Modify Auto Generate Special Reports

Modify Special Reports: Auto-Generate lets you automatically generate a special report.

Auto-Generate a Special Report

1. Select Auto-Generate.
2. Enter a Title.
3. Select the Summarize to option:
   • Detail: Creates lines for each header, detail, and group in the chart of accounts for each selected level.
   • Summarize by first 1 digits of account #: Summarizes all accounts based on the first digit of the account number for the levels selected (e.g., all detail accounts beginning with 4 are edited to one line).
   • Summarize by first 2 digits of account #: Summarizes all accounts based on the first two digits of the account number for the levels selected (e.g., all detail accounts beginning with 41 are edited to one line).
   • Summarize by first 3 digits of account #: Summarizes all accounts based on the first three digits of the account number for the levels selected (e.g., all detail accounts beginning with 410 are edited to one line).
   • Summary Only: Creates lines for each detail and group found in the chart of accounts for each level selected. This method consolidates all accounts with the same account number into a single line across multiple levels.

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4. Select which Account Types you want to include in your special report.
5. Select the Account(s) range. Selecting any option other than Show All displays fields so you can input the account number(s).
6. Use the level filter to pick which levels you want to include in your special report.

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Save or Cancel

1. Click Create to finish creating your special report.
2. Click Cancel to return to the main Special Reports page.

Updated June 05, 2026 16:18