Camelot Software Knowledge Base

How do I modify my Account Statement report?

To change how the Account Statement report looks, from the main menu navigator screen in Camelot, go to Accounting, then Print Forms, and then to the Statements tab. 

There you can right-click on the grid and choose Statement Layout Design.  This will open the Account Statement report in the ReportBuilder program and there you can make whatever changes you need to make, and close with the X at the upper right and say Yes to save changes.

The Account Statement used in Camelot is one of the Reports on the Reports screen in the Accounting folder.  So, you can also customize it by making a copy of that report on the Reports screen, and then use the ReportBuilder program (Layout/Design) to make changes to it.  Then, to make that new report you've created be the one used when printing account statements, right-click on the report in the list there on the Reports screen and choose Set as Default Report > Account Statement.

keywords: statements, modifying statements, changing statements, modifying statement, changing statement, modifying account statements, changing account statements

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