Reports: Included Sections

The Included Sections page decides which reports you are printing, and for key reports, which accounts are included in the output reports.

Accessing the Included Sections screen

• Open the Reports Setup screen
• Click Included Sections in the top right of the screen
• The Included Sections page will open

Selecting Accounts

For the Category Summary and Account Details reports you can select which accounts will be shown in your report and whether empty or zero accounts are displayed.

To select specific accounts:

• Click the Included Accounts header to display all Categories in your budget
• Click a Category header to display all Accounts in that Category
• Click the checkboxes to select or deselect any Account
  • You can easily uncheck the Included Accounts header to unselect everything, then pick what you do want included in your budget
  • If you want to keep a Category header, but not include any of the Accounts within it you can click Uncheck all Accounts (Keep Category) in the Category section

Note: If Fringes are posted by category then the Fringe accounts will be available to select or unselect for your report.

Hiding Empty Accounts

For the Category Summary and Account Details reports you can hide some accounts from your report based on a lack of content. To do so:

• Click the Exclude option to the right of Included Accounts
• Select which types of lines to exclude

Type	Description
Empty Accounts	Any Accounts with no Detail Lines will not be included. Note: Some accounts may include blank Detail lines that are still included.
Zero Total Accounts	Any Accounts that have a 0 Total (after suppressed lines and calculations are taken in to account) will not be included.
Suppressed Detail Lines	Detail lines that have "Suppressed" Groups applied will not be included. See Groups Setup for more details.

For the Account Details report you can also choose to exclude the Fringe Breakdown. This hides the details of which fringes are being calculated, but does not hide the fringe totals.

Report Selections

The reports you output will be based on selections made in the Included Sections page. To see all the possible reports make sure to expand the Setup Screen Reports sub-header.

Report	Description
Cover Page	Shows or hides your Cover Page
Topsheet	Matches your budget topsheet. All categories are shown. All report subtotals and totals are shown.
Category Summary	Shows the categories and their supporting account totals as selected in Included Accounts. Report subtotals and totals may be hidden if supporting accounts are not selected to be included.
Account Details	Shows the categories, accounts, and the supporting detail lines as selected in Included Accounts. Report subtotals and totals may be hidden if supporting accounts are not selected to be included.
Chart of Accounts	Shows all Category and Account numbers for your budget.
Budget Information Report	Shows basic budget information like title, currency settings, and total number of items.
Notes Report	Shows all Notes across all Categories, Accounts, and Detail Lines.
Setup Screen Reports	Shows all data for the selected Tools as entered in the Setup screens.

Note: For a specific Setup Screen Report to be included in your output both the Setup Screen Report parent and the specific report have to be checked.

You can see your selected reports in the preview pane on the right hand side of the screen. If you want to you can drag-and-drop reports in the preview pane to re-order them.

Applying Selections

Once you have made all the selections you want, click APPLY TO REPORT to close this window and return to the Report Setup page.