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Reports: Formatting a report

After you create a report(Reports > Report Center) and you display the data you need, you can format your report so it looks like you want it to.

Customize columns
  • Make a column wider or narrower. Move your mouse between two columns until you see the double-arrow cursor. Drag the cursor to the right or left.
  • Rearrange columns. Drag the column's header to its new position. The red arrow shows where the moved column will go.
  • Sort data by a particular column. Click any column header to sort on it; click the header again to sort in the opposite direction. The arrow next to the column header shows whether the column is sorted in ascending or descending order.
  • Eliminate a column (on reports that list transactions). Under the Report button bar, open the Column menu and unselect the column(s) you want to eliminate. If you can’t find the column you want to eliminate in the Column menu:
    • Click Options. In the Other Columns list, unselect the column(s) you want to eliminate.
    • Drag the small diamond at the right of the column all the way to the small diamond at the left of the column.
  • Display a column not currently displayed (reports that list transactions). Under the Report button bar, open the Column menu and select the column(s) you want to display.
  • If you can’t find the column you want to display in the Column menu, click Options. In the Other Columns list, select the column(s) you want to display.
Specify a header or footer

At the top of the report, click Header/Footer and make your changes on the Header/Footer window.

  • In the Header/Footer window, change the header information. QuickBooks automatically includes your company name, title, subtitle, and today's date in the header.
  • Change the footer information. QuickBooks automatically includes the current page number, and lets you add an extra line of text in the footer.
  • If you want to change the alignment, select an option from the alignment menu.
  • (Optional) If you want to apply the header/footer settings to all your reports, click Apply to All. QuickBooks uses the title and subtitle of each report, but all other header/footer settings you set here will apply to all reports.
Format fonts and numbers

At the top of the report, click Format and make your changes on the Format window..

  • To change fonts, select the text area of the report and then the font and color.
  • Specify if you want to see simplified numbers by dividing them by 1000. You can also choose to display cents in your amounts or zero amounts.
  • Select the format for negative numbers on your report. For example, -300.00 or (300.00) or 300.00-.
  • (Optional) If you want to apply the header/footer settings to all your reports, click Apply to All. QuickBooks uses the title and subtitle of each report, but all other header/footer settings you set here will apply to all reports.