Customize Report Columns
There are several ways that you can customize the columns in your reports:
To customize the columns in
a report from the Modify Report window
Note: If a report's Modify Report window doesn't have the Report Columns option, you cannot customize the
columns.
- Open the Modify
Report window for the report.
- Click Report
Columns in the options box on the left-hand side and select Custom report column settings.
- (Optional) Select
the columns you want to exclude from the report and click Remove.
Click Remove All to clear all of the columns
and start from scratch.
- (Optional) Select
the columns you want to include in the report and click Add.
Click Add All to include all available columns.
- (Optional) Change
the column widths as required.
- (Optional) Use
the Move Column arrows to change the order
that the columns appear in.
- Click OK
to display the report.
Note: If you want to revert
your column settings to the Sage Simply Accounting defaults, click Reset.
You can also customize columns from the report viewer:
To change a column's width
- Click on the column header's right or left border, hold the mouse button down and drag the border to the desired width.
- Release the mouse button.
You can also double-click the edge to the right of a header so that the width automatically fits the contents.
Note: Different columns have different minimum and maximum widths. You can see the range for a particular column in the report's Modify window.
To hide or show columns
- Right-click on any column header.
- Click on any column in the list to add or remove it from the report.
To change the column order
- Click on the column header, hold the mouse down, and drag the column across the header bar to the desired position.
- Release the mouse button.
What do you want to do?
Sort a report
Filter a report
Search for text in this report
Customize the print
settings for a report
Change font settings
for a report
Add
a footer to a report
(Premium)
(Accountants' Edition)
Save a report
template
Delete a report template