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[QXL-Desktop] How to run Balance Sheet Standard report - with multiple levels
Posted by Rajendra Dewani (QODBC Support) on 14 June 2018 12:06 PM

[QXL-Desktop] How to run Balance Sheet Standard report - with multiple levels

Problem Description:

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

How can I add multiple levels similar to QuickBooks application (UI) report?

Solution:

You can change report query & parameter from QXL Report Settings tab.

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

Input following

Output Table Name = BalanceSheetStandard

Report Query/Command = sp_report BalanceSheetStandard show Amount_Title, NestedText1,NestedText2,NestedText3,NestedText4, Amount parameters DateMacro = 'ThisMonthToDate', ReportDetailLevelFilter='All'

 

 

 

You can modify the report query using Report Query/Command box.

You can refer QXL 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. Click on the "ALPHABETICAL LISTING OF ALL REPORTS" under "REPORT OVERVIEW" label.

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

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

You can use any of the supported parameters in report query.

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

 

 

The modified report query will be updated to the 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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