This article is intended for: users with access to Reports.
Use this article when: creating a report to fit your custom needs.
Regardless of what report you select, you will be able to customize your report to display your preferred information.
Once you select a report:
- Choose whether to round to the nearest dollar, ten dollars, or hundred dollars.
- You can use the Include Itemizations toggle in the menu bar to include or exclude itemization details where appropriate.
- To customize the level of detail you provide use the Columns Menu button.
- Drag and drop columns in the order you want the columns to appear in the report.
- If looking to filter for particular information utilize the search boxes.
Note: Once you've saved a Custom Report, you can add a Change Column. Learn more with this article: Operational Budgeting - Add a Change Column to a Custom Report
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