Accountants Enterprise only
- Click Reports on the toolbar. The Reports page opens with the Tasks bar listing all of the available reporting areas and sub-areas.
- 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.
- Click the report you want to edit.
- Click Edit. The report opens in the Change Report page.
- Click to open the report in the Report Designer page for advanced formatting.
Click the Report fields and formatting tab to open the report in that tab for basic formatting.