List Chart of Accounts

The List Chart of Accounts report will compile a list of the accounts that you or your organization have set up in the Chart of Accounts, along with their net activity amounts for the month selected, and their year-to-date balances.

Run Report

1. Click Reports/Export in the Button Bar at the top of the screen.

2. Click the Worksheet button and select List Chart of Accounts from the list of options.

   

3. Choose the desired Accounting Year from the dropdown box.

4. Include Accounts With Zero Balance on the report by clicking a checkmark in the box.

5. Fund - If you choose to run a report that shows information for only one fund, click the dropdown box and select it.

6. Additional Settings

   

   Choose Custom Account Groups if you want to display a specified group of account. If the group you wish to choose is not there, you can even add a new group by clicking + Custom Account Groups button, and adding to the new group only the accounts you wish the report to show.

   Columns/Fields Tab - Check the Visible Columns list on the to see which columns are set to display.

   Detail Tab - Show or hide any of the balances of any Subtotals from the report by making selections on the Detail tab.

   Fonts Tab - Change the size and style of the font that prints on the report.
   

   Once you have made all of your selections, click Print to view a Print Preview and then proceed in sending the file to your printer. You can also Exports most reports and/or Send via Email as a file to be used outside of Church Windows.