Customize Report allows you to modify the standard ObjAcct report layouts and create new custom reports. You may change report sort order and grouping, add or remove fields, and modify captions and report formatting.
To customize a report, follow these steps:
1. Select Customize Report from the Customization Manager, Company Menu.
2. The Customize Report application lists all ObjAcct reports and indicates which reports have been customized.
3. Click on the report you wish to customize and report writer will display with the report loaded and ready for customization.
For example, here is the Chart of Accounts report:
Click on the Fields Tab to see a list of fields that may be added to the report. The Properties Tab lists the field properties that you may change. See the ObjAcct XML Reports Developer Guide for specific instructions for modifying report layouts.
4. When you have completed the report customizations, click on Save. The report writer will automatically close and you will be returned to the Customized Report list.
NOTE: If you do not want the customized version of the report to be available to users, uncheck the Active field.
5. The report will now display in the Customize Report List with a value of "Override" in the Type column. If Active was checked when you saved the report customization, the Active column will have a value of "Yes" and the customized version of the report will override the ObjAcct standard version of the report.
See also, Report Layout Editor ToolBar, Adding A Field, Adding A Report, Layout Modifications, and Standard Versus Customized Reports.