How to Customize the Outstanding Invoice Report to Include a Tax Amount Column©

Overview:

This article explains how users can customize the Outstanding Invoice Report to display the Tax Amount column.
By default, the report shows invoice totals and balances but does not include a breakdown of the tax component.
Adding the Tax Amount column allows users to have a clearer view of the tax portion for each outstanding invoice — useful for reconciliation, SST reporting, and accounting accuracy.

Scenario:

A user wants to review all outstanding invoices and include the tax amount in the report output.
Currently, the standard Outstanding Invoice Report only displays the following columns:

• Invoice No.

• Invoice Date

• Customer Name

• Invoice Amount

• Outstanding Balance

However, the user also needs to view the Tax Amount for each invoice.
To achieve this, the report must be customized either through the Report Designer or by requesting assistance from the support team to modify the report layout and data query.

Solution:
Step 1 - Please learn how to access Report Designer here:

Step 2 - 

We have now entered the Report Designer page of the Outstanding Invoice Report.
Users can decide where they would like to place the Tax Amount column according to their preference.

For example, if you want to place the Tax Amount column on the right side of the Amount column, simply right-click the Amount column, select Insert, and then choose Column to Right.

Similarly, repeat the same step in the Details Band section to ensure the new column appears correctly in the report’s detailed rows.

Now you can see that an additional table cell has been added to the Amount column in both the Page Header and the Details Band. Users can then adjust the size of the new column as needed.

Step 3 - Now, in the Page Header, the newly added column can be double-clicked by the user to rename it. For example, you can name it “Tax”. 

Step 4 -As for the Details Band, the user needs to follow the photo provided below and drag the TaxTotalAmount field from the Field List into the newly added column in the Details Band. 

Step 5 - After completing Step 4, go to the same column, click on Settings, and in the Format String field, enter the following format string: {0:N2}

Step 6 - We’ve reached the final step. Click Menu, then click Save. 

Result:

Remark : Please learn how to Default format from here:

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