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Jan 24, 2023 4:08 PM UTC
Solved

Custom Reports

How can I run a report to show only shareholder distributions?

GeorgiaCAnswer
Level 13
Jan 24, 2023 4:31 PM UTC

Hi Cham2526, if you have one account for shareholders in your Chart of Accounts you can view the distributions by selecting the drop-down beside the account in the CoA > Run report > Customise > Filter > Transactions > Transaction type > Select all that apply > Run report. 

2 replies

GeorgiaCAnswer
Level 13
Jan 24, 2023 4:31 PM UTC

Hi Cham2526, if you have one account for shareholders in your Chart of Accounts you can view the distributions by selecting the drop-down beside the account in the CoA > Run report > Customise > Filter > Transactions > Transaction type > Select all that apply > Run report. 

Cham2526Author
Jan 24, 2023 5:09 PM UTC

Thank you