Skip to main content
All CollectionsReportsAccount TreesAccount Trees FAQ
Why is my new account not in the report?
Why is my new account not in the report?

New accounts need to be mapped in Account Trees

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a week 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

Did this answer your question?