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Customize Report window

Depending on the type of report you're customizing, you may see any of the following fields, options, and buttons. If you want the options to display automatically every time you go to a report, choose QuickBooks > Preferences and go to Reports and select "Display Customize report window automatically."

Advanced Control more advanced layout options (such as whether your report should be based on a fiscal or calendar year).
Columns (list) The default setting is “Total only”; the report displays a single column for totals, with no column subtotals. To display your report with separate columns for each month within the specified date range, choose Month from the list.
Columns (check list) Select the columns you want included in the report. Column headings with a check mark are included. To “unselect” a column, click it again.
Customer:Job Choose the name you want from the Customer:Job list.
Days Past Due Limit a collections report so that it only shows invoices that are past due by at least a specific number of days. Enter the number of days past due that you want QuickBooks to use as the basis for the report. For example if you enter 15, the report shows all invoices that are overdue by 15 or more days.

Note: This setting overrides the number of days entered in the Aging field of the Filter Transactions window.

Days per aging period?
and
Age through how many days?
Restrict transactions included in the report according to their aging status. In the “Days per aging period” field, type the period of time you want each column to represent. For example, if you type 30, the column headings would be: “Current,” “1-30,” “31-60,” and so on.

In the “Age through how many days” field, type the maximum number of days for which you want a breakdown of aging intervals. For example, if you don't want the report to go past 90 days, type 90 in this field.

Delay receipts how many days Produce a more conservative and realistic cash flow forecast by slowing down receipts. (Receipts are usually delayed for several days since customers typically do not pay until the due date.) This also allows you to account for delays in funds availability that result from bank holds on deposits.

If you leave this field set to 0, the cash flow forecast includes all receipts where the due date falls within the date range for the report. If you type a number greater than 0, QuickBooks doesn't include a receipt until it is that number of days past its due date.

Filters Restrict your report to transactions that meet certain criteria.
Formats Determine how the report breaks down the amounts for time worked. For example, if the format is “Time by job by item,” the report shows much time went into each type of work your company did for each job.

To show how much time each employee worked on each job, choose “Time by job by name.”
Include This field affects subtotal headings in transaction detail reports. When you subtotal a transaction detail report, the report normally includes a subtotal heading only if there are transactions for the heading. To include all the subtotal headings in the report regardless of whether they have transactions.

To include all subtotal headings: Click All.

To include only headings that have transactions: Click Active.

Open balance/aging Determine how to calculate a customer's open balance on an aging report. You can choose:
Current Shows the customer's open balance as of today. All payments received through today's date are reflected in the open balances that the report shows.
As of report date Shows the customer's open balance as of the ending date of the report. This setting lets you view your customers' open balances as of a date other than today. Payments received after the ending date of the report are not reflected in the open balances that the report shows.
Other Columns Select the columns you want included in the report. Column headings with a check mark are included. To “unselect” a column, click it again.
Report Basis Choose whether you want this report to be based on an accrual or cash basis.

For an accrual-basis report, QuickBooks counts income as of the invoice date and expenses as of the bill date. For a cash-basis report, QuickBooks counts income as of the date you receive the payment and expenses as of the date you pay the bill.

Tip: To change the report basis for all reports, not just for this particular report, choose QuickBooks > Preferences, click Reporting, and then select either Accrual or Cash on the General pane. (Exception: reports that list transactions individually always appear as accrual-basis reports when you create them from the Reports menu. To change one of these reports to cash basis, click Customize in the Report window.)

Report Dates Choose a new date range from the list. You can also type a beginning date for the range in the From field and an ending date in the To field.
Reporting Periods Choose a time interval from the list that you want to use for this report. For example, if you have the reporting period set to one week, the report shows your cash flow at 7-day intervals for the date range you specify.
Row axis Customize the row headings you want for your report. Choose from the list.
Show actuals, Difference, and % of Budget Choose whether the report should show actual amounts in addition to budgeted amounts. When you select the “Show actuals” field, you can also select either or both of the next two fields: “Difference” and “% of budget.” If you select all three fields, QuickBooks displays your budget report with a column showing actual amounts, a column showing the difference between actual and budgeted amounts, and a column showing a percentage comparison between the actual and budgeted amounts.
Sort by Change how QuickBooks sorts the transactions on a report. Transactions normally appear in date order (earliest first) within a specified group. If you want, you can also sort the transactions by amount or by document number.
Total by Change how QuickBooks groups and subtotals the individual transactions on the report.