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myra-raisinghani
Level 1

Can i add a description in all reports whereas currently i find only in invoices and statements

 
1 Comment 1
Jovychris_A
Moderator

Can i add a description in all reports whereas currently i find only in invoices and statements

Of course, you can, @myra-raisinghani.

 

Add notes feature helps you add a description to your reports. You'll have to run the report first in the Reports menu. Then you can find it beside the Sort drop-down list on the upper left. 

 

Let me show you how:

  1. Go to the Reports menu on the left pane.
  2. Select a report like Profit and Loss.
  3. Click Add notes beside Sort drop-down list.
  4. Add notes or descriptions.
  5. Click the "x" button.


Great job! You now have a description added to your report.

 

You can also print the report including the description. Just hit the Printer icon on the upper right and click Print.

 

I'll add these articles as your reference in running reports and how to save it with current personalized settings:

It includes how to run quick reports in your Chart of Accounts.
 

Please let me know if you have further questions. I'm always here to help. Have a fantastic day!

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