Upon opening the Design Financial Statement screen, press F8. Scroll through statements previously created using the blue scroll arrows 
. It is recommended that you make a copy of the report you want to edit and work with this copy. This will leave you a clean copy that you can refer back to or reload if needed. 
Press the Show Lines button 
to edit your report.
If you would like to design a new report but do not want to start from scratch, use the Report Assistant to pull up a generic report to use as a starting point. 
Macro Report Design
When designing a report from scratch, it is necessary to decide on the macro design. This is done in the first screen of the Design Financial Statement editor. The report number is the number or alpha characters that you will use to pull up the report (the report name). After naming the report, enter the Report Title. The report title will display (generic titles usually work best i.e. Balance Sheet, Income Statement, etc.). The report title section allows you to set important universal parameters like the divisor. Larger companies will usually display their G/L amounts in thousands or millions for the sake of readability. Check the Exclude Zero Lines box if you do not want G/L line items to display that have zero balances.
The second section on the main screen allows you to define the columns. Your report can be expanded out to as many columns as you would like. In the example below, you can see that this report has two columns; the first being a G/L column type and the second representing those G/L numbers as a percentage of a total. In this case, the percentage of total is of sales for the current period. The percentage of totals and percentage as a variance allows you to create powerful reports that go beyond the basic balance sheet. 
The Col# is a unique column number that indicates where on the page a column should print. Each column is defined by the column type pull down menu. Your options include:
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The Default Dates range defines the time frame of the report. They are not the actual dates they just represent the range to use. The actual dates populate when the report is printed. Date range options are as follows:
Balance sheet ranges
- As of...- leaves the beginning date blank and fills the ending date with the current period.
- As of Period End Prior year – allows the comparison of balance sheets: this year vs. last year.
- As of Prior Year End – Allows the current balance sheet to be compared to the prior year-end balance sheet.
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Once in the report editor your can add lines using the add line button 
or delete them with the delete line button 
.
Place your cursor in the line number box that comes before the item you need to add and press the Add New Line button; a blank line will be inserted. You can adjust the line number that is assigned and it assigns a position within the report for your new line to print. (The report prints in numerical order) You will then have options as to what type of line you would like to create.
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Once you choose your line type and tab through, you will be taken to the description box. It is here that you can type the line description that will appear on the report.
Your next step will be the formatting tab: here you will tell TRX how you would like the print out of the report to look. Your first box will allow you to type in the amount of spaces you would like that line to indent. 
The "break after" box will allow you to add a page break after a line.
The "reverse sign" indicates that the G/L data in the line will have its sign reversed. In the sample above if the reverse sign was checked in the "Total Cost of Goods Sold" field 696,189 would show as a negative amount. This could be used for summation purposes. The "bold" and "print line" options are self-explanatory. If you want the line to print, check the Print box and if you want it in bold lettering check that box as well. The underline option will allow you to add underlining to the dollar amount columns for breaking or summation lines. The example above shows the underline before the 696,189 total costs of goods sold total. 
After completing the format screen you will be taken to one of three screen tabs, which one you go to is based off of your line type.
G/L Accounts
If the line type you are adding is a G/L data type, you will be sent to the GL Accounts tab next. Here you will be able to assign the GL account range that you would like to show up on the report you are creating.
When the Print Account Number box is checked the G/L account number will display before the description on the report.
Formula Tab
Some of the line types that you can use in your report will contain formulas:
Add two lines and Sub (tract) two lines - are examples of the how the formulas tab would be used. 
The Formula tab will let you choose which two report lines to add or subtract.
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Other line types require summations and they can be set up on the Sum Tab:
An example of these would be the sum line range.
At any time during the design process you will be able to view your work by using the print preview button 
. This will give you an up-to-date look at your report. 
At this point you have created a formatted balance sheet.
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