I'm here to ensure you're able to customize your report showing the data you needed, @LizCBayer.
Customizing your report from the small gear icon only allows you to add or remove a certain column. Since you wanted to filter it with the client's name, let's customize your report from the general customization instead. I'll show you how.
- Go to Reports.
- Enter Transaction List with Splits in the Search address.
- Open the suggested report.
- Select Customize.
- Under Filter, select Name.
- On the selection, choose the name of your client.
- Click Run report.
For more details on how you're able to customize a report, check out this article for information: How to Get the Most out of your Financial Reports?
I'm also adding this reference for the steps in saving your preference to access reports easily in the future: Memorizing a Report to Save it with its Current Customization Settings.
Don't hesitate to post again here if you have other questions about customizing your reports. I'm always around happy to help. Take care and stay safe!
