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.
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type | Business |
| Permissions | Reports: List, View, Add, Edit |
Add a column
You can add columns using the dropdown menu at the top of each column.
- Open Reports and locate the financial report to change.
- Tab to Columns.
- Find a column next to where you want to add a new one and hover over the column number.
- On the dropdown menu that appears, select Add column left or Add column right, depending on where the new column will be placed.
- 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.
- 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.
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type | Business |
| Permissions | Reports: List, View, Edit |
- Open Reports and locate the financial report to change.
- Tab to Columns.
- Find the column to delete, and hover over the column number.
- On the dropdown menu that appears, select Remove.
- 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.