Adding a Subtotal to a Balance Sheet

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cortez1st
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Joined: Mon Dec 04, 2017 1:14 pm

Adding a Subtotal to a Balance Sheet

Post by cortez1st »

I am trying to add a subtotal to a Balance Sheet. I'm told to access the Report Designer menu to do this, but I can't find it. Where do I find the report designer menu? I'm a Windows 8 user on Powerchurch 12.

NeilZ
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Re: Adding a Subtotal to a Balance Sheet

Post by NeilZ »

cortez1st wrote:I am trying to add a subtotal to a Balance Sheet. I'm told to access the Report Designer menu to do this, but I can't find it. Where do I find the report designer menu? I'm a Windows 8 user on Powerchurch 12.
Are you talking about the standard Balance Sheet report that's built into Powerchurch. That cannot be changed through Custom Reports.
You would have to create a Custom Report from scratch. The Custom Report writer if found from the Accounting -> Fund Accounting -> Other Output menu item.

Where are you trying to put a subtotal on? Assets, Liabilities ?? In reality you can do that by adding a GROUP to the Chart of Accounts setting the Report Level at 3 or 4.
Neil Zampella

Using PC+ since 1999.

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