Grouping adds a subtotal row per group. Filtering narrows the rows. Both controls sit in the report header: Group By to the right of Report Template (and of Context and State, which appear when the return has assets allocated to a state), and Activity to the right of Group By, so they are there the moment you pick a template.
Where this is in the app
Dashboard → open the return → Report tab
Both controls are in the header row above the report, alongside the Report Template picker. Neither is in the column picker behind the Columns button, which holds only column visibility, order and saved layouts.
Group by
Group By offers different options depending on the report you are on.
Report | Group By options |
Depreciation Schedule | Recovery Period, Method, Convention, GL Account, Activity, Source categories 1–4, No Grouping |
Book Depreciation Schedule | GL Account, Activity, Source categories 1–4, No Grouping |
Vehicle/Listed Property | No Grouping, Business Use (>50% / <=50%), Vehicle Type (Heavy / Standard) |
Disposals | No Grouping, Gain/Loss Type, Recovery Period, GL Account, Activity, Source Category |
State Depreciation Schedule | Recovery Period, Method, Convention, GL Account, Activity, Source Category, No Grouping |
For source categories in tax and book schedules, the grouping choices include the original mapped column name and example values. The original names also appear in nested report headings and Excel/PDF exports. Saved layouts keep the selected category slots and order.
The Depreciation Schedule opens grouped by Recovery Period. Every other report opens ungrouped.
On the remaining reports there is no Group By control. Summary by Class and Roll-Forward are already summarised by class. Tax vs. Book Reconciliation, AMT Adjustment, QBI Qualified Property, GL Rollforward & Reconciliation and Journal Entries render in a fixed shape. On the State Modification Worksheet and the Federal-to-State Reconciliation the dropdown offers only No Grouping.
When a report is grouped, assets with nothing in the grouping field collect under Unassigned. Grouping by GL Account or Activity is where you will see that most. Those two are offered on the Depreciation Schedule, the State Depreciation Schedule, Disposals and the Book Depreciation Schedule, whether or not the return has GL accounts or activities yet.
Source Category groups by the label each asset carried in from its import file, on the Depreciation Schedule, the State Depreciation Schedule, Disposals and the Book Depreciation Schedule. Named groups sort A to Z, and assets that arrived without a label collect under (No source category) at the end.
Grouping changes presentation only. The subtotals are sums of the rows in each group, and the grand total is the same figure however you group.
Stack source categories
On either depreciation schedule, choose a source category in Group By, then use Then by (level 2–4) to add categories in the order you want. Each category can appear once. Select None to omit a level.
For example, location first and furniture/fixtures second produces location headings with asset-group headings beneath them. Reverse the selections to put furniture/fixtures above locations. Blank categories appear last under (No source category).
Each level has a subtotal. Category subtotals cover the entire group, including rows on other pages. Grouping does not change the grand total. Saved layouts preserve the selected order. Excel and PDF preserve the hierarchy; CSV keeps asset rows in that order and includes category columns selected in the column customizer.
Filter to one activity
The Activity picker appears in the header row, to the right of Group By, on the Depreciation Schedule only, and only when the return has activities. It is not offered on the other reports.
The dropdown lists:
All activities, the default.
Every activity on the return by name, with its form reference in parentheses where it has one.
Unassigned, which shows only assets that were never given an activity.
Changing the filter resets the pager to page 1. The rows narrow, and so do the subtotals, the grand total at the foot of the table and the six summary cards above it.
Unassigned is the one worth running. On a return with several activities, an asset with no activity sits in the grand total but in none of the per-activity subtotals. Filtering to Unassigned shows you those assets in one click.
Two more things about the filter
It is not saved. A saved report configuration stores your columns, their order, the sort and the grouping. It does not store the activity filter. Loading a saved configuration leaves the filter where you last set it.
It reaches your exports. Excel, CSV and PDF all narrow to the filtered activity, and each file names the filter it was built with. A Filtered: marker next to the Export menu tells you the filter is on before you click. See Export a report to Excel, CSV or PDF.