How do I customize the Transaction Detail Report to be by account and then sort by Transaction type
I'll help with your question about customizing reports, jcatsmitty1.
For now, you can only select one variable in the drop-down list for Group by when customizing the Transaction Detail by Account Report. We're unable to add another filter if the transactions are already grouped by account or by transaction type.
However, you can export the report to Excel so you can add another layer of filter. Here's how:
Click the Export icon in the upper-right hand corner of the report.
Select Export to Excel.
Let me also share these articles about running, customizing, and saving reports as additional reference: