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How To Customize Reports for Categories, Category Groups, or Tags

Updated: 8/11/2011 | Article ID: GEN82123

To customize a report for a category, category group, or a tag:

  1. Open the report, and then click Customize.
  2. Click the Accounts tab, and then select the accounts you want to include in the report.
  3. Click the Categories tab, and then select the categories you want to include in the report.
  4. (Optional) Select accounts at the bottom of the Category list if you want to include transfers between specific accounts, or click the Advanced tab (if available) and then select the appropriate item from the Transfers drop-down list.
  5. Click the Tags tab (this has to be turned on in your preferences and in use in order to view it), and then select the tags you want to include in the report.
  6. Click the Category Groups tab (if available), and then select the category groups you want to include in the report.
  7. Click OK to create the customized report.
 
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