Reports
Customize and save report settings
The side panel on the Reports tab controls how the open report looks. What you see on screen is also what you get in an export.
Report name and subtitle
- Report Name is the title at the top of the report and in exports. It starts as the report's default name, such as Inventory Report or Combined Account.
- Report Subtitle is the line under the title. It defaults to the matter name. One subtitle is shared by every report in the matter, and it saves when you leave the field.
Show or hide detail
- Show zero value accounts appears on the Inventory Report, Income Statement, and Combined Account. Turn it on to include accounts whose amount is zero. It is off by default.
- Show summary appears on the Combined Account and shows or hides the SUMMARY section. It is on by default.
- Report descriptions always show under their accounts. See Set up accounts.
Collapse sections and accounts
On the Inventory Report, Income Statement, and Combined Account, click the arrow beside a section heading or an account to collapse or expand it.
- A collapsed parent account shows one row with the total of it and its children.
- A collapsed account with transactions hides the transaction rows and shows its total.
- A collapsed section shows only its heading and total.
- On the Combined Account you can also collapse the Opening Inventory, Closing Inventory, and Summary cards.
The Inventory Report and both inventory sections of the Combined Account start fully expanded. In the Income Statement and the Combined Account, income and expense sections and parent accounts start expanded, and accounts without subaccounts start collapsed.
If you collapse a parent and expand it again, its children keep the collapse choices you made before.
Exports follow the collapse state on screen. The arrows themselves don't appear in PDF, Excel, or CSV files.
Save report settings
A saved report keeps its name, dates, toggles, tag choice, and collapse state.
- Set up the report the way you want it.
- Enter a Report Name.
- Under Saved Report Actions, click Save as new.
To reuse one, choose it in Saved Reports. The list shows only saved reports of the type you have open.
To change a saved report, choose it, make your changes, and click Save current. To remove it, choose it, click Delete current, and confirm.
Saved reports belong to the matter, so everyone in the workspace who opens the matter can use them. Deleting a matter deletes its saved reports.