Custom Reporting

How to add a column to the statement of activities or income report?

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  • In the Reports & Forms Menu, select Financial Statements. Once there, click once on the Financial Statement that you want to modify, then click on the Design icon at the top of the screen. On the design screen, double click on the gray Column Desc. box on the left side of your screen. There, you can add and remove columns from your report. https://pcosupport.com 800-780-0700 / 954-961-0600

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  • In the Reports & Forms Menu, select Financial Statements. Once there, click once on the Financial Statement that you want to modify, then click on the Design icon at the top of the screen. On the design screen, double click on the gray Column Desc. box on the left side of your screen. There, you can add and remove columns from your report. https://pcosupport.com 800-780-0700 / 954-961-0600

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