Sunday, March 24, 2019

Saved Search of Income Statement Accounts and Amounts to show Department in one column

At present, user can customize a Standard Income Statement per department by selecting Department in the Column drop down while viewing the report.  The steps below will allow users to create a saved search that will show Department as a Header and the respective account and amount for each department:

1. Navigate to Reports > New Search

2. Select Transaction

3. Criteria tab:

Posting : is true

Period: is FY 2014

Account: select an Income Statement Account

3. Results tab:


Department > Summary Type = Group

Account > Summary Type = Group

Amount > Summary Type = Sum > Function = Absolute Value

4. Available Filters tab:

Account > Show in Footer = Yes

5. Rename Search Title

6. Click Save & Run



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