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jcjohnston
Joined: 09 Jul 2007 Posts: 2 Location: Dallas, TX
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Posted: Mon Jul 09, 2007 1:05 pm Post subject: Reports Summarized by Category |
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Is there an easy way to create a report on a found set of records that is sorted and summarized by category?
The account statement reports does not show categories. I may be missing something...
Thanks! |
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stanbusk Site Admin
Joined: 28 Dec 2005 Posts: 2186
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Posted: Mon Jul 09, 2007 4:39 pm Post subject: |
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| Which report are you using right now? What does it lack? |
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jcjohnston
Joined: 09 Jul 2007 Posts: 2 Location: Dallas, TX
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Posted: Mon Jul 09, 2007 5:57 pm Post subject: |
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I'm using 3.3.3
I would like to create a report based on a found set of records that shows all of the expenses incurred in a time range with each expense in each category as a line item with a summarized total cost for each category and a grand total.
I would like the option of printing just summary totals of each category or showing all the line items in each category. (The detailed Profit and Loss report comes close, it does the summary).
The Reports tab in iCash gives the option of a report called Account Statement, but it shows the expenses in all categories by date, it doesn't show the Category in the report or allow sorting by Category. I would like to sort the expenses by Category, then date, and show a summary total for each Category. A |
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stanbusk Site Admin
Joined: 28 Dec 2005 Posts: 2186
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Posted: Tue Jul 10, 2007 4:29 pm Post subject: |
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| Actually the 'Account Statement' was made for creating a 'Bank Account Statement'. Would you mind to open support ticket and send us an excel sheet of a sample report following your requirements? |
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