Report Summary WIP Detailed AR+Trust

Click on the “chevron” to show the “Ledger Options” screen; 

From the View choose “wip+ar+trust” report; 

Click on the “Manage Reports” in the bottom right corner of the screen; 

On the sub-screen “Manage Layouts”, make a copy of the “WIP Detail AR”; 

Edit the copy using the “Pencil” icon. 

First Screen:  Edit Layout, just click “Next” at the bottom left; 

Second Screen:  Edit Layout, turn off the “Ledger Entries”, press “Next” at the bottom left; 

Third Screen:  Ledger Heading Report, just click “Next” at the bottom left; 

Forth Screen:  Ledger Headings Page, just click “Next” at the bottom left; 

Fifth Screen:  Ledger Footer Page, just click “Next” at the bottom left; 

Sixth Screen:  Ledger Footer Report, just click “Next” at the bottom left; 

Seventh (and final) Screen:  Edit Layout – Summary, press “Save”; 

Close the “Manage Reports” sub-screen using the “Close” button at the bottom. 

Click on the “Save View” button in the bottom right of the screen; 

View:  Type New Name of the View.  It cannot be a name that already exists in the list;

Description:  Enter a Description, this text will appear in the title of the Report; 

Layout:  Use the dropdown list and find the “copy” that was created earlier; 

Make the View Public:  This will allow the report to be available for others; 

Press “OK” to save the view.