Modify the Recurring Transactions Report

 Before you can perform this task

For the General report, you must have access rights to Reports for Transactions in the Accounts & General Ledger security option.

Note: The All Transactions report excludes transactions to which you do not have access rights.

To modify a Recurring Transaction report:

1. In the Home window open the Report Center. Select Recurring Transactions and then select the transaction report you want to modify. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. (Optional) Select Only show transactions due on or before and then enter a date to display scheduled transactions.
4. (Optional) Select Include transactions with no due date to display unscheduled transactions.
5. (Optional) Select any additional recurring Transaction types you want to include in the report. Click Select All to report on all transaction types.
6. (Optional) Select Group by transaction type to arrange transactions by type.

Note: If you are using consolidated companies, you do not need to perform the previous two steps. (Premium)

7. (Optional) Customize:
   • Columns that appear in the report
   • Sorting of report
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
8. (Optional) Save the report as a template in My Reports.
9. Click OK to display the report.

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