How can I setup / customize the Departmental report?


  1. Click the Setup Report tab.
  2. In the Report Name box, enter a name for the report.
  3. Select the size of the font from the Font size selection box. This selection affects the on-screen report and the printed report.
  4. Choose the Report Type:
    1. Income and Expense Report: This is the default option which will show income and expenses for selected internal accounts.
    2. Expense Report: This option will provide a report on selected Expense Accounts.
  5. Choose the report options:
    1. Income and Expense Report:
      1. Show Balances: This option displays the beginning and ending balances.
      2. Show Detailed Transactions: Displays a detailed list of all transactions on the account.
      3. Include EC Deposits in Income: EC (or Expense Credit Deposits) are typically listed with expenses as a reduction of expenses. This option will include these deposits in the income section of the report.
    2. Expense Report:
      1. Show Detailed Transactions: Displays a detailed list of all transactions on the account.
      2. Show Budget: Includes the Budget on the report.
  6. In the account list, double-click on an account to include the account in the report. An 'X' will appear to the left of the account name indicating it is selected. Double-click again to remove the selection.
  7. To create more than one Departmental Report, click the Add New Report button. Repeat steps 2 through 6 for each new report.
  8. To entirely delete a report, click the Delete button.
Departmental Report Setup