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1 reply

Moderator
August 10, 2025

You can manage the trial balance report's data by selecting the Customize button, Seif.
 

Before we start, may I know what specific reporting modification you need? Adding more details about this ensures we can provide the precise assistance.

 

To customize the trial balance report, refer to these steps:

 

  1. Go to the Reports menu, then Standard reports.
  2. Enter and select Trial Balance in the Type report by name here search bar.
  3. Click the Customize button.
  4. Modify and manage the following details as needed:
    • General:
    • Rows/Columns:
    • Header/Footer:
  5. Once done, tick Run report.

 

Feel free to add more details about your query or ask further questions by clicking the Reply button.