[QXL-Desktop] How to run a 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 the report parameter.

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

Solution:

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

The first step in changing the report parameter is to click on the 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 the 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 the QuickBooks region link. Click on the "ALPHABETICAL LISTING OF ALL REPORTS" under the "REPORT OVERVIEW" label.

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

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

The modified report query will be updated on the list.

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

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

Report Exported.