Add or remove columns in a financial report

You can add and remove columns to include or exclude the column data in a report. Make the changes at any time, then save the report with the changes to run the report as usual.

Add a column

You can add columns using the dropdown menu at the top of each column.

  1. Open Reports and locate the financial report to change.
  2. Tab to Columns.
  3. Find a column next to where you want to add a new one and hover over the column number.
  4. On the dropdown menu that appears, select Add column left or Add column right, depending on where the new column will be placed.
  5. The column is added, and any original column is moved, depending on whether you add to the left or right. For example, if you add a column to the left of Column 3, the existing Column 3 becomes Column 4.
  6. Enter the column information the same way as always.

Delete (remove) a column

If you want to permanently, you can remove the column from the report. Columns are removed individually.

  1. Open Reports and locate the financial report to change.
  2. Tab to Columns.
  3. Find the column to delete, and hover over the column number.
  4. On the dropdown menu that appears, select Remove.
  5. You are prompted for confirmation. Select OK to permanently delete the column.

Repeat these steps for each column to remove.

If necessary, you can always recreate the column by adding a new one later.