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:
- In the Home window open the Report Centre. Select Recurring Transactions and then select the transaction report you want to modify. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- (Optional) Select Only show transactions due on or before and then enter a date to display scheduled transactions.
- (Optional) Select Include transactions with no due date to display unscheduled transactions.
- (Optional) Select any additional recurring Transaction types you want to include in the report. Click Select All to report on all transaction types.
- (Optional) Select Group by transaction type to arrange transactions by type.
- (Optional) Customize:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Note: If you are using consolidated
companies, you do not need to perform the previous two steps.
What do you want to do?
View detailed information about a specific part of this report
Search for text in this report
Open this report in Microsoft Excel
Export this report to another format