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Anytime you create a report or graph, you can customize it to display just the information that you want to see. You can change the layout, the date range, the accounts to include, and various other settings that vary from report to report.

  1. Display the report or graph you want to change.
  2. Click Customize.
  3. Set the report dates.
  4. Click any of the tabs to make further changes. Click a topic below to learn more.
  5. Click OK.
  6. Click Save to save the report. (Optional)
    • Are my customizations saved with the report?


If the report or graph you end up with after customization is wider than standard printer paper, try modifying the print options.