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Report Designer

Use the leadsheet schedule to group accounts on financial statements

By default, reports and financial statements use the Account Classification account grouping. You can change this setting by modifying the report in Report Designer.
In the following example, we changed the
Current Assets
 section of the Balance Sheet - Current Year report to use the Leadsheet Schedule account grouping rather than the default Account Classification.
  1. Set up a new account grouping, if necessary. The Leadsheet Schedule and Account Classification groupings are already set up for you.
  2. (Optional) Change the standard account mappings settings on the
    Standard Account Mappings
     screen.
  3. Assign the new grouping to the chart of accounts on either the
    Chart of Accounts
     screen or the
    Enter Trial Balance
     screen.
    tip
    Use the
    Edit Multiple Accounts
     option to add grouping codes to many accounts at the same time instead of individually assigning codes.
  4. Select
    File
    , then
    Report Designer
     and open the financial statement to modify.
    note
    We recommend that you save a copy of the default financial statement instead of modifying the default.
  5. Select the first row number where the variables are contained to select the whole row.
  6. In the
    Design Tools
     panel, change the
    Grouping type
     field to Leadsheet Schedule (or whichever account grouping you set up in step 1).
  7. In the
    Grouping content
     field, use the
    Insert Formula
     button or the dropdown menu to select one or more codes or subcodes.
  8. Select the next row that contains variables and repeat the steps to change the
    Grouping type
     and
    Grouping content
    .

This article applies to:

  • Product: Workpapers CS
  • Subject: Reports