Customise reports

Question

Hi there - is there a way to customise reports. I would like a list of Creditor Invoices which shows what expense codes were used to input the invoice and the Job codes used?

Any help would be much appreciated. Thank you.

steven_m · Accepted Answer

Hi&nbsp;Aileen_6300&nbsp;
&nbsp;
The Purchases [Supplier Detail] report should be able to produce that information - Reports&gt;&gt;Purchases&gt;&gt;Supplier.
&nbsp;
This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify&gt;&gt;Show Hide option.

steven_m · Answer

Hi&nbsp;Aileen_6300&nbsp;
&nbsp;
After making changes to the report through the Insert/Modify tab select the Filters tab. This action will save those changes and allow you to Print (or export out) that report.
With respect to saving reports, yes you can save it as a Custom Report so you can navigate to it via the My Custom Reports tab - our Help Article:&nbsp;Saving and deleting custom reports&nbsp;would be able to assist with that process.

aileen_6300 · Answer

Thank you again Steve - I'll check it out.

steven_m · Answer

Hi&nbsp;Aileen_6300&nbsp;
&nbsp;
The Purchases [Supplier Detail]&nbsp;report&nbsp;would not show the account name, only the account number. I'm not familiar with any purchase-based reports that will list the account's name rather than the number.&nbsp;
The only way I could see you getting that number would be if you also run the Account List report then sent that report and the Purchase report to Excel. Once in Excel, you would use a Lookup function to pull that account name onto that report.

mike_james · Answer

Hi Aileen_6300&nbsp;, if all you see is the formula, then the column is probably formatted as text.&nbsp; To see the formula result, you need to format the column as eg number before adding any formulae.&nbsp;&nbsp;Usually you need to delete that column and start over.&nbsp;Wrapping the formula in an if statement is one way to hide zeroes, or you can extend the number format code. These codes have 4 parts separated by semicolons, these are positive, negative,&nbsp; zero and text. So for example 0.00;-0.00;;@ would also hide the zero. (To see the format code, after selecting your format, select the custom option and edit the code there).

aileen_6300 · Answer

Hi Steve - Thanks for that information.&nbsp; I've gone in there and added what I need on my report (except it doesn't have an option for the Expense Account Name only the number - which I can live without but would be more preferrable than the Number) however, now it won't give me a Print option - it's greyed out.&nbsp;Also, is there a way to save the settings so I can generate this same report each fortnight?&nbsp; I think the Save function here is to save it as a PDF with this particular data - not Save this as a specific report to run again.&nbsp;Your help is much appreciated.&nbsp; :)

Forum Discussion

Customise reports

10 Replies

Related content

Customised Reporting Dashboard

Customised Form

Customised User Roles

Customisation of Business Insight Reports

Customising Invoices

Customise Inventory valuation report

Customise invoices

Customising Job Profit & Loss Report