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Creating a custom report in AccountRight

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CF2
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Creating a custom report in AccountRight

Hi,

 

Can I create a custom report to rearrange the balance sheet lines?

I don't seem to be able to do that in the inset/modify tab of the report.

Thanks.

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Komal_S
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Re: Creating a custom report in AccountRight

Hi @CF2 

 

Currently, columns in the balance sheet cannot be moved as they are hard coded in the reports. Feel free to reach out if you have further questions on this. 

Kind regards,
Komal

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CF2
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Re: Creating a custom report in AccountRight

Hi Komal, What I would lke to do is to run a report that groups together the bank accounts and then the current liabilities, so  that we can see the liquidity position. If I can rearrange the rows on the balance sheet report, that would get me the result I need. Is there any other way I can easily arrive at this result?

Thanks.

 

 

 

Komal_S
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Re: Creating a custom report in AccountRight

Hi @CF2 

 

Whereas this is not possible directly in the reports section of the software, you can export the balance sheet to Excel and manipulate the rows in a format you want. This would have to be done every time you wish to display the balance sheet in your customised view. 

Kind regards,
Komal

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CF2
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Re: Creating a custom report in AccountRight

Thanks Komal.

Not the best option, but that will have to do.

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