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Customize Trial Balance Report

edited Feb 4, 2020 4:46PM in Ask A Guru 7 comments

I want to customize the detail report produced from the Trial Balance report to show additional fields.

I have tried customising the Summary Trial Balance Report (and saving under a different name), but it doesn't seem to give me the 'DRILL DOWN REPORT' field that is available on other reports.

Presumably I need to re-create a new Report from scratch to replicate the Trial Balance report, but I'm not sure what type of report to start from (I was assuming there would be one for 'Account' or 'Balance' or 'Trial'?

Has anyone achieved this?

Or is there a better way to customise the detail report (I want to show the memo field alongside the transactions)


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