Chart of Accounts Report

The Chart Of Accounts report allows you to print your chart of accounts in a variety of ways.

Filters

1. Complete the following filters as needed.

• • The Account Number filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays fields so you can input the numbers.

• • • Account Structure - select the levels you want to include on the report.

If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.

Options

1. Complete the following options as needed.

• • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
  • Banded Rows?
  • Report Options:
    • Detail
    • Summary
  • Print Notes
  • Print Setup Information
  • Account Status:
    • Active
    • Inactive
  • All Accounts
  • Show Inactive Levels
  • Page Break Options:
    • None
    • Fund
    • Department
  • Include Header Lines
  • Include Total Lines.

Report

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed. 
2. Click the Close Report button to return to the dashboard.

Updated February 27, 2025 20:34