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Using the Accounts by Category Report

Tapping Accounts by Category in the Other Reports screen displays the report. From this screen, you can

  • View all accounts within the chosen category and export the account information.
  • View additional account fields such as Notes. For customer accounts, the contact email address, invoice and delivery addresses are included in the report.
  • View balances brought forward, debits and credits and balance carried forward for the date range selected.
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.

What does the report show?

The purpose of the report is to show a list of accounts in the selected category, together with the account fields from the Account Details screen. It also includes the total credits and debits for the account over the date range of the report.

How does EasyBooks pick the initial date range?

The Next P&L Consolidation date from your Business Settings is used as the end date of the report. If this date has not yet passed, the report uses current date instead. If you've consolidated your profit and loss, the day after your last consolidation is used as the start date. Otherwise the date of the earliest transaction is used.

How do I view a previous year's report?

Use the back and forward buttons to change the report date quickly to the previous or next financial period. The report will run for the whole of the financial period selected.

Options in the settings Menu:

  • Change Start Date - You can set the start date to any date prior to the currently selected end date.
  • Change End Date - You can set the end date to any date after to the currently selected start date.
  • Choose category... - Use this option to choose which category is used to produce the report. All transactions that affect the balance are included in the report.
  • Show Nil Accounts - By default the report shows only accounts with a non-zero balance. Use this option to show all accounts, including those with a zero balance.

Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

  • As shown (HTML) - The HTML format will open in a web browser.
  • Comma separated (CSV) - The CSV format contains the same information and is more suited to importing into a spreadsheet.
  • Both (ZIP) - The ZIP format contains both the HTML and CSV files compressed into a single zip file.