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Why is my new account not in the report?

New accounts need to be mapped in Account Trees

Written by Sandra McCarthy
Updated over a year ago

If you have added a new account, it will need to be allocated in the Account Tree to show in the reports:

  • Navigate to: Reports > Report Tools > Account Trees

  • Choose the Account Tree used in your report

    • At the top there is a section SHOW NEW click to reveal all the new accounts

    • If required, expand all the drop down arrows until the individual accounts show with a check box

    • For each account Tick the box, and then select Move to Tree, and choose the header you wish to place it to from the drop down list

    • SAVE CHANGES at the top right

  • Re-run your report to check all is well

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