Editing Account Number Display Options in Reports

In Planning Maestro reports, you have three options for displaying Account Names and Descriptions:

• Account Name Only – Display only the Account Name, such as S-5000:

• Account Description Only – Display only the Account Description, such as Office Supplies:

• Account Name and Description (default option) – Display both the Account Name and Description (for example, S-5000 – Office Supplies):

This document shows you, a Planning Maestro user, how to change your account display options in reports.

To change the display options for Account Names and Descriptions in your reports, follow the steps below.

Step 1: Open the Reports module and open any report, new or previously created.

Step 2: Click on the More icon ( ) next to the Account Number Dimension at the top, which is usually in the Rows section.

Step 3: The Select Subsets popup opens. Click Manage Subsets.

Step 4: The Manage Subsets popup opens. Click the Subset Options icon ( ).

Step 5: The Subset Options popup opens. Select which display option you want for this particular subset:

• Account Name Only – Display only the Account Name, such as S-5000
• Account Description Only – Display only the Account Description, such as Office Supplies
• Account Name and Description (default option) – Display both the Account Name and Description (for example, S-5000 – Office Supplies)

Then, click Save.

Step 6: The Manage Subsets popup reopens. Click Save As to save this subset with a new name.

Step 7: In the Save Subset As popup, enter a new name for this subset in the subset Name field and click Save Subset.

Please Note: Administrators can create and save a Shared subset that other users can see. Non-Administrators can only create and save a Private subset for their own use.

Step 8: On the reports page, click the Rerun report button ( ) to implement your changes.

In this example, the report shows Account Name only. The default option is to display Account Name – Description, such as S-4010 -- General Expenses.