can do when you’re working with your reports. You’re going to be able to customize these reports so that you can show certain customers or it might be that there are certain columns you want to see. That’s where the customizing comes in to play. Now that you know how to actually go through and look at all the reports that are in here there will be a few that you will want to tweak a little bit. Microsoft Visio 2010 – 9 Hours Video Training.Power Pivot, Power Query and DAX in Excel.Adobe Photoshop Elements 11 – 12 Hours Video Training Course.
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