The Account Summary is a snapshot, that's why it doesn't let you select
a range. (similar to a Balance Sheet)
Your other options are an Income Statement/P&L (which won't show
anything but Expense & Income accounts) or perhaps an Equity Statement
or the Balance Sheet which includes Equity, Assets & Liabilities. (which
again, are snapshots and rolls Income/Expense into Equity)
The closest to the Account Summary with a date range is the Trial
Balance Report. (be sure to set Account Depth to 'All' on the Accounts
tab in Options)
You can get sort of close with a Transaction Report if you select all
accounts on the Accounts tab, clear everything *but* Account Name &
Totals on the Display tab, set your desired date range on the General
tab, and then select "Show subtotals only (hide transactional data)" on
the Sorting tab.
Regards,
Adrien
On 3/19/22 10:39 AM, Brock Rycenga wrote:
Hello,
Looking for help with [custom] reports. I like the look of the Account
Summary report, but there is no way to fully customize the date range (only
a starting date, or ending date - not both). I like that report format the
best because it shows the account hierarchy with a total for the top level
of any account with sub-accounts. Anyone know how to do this with a
transactional report? Is there another report I should start with to get
the look/feel of the Account Summary report, but with a fully custom date
range?
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