Editing Trial Balance Reports
To edit a trial balance report:
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Open the report from either:
The hamburger menu under “Trial Balance Reports”
The Engagement View page under either “Unfiled Reports” or a folder.
The trial balance report opens and displays the content selected and the most recent trial balance data.
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Click Edit TB Report icon on the toolbar to edit the content of the report.
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These report options can be changed:
Groups selected, if the option to Include selected groups is selected.
Include Net Income
Hide unused groups and sub-groups
Hide accounts with no activity
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Click Save to save the changes to the trial balance report. The report may take a couple of minutes to generate. You will receive a message when the report is successfully created.