QuickBooks for Mac 2014 User’s Guide 208
• Change the subtotaling of transactions. You can group and subtotal the data on a transaction detail report.
1 Create a transaction detail report (for example, Transaction Detail by Date).
2 On the report buttonbar, choose an item from the Total By list.
• Change the sort order of transactions. Transactions usually appear in date order (earliest first) within a
specified group on a report. You can sort the transactions by any column on the report.
1 Create a transaction detail report.
2 On the report buttonbar, choose “Totals only” from the Total By list.
3 To sort the transactions by amount (for example), click the word Amount at the top of the Amount
column (second from the right, or close to it). To reverse the sort order, for example by smallest to
biggest amount, click the word again.
Viewing more of a report on your screen
To view more of a report that's too long or wide to fit on the screen, click the vertical and horizontal scroll bars at
the right and bottom of the report window.
You can also see more of a report by clicking these checkboxes on the button bar:
• Hide Header—Hide everything in the report header (company name, report title, date range, today's date, etc.).
This button does not affect the printed report. Click the checkbox again to display the header information.
• Collapse—Hide subaccounts, jobs, and subclasses by summarizing their amounts under the main heading. This
choice affects both the onscreen and printed report. Click the checkbox again to display the subaccounts you
previously hid.
Formatting your reports
After you create a report (Reports > Report Center) and you display the data you need, you can format your report
so it looks like you want it to.
Customize columns
• Make a column wider or narrower. Move your mouse between two columns until you see the bar with an arrow
cursor. Drag the cursor to the right or left.
• Rearrange columns. Drag the column's header to its new position. The red arrow shows where the moved
column will go.
• Sort data by a particular column. Click any column header to sort on it; click the header again to sort in the
opposite direction. The arrow next to the column header shows whether the column is sorted in ascending or
descending order.
• Eliminate a column (on reports that list transactions). On the Report button bar, click Options. On the
Columns list, unselect the column(s) you want to eliminate.
• Display a column not currently displayed (reports that list transactions). On the Report button bar, click
Options. On the Columns list, unselect the column(s) you want to eliminate.
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