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How do I expand or collapse report levels?

Describes how to show more or less account detail in an accounting report with Expand 1 Level and Collapse 1 Level.

You will need the Full Read Accounting permission to perform this action.

Accounting reports group your accounts into levels. A category such as Income holds groups such as Donations, which hold your accounts and sub-accounts. Use Expand 1 Level and Collapse 1 Level to choose how much of that detail the report shows.

Expand or collapse a report

  1. Go to Accounting > Reports in the left-hand menu, then click the report you want in the Reports widget.

  2. Click Collapse 1 Level above the report on the right to close one level of detail. Click it again to close the next level.

  3. Click Expand 1 Level to open one more level. It is greyed out when every level is already open.

  4. To open or close just one group, click the arrow beside that row.

Tip: When you export a report, the PDF or CSV matches the levels showing on screen. Set the detail you want before you click Export. See How do I export an accounting report?.

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