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The director of a company you are preparing the accounts for has asked for a report of her mortgage account. The mortgage account is already

The director of a company you are preparing the accounts for has asked for a report of her mortgage account. The mortgage account is already opened from within the Balance Sheet and the report dates have been selected in order to see everything the director needs. However, the report looks messy. There are headings for totals, adjustments and others that are not needed. You would like to see the debits and credits displayed separately, instead of positive and negative values under Amount.

What needs to be done to tidy up this report?

  • 1 Use the mouse to drag the columns until you no longer see the data. Use the Gear icon to add the additional columns you need. Re-order the columns by entering a number against each, starting at 1 being furthest left. Modify the header and save the report
  • 2 Select the report Gear icon and remove checkmarks from the columns not required. Select Show More to add any columns you would like to include. Select Reorder Columns and use the drag-and-drop option. Modify the header and save the report
  • 3 Choose Customize. Use the Filter option to select and deselect any of the column headers you would like visible. Use drag-and-drop to reorder the columns. Modify the header of the report and save
  • 4 Choose Customize. Select Headers and Footers. Select and deselect the column headings desired. Number the columns to reorder, 1 being the furthest left. Modify the header, and save the report

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