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January 24, 2023
Solved

Custom Reports

  • January 24, 2023
  • 1 reply
  • 2 views

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

Best answer by GeorgiaC

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. 

1 reply

GeorgiaCAnswer
Level 13
January 24, 2023

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
January 24, 2023

Thank you