How to view MRR and/or deferred revenue by income type; how to filter accounts on the Customer page

Use Configure Report at the top of the Customers tab to select which account codes to include in any Customer page report.

Go to Customers (Top Navigation Menu) > Select the report you wish to edit (Left Sidebar).

Then use Configure Report (top right) > Accounts, to select the accounts you wish to include.  Note that if nothing is selected, all accounts will be included in the report (no filter) - as soon as at least one account is selected, then only the selected accounts will be included in the report.

Use Configure Report >Tracking Codes / Classes to select the Xero Tracking Codes or QuickBooks Classes you wish to include.

 

 

Select the accounts you wish to view, then Save Report.

You can save different accounts under different Preset names using "New Report +" (top left sidebar).

The reports will then be available on the left sidebar for all users.