Editing Journal Entry Reports

To edit a journal entry report:

  1. Open the report from either:

    • The hamburger menu under Journal Entry Reports

    • The Engagement View page under either Unfiled Reports or a folder.

    The journal entry report opens and displays the content selected and the most recent journal entry data.

  2. Click the Edit Report icon on the toolbar to edit the content of the report.

  3. These report options can be changed:

    • Add or remove remarks columns

    • For combined reports, journal entry types can be added or removed.

  4. Click Save to save the changes to the journal entry report. The report may take a couple of minutes to generate. You will receive a message when the report is successfully created.

 

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