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This kind has the following setup:

  • Fiscal Year with start date of and end dates of 1/1/xxxx to 12/31/xxxx
  • Trial Balance Detail column setup:

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titleUse Filter Type and Add Page Header

When you generate a Trial Balance Detail report, the Trial Balance Detail column designer record is defaulted to the above Filter Types with Column Name selected in the Caption field. For this illustration, so as you will see how these filters work, the Caption is changed to Filter Type. This will show the Date coverage of the data.

Then a Page Header is added to match the column name for better illustration.

This is how the report will look like with Filter Type Caption and with Page Header.

Image Added

 

Here is how Retained Earnings row type works.

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