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Which custom report should you choose?

When should you consider creating a custom report?

  • You can't find an existing report that meets your needs.

  • You can't customize an existing report enough to suit your needs.

  • You can't find an appropriate contributed report.

Before creating a custom report, decide whether you want a list of transaction details or just a summary. For example, do you need a list of checks, paychecks, and bill payments that haven't been reconciled, or do you just need the total amount of uncleared items? If you need a list, create a custom transaction detail report. If you just want a summary, create a custom summary report.

10/28/2016 5:09:52 AM
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