1. Navigate to Accounting Home and click the Run Reports tab. Then, under the Custom menu, click GL Account Reporting Groups.
2. Click New.
3. Enter the GL Account Reporting Group Name.
4. Select the Type from the drop-down list. It can be either:
   Balance Sheet (for Asset, Liability, and Equity accounts)
                                       -OR-
   Income Statement (for Revenue and Expense Accounts).
5. Click Save. The GL Account Reporting Group screen displays. 
6. From the GL Account Reporting Group Lines related list, click New. 
   
   
   Note: Click here to view the above image in full screen. 
   
   
7. Search for and select a GL Account.
8. Click Save & New.
9. Repeat this process for as many accounts as desired. Then, after adding the final account to include, click Save.

Note: Once GL Account Reporting Groups are defined, you can upload the 'component' GL Accounts to the GL Account Reporting Group. Refer to the Financial Statement Row article.

Include a GL Account Reporting Group on a Financial Report

1. Select a Report Definition.
2. Click the Definition Criteria tab. 
3. Under the Financial Report Rows related list, click New.  The New Financial Statement Row dialog box displays. 
   
   
   
   
4. Select Reporting Group from the Type drop-down list.
5. (Optional) Enter a Row Label.
6. Enter a Position. 
7. Click the Lookup icon to search for and select the GL Account Reporting Group look up that is needed for the particular report.
8. Click Save.