Navigate to Reports > New Report
- Select Transactions
- Metric: Select Amount
- Click Matrix
- Component: Select Account
- Field: Select Name or Name (GL-style)
- Column: Select Customer/Job
Click More Customization
- Click Filters
- Click Account folder
- Click Account Type
- On the Filters, select all Income Statement type of accounts like COGS, Expense, Income, Other Expense, Other Income, etc
- Click Done
Name: Enter Title of the report
- Click Save
- To access the report again, navigate to Reports > All Saved Reports