Modify the Account List Report

To modify the Account List report:

1. In the Home window, open the Report Centre and select Accounts, and then Account List. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. (Optional) Select Include inactive accounts.
4. (Optional) Select Include related historical accounts.
5. (Optional) Select Include departments. (Premium)
6. (Optional) Customize the:
   • Columns that appear in the report
   • Way your accounts are sorted
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
7. (Optional) Save the report as a template in My Reports.
8. Click OK to display the report.

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