Question

Sub-Totals by Period on Transactions for Account and Period Reports

  • 20 December 2022
  • 4 replies
  • 65 views
A
Rank

Is there a way to have these reports show sub-totals on the screen by period or account (depending on the report) so I don’t have to manually calculate that each time?

4 replies

C
Rank
Userlevel 7
Badge +9

Hi @ABarati Please find the below screenshot and confirm if you are looking for a change to add Subtotal by period, on the ending balance.

 

Thanks

Chandra M
C
Rank
Userlevel 7
Badge +9

Hi @ABarati Also on by Account transaction report, as shown in the below screenshot, please confirm if you are looking for a change to add Subtotal by period, on the ending balance.

Thanks

Chandra M
A
Rank

Hi Chandra,

So, on the screenshot provided, see the two entries for September?  I was hoping to see that the two added together netted to zero. 

In my case, I have tens to hundreds of entries in a month, so would like a sum of just those entries by month. 

As an example, I often review activity in our revenue accounts at the end of the month to assure all look reasonable.  To do that, I like to see the detail and its sum for the month which I would compare amongst months pulled in the report.  More specifically, I could see that Sep had a net $10K of activity and October had$11K.  I would then be able to decide quickly that that seems reasonable.  With the way the report shows above, I would have to do a lot of math in my head or in Excel to get that quick look.

Thanks,

Amy Barati

Chris Hackett
Rank
Userlevel 7
Badge

Hi @ABarati  were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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