Report Designer: Sorting accounts on financial statements

Show expandable text

By default, GL accounts are sorted by account number on financial statements. The sort order can be modified by following these steps.

To open a report or financial statement layout for editing, choose File > Report Designer. In the Reports list frame, click the + sign next to the document type folder to expand the list, and then double-click a report or financial statement layout to open it in the design grid.

Prior to making changes to a report (including letters and financial statements) in the Report Designer, we recommend that you choose File > Save As to save the report with a different name. To restore a predefined report in which changes have been made, you can choose File > Restore Default.

  1. Once you have a financial statement open in Report Designer, choose File > Page Setup.
  2. Click the Report tab and mark the Chart of Accounts Core checkbox in the Filtering and Sorting Options.

    Page Setup - Report tab

  3. Save the report changes by choosing File > Save As.
  4. On the File > Print Reports screen, the GL Account Description option will now be available in the Primary sort drop-down menu of the Chart of Accounts Core tab.

    FR Sort Options

Was this article helpful?

Thank you for the feedback!