Knowledgebase: Sp_commands & Reports
[QXL-Desktop] How to run Balance sheet by class report - with different parameters
Posted by Jack - QODBC Support on 06 June 2017 10:02 AM

How to run Balance sheet by class report - with different parameters

Problem Description:

I am using QXL & I want to run Balance sheet by class report through QXL. I can see the report in the list. But I want to change report parameter.

How can I change report parameter & run updated report?

Solution:

You can change report parameter from QXL Report Settings tab.

The first step in changing report parameter is to click on settings icon for QXL options details.

You can choose BalanceSheetByClass report from the drop down list & add the report for export.

 

You can see default report query in Report Query/Command box.

You can modify report query by from Report Query/Command box.

You can refer QODBC Data Layouts site for details about different report parameters.

Navigate to the above link & Click on the region of the QuickBooks edition you are using.

You will be redirected to QuickBooks region link. Clink on the "ALPHABETICAL LISTING OF ALL REPORTS" under "REPORT OVERVIEW" label.

You will be presented all list of reports. Search for "BalanceSheetByClass" report & click on "Parameters" to get details about all supported parameters for BalanceSheetByClass report.

If you are QuickBooks USA user, then you can refer direct link for PARAMETERS AND VALUES FOR: BalanceSheetByClass

You can use any of supported parameter in report query.

I am changing report query by adding AccountFilterType parameter & changing date period by using DateFrom & DateTo parameter.

For Example: sp_report BalanceSheetByClass parameters DateFrom = {d'2021-01-15'}, DateTo= {d'2021-06-30'}, AccountFilterType='AccountsReceivable'

You need to modify report query & click "Add or Update" button to update report query.

The modified report query & added in the export list.

By repeating above process, You can add different report with different supported parameters as per your requirement.

The report will be exported by clicking on the Export icon from QXL Main Window.

Report Exported.

 

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