Accounting Ideas

Enhanced reporting by analysis type

As in Sage 50, and in other competitor cloud products, can we run P&L reports across multi analysis types, for example:

  • All 'Departments' in one report, presented one after another in sequence (e.g. Nominal Activity Departmental Analysis in Sage 50)

  • All 'Departments' in one report, presented side-by-side with the X axis (columns) being the Departments or Analysis Types, and the Y axis (rows) being the nominals for income and expenditure - this would allow at-a-glance comparison of income or spend across various departments (e.g. Profit and Loss by Class in QuickBooks)

Perhaps an enhancement of the 'Intelligence' report builder could enable us to do this, if functionality were included to allow reports to be designed which filtered by Analysis Type.


Thanks

David

  • Guest
  • Jun 5 2020
  • Love This Idea Likely To Be Coming Your Way
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  • Guest commented
    18 Dec, 2020 02:01pm

    departmental Trial Balance report would be very useful. pleasssseeeee.....

  • Guest commented
    12 Nov, 2020 11:45am

    Great ask!

    Would it be one or the other or are both methods (in rows and Columns) needed?

    Also would having all Projects in a single report be needed or would being able to compare a subset of these projects at a time suffice? So if for example: If you were able to run a P&L for 10 projects at a time across your columns ... would that be sufficient?

    Would you want to be able to add two layers of comparison against Analysis Types to a P&L? So for example, would you want to be able to have a top group of Analysis Type 1 (e.g. Projects) and then a second level group of Analysis Type 2 (e.g. Region) grouped under the top level?

  • Guest commented
    22 Sep, 2020 09:41am

    This would be very helpful. I need to be able to drill down into my profit/loss reports so the analysis types are more detailed., for example, rather than a lump of money against materials, it would be good to see how that breaks down into timber, bricks, doors, sanitaryware etc

  • Guest commented
    29 Jul, 2020 10:55am

    About 2 days ago I put a similar suggestion for departmental TB. A departmental or based on other Analysis types, this will be very useful report esecially to assess how each department is performing.

  • Guest commented
    22 Jul, 2020 09:02am

    AGREED: This would be VERY HELPFUL. We need a report showing the revenue by ALL projects. We can view by a single project but we are nearing 100 projects and calling them up individually is impossible.

  • Guest commented
    5 Jun, 2020 09:45am

    yes! I like these suggestions - they would be very useful