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What's important about the Modify Report window

The selections you make in this window change the current report. You can make as many—or as few—changes as you need.

Important fields

Report Dates

Report Dates

Report basis

This setting determines how the report calculates income and expenses.

  • Select Cash if you want the report to base income and expenses on the date that cash actually changes hands. For example, a cash basis report treats a customer payment for an invoice as income, but not an unpaid invoice.

  • Select Accrual if you want the report to base income on the date you billed a customer, and expenses on the date you entered a bill. For example, an accrual basis report includes both a customer payment and an unpaid invoice as income.

To change the report basis for all reports, and not just for this particular report, select the basis you want in the Reports & Graphs Preferences window. (Reports that list transactions individually always appear as accrual basis reports when you create them. To change one of these reports to cash basis, you must use the Modify Report window.)

Show actuals and difference and % of budget

These choices add columns that compare your budgeted amounts to your actual income and expenses.

  • Select Show actuals to add your actual income and expense totals to the report.

  • Select and difference to add a column that shows the difference between what you budgeted and what your company earned or spent. In this column, a negative amount means that you were under budget, a positive amount means that you were over budget.

  • Select and % of budget to add a column that shows the percentage difference between your budgeted amounts and the actual amounts. In this column, a percentage below 100% means that you were under budget, a percentage above 100% means that you were over budget.


The selections on this list create subtotal columns for specific time periods or other factors. For example, choosing Week adds weekly subtotal columns to the report.


Choose Total only to exclude subtotals from the report.

Choose Account list to subtotal by each account in your chart of accounts.

Row axis

The choices on this list change the way that the report groups and subtotals data.

Example 1: A budget report normally shows budgeted amounts for the income and expense accounts on your chart of accounts. To show budgeted amounts for each customer or job, choose Customer:Job from the Row Axis list.

Example 2: A custom report normally shows net income broken down by income account. To show what your company paid to each vendor, choose Vendor from the Row Axis list.


Changes the calendar base for report dates. For example, you can change the base from your company's fiscal year to the calendar year.

Also determines whether zero amounts and inactive accounts appear in the report.


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