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.



  • Guest
  • Jun 5 2020
  • Love This Idea Likely To Be Coming Your Way
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  • Guest commented
    17 Sep 11:12am

    Disappointing. This seems quite a basic requirement and we would have hesitated signing up for Sage Online had we known it wasn't available - especially as we are now told that it is on Sage50!

    Sage - please make an upgrade a priority!

  • Guest commented
    14 Sep 11:50am

    We need this as soon as possible even if initially we only have a CSV file that can be exported to a spreadsheet. Until this is ready we have to put customers who need this kind of analysis on QuickBooks.

  • Guest commented
    27 Aug 01:57pm

    I would like to be able even to get a simple report (P&L or NomLedger) split out by project. It just isn't feasible to have to do a csv report singly and then join them altogether on one for the client to see. I had assumed this would be automatically available but apparently not.

  • Guest commented
    27 Jul 09:25am

    it's a good point about ending up with too many columns in the second report... having a tickbox of analysis types rather than always including all would enable the user to control this.

  • Guest commented
    17 Jun 12:14pm

    the easiest way to achieve this would be to add a column to the nominal activity report for each active analysis type. This would at least enable the user to export the data and do the analysis themselves in excel. The fact we have put this data in sage but can't get it out is infuriating especially when you look at sage's competitors.

  • Guest commented
    18 May 10:33am

    Would love to be able to search a project while inputting a PL or SL. Nightmare having to search through a list of 100's of projects!

  • Guest commented
    16 Apr 08:35am

    My particular request would be that both Nominal Transaction reports and Audit Trail reports should have an option to display and sort by department. P&L analysis already exists but does not appear to drill down effectively. How soon can we expect these improvements to be offered. Database analysis is normally very simple, so hopefully should not take long?

  • 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